All ADvance customer data management articles – Page 11
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User guides
Capture Form Management - Branching
Branching allows you to control how a customer moves through the pages of a form.
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User guides
Capture Forms - Branding
The branding page allows you to control the appearance of the capture form.
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User guides
Capture Form Management
Any information you need from a customer can be gathered through a capture form. Capture forms can be made available on the front end via a link from your website or an email link.
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User guides
Capture Form Management > Rules
Rules are most commonly used to determine an outcome upon the completion of a form. Rules can also be used to determine whether or not a form is presented to a party.
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User guides
Brand - Branding
The branding page allows you to control the branding which will appear on ADvance front end web pages.
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User guides
Efforts Timeline
The Efforts Timeline determines when a subscriber is contacted to renew their subscription and via which communication channel.
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User guides
Price Descriptions (ABC Codes)
Price descriptions are used to describe the rate of discount applied to each subscription order, relative to the full price or basic annual rate.
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User guides
Currency
The currency page allows you to define the currency settings for your organisation.
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User guides
Configuration - Newsletters
The newsletters page allows you to create a list of newsletters which are available to your customers.
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User guides
Countries
Countries are defined in ADvance to determine the basic address and financial settings for each country around the world.
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User guides
Help Text Setup
Help text can be placed into a variety of pages within ADvance back-end.
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User guides
Postcode Areas
Postcode areas allow you to group postcodes together to define specific and bespoke regions in the UK.
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User guides
Source Types
Source code types are used to group source codes under a single type to identify how they are used with ADvance.
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User guides
Text assets – what are they and how can I update them?
Text assets are used to place content into the web pages, emails and PDFs which are integrated into your websites via the ADvance system.
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User guides
Order Management - paid, gifts, free trials & complimentary corporates
This page provides guidance on order management in ADvance. This includes guidance on how to view and edit each type of order and the actions you can perform.