All ADvance customer data management articles – Page 8
-
User guides
Accounting Settings
Accounting settings are used to determine certain configurations at a product specific level.
-
User guides
Product > Newsletters
Subscriber-only newsletters can be automatically added to online and event products upon completion of a paid order to ensure that those customers are kept up to date with the latest news.
-
User guides
Subscriber Campaign - Basic Details
The Basic Details page is used to determine the main settings for the Subscriber Campaign.
-
User guides
Batch Upload - Matching Results
The matching results page is used to check and process the imported data.
-
User guides
Batch Uploads (ETL)
Allows you to bulk upload data via CSV files. Can add new and overwrite existing data.
-
User guides
Batch Uploads - Basic Details
The basic details page is used to determine the details of a batch and control how it is processed into ADvance.
-
User guides
Batch Splits
Split the IFRA process to manage the distribution of print based products into separate delivery output files.
-
User guides
Recipients Filters
Select which customers will receive the issue as part of this IFRA process.
-
User guides
Notification Letter
The notification letter page of a direct debit run displays all customers who have had a change to their direct debit.
-
User guides
Reconciliation
The reconciliation page of a direct debit run shows all AUDDIS and BACS requests which have been rejected.
-
User guides
Cheque Processing
Monitor cheque payments for reconciliation purposes and confirm when payment is received.
-
User guides
Payment Management
Displays all failed payments from a debit/credit card or direct debit.
-
User guides
Fulfilment Management
Manage the fulfilment and distribution of individual items to your customers. This includes back issues of a print-based magazine, sundry items such as free gifts, and all issues of a digital product.