Updating Form Communication Consent Options

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Within Donorfy you can alter the Processing basis for your Communication Channels; Legitimate Interest and Opt-In.

When a change has been made to the Processing basis option within your Communication Channels all of your Forms collecting Channel consents will need to be updated to ensure that they remain correct. This article will guide you through how to update your Forms to ensure that they are all kept up-to-date. 

 

Keeping your Communication Consents Updated

Click on the options below to update your Form(s)

 

Open your Form

Open Forms > Manage Forms

Click on the Form that you need to update

Delete the Communication Consents Element

Click on the Designer tab to open the section containing all of the Form Elements

On the Communication Consents Element, click 'Show Details' to open up the Element

Make a note of the Communication Consents Element position on the Form and the Consent options and wording that are currently set (screenshot and paste to Word or write it down) as you'll need these later

Click on the red button 'Remove from Form'

Save and Close your Form

Scroll up the page and click on Save Changes

Once the Form changes have been saved, close the Form by clicking on Manage Forms

Re-open your Form and re-add the Communication Consents Element

Re-open your Form

Click on the Designer tab to open the section containing all of the Form Elements

Locate the Communication Consents Element and click on Add to Form

Click and hold to drag the Element to the correct position on the Form

Click 'Show Details' to open up the Element

Using your screenshot or notes taken earlier, re-add your consent options and the wording used for the question to ask

Scroll up the page and click on Save Changes

 

Continue with the steps above for each Form that uses Communication Consents until all Forms are updated.

 

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