Mail Preferences

To respect a constituent’s communication preferences, you can use constituents’ mail preferences. For example, a constituent may request to receive appeal mailings at the primary home address and revenue acknowledgements at the primary email address. On the Preferences tab of the constituent’s Communications page, you can manage the constituent’s communications preferences.

Under Mail preferences, you can view the mail preferences assigned to the constituent. For each preference, you can view its applicable criteria and whether to send communications that meet the criteria to the constituent. If the Send column displays Yes, the preferred channel, or delivery method, and address type appear. You can also view any comments entered about the preference.

You can filter the preferences that appear by site or mail type. For example, if you have system rights to view mail preferences for all sites, the grid may display hundreds of preferences. To view only preferences that apply to your site, select Filter on the action bar, select My site in the Site field, and select Apply.

From the grid, you can add and manage the communication preferences for the constituent. You can set preferences separately for each mail type. If a constituent has one preferred channel for all communications, you can also set one preference for all mail types.