| 1. | To autofill forms with constituent data when users click links in email messages, select Use email links to autofill forms. |
Note: To use this setting, you must send email messages to query-based email lists that use constituents as the data source. You create the queries in The Raiser's Edge and then create email lists based on them in Lists. For information about email lists, see Lists.
The setting autofills forms with biographical details such as name, title, primary address, phone number, and email address. When you include links to forms in query-based emails, the program pulls data from constituent records even when users are not logged in to your website.
The setting applies to forms that you create with Donation Form, Email Forwarding Form, Event Registration Form, Event Registration Form (Classic), Membership Form, User Email Preferences Form, and User Login parts. It does not apply to forms that require users to log in because email links do not bypass login requirements.
Warning: If a recipient forwards a query-based email and someone else follows a link from the email message to a web form, the original recipient's biographical details autofill the form.
| 2. | To send emails to each constituent when multiple records include the same email addresses, select Send a unique email to each constituent who shares the same email address. Typically, you select this option when you want constituents such as couples or parents and children who share email addresses to each receive copies of messages. If the emails include merge fields, the messages for each recipient are unique and populate each constituent’s information. |
To send single copies of emails when multiple constituent records include the same email addresses, clear the checkbox. When you send single copies of messages, any merge fields populate with information for constituents whose records have been in the database the longest.
Note: If you use multiple lists to identify email recipients, the program does not always select the constituent records that have been in the database the longest. In those instances, the merge fields populate with the information for the selected constituents.
| 3. | To save the settings, click Save. |