Allowing People to Update their Permissions and Preferences

This feature is only available with the Donorfy Professional plan

It allows you to add a 'Self Service' widget on your web site to allow people to request a link to allow your donors and supporters to update their communication preferences themselves.

This is how it works:

  • Add the preference update widget to your web site - the widget allows people to enter their email address and request a link to update their communication preferences
  • When people request a link if there is
    • One constituent with the email address entered Donorfy will then send an email with a link to the preference update form where they can update their preferences, after they complete the form their constituent record is updated in Donorfy with their preferences
    • No constituents with the email address entered Donorfy will send an email with a link, when the person requesting the link completes the preferences update form they will be added as a new constituent in Donorfy
    • 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 
  • Donorfy must be linked  to your email system for this work - see this for more information

To set this up you need to

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, you can also enter a description to appear on the preference update form - e.g. you may have an purpose called 'Events' - on the preference update form you might want a fuller description such as 'Information about events we run'.

To do this go into Settings and search for 'Purposes' - for each purpose you want to show on the form

  • Set 'Include this purpose on the public facing Preference Update Form' to Yes 
  • Enter a suitable description for the purpose

2. Customise the Wording used with Preference Update Widget and the Email

In Donorfy go into Settings and search for 'Preference Update Settings' - you can enter 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 that 

  • 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. Checking 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 

 

 

Have more questions? Submit a request

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