Including a Preference Update Link in an Email

This feature is only available with the Donorfy Professional plan

You can include a link in emails you send to your constituents from Donorfy which can be clicked on to allow people to update their contact details and other preferences - note that the links 

  • Are valid for 7 days
  • Can only be used once

You must setup the information needed by the self service widget for the links to work - to do this see this article and compete the first two steps in that article - i.e. 

  • Choose which Purposes to Display on the Preference Update Form
  • Customise the Wording used with Preference Update Widget and the Email

This is how to include the preference link in a document 

  • Go into Settings | Configuration and find Acknowledgements and Documents - either add a new document or open an existing one
  • Enter the text and placeholders you want in your document
  • In the place in the document where you want to include the link to update details press the link button on the toolbar - see below

  • In the window that pops up 
    • Enter the text you want to appear in your document into Display Text
    • Make sure Protocol is <other>
    • Enter {PreferenceUpdateLink} into the URL

When you press OK the display text - e.g. Link - will be added to your document as hyperlink - e.g.

The document can be sent as described in this article

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