All User guides articles – Page 2
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User guidesHow to add a catch-all renewal check effort
Subscriber Campaigns can potentially involve complex filtering and priority arrangement, and if changes are made at any stage to any area of the product set up it can sometimes have the unintended consequence of knocking orders out of qualification.
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User guidesGoogle Analytics 4 (GA4) Ecommerce Tracking - Implementation Summary Beta
Add GA4 ecommerce tracking to the ADvance checkout.
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User guides
Hosted sites and assets
Webvision Cloud now supports the ability to upload and host separate web pages and assets in a sub-domain of your site. This can be used for hosting special marketing or landing pages that can’t be created within the Webvision UI.
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User guides
Sending Metadata from ADvance to Stripe
With some additional configuration, metadata from ADvance such as the brand or product associated with the transaction can be sent to Stripe to support your reporting activities. This allows you to easily identify all of your payments in your Stripe portal and see how much revenue is generated by brand. ...
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User guides
ADvance Frontend Newsletter Unsubscribe
The ADvance One-Click Newsletter Unsubscribe Handler lets you generate an unsubscribe link that can update a party record’s newsletter or email DPA preferences straight away. These can be added to email templates to provide different unsubscribe options to the user receiving a newsletter or marketing email.
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User guides
Personalise subscriber campaign emails with dynamic variables
Want to use dynamic fields from ADvance within subscriber campaigns and renewal emails? We’ve created a comprehensive list with all of the variables that can be used in Subscriber Campaigns.
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User guides
How to update EU VAT rates
This story details the steps involved in updating Sales Tax rates for EU orders.
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User guides
How to change the username on a party record
Need to change the username of an existing party record? This documentation quickly demonstrates how to change a party’s username and add a new contact email address.
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User guides
Understanding the campaign monitor insights tab
Guidance on campaign monitor insight statistics and steps you should take to prevent over-reporting or bloated insights.
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User guides
How to create a fixed price subscription regardless of regional tax
Product variants that have dynamic sales tax applied to them will charge a different amount of tax based on the address of the user. This documentation explains how to set either a fixed gross amount or a fixed net amount when creating a variant with dynamic tax.
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User guides
How to process an order with an Invoice payment method
How to process an Invoice order in the backend and send this to the customer.
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User guides
E-Commerce Platforms
List of all payment portals that can be integrated with Webvision Cloud and supported features.
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User guidesWeb Activity - Action types explained
Descriptions of the different action types recorded under Web Activity.
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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, Payments and Card Transactions with an export table.
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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 - 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.
