Add Email Addresses for a Constituent

From the Contact tab of a constituent record, you can add email addresses for the constituent. You can specify a start date for the email address. You can designate one email address as the primary address. You can also select whether to send email to the address.

When you add an email address for an individual, you can automatically copy it to the record of an associated constituent household and to all members of the household.

  1. Open the record of the constituent with the email address to add. For information about how to open a constituent record, see Constituent Search.

  2. Select the Contact tab.

  3. Select Add, Email address. The Add an email address screen appears. For information about the items on this screen, see Add an Email Address Screen.

  4. In the Type field, select the type of email address to add, such as Home or Business.

  5. In the Email address field, enter the email address for the constituent.

  6. You can enter a start date for the email address, if known.

  7. Only one email address can be marked as the primary one. If the constituent has only one email address, the Set as primary email address checkbox is marked and disabled. If there are multiple email addresses for the constituent and this is the primary one for the constituent, select this checkbox. This email address will be marked as primary and the previous number will no longer be marked as primary.

  8. If the constituent requests that you not send email to the address, select Do not send email to this address.

  9. If the constituent has a household relationship, the Copy email address to household and members checkbox appears. To copy the address to the record of the constituent household and its members, select this checkbox.

  10. Under Email source, you can select a source for the email address information, as well as enter any comments. For example, if the spouse of a constituent lets you know about a new email address, you can add the email address and select “Family Member” for the information source.

  11. Select Save. You return to the Contact tab.