Templates

When importing an external template from an external email provider, you can set the default Subject and Email Address that it is sent from. When importing or editing an existing template in Setup > Templates > External/Import Template you will see your existing templates shown. If you are creating a…

Profiler has built in templates which can generate a number of different types of envelopes for a single client (along with Mass Mailings). To generate a single envelope for a client, go to Clients and locate the client and in the top right hand side under Client Quick Actions menu…

Email Templates can be set up to automatically attach items from the Document Repository into an email template when sending on to a client. Profiler Email Templates To set a Profiler email template to use the Document Repository attachment, go to Setup > Templates and click on the Email Templates…

All PDF templates are editable inside the Profiler system. These are found in Setup > Templates and by default on the PDF Template tab that appears. Each template is located inside a Folder. Some folders are pre-made by Profiler for pre-defined tasks, which you can add your templates into. If…

In Setup > Templates for both PDF and Email templates, you have the option of making a copy of an existing template for use with clients, thereby preserving the original copy. To duplicate a template, go into Setup > Templates and click on the template (either PDF or email) to…

If you wish to upload a image to your email or PDF templates you can do this via the Template Editor. From Setup > Templates, and either using the Email or PDF template system edit or create a template. Click on the area in template where you wish the image…

You can create a SMS template that is used commonly, so you don’t need to type in the SMS text each time. SMS templates are set in Setup > Templates and click SMS Templates at the top of the screen. You will see a list of existing templates upon loading….

Use this document in conjunction with this document – which defines the setup and importing of the template. Selecting a Email Template When launching the Email Composer from wherever in the Profiler system you are first prompted to select the template. External Imported Templates are in their own folder called…

Profiler has the ability to save/import externally created email templates for use with the Profiler email system. This is done via an export/import into Profiler. This OPDOC does a import from Mailchimp to Profiler for clients, then using that email for a Profiler email out. Inside Mailchimp Find Templates or…

These fields can be used in Profiler Email Templates (locally made) or imported from an External Source (Mailchimp, Active Campaign etc). Merge fields may be case sensitive. It is best to have the merge field as lower case to ensure the most compatibility. General Information Merge Field Description / Note…