You can manage donor solicitation controls and communication preferences with custom fields or with message groups.
Creating and filtering on custom solicitation fields
You can create a person-scoped custom field and an accompanying prompt list to represent your constituents’ solicitation preferences. You can associate this field value with a record by collecting it on a form. Then, when you create a query or recipient list, you can filter for the existence of these solicitation preferences to filter individuals who should not be solicited in a particular method.
Creating message groups
For emails, you can create message groups to let donors unsubscribe from specific communication campaigns. Donors can also unsubscribe from all marketing communications from your institution.
💡 Transactional messages, like confirmation emails, are delivered regardless of a constituent’s unsubscribe preferences.