All ADvance customer data management articles – Page 3
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Release notes
ADvance release notes – April 2021
BI Library, Improvements to how the print issue being run automatically selected in the IFR, capture form label changes and fixes.
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User guides
Five key processes to maintain your database
If you do not use the Abacus Bureau service, we recommend you prioritise a few key processes to guarantee smoothly-run and on-time payment collections, and to ensure all of your paid orders are fulfilled correctly.
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Release notes
ADvance release notes – March 2021
Latest Address BI Folder, Order Confirmation Text Asset includes corporate recipient message, Stripe CCC tokenised free trials, new dataLayer variables, Direct Debit improvements, order time can be uploaded via ETL and fixes.
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Release notesADvance release notes – January 2021
Improved order confirmation page for frontend corporate orders, status column on DPA management screen, restricted characters on frontend forms, and fixes.
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Release notesADvance Release Notes – December 2020
Renewal Campaigns renamed to Subscriber Campaigns and general fixes.
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Release notesADvance release notes – November 2020
Campaign Type is more visible, My Subscriptions page displays the latest charged amount for continuous orders, Latest Company ID visible in the Metadata extraction layer, Help Site links more visible on ADvance, and fixes.
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How-to guides
Understanding the Renewal Expiry Reports
This article provides information about the recently updated version sub-report of the renewal expiry - Payment Type and (other versions of the report are currently in Beta). The report provides subscription renewal rates broken down by payment type. It is important to note that within the Platform renewals can be ...
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User guides
A list of text assets available in ADvance for Email, Webpages, PDFs and Metadata
An important part of ADvance is customising the messaging to your customers using text assets. This article documents the assets available and their behaviour.
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User guides
Subscriber Campaigns
When subscriptions expire, payments and entitlement to receive a product also expire. Subscriber campaigns are used to encourage existing customers to renew their subscription.
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User guides
Reports overview and full breakdown
Access to a series of pre-defined reports such as financial and logistic.
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How-to guides
How to reduce the frequency of a print product
This document describes the best method to change the frequency of a print product using the example of shifting a weekly schedule to a monthly one.
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How-to guides
How to set up Continuous Collection Alerts using campaigns
This guide explains how to set up automatic continuous collection alerts for DD and CCC orders. These alerts can be delivered by email, letter, or a pop-up when users log in.
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Release notes
ADvance release notes – October 2020
Continuous Payment (DD/CCC) Alerts, enhancements to renewal efforts, blind copy of system-generated emails to a specified email address, payment collection filter for DD notification export, and fixes.
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User guides
How to process an order cancellation and refund (for non-continuous payments)
How to manually process a refund on the backend of ADvance.
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Webinar
Must watch – everything you need to know about BI
Business Intelligence is a powerful tool that lets you create bespoke reports using all the data that is linked to a party record.
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Release notes
ADvance release notes – August 2020
Hotfixes for the latest version of Chrome, new receipt templates for continuous payment orders, and fixes
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Release notesADvance release notes – July 2020
Renewal start date changes, BI pop-up messages, Corporate Self Service changes, Country Name in BI, new cancellation reason codes, application improvements, and fixes.
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How-to guides
How to use ETL to bulk add addresses to multiple party records
Batch Uploads (ETL) allow you to upload bulk data via an Extract Transform Load process. This document explains how to create a suitable CSV file to bulk upload a new address to existing party records.
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User guides
ADvance TEST environment URLs are changing in June
In order to be able to maintain and support our clients’ live systems, Abacus maintains TEST environments – because the platform has two main codebases which run on Azure and AWS we run two TEST systems.
