Staff users can configure the types of communications that can be sent by your organization. This enables you to enforce the preferences of members who do not want to receive certain types of communications.
From the Staff site, go to Settings > Contacts > Communication preferences. You can add a new communication type or edit a selected communication type.
To add a new communication type:
- Click Add new.
- Enter the name of the new communication type.
- (optional) Provide a description of the communication type.
- Define the default subscription properties of the communication type:
- Subscribe by default (Opt-out) — Users will receive communications until they choose explicitly to no longer receive communications.
- Users must subscribe (Opt-in) — Users will not receive communications unless they subscribe.
- Select the status of the communication type:
- Active — the subscription properties for the communication type are applied.
- Inactive — the subscription properties for the communication type are not applied. The inactive communication status cannot be assigned to communication templates or documents.
- Save.
Note: System-defined communication types (Primary, Shipping, and Billing) cannot be edited.
Staff users can also configure the User messages that are used to offer communication preferences to users.
To configure the User messages, edit the Prompt to choose communication types and the Additional Information fields. As these fields are edited, you can review the changes in real-time to verify how the User messages appear. Click Refresh Preview to see updated messages in the Preview of communication preferences area.
Note: Changes to the Prompt to choose communication types and the Additional Information fields can be seen when you click Refresh Preview, but the edits are not saved unless you click Save. If you do not Save your edits, they will not be available if you leave this page and return.