Listing Communication Preference Updates

Follow

To build a list of communications preferences updates you can 

  • Add a new activity list
  • Filter the list for Activity type equals 'Communication Preference Confirmation'
  • If you only want updates made by the constituent themselves add a filter for Entered by equals 'Self Service'

This is an example

 

Editing _ How to List Acorns Activity in Donorfy - Google Chrome 2024-09-12 at 12.13.43 PM

To find people who have not updated their preferences - you can

  • Tag everyone on the list you have just created above - see this
  • Then create a list of constituents who do not have that tag

 

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk