Design the User Email Preferences Form to provide a way for website users to subscribe to and unsubscribe from email for chapters, newsletters, or notifications. You can also select constituent attributes from The Raiser's Edge to appear in an email preference list so users can subscribe to emails such as monthly or quarterly recurring messages.
Each email you create in Blackbaud NetCommunity requires a link to a web page that includes this part. When a user clicks the link to view or change subscriptions, the program displays your organization's email options, and if the user has a constituent record in The Raiser's Edge, their subscription information automatically displays. For example, the user receives your monthly newsletter so its checkbox is selected on the page. When a user accesses the email preferences page directly on your site, they must log in so the program knows the identity of the user. Once logged in, the page displays the email options along with applicable subscription information.
A global opt-out checkbox always appears on the part so users can opt out of all email communications. When a user selects or clears this checkbox, a profile update transaction generates in The Raiser's Edge for you to process to the constituent record. After you process the transaction, the Requests no email checkbox updates according to the user's selection. Email preference changes for chapter email, newsletters, notifications, and constituent attribute preferences automatically update constituent records without requiring you to process transactions.
When there are no email messages in your database for an email option, its section does not appear on the part. For example, if you do not use the Chapter Manager part on your website, the chapter email section does not appear on the email preferences web page.
To provide at least one web page so users can subscribe to or unsubscribe from newsletters, you must grant the Everyone role view rights for at least one User Email Preferences Form part on a page. You can create other user email preferences form pages that exclude view rights for the Everyone role, but you must grant view rights for Everyone for at least one part on a page for newsletters.
Newsletter subscriptions also derive from sending them. The program sends subscription newsletters to constituents on the assigned email lists, plus additional subscribers from the email preferences page. Explicit unsubscribers and users with Requests No Email do not receive the newsletters. The program prevents a duplicate email to the same record in The Raiser's Edge. It does not prevent duplicate emails when The Raiser's Edge query contains duplicate records.
The program automatically configures chapter email under the opt-out section. Blackbaud NetCommunity groups “Chapter Manager part name — Chapter name List” for the list. For example, “Alumni Chapter Manager — San Diego List” is the Chapter Manager part named (Alumni Chapter Manager) — Chapter name (San Diego) List.
Chapter emails derive from the Chapter Manager part.
This information informs you of the email options that appear on the email preferences page based on whether the user has a constituent record in The Raiser's Edge and is a member of your website. The only option that appears at all times is the global opt-out checkbox so users can opt out of email communications from your organization.
When a website user has a constituent record in The Raiser's Edge, but is not a member of your website, the email preferences page appears along with the user's subscription information. The user does not have to log in to your site because the link in the email automatically identifies the user.
In this scenario, the user is not a member of your site and cannot subscribe to chapter email or notifications. The user can subscribe to newsletters and constituent attribute based emails.
When a website user has a constituent record in The Raiser's Edge and is also a member of your website, the email preferences page appears along with the user's subscription information. The user does not have to log in to your site because the link in the email automatically identifies the user.
In this scenario, the user can subscribe to chapter email, newsletters, notifications, and constituent attribute based emails.
When a website user does not have a constituent record in The Raiser's Edge and is also not a member of your website, the user can subscribe to newsletters.
In this scenario, after the user creates and account and you process the sign-up request transaction to The Raiser's Edge, the user can return to the email preferences page and subscribe to chapter email, notifications, and constituent attribute based emails.