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  • 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...
  • 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...
  • 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...
  • Setting the Default Email Font

    You can set the default font when composing emails across the system by going to Setup > System Wide Settings...
  • Using the new Email Campaign System

    Profiler 9.2 launches the new Email Campaign system under Reports > Email Campaigns. This screen allows for the building of...
  • Exporting an Email (from Outlook) to a Client Attachment

    If you have an email you wish to save as a client attachment in your Microsoft Outlook, you can export...
  • Email Statuses

    Profiler uses SendGrid for the delivery of mass and transactional emails to clients. You may notice status information regarding the...
  • Using the Email Editor

    The Profiler Email editor is the system used when sending a mass email from Profiler – this article explains the...
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