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  • Active Campaign Template Import

    This document explains how to get externally designed templates in Active Campaign into Profiler for use within the Profiler Email...
  • Adding (or removing) an amount from a received Integration Amount

    If using Profiler Integration you may have a situation where a client purchases a membership (or gift) and something is...
  • Refreshing Xero Accounts in Profiler

    Profiler maintains a copy of the available accounts in Xero so that you can assign a source code to the...
  • SMS Broadcast (outgoing)

    Integration with SMS Broadcast provider is available from the Setup > Integration > Social and Media Setup Towards the bottom...
  • RAPID Basic Training

    This video runs you through RAPID integration – which will help you match existing clients, or create new clients for...
  • Stripe / Gravity Form Integration

    Profiler will support the payment information provided from Gravity Forms using the data field setup as provided here – however,...
  • JotForms Payment Integration

    We support JotForms to send data into the RAPID integration system for online payments. For this to work we need...

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