All ADvance customer data management articles – Page 3
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Release notes
ADvance release notes – August 2021
Metering users based on the number of unique stories viewed, new fields to all IFR delivery formats, direct debit frequency field, referrer gatekeeping, more renewal expiry reports available, and more.
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User guidesADvance Training Modules
If you would like some training on ADvance, this story contains a list of all the ADvance training modules available along with information on how long each takes. Please speak to your account director if you are interested in scheduling a training session.
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User guides
Subscriber Campaign Statistics
The subscriber campaign pages can provide insight into the number of parties your campaign has reached and the percentage of renewals created. This documentation explains the logic used for each column.
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Release notes
ADvance release notes – June 2021
Ability to suppress direct debit notifications, additional output fields in notification export, changes to subscriber campaign rates, general improvements and fixes.
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Abacus policy
EU VAT Changes - 1st July 2021
Changes to EU Value Added Tax (VAT) are coming to businesses selling goods to customers located in the EU. Find out what changes you might be required to undertake in ADvance here.
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How-to guides
Web Pop-Up Messaging - Communicate to users on the frontend
Communicate to your customers with messaging on your frontend site via 4 different visual presentations. The effort message can be set to appear on any non-AD controlled pages.
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Release notes
ADvance release notes – June 2021
Upcoming KPI Dashboard, updated Products dashboard, all-new options for online qualification settings, new renewal output and more.
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How-to guides
How to check your renewals are working properly
It is recommended that you perform a health check on your Subscriber Campaigns on a regular basis to ensure that all orders that should receive renewal communications are being picked up and notifications are being generated and emails, letters and web pop-ups are being delivered to the customer.
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Release notes
ADvance release notes – April 2021
BI Library, Improvements to how the print issue being run automatically selected in the IFR, capture form label changes and fixes.
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User guides
Five key processes to maintain your database
If you do not use the Abacus Bureau service, we recommend you prioritise a few key processes to guarantee smoothly-run and on-time payment collections, and to ensure all of your paid orders are fulfilled correctly.
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Release notes
ADvance release notes – March 2021
Latest Address BI Folder, Order Confirmation Text Asset includes corporate recipient message, Stripe CCC tokenised free trials, new dataLayer variables, Direct Debit improvements, order time can be uploaded via ETL and fixes.
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Release notesADvance release notes – January 2021
Improved order confirmation page for frontend corporate orders, status column on DPA management screen, restricted characters on frontend forms, and fixes.
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Release notesADvance Release Notes – December 2020
Renewal Campaigns renamed to Subscriber Campaigns and general fixes.
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Release notesADvance release notes – November 2020
Campaign Type is more visible, My Subscriptions page displays the latest charged amount for continuous orders, Latest Company ID visible in the Metadata extraction layer, Help Site links more visible on ADvance, and fixes.
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How-to guides
Understanding the Renewal Expiry Reports
This article provides information about the recently updated version sub-report of the renewal expiry - Payment Type and (other versions of the report are currently in Beta). The report provides subscription renewal rates broken down by payment type. It is important to note that within the Platform renewals can be ...
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User guides
A list of text assets available in ADvance for Email, Webpages, PDFs and Metadata
An important part of ADvance is customising the messaging to your customers using text assets. This article documents the assets available and their behaviour.
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User guides
Subscriber Campaigns
When subscriptions expire, payments and entitlement to receive a product also expire. Subscriber campaigns are used to encourage existing customers to renew their subscription.
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User guides
Reports overview and full breakdown
Access to a series of pre-defined reports such as financial and logistic.
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How-to guides
How to reduce the frequency of a print product
This document describes the best method to change the frequency of a print product using the example of shifting a weekly schedule to a monthly one.
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How-to guides
How to set up Continuous Collection Alerts using campaigns
This guide explains how to set up automatic continuous collection alerts for DD and CCC orders. These alerts can be delivered by email, letter, or a pop-up when users log in.
