Set all constituent mail preferences globally

1. From Administration, select Global changes. The Global Changes page appears.

2. Select Add. The Select a global change definition screen appears.

3. Under Constituent, select Set all constituent mail preferences.

4. Select OK.

5. In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.

6. In the Site field, select the site that you want to use to secure this global change instance. This field contains only sites to which you have rights.

   When you select a site and save the process:

   • Only users with access to the selected site can run the global change process.

   • Other users cannot edit the Site entry. The system administrator or the user who created the process can edit the Site.

   • The site automatically appears in the Site field on the Assign Permissions screen (only system administrators and the process owner can access this screen)

   • On the Global Change page, an Owner column displays, so you can see who created the process

7. If you want to globally set all constituent mail preferences for a specific group of records included in a selection created in Query, select Selection. Select the binoculars at the end of the field to access a search screen and locate the specific selection you want to use. If you do not select a selection, all records are changed.

8. Select Overwrite existing mail preferences to replace the constituent mail preferences with these new preferences. If you do not select this, the new preferences will be added to the existing ones.

9. Select Send or Do not send.

10. If you select Send,

    • In Send by, select the method. For example, you can select “Mail” or “Email.”

    • If you select “Mail,” select Send to seasonal address when valid to change the address when there is a seasonal address and the mailing occurs in the date range for that season.

11. In the Comments field, enter any note information you want to add to the constituent mail preferences. You can view comments in the Mail Preferences frame in the Comments column. The frame is on the constituent’s Communications page on the Preferences tab.

12. Select Save.

13. When you are ready to execute the changes, select Process global change.