Contact preferences

Contact preferences record whether a supporter will take email, SMS or phone calls from a group, and respecting them is best practice as well as a legal requirement in many countries.

Viewing supporter contact preferences

All users (admins, captains, and vice-captains) can see a supporter's preferences on their profile.

• A channel the supporter has opted out of (e.g. email, SMS, phone calls) appears greyed out at the top of their profile.
• A channel is also greyed out when valid details are missing (e.g. no phone number on file). Add the details and the supporter becomes contactable, unless they have opted out.

The group-wide list

Admins and captains can also view a consolidated list of preferences for their group, by clicking Supporter contact preferences on the main group page, which shows ticks or crosses for each supporter across the different channels.

Updating supporter contact preferences

There are three ways supporter preferences can be updated.

1. Via NationBuilder

Admins decide whether SupporterBase automatically honours NationBuilder contact preferences, using a toggle under Settings > Configurations. With the toggle disabled, supporters are contactable by default until they opt out via SupporterBase.

2. By the supporter themselves

On your SupporterBase unsubscribe page (e.g. yourorg.supporterbase.com/unsubscribe), supporters manage their own preferences. On this page they:

• Identify themselves by email.
• Select the relevant group.
• Choose which channels (SMS, email, phone) they want to opt out of, or unsubscribe entirely.

3. Directly by group leaders

Captains and admins can update preferences from within a supporter's profile (link under their name), or within an SMS/email thread.

Important: preferences are per-group

Further reading