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All ADvance customer data management articles – Page 6

Abacus policy
Have you got a great idea or suggestion for a new feature on our platform?

We are constantly assessing the effectiveness and efficiency of our platforms against our mission to help our customers increase engagement and revenue through customised experiences and offers.
User guides
Website error messages

Common errors on the front end pages of ADvance and Webvision Cloud.
User guides
Dynamic variables available for text assets

Want to use dynamic fields from ADvance within text assets for emails? We’ve created a comprehensive list to make life easier.
User guides
Common issues with ETL CSV file upload in ADvance explained

Common troubleshooting tasks relating to ETL CSV file upload.
Release notes
ADvance release notes – May 2019 – v1.3.13

Grace extension for corporate orders, Two-factor authentication, ETL performance improvements, Get Company by IP address
How-to guides
Gating and lead generation on individual content items

With Webvision Cloud’s gating functionality you can create premium content where access is granted based on completion of a form and consent to share details. This might be for white papers or other lead generation resources.
Webinar
Actionable Engagement Metrics Webinar

The second webinar in our four-part series showcases the most popular client presentation from our 2018 Client Day. Adam Brownsell, Publisher of Chemistry World at the Royal Society of Chemistry, gives a step-by-step guide on how to develop actionable customer and member engagement metrics.
Webinar
30-Minute Dashboard Webinar

This is the fourth and final webinar in our series from our Client Day. Glenn Watts, Innovation Consultant at Abacus explains how to quickly build a dashboard that provides deep insight into your user and subscriber data.
How-to guides
How to add recipients to corporate orders via the website purchase flow

Thanks to this feature, it is possible to enable corporate order purchasers to add recipients directly to the order during the purchase flow on the front end. It is also possible to send emails to the recipients to notify them of the purchase. After confirming the purchase, users will be ...
How-to guides
How to extract user information

This feature maps to “The Right of Access” and “The Right to Data Portability.”
User guides
Integrating 3rd party websites with ADvance

The purpose of this document is to issue guidelines to 3rd party developers who want to integrate their websites with Abacus’ ADvance (AD) platform.
How-to guides
How to delete user information

In order to comply with GDPR erasure requests, it is now possible to delete* a user in ADvance from the backend interface. The function is located under GDPR Actions on a party record.
Release notes
ADvance release notes – February 2019 - v1.3.12

BI improvements: invoice party ID, agent flag, start issue and branching on slider toggle form questions.
Release notes
ADvance release notes – February 2019 - v1.3.11

Backend button to ‘delete’ party records, update to Q A capture form email confirmations, corporate order auto-association domains copied on renewal, updates to API, BI filters, order of DPA channels and Failed Payments export.
How-to guides
Auto-segment your audience to deliver targeted content and advertising

Easily segment your audience based on Business Intelligence filters that automatically process your customer data.
Release notes
ADvance release notes – December 2018 - v1.3.10

Includes: Backend button to extract all party data from ADvance into XML file, Person to Company association validation, Company name lookup on frontend forms, change sequence of address on address capture, API updates
WVC UI framework
Platform cookies

The following document contains an audit of the cookies utilised by the Abacus platform.
Release notes
ADvance release notes – October 2018 - v1.3.9

Includes: Change to revenue allocation for corporate orders, add recipients to corporate orders via Q A form, change to revenue release for gift orders, BI update, improved frontend address flow, remove date restriction from custom attributes on galley files.
User guides
Renewal pop up HTML snippets

Here are some examples of HTML which can be added into the renewal message box. Please make sure to check our user guide on renewal pop ups.
Release notes
AD release notes – September 2018 - v1.3.8

Includes Web activity password reset, IP country lookup for Product Offer page, New ‘Newsletter’ icon, Brandless Newsletters, Newsletter cancellation/sign up transaction (BI), API improvements, Improvements on the ADvance GDPR dashboard, Tax calculation in checkout flow datalayer.

Our recipes for success

Increasing customer engagement is at the heart of everything we do here at Abacus.

Whether that’s finding ways to generate more traffic on a website, growing subscription sales, providing advertisers with better audience and response or developing and launching brand new products and services, success relies on building a strong relationship with the consumer.

View our recipes