How to guides – Page 2
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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
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How-to guides
How to set up tokenised free trials
How to use the Linked Variant functionality to set up tokenised free trial orders that collect card details at the point of entry, but delay the initial payment until after the trial period is over.
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How-to guides
How to improve your newsletters sign-up performance using our new visual enhancement option
81% of B2B marketers say their most used form of content marketing is email newsletters* and 80% of business professionals believe that email marketing increases customer retention**. With this much importance placed on newsletters as a means of engagement, how can we make sure your customers sign up?
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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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How-to guides
How to use ETL to bulk add a source code to multiple party records
Source codes can help make the job of filtering or reporting on a certain subset of users easier. This documentation will explain how to use ETL to bulk add a source code to existing party records.
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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.
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How-to guides
How to use ADvance source codes to gain more insight – three use cases
Source codes allow you to gain insight into the origin of registrations, orders or parties. This documentation goes through three use cases where source codes can be used: tracking multiple links, subscription flow for a campaign.
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How-to guides
Guidance on constructing efficient BI queries
The BI module is very powerful and allows searches and retrieval of data across the entire ADvance database. The database itself can become very large (Abacus has clients with millions of party records and tens of millions of individual transactions). It is therefore important to construct BI queries carefully.
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How-to guides
How is the start date calculated on a renewal order?
This documentation explains the differences between an explicit and implicit renewal, and how the start date is calculated in different scenarios.
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How-to guides
How to report on orders placed, money received & liability
Aside from the reporting functionality of Business Intelligence, ADvance has a series of pre-defined financial and logistical reports that are designed to cover a wide range of reporting needs. On this page, we are focusing on a handful of common reporting needs and questions and suggesting which report will provide ...
