Preferred Address, Email & Phone Numbers

Preferred addresses are set within your Constituent Preference Centre under the preferred Channel setting, and allows you to respect a constituent’s wishes by staying in contact with them by their preferred way.

 

Depending on the data within the constituents record, Donorfy allows you to set the preferred contact details in the following ways, listed by the drop-down box in the following order:

 

Contact

Addresses

Email

Phone

Do Not Contact

Personal Address *

Personal email *

Personal Phone Main *

 

Work Address

Personal email alt *

Personal Phone mobile *

 

Other Address

Work email main

Personal Phone Other *

   

Work email alt

Work phone main

   

Other email main

Work phone mobile

   

Other email alt

Work phone other

   

 

Other phone main

   

 

Other phone mobile

   

 

Other phone other

* non-group Constituent Types only e.g. Individuals

You can find out more about Constituent Types here.

 

The selection chosen as the preferred channel will determine what is populated within the data when it is presented within Constituent Lists and downloaded to Excel.

Do not contact
No details will be displayed within the preferred contact fields

Email - selected as the preferred channel
Where an email address is selected as the preferred contact method channel, the output in the List will be:

  • The preferred email address
  • Preferred Address details will link to the tab which directly relates to that email


Address - selected as the preferred channel
Where an address has been selected as the preferred contact method channel, the output in the List will be:

  • The preferred address
  • Preferred email address will be the email from the tab which directly relates to that address


To verify the preferred contact method in your Constituent List you can use the following selection:

  • Preferred Contact Method
  • Preferred Contact Details
Have more questions? Submit a request

Comments

Powered by Zendesk