About Communication Preferences

Communication preferences are a framework in which contacts define the media through which your institution communicates with them as they progress to become targets in campaigns. These settings are collectively referred to as communication preferences.

Before your institution can record a contact’s communication preferences, the administrator is required to do the following:

•   Create categories and groups

•   Enable campaign support (this includes support for preferences) for the object that will progress through campaigns

For more information about these tasks, your administrator must see Business Administrator Help.

While communication preferences can be manually recorded in the Preferences tab of a contact record, these can also be updated through an import operation, postal mail, telephone calls, or when the contact updates information on an institutional portal, and so on.

Communication preferences apply to the following campaign actions in Desktop Client:

•   Send mailer

•   Send SMS

•   Create Letter

•   Create Label – Communication preferences set for the letter medium also apply to the contact's communication preferences in the Create Label step in campaigns.