All User guides articles – Page 9
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User guides
New Orders – DPA
DPA is used to determine the data protection settings for the details collected from the party. The DPA page displays all live data protection statements for this brand. It is not mandatory to complete this page.: Tick the appropriate statements to apply to the ...
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User guides
New Orders – Subscription
The subscription page is the first page of an order. This page determines the type of order you are adding to the party record. Select the type of subscription the order is for. The options will vary depending on whether you are adding an order for a company party or ...
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User guides
New Orders – Billing Address
The billing address page is used to select the billing address for the order. The billing address relates to the billing contact. The billing contact is the party that is responsible for acquiring the product. This may be different to the recipient. The page displays ...
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User guides
Adding product offer details
The offer information page is used to define the main details of the product offer.
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User guides
The full details of what is a product offer
Product offers are used to add price and entitlement to products.
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User guides
Qualification settings
Qualification settings are used to define metered access levels for different types of users on an online product.
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User guides
Entitlement Rules
Entitlement rules are used to define exactly what content on your website will be controlled by this product.
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User guides
Accounting Settings
Accounting settings are used to determine certain configurations at a product specific level.
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User guides
Product > Newsletters
Subscriber-only newsletters can be automatically added to online and event products upon completion of a paid order to ensure that those customers are kept up to date with the latest news.
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User guides
Subscriber Campaign - Basic Details
The Basic Details page is used to determine the main settings for the Subscriber Campaign.
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User guides
Batch Upload - Matching Results
The matching results page is used to check and process the imported data.
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User guides
Batch Uploads (ETL)
Allows you to bulk upload data via CSV files. Can add new and overwrite existing data.
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User guides
Batch Uploads - Basic Details
The basic details page is used to determine the details of a batch and control how it is processed into ADvance.
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User guides
Batch Splits
Split the IFRA process to manage the distribution of print based products into separate delivery output files.
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User guides
Recipients Filters
Select which customers will receive the issue as part of this IFRA process.
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User guides
Notification Letter
The notification letter page of a direct debit run displays all customers who have had a change to their direct debit.