ADV User Guides Understanding the Free eLetters Screen
- Anthony Fontana
Summary / TL:DR: This article will help you understand the free eLetter screen in Advantage.
This is a review of the Free eLetters screen. Â This is where subscriptions to free e-letters can be maintained. This screen is accessed through the ribbon icon Free E-Letters
Recommended Display
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These are the recommended customized columns from this screen. Â There are more columns available.
Customer Number | The customer number associated with the account the free e-letter subscription is associated with. |
List Code Description | Description or name of the free e-letter list. |
List Code | Code associated with the free e-letter list. |
Owning Organization | The affiliate associated with the free e-letter list. |
Email Address | The email address associated with the free e-letter subscription. |
Email Status Description | Status of the free e-letter subscription.
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Last Updated By Description | Name of last user to update the subscription. Middleware is the system associated with customer's signing up to a list, if the user is Middleware, this means the customer signed up and/or performed maintenance online. |
Last Updated | Date and time of the last update to the e-letter subscription. |
Recommended Filter
It is recommended that a filter by owning organization is used on this screen as there are many free e-letters that a customer can be subscribed to. The best way to manage this filter is to add it as a filtered search. Once owning organization is added, you can set this to be Equal to a single owning organization or use IN to select multiple owning organizations.
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To turn this filter off, change the selection to Any.
Search ByÂ
There are many methods to search by from this screen. Â
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Some of the most common searches
Customer Number | Customers may have accounts with different customer numbers. Â Click the down arrow to bring up the Customer Search screen options. |
List Code | This search is not recommended. Â Some lists can contain up to 500,000+ names. Â Therefore, this is not an ideal method for searching. |
Customer may have their email address associated with different accounts under different name and address information. Â If the customer number search did not have any results, or if you only have the email address, you can enter the email address in to search. Â Â |
List Email Maintenance
From this screen, you can inquire on a selection to view more information. Â Clicking Change List Email will bring up the List Email Maintenance Dialog Box.
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List Code | Code associated with the free e-letter list. To the right you can see the list code description. |
Customer Number | The customer number associated with the account the free e-letter subscription is associated with. |
Email Address | The email address associated with the free e-letter subscription. |
Original Source Code | The original code used to sign-up for the list. |
Source Code | Source code associated with the last sign-up to the list. This code will be different from the original if the customer unsubscibed from the list and resubscribed at a later date. |
Email Status | Status of the free e-letter subscription.
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Added on | Date and time the subscription started. |
Updated on | Date, time and user of the last update to the free e-letter subscription. |