All ADvance customer data management articles – Page 7
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User guides
Integrating 3rd party websites with ADvance
The purpose of this document is to issue guidelines to 3rd party developers who want to integrate their websites with Abacus’ ADvance (AD) platform.
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How-to guides
How to delete user information
In order to comply with GDPR erasure requests, it is now possible to delete* a user in ADvance from the backend interface. The function is located under GDPR Actions on a party record.
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Release notes
ADvance release notes – February 2019 - v1.3.12
BI improvements: invoice party ID, agent flag, start issue and branching on slider toggle form questions.
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Release notes
ADvance release notes – February 2019 - v1.3.11
Backend button to ‘delete’ party records, update to Q A capture form email confirmations, corporate order auto-association domains copied on renewal, updates to API, BI filters, order of DPA channels and Failed Payments export.
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How-to guides
Auto-segment your audience to deliver targeted content and advertising
Easily segment your audience based on Business Intelligence filters that automatically process your customer data.
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Release notes
ADvance release notes – December 2018 - v1.3.10
Includes: Backend button to extract all party data from ADvance into XML file, Person to Company association validation, Company name lookup on frontend forms, change sequence of address on address capture, API updates
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WVC UI framework
Platform cookies
The following document contains an audit of the cookies utilised by the Abacus platform.
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Release notes
ADvance release notes – October 2018 - v1.3.9
Includes: Change to revenue allocation for corporate orders, add recipients to corporate orders via Q A form, change to revenue release for gift orders, BI update, improved frontend address flow, remove date restriction from custom attributes on galley files.
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User guides
Renewal pop up HTML snippets
Here are some examples of HTML which can be added into the renewal message box. Please make sure to check our user guide on renewal pop ups.
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Release notes
AD release notes – September 2018 - v1.3.8
Includes Web activity password reset, IP country lookup for Product Offer page, New ‘Newsletter’ icon, Brandless Newsletters, Newsletter cancellation/sign up transaction (BI), API improvements, Improvements on the ADvance GDPR dashboard, Tax calculation in checkout flow datalayer.
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User guides
Actions Management
Actions management allows you to view and export the parties who have received renewal communications.
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User guides
Related Offers
The related offer page allows you to create a defined link between this offer and any related offers which will be displayed in the allocated section on the shop front end.
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User guides
Priority
The Priority page allows you to set the priority for your subscriber campaigns.
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User guides
Audience Filters
Audience filters are used to define specifically which parties will be targeted for communication during this subscriber campaign.
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User guidesProduct Variants
Each distinct instance of product entitlement and price is a distinct variant of a product offer.
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User guides
New Orders - Payment Details
The payment details page is used to define how the order will be paid. Select the channel to indicate how the order was requested Tick Publisher payment to indicate the order has already been paid to the publisher by another means. This means ...
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User guides
New Orders - Review & Confirm
The review confirm page allows you to review, make any final edits and confirm the order. Note: It is only when the confirm order button has been selected that payment is taken from credit or debit cards Click Edit to ...
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User guides
New Orders – Delivery Details
The delivery details page is used to select the party which will receive the product. It also provides a summary of: The product offers and variants included in the order The price of each variant The options in this page are different for each type ...
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User guides
New Orders - Custom Attributes
The custom attributes page displays the capture forms for the product variant selected in the order: Click a form name. The form is displayed. Input the custom attributes for the party Click Continue . The Review Confirm page is displayed ...
