All ADvance customer data management articles – Page 7
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User guides
Actions Management
Actions management allows you to view and export the parties who have received or are due to receive renewal communications.
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User guides
Related Offers
The related offer page allows you to create a defined link between this offer and any related offers which will be displayed in the allocated section on the shop front end.
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User guides
Priority
The Priority page allows you to set the priority for your subscriber campaigns.
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User guides
Audience Filters
Audience filters are used to define specifically which parties will be targeted for communication during this subscriber campaign.
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User guides
Product Variants
Each distinct instance of product entitlement and price is a distinct variant of a product offer.
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User guides
New Orders - Payment Details
The payment details page is used to define how the order will be paid. Select the channel to indicate how the order was requested Tick Publisher payment to indicate the order has already been paid to the publisher by another means. This means ...
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User guides
New Orders - Review & Confirm
The review confirm page allows you to review, make any final edits and confirm the order. Note: It is only when the confirm order button has been selected that payment is taken from credit or debit cards Click Edit to ...
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User guides
New Orders – Delivery Details
The delivery details page is used to select the party which will receive the product. It also provides a summary of: The product offers and variants included in the order The price of each variant The options in this page are different for each type ...
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User guides
New Orders - Custom Attributes
The custom attributes page displays the capture forms for the product variant selected in the order: Click a form name. The form is displayed. Input the custom attributes for the party Click Continue . The Review Confirm page is displayed ...
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User guides
New Orders – Offer Options
The offer options page is used to select which product offer and variant the party is subscribing to. Select the Country the recipient is based in Select the Brand which manages the product Type the Source code for the product ...
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User guides
New Orders
New orders are added using the link in the summary menu, from actions on an existing order or from the orders menu of a party record: See the Orders page for an overview of this page and further details about orders. How to add an ...
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User guides
New Orders – DPA
DPA is used to determine the data protection settings for the details collected from the party. The DPA page displays all live data protection statements for this brand. It is not mandatory to complete this page.: Tick the appropriate statements to apply to the ...
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User guides
New Orders – Subscription
The subscription page is the first page of an order. This page determines the type of order you are adding to the party record. Select the type of subscription the order is for. The options will vary depending on whether you are adding an order for a company party or ...
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User guides
New Orders – Billing Address
The billing address page is used to select the billing address for the order. The billing address relates to the billing contact. The billing contact is the party that is responsible for acquiring the product. This may be different to the recipient. The page displays ...
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User guides
Adding product offer details
The offer information page is used to define the main details of the product offer.
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User guides
The full details of what is a product offer
Product offers are used to add price and entitlement to products.
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How-to guides
How to set up BI queries for marketing emails
This document sets out the most cost-efficient way to set up email campaigns using a combination of ADvance BI and your EMS platform, where the email content is not a story-based newsletter.
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User guides
Qualification settings
Qualification settings are used to define metered access levels for different types of users on an online product.
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User guides
Entitlement Rules
Entitlement rules are used to define exactly what content on your website will be controlled by this product.
