Published: 24th October 2017
Follow the steps below if you need to update the Contact Preferences of a constituent.
Click on the Attributes tab on the constituent’s RE record.
Click on the contact preference line you want to amend, e.g. you want to change the attribute of DDAR – Events Email.
Click on the drop down menu under Description, and choose the relevant option, e.g. in this case, we are changing from DDAR Events Email – No to DDAR Events Email – Yes.
Update the Date field with the date you have changed this attribute (press F3 for today’s date).
Add a comment in the Comment field, where necessary. In this example, we would add a comment to say how we found out this information e.g. Phone.
Finally, once you have finished updating the contact attribute, click Save and Close.
Any Mailing Preferences beginning with DDAR have a separate option for Yes and for No. These options are Mailchimp related and there should be 5 attribute lines on each record, as below:
DDAR – Events Email
DDAR – Fundraising Email
DDAR – Marketing Email
DDAR – News & Announcements Email
DDAR – Volunteering Email