All ADvance customer data management articles – Page 11
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User guides
User Roles
User roles allow you to define which sections of ADvance a user can access. It also allows you to determine whether or not the users have the ability to make amendments and export data.
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User guidesExplore the wealth of customer data using the power of Business Intelligence
The ADvance database contains user data received from web registrations, surveys, product orders, subscriptions, event registration, event attendance, and other sources.
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Release notes
AD release notes – July/August 2018 - v1.3.7
Includes corporate order improvements, reset password URL available on party record, PII flag, updating e-commerce crumbtrails via text asset, ability to link multiple variants for continuous payment.
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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.
