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 >...
Regular Payments and Subscriptions
Setup the regular payments, subscription and membership settings that happen regularly
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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... -
Automatic Processing of Regular Payments (Overnight)
This document outlines setting up a client site to have the automatic due regular payments to run daily – unattended.... -
Reporting Expiring/Expired Memberships and Subscriptions
There is some expiry reporting options that are available for subscription centre that is available on Regular > Subscription Centre... -
ABA File Creation (Direct Debit)
If your banking provider allows for direct debit ABA file uploads, you can tell Profiler about your bank accounts and... -
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... -
Setting Subscription (and Membership) source codes
In Profiler, all payments need to be allocated a Source Code. These tell Profiler, operators and various reporting what payments... -
Pre-Defined Regular Payment/Subscription types
When creating a regular payment (Client > Regular Payment) which could be a regular gift, subscription or membership, you can... -
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... -
Setting the Payment Method for Auto Regular Payments
Automatic Deducted regular payments that are processed via a Payment Gateway (Credit Card or Direct Debit) need to have a...
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