Link a Profiler Mailing List to a Mailchimp Mailing List This document will presume you have put in your Mailchimp API key into Setup > Integration > Email Provider Integration...
Notification on Subscribe / Unsubscribe of a Mailing List If you wish to have a email notification sent to a group of people when clients are added or removed...
Adding a Mailing List on first ever payment If you want clients to be added to a particular mailing list only after they have made their first ever...
Default Mailing Lists for Clients When setting up Profiler Mailing Lists you can define them to be added automatically (by default) to clients based upon...
Setting Sort or for Mailing Label Export When using the Reports > Export Mailout option and setting the Export Option as one of the Label formats, you...
Linking a Mailing List as a SMS Send List To tell Profiler that a previously set up mailing list (Setup > Mailings > Mailing List) is used for bulk...
Generating Labels for a Mail Sent Profiler has a large amount of pre-build Mailing Label templates for mailouts that are to be sent on post. You...
Expiring Mailing List subscriptions on making Client Inactive By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept....
Disabling Basic Financial Information on Browse List Exports By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns...
Creating a Mailing List Mailing Lists allow you to subscribe clients to various correspondence lists. Each type of mail-out you create should have a...