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User Email Preferences Form

Warning: The User Email Preferences Form has been replaced with the more powerful Communications Preferences Form. This part type appears in Parts only if you have saved User Email Preferences Form parts. While the deprecated part continues to operate for backwards compatibility on your website, you can no longer create or copy User Email Preferences Form parts. The Communications Preferences Form in Forms includes all the functionality of the User Email Preferences Form part with enhancements. For example, website users view all communication preferences for your organization on the same page. In addition, you do not have to process data from the form to Blackbaud CRM. When a website user submits a communication preference, the data defaults directly on the constituent record. To display the form on a web page, you must include it on a Form part. For more information, see Communication Preferences.

ClosedUser Email Preferences Form Part Considerations

If your organization uses Newsletters, users can subscribe or unsubscribe to newsletters from the User Email Preferences Form. They can also use this form to subscribe or unsubscribe to emails from Chapter Manager parts and notifications. Web pages with the User Email Preferences Form allow nonmembers and members who are not logged in to click a link and update their subscription preferences.

The User Email Preferences Form appears when users access it from links in email, regardless of whether they are logged in. However, if users access the form through the website, it only appears when they are logged in.

Warning: In each email you send, you must include a link to the page of your website that contains this form.

User Email Preferences Form includes opt-out sections for users to subscribe or unsubscribe to individual newsletters, notifications, and Chapter Manager email. Users select checkboxes to subscribe to these email subscriptions, and they clear the checkboxes to opt out of subscriptions. For example, if the form's newsletters section includes five newsletters, a user can select two checkboxes to subscribe to those newsletters and clear the other three checkboxes to opt out of those newsletters.

A global opt-out checkbox also appears on the form to allow website users to opt out of all email communications. For users who selects this global opt-out checkbox, Blackbaud CRM adds the “Do not email” message on constituent records when it processes user profile updates.

To have at least one web page where users can subscribe or unsubscribe from newsletters, you must allow the Everyone user role view rights for at least one User Email Preferences Form you create. You can also create other User Email Preferences Form parts that do not have Everyone security set and require a login, but you must set at least one part for everyone.

Note: Subscriptions derive from newsletters. The website sends subscription email to all constituents on the assigned lists, plus additional subscribers and minus explicit unsubscribers and users with the “Do not email” message in their user profile. The program prevents a duplicate email to the same record in Blackbaud CRM. It does not prevent duplicate emails when the Blackbaud CRM query contains duplicate records.

Design User Email Preferences Form