All ADvance customer data management articles – Page 5
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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
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Abacus policy
Website user account lock-out
We have added a mechanism to lock out website front-end users so that by default, they will not be able to log in after a number of consecutive incorrect passwords over a period of time.
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User guides
Lapsed time period settings and subscriptions
This document details how lapsed time period settings affect new and renewal subscriptions
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User guides
Tickets reporting
This dashboard provides your team with visibility of which tickets are assigned to them and which are the urgent tickets that need to be followed upon.
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User guides
Ticketing module
The ticketing module offers a complete end-to-end historical trail of any request raised by your customers or any tasks that your team needs to follow up on internally. The requests can be manual, e.g. chasing a party, or automatic, e.g. a user asking for their deletion via the Webvision Cloud ...
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User guides
GDPR Dashboard & Ticketing module
The GDPR dashboard gives you visibility over the various flows of user data collected via capture forms and attributes. This includes personally identifiable information and data protection settings.
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Abacus policy
Have you implemented a good security policy?
Advisory material on password policy and general security best practices.
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User guides
What is a GUID?
ADvance has limited support for GUIDs: users can be automatically allocated a GUID on registration.
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How-to guides
How to set up a promotional code for your subscriptions page
Create promotional codes that can be entered by customers to direct them to promotional offers.
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Abacus policy
Enhance your customers experience with these optional platform features
Below is a complete list of all add-on features that the Abacus platform offers.
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Release notes
ADvance release notes October 2019 – v1.3.17
3D Secure configuration switch, performance optimisations, bug fixes and small improvements
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Release notesADvance release notes September 2019 – v1.3.16
3DS, BI usage types for Webvision Cloud and auto-segmentation
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User guides
How to define the default delivery country for the front-end offer page
There are two methods for defining the default country: add-on Automatic GeoLocation and out-of-the-box ADvance UX configuration .
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User guidesUnderstanding the hierarchy of text assets and how to use them efficiently
If you edit text assets in ADvance you’ll notice they appear in several places in the system. The asset hierarchy can be overridden at several levels within a brand to give the user a unique experience at particular touchpoints.
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User guides
My Account Centre
The new My Account centre gives customers the ability to fulfil their rights under GDPR.
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Release notes
ADvance release notes – August 2019 – v1.3.15
Payment text asset variables, new company BI fields, improvements and fixes
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User guides
Two-factor Authentication (2FA) for ADvance user login
For increased security, the ADvance back-end can be set to use a two-factor verification in addition to company, username and password.
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How-to guidesIn the zone – converting UTC data to local time
We often get queries about time data on BI reports. All BI reports use UTC – Coordinated Universal Time. This is because we have customers around the world using ADvance and it is important that we use a single consistent time regardless of the location of the client or servers. ...
