Use Communication Preferences fields on the Communication Preferences form.
Note: Use the Communications Preferences form so registered website users can select the types of mail and email communications they want to receive. You also use this form to provide a way for these users to opt out of communication from your organization. For information about how to create a form, see Create Forms. To display a form on a web page, you must include it on a Form part. For information about how to create this part, see Design Form part.
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Element |
Record Type |
Record Field/Outcome |
|
Appeals |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid Note: You can use this element multiple times on one form to create separate sections for multiple sites. When you do this, you cannot add the same appeal option for the same category, site, and business unit. For example, you cannot add the Events category twice for Site A. The Email Signup form also uses this element. |
|
eOptions |
Individual Constituent |
Includes preferences for newsletters, notifications, and chapter lists. Notifications and chapter lists do not appear in Blackbaud CRM. Newsletters: Communications under More information, Newsletters tab |
|
Events |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid Note: You can use this element multiple times on one form to create separate sections for multiple sites. When you do this, you cannot add the same event for the same site more than once. For example, you cannot add the Walk-a-Thon event twice for Site A. |
|
General Correspondence |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid Note: Only active addresses appear on the form. |
|
Global Opt-out |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid Note: Use this required element to provide the ability for users to opt out of all communication from your organization. |
|
Receipts |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid |
|
Reminders |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid |
|
Acknowledgements |
Individual Constituent |
Communications under More information, Preferences tab, Mail preferences grid |
|
Solicit codes |
Individual Constituent |
Communications under More information, Preferences tab, Solicit codes grid |
Use the Communication Preferences form to target these elements for registered website users. Use the Email Signup form to target the Appeals element for registered users, non-registered website users, or both. On either form, the data defaults directly on the constituent record in Blackbaud CRM when a constituent submits a communication preference on your website. When a non-registered user submits a communication preference on the Email Signup form, the data defaults on the Email subscribers page in Users & security. For more information, see Email Subscribers.
Note: To view a list of constituents and their preferences, create a query in Blackbaud CRM. For more information, see the Blackbaud CRM Query & Export Guide.
For advanced properties information about these elements, see Communication Preferences Form: Advanced Properties.