There are two ways a person can access and set their communication preferences: by logging in and navigating to a subscribe page, or by clicking the unsubscribe link that takes them to an email preferences page. Let's look at the subscribe page option first.

Setting Preferences in a Subscribe Page

When a person logs in, the Communication List Subscribe block is made available for them to set their communication preferences. If that block is placed on a Subscribe page, as shown in the earlier screenshot, they can select which lists they want to subscribe to, and choose which format they want the messages they receive to be in. To subscribe to a list, simply check the box beside the list's name. To unsubscribe, uncheck the box. To set a delivery preference, simply click which you want to receive: email or SMS. Super easy, right?

The Communication List Subscribe block works the same way for the internal pages of your organization's site as well. You can create subscribe pages available only to staff members or others where they can set their communication preferences. For example, you can set up an employee resources page with an email preferences zone containing the Communication List Subscribe block.

Setting Preferences from an Unsubscribe Link

The other way a person can access and set their communication preferences is by clicking on an unsubscribe link in an email or SMS message.

The Email Preference Entry block on this page allows you to customize the wording for each of the options on the page. If you want to add more reasons for the "I am no longer involved" option, you can do that under Admin Tools > Settings > Defined Types > Inactive Record Reason.The block also allows you to suppress any reasons that might be awkward in this context (e.g., Deceased, No Activity).

See the Unsubscribing section above, in the Configuring Email chapter for more information on this page and the unsubscribe process.