Donorfy allows you to set the purposes relating to how your organisation would like to contact your constituents, such as fundraising and news, membership, policy, events, etc.
Purposes can be set to be administered at :
Operator only level.
Operator and constituent level.
This means that you can allow constituents to manage their own purposes via the public-facing Preference Update Form.
Add a new purpose
Navigate to Settings, then click Configuration.
Select Purposes, then click the Add button.
Fill in a description for the type.
Toggle the Active to Yes.
If you would also like constituents to see this on the public-facing Preference Update Form toggle the switch to Yes.
Fill in a description of the purpose for the public-facing Preference Update Form.
Click Save Changes.
Deactivate or change a purpose
To de-activate:
Navigate to Settings, then click Configuration.
Select Purposes.
Toggle the Active and public-facing Preference Update Form switches to No.
Click Save Changes.
To make a change :
Add/alter/delete text within the description boxes as appropriate, or just de-activate the public-facing Preference Update Form option as required.
Click Save Changes.
Public-facing Preference Update From
⚠️Important: This feature is only available with the Donorfy Professional plan.
You can include a preference update link in emails sent to your constituents from Donorfy which can be clicked on to allow people to update their contact details and other preferences.
📌Note:
The links are valid for seven days.
The links can be used only once.
How it works:
Add the preference update widget to your web site : the widget allows people to fill in their email address and request a link to update their communication preferences.
When people requests a link :
If one constituent with the email address entered, Donorfy will then send an email with a link to the preference update form. Once they complete the form, their preferences are updated in Donorfy.
If no constituents with the email address entered, Donorfy sends an email with a link to the preference update form. Once the person completes the form, they will be added as a new constituent.
If more than one constituent has the email address entered, then a message will be displayed asking the person to get in touch with you to update their preferences.
⚠️Important: Donorfy must be linked to your email system for this work - see this article for more information.
To configure the public-facing Preference Update Setting see this article.