I'm New Here!

This article will show you the basic way to send a email to a mailing list in Profiler. From Reports > Email Campaigns You can then select the “Create a New Email Campaign” – the other option is used to come back and see how a previous email you sent…

This video runs you through RAPID integration – which will help you match existing clients, or create new clients for payments/memberships/interactions/updates that come from external systems (like your website) for integration into Profiler.

This video continues in the I’m New Here series for basic training of common tasks in Profiler. This looks at Mailing Lists and creating Mailouts for all clients on a list or a segmented group of clients.

This continues in the “I’m New Here” series designed for the day-to-day operational basic training of the Profiler system. This video talks about finding a client, creating a payment, and then issuing a receipt (via print or email) immediately to the client.

The video below is part of the “I’m new here!” Profiler training that is designed to help new users navigate and use the system for the day-to-day (or month-to-month) tasks. This video focuses on Logging In, Dashboards, and Locating, Updating, and Creating Clients in the Profiler System.