All ADvance customer data management articles – Page 4
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How-to guides
How to remove someone from a corporate order
Corporates are multi-recipient orders. This documentation will explain how to manually remove users via the backend.
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How-to guides
How to process and manage a corporate order
Corporate orders are large bespoke orders that can have multiple recipients against it. Users can be added manually, automatically via an email domain or IP address, or via the Corporate Self Service Module.
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How-to guides
How to process a Direct Debit order
This documentation will explain how to process a Direct Debit order in the backend as well as some things to keep an eye out for.
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How-to guides
How to renew existing orders on the backend
This documentation will show you how to process an order as a renewal, and how to flag an existing order as a renewal.
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How-to guides
Accessing OData feeds in ADvance
This document covers the basics of making the connection between a visualisation tool (in this example Microsoft Power BI) and the ADvance data source which you can create using the BI function in ADvance to build an OData feed (an industry-standard XML format data feed).
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How-to guides
How to process a new gift order
A gift order is where someone purchases a subscription for another recipient. This documentation explains the two methods of creating a recipient and how to add them in the backend subscription flow.
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How-to guides
How to process an agency order in the backend
Agency orders are orders that have been purchased by a subscription agency. This documentation explains how to process these orders under an agency party record.
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Abacus policy
No VAT on e-publications from 1st May 2020
Zero rates of VAT will now apply to some e-publications from 1st May. Find out what changes you might be required to undertake in ADvance here.
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How-to guides
How to create a new personal order on a party record
A personal order is an order that is created on a person’s party record where both the billing and recipient party are the same. This documentation goes through step-by-step how to create a personal order in the backend subscription flow.
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User guides
Allow print-only subscribers to access website content by qualifying them for the online product
If an online product is being used to grant access to website articles, the following steps will tell you how you can temporarily open up a qualification of the product to print-only subscribers so that they can access online articles.
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How-to guides
Configuration and management of continuous payments
A detailed explanation of Continuous Payment orders in ADvance and the functionality built around them.
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User guides
Google Ad Manager (GAM) set-up guide
Webvision Cloud websites include defined positions which can be populated with advertising served using Google Ad Manager. This guide describes how to control the content for these positions.
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User guides
Covid-19 strategy for print edition interruptions
As Covid-19 increasingly impinges on the ability to produce and distribute physical content, it may be necessary to consider alternative models while the emergency continues.
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User guides
Use digital engagement to keep your sector moving
Driven by the Covid-19 emergency, we are witnessing a paradigm shift in the way that people and businesses need to work.
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User guides
Target recipients receiving magazines at their company address
This document explains how to obtain a count of print recipients receiving copies at a ‘Company address’ as opposed to a ‘Personal address’ using a BI query.
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User guides
Minimise the impact of coronavirus on your business
Some helpful suggestions on how to mitigate and minimise the impact on your subscribers and business.
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Release notes
ADvance release notes – March 2020
Grace end date in BI, Party Deletion Sync, application improvements, and fixes
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User guides
A guide to corporate subscriptions and self-service
This set of guides shows how you can benefit from corporate subscriptions and the self-service module.
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User guides
Understanding the details in ADvance reports
There are a number of pre-defined, templated reports which can be run in the ADvance system to complement the bespoke reporting capabilities available through Business Intelligence filters.
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Release notes
ADvance release notes January 2020 – v1.3.18
User account lock-out, Jellyfish publisher payment method, application improvements, and fixes
