All How-to guides articles – Page 2
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How-to guides
How to use ETL to unsubscribe multiple users from newsletters
Using the ETL function you can unsubscribe a list of users to a newsletter or newsletters in one go. This document details the steps involved.
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How-to guides
How to use the BI Scheduler
ADvance facilitates the collection of vast amounts of user data which can be invaluable in identifying trends or actionable intelligence. A great way to leverage this data is to use a visualisation tool to create a data model and then do the relevant analysis.
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How-to guides
How to add a new email effort into a subscriber campaign & test it
This article explains how to set up a new email message on Advance and test it.
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How-to guides
How to provide additional anonymous access to links originating from newsletters / social / search
ADvance allows you to meter users based on the source of the traffic, for example where a user comes from a particular referral such as Instagram, LinkedIn, or an email. This lets you target access for anonymous users on top of the existing side-wide gating regime already set up.
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How-to guides
How is the country sales tax applied to an order determined?
Under EU laws regarding tax, VAT on Business-to-Consumer (B2C) supplies of digital services is determined by the location of the consumer. Certain goods imported into the EU are also subject to VAT and this is determined by the delivery country.
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How-to guides
OneTrust Cookie Consent
OneTrust provide a ‘Cookie Consent’ component that can be implemented with your frontend websites to offer granular cookie preference control for your users. It can be integrated with Webvision Cloud (WVC) and ADvance (AD) frontend pages, providing an effective method to manage your cookie policies and inventory, with these supporting ...
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How-to guidesSearch Engine optimisation – top tips to get the best from Webvision Cloud
Read our hints and tips to make sure you optimise your site for search engines.
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How-to guides
How to notify continuous subscribers of an expired card before their next payment
This guide explains how to set up automatic messages when a card used on a recurring payment subscription has expired. These messages can be delivered by email, letter, or a pop-up when users log in.
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How-to guides
How to notify continuous subscribers of a failed payment
Continuous payments fail for a number of reasons, for example where a customer has cancelled a direct debit or when there are insufficient funds on a card. When a payment fails, ADvance can recognise this event in a Subscriber Campaign and notify your customers automatically.
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How-to guides
How to use an email campaign to prompt users to update their personal details
Prompt users to update their personal details at least once a year. Steps on how to achieve this.
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How-to guides
Suggest company names on capture forms
Company names can be suggested to a frontend user in a number of different manners, making it easier for the user to associate themselves to the correct company record on ADvance.
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How-to guidesHow to create a link that will automatically log a user in
For non-frequent site visitors, remembering the username and password can act as a barrier to entry when returning to your website. If you wish to provide instant access to your users in a logged-in state, then you can create an auto-login link.
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How-to guides
Subscription Packages: The Do’s and Don’ts
Subscription packages should be reviewed and maintained carefully to ensure that any updates to your subscriptions or continuous payments can be managed efficiently. This documentation will provide some tips on how to create and maintain your product offers and avoid unnecessary further work.
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How-to guidesHow to export a list of all active continuous credit card subscriptions
This documentation will demonstrate how to build a BI query that will output all of your live continuous credit/debit card orders and the contact information associated with the subscriber.
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How-to guides
How to use ETL to give complimentary subscriptions
Using the ETL function you can give complimentary subscriptions to many users in one go. This document details the steps involved.
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How-to guides
How to use the Experience Management Engine for Lead Generation content
The EME makes it easy for you to create lead generation content where users are required to provide some information about themselves before they can have full access to content such as a video or a white paper. This documentation shows an example of a sponsored white paper and the ...
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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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How-to guides
How to use ETL to sign up users to a newsletter in bulk
Using the ETL function you can sign up a list of users to a newsletter or multiple newsletters in one go. This document details the steps involved.
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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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How-to guides
Hero carousel
Highlight key content and create visual breaks in long pages with the Hero Carousel
