⚠️Important: This feature is available only on the Donorfy Professional plan.
A preference update link enables a supporter to access a secure form where they can update their:
Name.
Address.
Phone numbers.
Email address.
Channel preferences.
Selected Purposes (you choose which ones to display).
Preferred contact method.
📌Note:
Preference update links:
Are valid for 7 days.
Can be used only once.
Can only be sent via an email manually created on a Constituent’s Timeline.
Do not work in automated acknowledgements or Trigger emails.
Prepare Your Preference Update Widget
Before inserting the link into your documents, you must configure the self-service widget. Follow the first two steps:
Choose which Purposes to display on the Preference Update Form.
Customise the wording used in the widget and the accompanying email.
This configuration must be completed for the link to work.
Add a Preference Update Link to a Document
Follow these steps to include the link in any document created under Acknowledgements & Documents:
Navigate to Settings, click Configuration, select Acknowledgements and Documents.
Add a new document or open an existing one.
Write your email content and insert any placeholders you need.
Place your cursor where you want the preference update link to appear.
Click the Link button in the document editor toolbar.
In the pop-up window:
Display Text: Enter the text you want the constituent to see (e.g., Update your details).
Protocol: Select <other>.
URL: Enter the placeholder
{PreferenceUpdateLink}.
Click OK to insert the hyperlink.
The link will now appear in your document using your chosen display text.
Sending the Email
Once your document is ready:
Open the Constituent Timeline.
Select Send Email.
Choose your configured document.
Send the email.
The preference update link included in that email will be unique to the constituent and will follow the 7-day, single-use rule.