All ADvance customer data management articles
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Release notes
ADvance release notes – July 2024
Our July release includes major new guest functionality for the next-gen ADvance Checkout V2.
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Release notes
ADvance release notes – May 2024
Our May release was primarily a maintenance release, but it did include a few bug fixes.
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Release notes
ADvance release notes – April 2024
Our April release includes enhanced security on MyAccount pages, updates to the Fulfilment Management export, the ability to order of the Payment types on the front-end checkout flow, and more.
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Release notes
ADvance release notes – March 2024
Our March release introduces a powerful new feature to limit purchaser access to promotional offers. We are also rolling out further enhancements to our Beta release of the Engagement Index as we start to expose the underlying data via BI.
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Release notes
ADvance release notes – January 2024
2 big innovations in this release: Beta release of a new user engagement tab to the ADvance backend, and the framework required for implementation of the modernised and streamlined ADvance checkout
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How-to guides
How to set up PayPal as a Payment Method
ADvance supports the ability to have PayPal set up as a secondary payment provider alongside your main payment provider. This will provide your subscribers with alternative ways to pay and make it easier where they already have a PayPal account configured with their cards.
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Release notes
ADvance release notes – August 2023
The ability for users to update their credit card details, improved user flow designed to optimise the quality of company data and more…
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Release notes
ADvance release notes – June 2023
Ability to Write Off Liability when cancelling orders, ability to output order data in the Datalayer and more….
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Release notes
ADvance release notes – April 2023
Corporate Self Service - Automate admin invite email; new CCC order confirmation Text Asset and more….
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Release notes
ADvance release notes – February 2023
Improvements to Payment workflow, additional information in the customer diary, fixes and more.
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Release notes
ADvance release notes – November 2022
Auth 0 support, cancel continuous subscriptions on the frontend, GDPR dashboard, discount existing pro-forma invoices, fixes and more.
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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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Release notes
ADvance release notes – September 2022
Qualification settings enhancement within product metering, API updates, changes to Variant Bespoke Messaging, fixes and more.
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How-to guides
Gatekeeping non-story pages
You can gatekeep non-story pages such as SPIN pages, search results and more to create new access models for your website. Such as, limiting access to search results, landing pages or your home page to registered users or even make these pages subscriber-only.
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Release notes
ADvance release notes – June 2022
GA4 ecommerce tracking, bespoke reporting, increased web activity tracking, additional IFR mailing fields, frontend DD/CCC orders will not backdate, fixes and more.
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Release notes
ADvance release notes – May 2022
Download receipts and invoices on the frontend, refund options when cancelling an order, cancellation data in BI, unsubscribe newsletter recipients in ETL, changes to the ETL flow, fixes and more.
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Release notes
ADvance release notes – March 2022
Schedule when an OData BI query is published, add notes to BI queries, improvements to order search, output order ID in subscriber campaign emails, fixes and more.
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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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How-to guides
How to use the BI Scheduler
ADvance facilitates the collection of vast amounts of user data which can be invaluable in identifying trends or actionable intelligence. A great way to leverage this data is to use a visualisation tool to create a data model and then do the relevant analysis.
