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Welcome! This is Bryna, from Blackbaud.
This video demonstrates how to include constituent attributes on the User Email Preferences Form part.
You include constituent attributes to manage opt-in selection for recurring emails you send from Messages.
For example, using a Table attribute, you can display a list of recurring email messages
with a checkbox beside each one so users can quickly subscribe to multiple emails they want to receive.
You could also include a Yes/No attribute type, to ask users if they want to receive information about something more specific.
For example, you can ask them if they want to receive planned giving information.
For this video, we've already taken care of creating constituent attributes in The Raiser's Edge.
If you're interested in learning more about them, review The Raiser's Edge Configuration and Security Guide.
We are almost ready to check out constituent attributes on an existing User Email Preferences part.
Before we do, remember you must make any Raiser's Edge constituent attributes you want to use on your website
available in Blackbaud NetCommunity's Administration area.
Now let's open a User Email Preferences part so we can review how to configure constituent attributes on the part.
On the Design tab, under Attributes, the constituent attributes available to your website appear.
In the Include column, select the ones you want to appear as email preference options on the web page.
You can change the text that appears for an attribute. Just enter it in the Caption field.
You can also reorder the attributes in the list. Just click and drag the dotted button on the far left.
Next, select the Language tab. Here, you'll customize each email preference section and include help text.
In the Titles and Help Text categories, enter the text you want to appear on your website for section headers and unique help information.
There are a couple of other things to remember about the User Email Preferences Form.
Each email you create requires a link to a web page that includes this part.
When a user with a record in The Raiser's Edge clicks the email preferences link, that link automatically identifies the user,
and the program displays the email preference options with the user's subscription information.
However, if a client navigates to the email preferences page on your website,
they must log in to view the available email options and to subscribe or unsubscribe from emails.
Also, when a user selects the global opt-out checkbox,
a profile update transaction generates to update the Requests No Email checkbox on the user's constituent record in The Raiser's Edge.
All other email preference changes, including the constituent attribute changes,
automatically appear on the constituent records.
That's all for this demonstration.
For more information about the User Email Preferences form, be sure to review the Parts Guide and the program's help file.
Thanks for watching!