Email Merge Fields
These fields can be used in Profiler Email Templates (locally made) or imported from an External Source (Mailchimp, Active Campaign...
Templates
Setting up of Templates - PDF, Email, and Externally Developed templates for use with Profiler
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Import Mailchimp Template to Profiler
Profiler has the ability to save/import externally created email templates for use with the Profiler email system. This is done... -
Sending External (Mailchimp etc) Template with Profiler
Use this document in conjunction with this document – which defines the setup and importing of the template. Selecting a... -
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... -
Uploading Images to Email and PDF Templates
If you wish to upload a image to your email or PDF templates you can do this via the Template... -
Duplicating a Template
In Setup > Templates for both PDF and Email templates, you have the option of making a copy of an... -
Editing a PDF template
All PDF templates are editable inside the Profiler system. These are found in Setup > Templates and by default on... -
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... -
External Templates default Send From address
When importing an external template from an external email provider, you can set the default Subject and Email Address that...
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