Active Campaign Template Import
This document explains how to get externally designed templates in Active Campaign into Profiler for use within the Profiler Email...
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Email Merge Fields
These fields can be used in Profiler Email Templates (locally made) or imported from an External Source (Mailchimp, Active Campaign... -
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... -
Email a Payment Receipt to a Client
You can email an individual payment receipt to a client (who has made a previous payment) via the 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... -
Notification on Subscribe / Unsubscribe of a Mailing List
If you wish to have a email notification sent to a group of people when clients are added or removed... -
Setting up Email Sending Addresses
You can define Email Addresses that are sent from Profiler under Setup > Generic Setup > Email Addresses You can... -
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...