Mailings

Mailing Lists allow you to subscribe clients to various correspondence lists. Each type of mail-out you create should have a Mailing List. A mailing list allows you to subscribe and unsubscribe your clients from the lists. You have a number of methods and attributes for each mailing list. This article…

By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns will be added by default. These are: Last Payment – the $ of the last payment the client made Payment Count – the number of payments the client has made…

By default when a client is made inactive, a snap shot of their subscriptions to mailing lists will be kept. This KB article shows you how to set the client mailing list subscription for the subscribed lists to “Never” when the client is made inactive. To set this option go…

Profiler has a large amount of pre-build Mailing Label templates for mailouts that are to be sent on post. You can access these templates after creating your mail-out at Reports > Export Mail-Out After selecting your mail-out and loading it, in the Output Format you can see in the PDF…

To tell Profiler that a previously set up mailing list (Setup > Mailings > Mailing List) is used for bulk SMS communication, you can set this up at Setup > Integration > Social and Media Setup. In the General Settings you can set the SMS Mailing List to the list…

When using the Reports > Export Mailout option and setting the Export Option as one of the Label formats, you can specify by default what order they will print/display on the PDF document. By default, it will be sorted in Client ID format. To set the default order go to…

When setting up Profiler Mailing Lists you can define them to be added automatically (by default) to clients based upon a number of criteria. This is all handled through the set up of the mailing list under Setup > Mailings > Mailing Lists Upon loading the screen, the final column…

If you want clients to be added to a particular mailing list only after they have made their first ever payment or gift, you can define this in the Mailing List properties. From Setup > Mailing > Mailing Lists The column (highlighted red) titled on first $ shows any mailing…

If you wish to have a email notification sent to a group of people when clients are added or removed to a specific mailing list, you can set this up via the Mailing List setup at Setup > Mailing > Mailing Lists Select the mailing list you wish to be…

This document will presume you have put in your Mailchimp API key into Setup > Integration > Email Provider Integration To update the mailing lists that have been made in Mailchimp so Profiler can link to them, go to Setup > Integration > Email Provider Integration and in the Mailchimp…