Within Donorfy you can alter the Processing basis for your Communication Channels; Legitimate Interest and Opt-In.
When a change has been made to the Processing basis option within your Communication Channels all of your Forms collecting Channel consents will need to be updated to ensure that they remain correct. This article will guide you through how to update your Forms to ensure that they are all kept up-to-date.
Keeping your Communication Consents Updated
Click on the options below to update your Form(s)
Open your Form
Navigate to Forms, click Manage Forms.
Click on the Form that you need to update.
Delete the Communication Consents Element
Click on the Designer tab to open the section containing all of the Form Elements.
On the Communication Consents Element, click Show Details.
Make a note of the Communication Consents Element position on the Form, the Consent options and wording that are currently set (screenshot and paste to Word or write it down) as you'll need these later.
Click on the red button Remove from Form.
Save and Close your Form
Scroll up the page and click on Save Changes.
Once the Form changes have been saved, click on Manage Forms.
Close the Form.
Re-open your Form and re-add the Communication Consents Element
Re-open your Form.
Click on the Designer tab to open the section containing all of the Form Elements.
Locate the Communication Consents Element and click Add to Form.
Click and hold to drag the Element to the correct position on the Form.
Click Show Details to open up the Element.
Re-add your consent options and the wording used for the question to ask.
Scroll up the page and click Save Changes.
Continue with the steps above for each Form that uses Communication Consents until all Forms are updated.
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