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... -
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... -
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... -
Renewal Reminder Automation
If using the Subscription / Membership Centre you can send out automatic email reminders for when a client has a...