All ADvance customer data management articles – Page 9
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User guides
Issues List
Print and digital products are issue-based. Each sequential issue is distributed to subscribers when they are published.
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User guides
My Dashboard
The My Dashboard page allows you to create an overview of the data in ADvance.
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User guides
Products
ADvance defines a product as a means of delivering content to your customers. For example, print magazines, access to online content, apps, events, digital editions and single items such as books.
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User guides
Product Details
The fields on the product details page vary according to the product type
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User guides
Understanding Business Intelligence filters and exposing user data
A party record is created for each customer or company who registers or purchases a product. This user data can be viewed per party, or the entire data can be searched across using Business Intelligence.
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User guides
Subscriber Settings > Entitlement Settings
Default entitlement settings can be set for your organisation as a whole. Each brand in your organisation may have its own entitlement settings and each product can use either the default setting or set specific rules for the brand or product.
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User guides
Lapsed Time Period
The lapsed time period determines if a subscription order is considered by default to be a renewal or a new subscription when a party re-subscribes to a product after their previous subscription ends.
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User guides
Subscriber Sensitivity
Subscriber sensitivity is used to categorise subscribers based on how many times they have previously renewed their subscription to a product.
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User guides
Subscriber Settings
Subscriber settings are the settings for subscription services offered by your organisation.
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User guides
Vertical Groups
Vertical groups are used to group brands together. This helps to access and organise the data associated with each brand run by your organisation.
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User guides
Source Codes
Source codes is a generic term used to describe any code which is used to flag or track and covers things like offer codes, promotion codes, campaign tracking codes, effort codes, etc.
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User guides
Regions & Countries
Regions are used to group countries together as required for your organisation.
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User guides
DPA Defaults
This determines how you can process the personal data you collect from people living in the UK.
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User guides
Brand - Entitlement Settings
Entitlement settings are used to define the first issue the customer will receive after they subscribe.
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User guides
How to customise your text assets at brand level
Text assets are used to define content on web pages, or emails and PDFs which are managed or sent via the ADvance system.
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User guides
Communication
The communication page allows you to set default text to be displayed on each ADvance web page or email integrated into your branded site.
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User guides
Brand - Bank Details
The bank details for a brand are used to define which bank account should receive payments from bank cards for products purchased via the integrated ADvance pages.