Add a mail preference to a constituent

1. On the constituent’s record, select Communications under More information. The Communications page appears.

2. Select the Preferences tab.

3. Under Mail preferences, select Add on the action bar. The Add a mail preference screen appears.

4. In the Mail type field, select the type of communication to which the preference applies.

5. Select any additional criteria of the communication to which the preference applies, such as category.

   Note: You cannot add multiple preferences for the same mail criteria. However, you can add multiple preferences for the same mail type.

   Note: Depending on the selected mail type, select the site or business unit the preference applies. Administrators can set up security access to constituents based on site. Any security settings your administrators established for the site you specify in the Site field take effect for this constituent preference as soon as you select Save.

6. Under Preference, select whether to send communications of the selected criteria to the constituent.

   If you select Send, select the preferred channel and address type to use and whether to exclude the constituent from a communication when the preferred channel is unavailable.

   • For a constituent household or group, select whether to send to the constituent or to a member of the group or household.

   • For an individual constituent or a constituent household, if you select Mail, select whether to send to a seasonal address when applicable.

   • For an organization constituent, if you select Mail, select whether to send to the primary contact at the organization or the primary address of the organization itself.

7. In the Comments field, enter any notes about the preference as necessary.

8. Select Save. You return to the Preferences tab.