Sending a Bulk SMS This article explains how to send a SMS Bulk (not 1-off) to a list of clients (Mailing) from within Profiler....
Creating and Using a SMS Template You can create a SMS template that is used commonly, so you don’t need to type in the SMS text...
Envelope Headers When exporting a mail-out to Envelopes using Reports > Export Mailing using the Envelope output options, Profiler gives you the...
Creating a Segmented Mailout A common requirement is to created a segmented mail-out, where you may select all clients on a particular Mailing List,...
Adding/Removing Mailing Lists (Bulk) You can bulk add or remove clients on and off a Mailing List. This can either be all clients, or...
Export a Mail Out to CSV (Mail Merge/Mail House) After creating a mailing/mailout you can export this data as a CSV file for use in a Microsoft Mail Merge...
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...
Attaching Document Repository Items to a Template Email Templates can be set up to automatically attach items from the Document Repository into an email template when sending...
Creating a Single Envelope for a Client Profiler has built in templates which can generate a number of different types of envelopes for a single client (along...
Delete a Mailing/Mail-Out If you have created a mail-out in error which has been recorded against a Client > Mail Sent tab, you...