10. Forms

Constituent Preference Updates


Description
This module looks at how to enable your supporters to update their own address, phone number and preference changes.

By embedding the Preference Update Form into your website you can give power to your supporters to update their details themselves, and make your CRM healthier as it contains accurate constituent information.

This module explains Preferences and the Preference Centre Form widget and how to set everything up.

Type: Video Duration: 17 minutes

Content
  • 1. Demonstration
  • 2. Configuring the Preference Centre
  • 3. Settings
  • 4. Embed your Form
  • Preference Update Widget HTML
Completion rules
  • All units must be completed