Manage communication preferences

GDPR requires that people have the ability to opt-in to receive communications from you. The consent also needs to be unbundled, e.g. you can't imply someone wants to get updates about news just because they become a member. 

For more details on the GDPR, read our full guide.

Defining communication preferences

You can define the communication preferences available to contacts in Settings > Communications with two sets of available options: communication type and communication method. To provide the easiest and most intuitive experience for your contacts you should use communication types and methods specifically as described in the table below.

Types Topics about which people wish to receive updates. Examples: Organisation news, Volunteering opportunities, Fundraising appeals or upcoming events.
Methods Methods by which people prefer to be contacted. Examples: Email, Phone, SMS, Post.

Several White Fuse customers keep things simple with just one communication type called something like 'News and updates' and don't display any communication methods on the basis that they rarely send anything other than emails. But you can add additional options as needed. 

Displaying communication preferences on forms

You can choose whether or not to display an opt-in checkbox for both types and methods on your forms. Note that you must have at least two methods set to display on forms for them to appear.

Managing preferences and unsubscribing

If a contact has previously opted-in to a communication preference, leaving that option unchecked on a subsequent form submission does not unsubscribe them from that preference.

Whenever you send a Broadcast email, the email will have a link at the bottom called 'manage communication preferences'. Clicking this will allow the contact to opt in or out of communication types or methods. 

Contacts can also manage their communication preferences by creating a user account associated with their email address and going to the My account section. 

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