| 1. | To autofill forms with constituent data when users click links in email messages, select Use email links to autofill forms. |
Note: To use this setting, you must send email messages to query-based email lists that use constituents as the data source. You create the queries in The Raiser's Edge and then create email lists based on them in Lists. For information about email lists, see Lists.
The setting autofills forms with biographical details such as name, title, primary address, phone number, and email address. When you include links to forms in query-based emails, the program pulls data from constituent records even when users are not logged in to your website.
The setting applies to forms that you create with Donation Form, Email Forwarding Form, Event Registration Form, Membership Form, User Email Preferences Form, and User Login parts. It does not apply to forms that require users to log in because email links do not bypass login requirements.
Warning: If a recipient forwards a query-based email and someone else follows a link from the email message to a web form, the original recipient's biographical details autofill the form.
| 2. | To save the settings, click Save. |