Profiler Knowledge-Base Support
  • Contact Support
  1. Home
  2. automation
Searching...
  • 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....
  • Renewal Reminder Automation

    If using the Subscription / Membership Centre you can send out automatic email reminders for when a client has a...
  • Sending a template to a First Time Payment/Gift

    You can define a template to be automatically sent to a client on their first time ever payment, this could...
  • Special Event Tagging

    As you have set your primary source code for the Special Event – as described here – you can also...
  • Birthdays

    Profiler can handle your birthdays for your clients, and optionally, send out automated emails to them on their birthday. Under...

Need Support?

Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT

Knowledge Base Categories

  • Utilities
  • Templates
  • System Administration
  • Support Only
  • Special Events
  • Source (SRC) Reports
  • Setup
  • Sales
  • Reports
  • Reporting General Operations
  • Regular Payments and Subscriptions
  • Regular / Subscriptions
  • Regular (REG) Reports
  • PrizeFiler
  • Prizefiler
  • Portal
  • Payments
  • Payments
  • Payment (PAY) Reports
  • Membership (MEM) Reports
  • Mailings / Mail-outs
  • Mailings
  • Mail Out
  • Latest Updates
  • Integration
  • I'm New Here!
  • Functions & Events
  • Clients
  • Clients
  • Client (CLI) Reports
  • Browse List

Need Support?

Can't find the answer you're looking for?
Contact Support
Copyright 2022 - Profiler