You can enable your supporters to update their contact details and preferences by themselves using the Self Service widget on your website.
The Update Preferences Widget will allow a supporter to update the following details:
Name.
Address.
Phone numbers.
Email address.
Channels.
Purposes (the ones you choose to display).
Preferred contact method.
⚠️Important:
The Update Preference Widget is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
How it works
Add the preference update widget to your website - the widget allows people to enter 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 for more information.
Setting the Widget up
1. Choose which Purposes to Display on the Preference Update Form
You can choose which of your purposes you want to include on the preference update form, also you can fill in a description to appear on the preference update form :e.g. for a purpose called Events, you can add a fuller description like 'Information about events we run'.
To do this:
Navigate to Settings ,click Purposes, for each purpose you want to show on the form.
Set 'Include this purpose on the public facing Preference Update Form' to Yes.
Fill in a suitable description for the purpose.
2. Customise the Wording used with Preference Update Widget and the Email
In Donorfy:
Navigate to Settings.
Search for Preference Update Settings.
Fill in the text you would like to display on the widget and email.
3. Add the Preference Update Widget to your website
To add the preference update widget you will need to add the HTML below to a suitable page(s) on your website:
<iframe style="width: 100%; height: 150px;" width="300" height="150" frameborder="0"
src="https://app.donorfy.com/Services/RequestPreferencesLink/{your api key}" ></iframe>
📌Note:
The placeholder {your api key} must be replaced with your API key - see this for help finding your API key - e.g. if your api key was abcdefgh your link would be https://app.donorfy.com/Services/RequestPreferencesLink/abcdefgh
You can adjust the styling, size etc of the widget to suit your website - i.e. make changes to style="width: 100%; height: 150px;" width="300" height="150" frameborder="0"
4. Verify who has updated their preferences
To see the details of preference update requests you can:
Look on the Errors & Info tab under Financial | Online Donations
Create a list - see this.
Donorfy Academy
The Donorfy Academy features a learning course for Constituent Preference Updates - enrol here.