Preferred contact details are controlled through the Constituent Preference Centre under the Preferred Channel setting. This ensures communication is sent using the method a constituent prefers, such as email, address, or phone.
Understand Preferred Contact Channels
Donorfy provides a standard set of channel options in the Preferred Channel dropdown.
Available Preferred Channels (in order)
Contact.
Addresses.
Email.
Phone.
Do Not Contact.
Address, Email, and Phone Options
Addresses:
Personal Address*.
Work Address.
Other Address.
Email:
Personal email*.
Personal email alt*.
Work email main.
Work email alt.
Other email main.
Other email alt.
Phone:
Personal phone main*.
Personal phone mobile*.
Personal phone other*.
Work phone main.
Work phone mobile.
Work phone other.
Other phone main.
Other phone mobile.
Other phone other.
📌 Note:
Options marked with * apply to non-group constituent types only, such as Individuals.
How Preferred Channel Affects List Output
The preferred channel selected in the constituent record controls what appears in Constituent Lists and when downloading data to Excel:
If Email Is the Preferred Channel
The preferred email address is displayed in the list output.
The preferred address links to the address associated with the same contact tab as the email.
If Address Is the Preferred Channel
The preferred address is displayed in the list output.
The preferred email address is taken from the email tab associated with that address.
If Do Not Contact Is Selected
No contact details are displayed in any preferred contact fields.
📌 Note:
This does not prevent syncing to Mailchimp.
See the Constituent Profiles set as Do Not Contact section in What does the Donorfy to Mailchimp sync do?
Verify Preferred Contact Details in Lists
To check preferred information in a Constituent List, use the following fields:
Preferred Contact Method.
Preferred Contact Details.
These allow you to confirm which channel is being used and the exact data being output.