Managing Communication Preferences

In this course, you’ll learn how supporters can manage their email and messaging preferences — and how you can manage them on their behalf from the dashboard.

We’ll cover:

• How supporters can update their preferences in the donor portal under the Preferences tab
• Viewing and toggling communication list subscriptions on and off
• How to manage preferences from the dashboard via the Engage tab on a supporter record
• Setting global opt-outs like Do Not Contact, Do Not Email, Do Not Text, and Do Not Mail
• Understanding how preferences are synced between the supporter portal and the dashboard

By the end, you’ll know how to maintain clean subscription data and respect donor communication choices — automatically and manually.