Add Consent to Constituent, Membership, and Standard Forms

To let supporters choose specific communications they want to receive from your organization, move Consent options from Form designer to a location on the form.

Note: To add consent to an Optimized Donation Form, see Consent for Optimized Donation Forms.

From Online Giving, select Donation forms, Constituent forms, or Membership forms:

1. Create a new form or select a form to edit.

2. From Form, select and move Consent options from Fields in the Form designer to a location on the form.

3. Select Other settings to:

   • Update the label for the consent options text.

   • Update and display the consent statement.

   • Select to show all consent options as selected by default.

   • Select to display the privacy policy.

     Note: For the privacy policy to automatically create a hyperlink, the URL must be made available in Settings, Tools, Form settings.

4. Select Done.

5. Continue configuring the form or save it.