All User guides articles – Page 2
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User guides
EU VAT Reporting
VAT reporting is required if a product is consumed within the EU for either print or online subscriptions. To provide the required information from ADvance you can run the Bank Transaction Detail report.
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User guidesCampaign Monitor - Latest Updates
This page contains updates directly from Campaign Monitor (CM) that Abacus users should be aware of. For a round-up of everything recently launched on Campaign Monitor, see What’s New in Campaign Monitor. See Campaign Monitor’s Help Site for documentation on Campaign Monitor. Please also see Campaign Monitor’s Status Page ...
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User guidesADvance Training Modules
If you would like some training on ADvance, this story contains a list of all the ADvance training modules available along with information on how long each takes. Please speak to your account director if you are interested in scheduling a training session.
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User guides
My Insights Dashboard
My Insights is a series of interactive visual reports that focus on key areas of your user data presented with graphs and trends. It can be accessed on the ADvance dashboard page and reports on your Website Registrations, Live Subscribers, Orders, and Payments.
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User guidesBI Library - Overview
The BI Library (BIL) is a group of core BI filters that we have identified as helpful for standard selections that are often requested. These include both base BI queries and system BI queries.
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User guidesBI Library - Live
This library of BI queries is based on live data sources such as live orders and subscribers. These queries can be modified by selecting ‘SAVE AS’ on the top right-hand side.
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User guidesBI Library - Lapsed
This library of BI queries is based on lapsed data sources such as orders and subscribers. These queries can be modified by selecting ‘SAVE AS’ on the top right-hand side.
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User guidesBI Library - Lists
This library of system queries has been chosen to enable you to access information from the database that is not accessible to the standard BI tool. These system queries cannot be copied or modified.
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User guides
Abacus Identity Server - Single Sign-On (SSO)
Abacus Identity Server provides the ability to effortlessly integrate your non-Abacus frontend platforms with Abacus ADvance, providing centralised user identity management and credential authentication functions.
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User guidesBI Library - Renewals
This library of BI queries is based on subscriber campaign data sources. Some of these queries can be modified by selecting ‘SAVE AS’ on the top right-hand side, however some of the queries are system queries that provide information not accessible in the standard BI tool and cannot be copied ...
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User guides
Subscriber Campaign Statistics
The subscriber campaign pages can provide insight into the number of parties your campaign has reached and the percentage of renewals created. This documentation explains the logic used for each column.
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User guides
Qualification types output in the datalayer
When a user accesses your website either as an anonymous user (not logged in) or as a registered authenticated user (logged in), the qualification type is output in the datalayer. This documentation provides a description of each qualification type.
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User guides
Stripe Payment Gateway Setup FAQs
This provides more detailed information on some questions that may arise when moving to the Stripe payment gateway.
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User guides
Campaign Monitor Integration - Version 4 (Released Q1 2021)
This version includes the ability to use segments instead of lists, which can reduce costs. It also includes a new method for handling unsubscribe options.
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User guides
Campaign Monitor - Subscribe to one or more recurring ‘newsletters’
This documentation will go through the different ways in which a frontend user can subscribe to one or more newsletters.
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User guides
Campaign Monitor - Master Mailing List
This documentation explains how parties from ADvance are synced to the Campaign Monitor Master Mailing List, explaining how newsletter subscribes and unsubscribed are handled, and what happens when a user re-opts after unsubscribing in the past.
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User guides
Campaign Monitor - Methods of unsubscribing to a newsletter
This documentation will demonstrate the different journeys a frontend user can opt-out of newsletter subscriptions, whilst explaining how this works with the Campaign Monitor sync.
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User guides
Campaign Monitor – How to create an automated newsletter
This document explains how to set up a standard newsletter XML feed on Webvision Cloud and pass this on to an Automated Journey in Campaign Monitor.
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User guides
Campaign Monitor Overview – Version 4 (Released Q1 2021)
This documentation gives an overview of how the most recent Campaign Monitor email integration works and the different options available for your set-up.
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User guides
Five key processes to maintain your database
If you do not use the Abacus Bureau service, we recommend you prioritise a few key processes to guarantee smoothly-run and on-time payment collections, and to ensure all of your paid orders are fulfilled correctly.
