As a best practice, let your constituents manage their own email preferences. If a constituent asks you to change their communication restrictions or email interests, follow the steps in this article.
To learn what email interests are and how they work, read About Email Interests.
Tip: To mark recipients with mailing list codes so you can easily filter your emails, set up a profile custom field for that information.
In this article:
Update Communication Restrictions for Constituents
To change a constituent’s communication restrictions:
Go to the constituent's profile and click Edit.
In the Communication Restrictions section, click Modify.
Select one of the following:
Do Not Call
Do Not Mail
Do Not Solicit
Enter a reason.
If this constituent is part of a household, the Apply to Household section appears and you can Copy Restrictions to All Household Members.
Click Save.
Update Email Interests for Constituents
When you update email interests for a constituent, you subscribe (opt in) to or unsubscribe (opt out) from some or all email interests.
Email interests apply to only your marketing emails. You can’t unsubscribe constituents from transaction emails, which are emails with one of these purposes: Acknowledgement, Receipt, or Pledge Reminder.
To update email interests for a constituent:
Go to the constituent's profile and click Edit.
In the Email Preferences section, click Modify.
If the constituent wants to receive all mass emails, click All.
If the constituent wants to receive only some mass emails, click Custom and select one or more email interests.
If the constituent doesn’t want to receive any mass emails, click Opted Out.
Enter a reason.
Click Save.