How to guides – Page 3
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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 ...
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How-to guides
How to change a fixed tax rate being used on Product Variants
Do you need to update the fixed tax rate that is being applied on variants? This documentation quickly goes through the two steps involved.
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How-to guides
How to change the delivery postal address on an order
Learn how to change the delivery address of a print product on an existing order.
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How-to guides
How to use ETL to bulk add addresses to multiple party records
Batch Uploads (ETL) allow you to upload bulk data via an Extract Transform Load process. This document explains how to create a suitable CSV file to bulk upload a new address to existing party records.
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How-to guides
How to upgrade an existing order to sell additional recipients or products
ADvance allows you to upgrade an existing order with additional recipients or products. The upgrade order is linked to the original order and ends at the same time. At renewal, the renewal order will look at both the original and upgrade order.
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How-to guides
Registration flow for front-end and back-end users
This document provides information on how credentials are created on both the front end and back end via ADvance.
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How-to guides
How to remove someone from a corporate order
Corporates are multi-recipient orders. This documentation will explain how to manually remove users via the backend.
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How-to guides
How to process and manage a corporate order
Corporate orders are large bespoke orders that can have multiple recipients against it. Users can be added manually, automatically via an email domain or IP address, or via the Corporate Self Service Module.
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How-to guides
How to process a Direct Debit order
This documentation will explain how to process a Direct Debit order in the backend as well as some things to keep an eye out for.
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How-to guides
How to renew existing orders on the backend
This documentation will show you how to process an order as a renewal, and how to flag an existing order as a renewal.
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How-to guides
Accessing OData feeds in ADvance
This document covers the basics of making the connection between a visualisation tool (in this example Microsoft Power BI) and the ADvance data source which you can create using the BI function in ADvance to build an OData feed (an industry-standard XML format data feed).
