Special Events

Setting up Google Anayltics 4 for reading into Profiler Special Events Google Analytics Side From google analytics go to Admin > Property and Property Access Management In here Add A User With the email starting-account-nd89nz6vj7dd@profiler-1699833324002.iam.gserviceaccount.com You can untick the Notify new users by email and also give the access permissions…

As part of your special event set up you may wish to send a templated email to a client who has said they will transfer money to your bank account via Direct Deposit (BSB Transfer) To provide these details to the client, you can set up an automated email that…

Once you have set up your tally for your special event in Profiler you can display this tally on your wordpress website by installing the Tally Plugin. Once your plugin is installed and enabled inside WordPress go to Settings > Profiler QuickTally When you load in WordPress the settings You…

To set the master target for the appeal (which helps calculate the % completed etc) you can do this at the SE > Operations screen. If you click on the Major Target link Type in the Master Target Value and click Save Target and this will update immediately Profiler Special…

Profiler supports up to 4 different tallys for your special event. To set up your Tally’s go to SE > Setup and from the dropdown select the Tally you wish to set up. The Live Tally will be any amount onto that Tally will be directly be added to the…

As you have set your primary source code for the Special Event – as described here – you can also force other payments received over a date period (and source code) to be tagged (if you are using tagging) Tagging is used to put payments into regions (ie. Less than…

The basic set up for your source codes is actioned via the SE > Setup > Source Codes. You can add other Source Codes, but this screen is where you set up the main source codes. 1 off Source Code – this is the source code used for one of…

From SE > Setup > General Setup you can set up the basic information regarding your Special Event. This is the first place to start setting up for your special event. Enable Special Event Mode (Tallys etc) – this will turn on Special Event mode and put the tally up…

In a Special Event you can define which source codes are available on the SE > Real Time display (or when clicking on the tally display at the top of the screen) To add source code(s) and Date Ranges to the Real Time screen go to SE > Real-Time Display…