Latest how to guides – Page 4
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How-to guides
How to process an agency order in the backend
Agency orders are orders that have been purchased by a subscription agency. This documentation explains how to process these orders under an agency party record.
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How-to guides
How to create a new personal order on a party record
A personal order is an order that is created on a person’s party record where both the billing and recipient party are the same. This documentation goes through step-by-step how to create a personal order in the backend subscription flow.
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How-to guides
Restrictions on linked variant functionality
Information on the built-in restrictions that apply to the use of Linked Variant for Continous Payments.
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How-to guides
How to create a continuous payment variant
How to set up continuous payments in ADvance.
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How-to guides
How to add online products to existing print only continuous payment subscriptions
How to add an Online product to an existing Print Only Continous Payment Order.
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How-to guides
How to create a step up rate for a continuous payment order
How to use the Linked Variant functionality to create a Continous Payment order that starts at a low price and moves to a higher price after a certain number of payments have been taken.
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How-to guides
How to make an adjustment to an existing order
The best practice for adjusting an existing order is to cancel the order and raise a new one. Read below on how to do this and transfer the liability.
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How-to guides
How to set up a promotional code for your subscriptions page
Create promotional codes that can be entered by customers to direct them to promotional offers.
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How-to guides
Promote trending topics & subjects with our optional navigation position
An additional area of navigation, Hot Topics, can be included on your site to allow for a more variable set of navigation, based on what’s happening now in your sector.
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How-to guides
Converting a batch of images to JPG in Photoshop
Convert multiple images to JPG and save them ready for the Media Library in seconds, using our ready-made Photoshop action and script.
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How-to guidesHow to showcase key content using Hero Blocks
Grab your readers’ attention with this high impact visual element.
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How-to guides
How to add the newsletter widget
Add this widget to SPIN and story pages to encourage users to sign up for newsletters.
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How-to guides
How to extract user information
This feature maps to “The Right of Access” and “The Right to Data Portability.”
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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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How-to guides
Display bespoke messages to different audiences and improve onboarding
Segmentation allows for personalised messages to be added to landing pages, helping provide a unique customer experience.
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How-to guides
How to create RSS feeds of article content
RSS feeds can be used in various ways, whether it is to share content between related brands, or to supply content to third parties. Webvision Cloud allows you to easily configure RSS feeds and to use SPIN functionality to set the criteria for which content is included.
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How-to guides
UTM tracking for Campaign Monitor, Adestra, DotMailer, Maxemail and Marketo
How to enable analytics in your email software?
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How-to guides
Dotdigital troubleshooting
Some tips that can save you time before reporting an email integration issue.
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How-to guides
Adestra troubleshooting
Some tips that can save you time before reporting an email integration issue.
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How-to guides
Campaign Monitor troubleshooting
Some tips that can save you time before reporting an email integration issue.
