Existing and New Subscription/Membership Payment and Expiring Old This document outlines new functionality on expiring old subscriptions when a new one is set up. This is a common...
Giving all (Active) Subscribers/Members a Role Code You have the option to give all Active Subscribers/Members a Role Code (as set up under Setup > Client >...
Automated Email on New (or Renewed) subscription Profiler has the ability to send a pre-defined email on new or renewal of subscription/membership, including merge fields. You can...
Sending Email for updating stored payment method If you have clients who have regular payments and those payment details are invalid (expired/stolen card etc), Profiler has the...
Subscription/Membership Renewals for a Date Range You can send out Electronic and Paper (post) reminders for subscriptions due over a date range using the subscription Centre....
RAPID Subscriptions/Memberships effective start dates When processing a membership or subscription via the RAPID integration, we provide the option now for the effective start date...
Take a Manual (non-Auto) payment for a regular payment If you have a regular payment for a client that needs processing of a payment, you can quick jump to...
Customising Terms for Financial/Unfinancial Members/Subscriptions You can customise the terms when using the Subscription Centre/Membership Centre when seeing the clients as Financial and Unfinancial. A...
Renewal Reminder Automation If using the Subscription / Membership Centre you can send out automatic email reminders for when a client has a...
Find a list of my Active Subscribers/Members From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership...