Update Preferences Form

Knowledge Level: 
Time: Less than 5 minutes
Suggested Skills: General
Objective: This is the page patrons are taken to when they click on the link to "Update Preferences". There are 4 sections within the Update Preferences Form. Select the section of the form you would like to edit.

1. Header

From top to bottom, these fields on the right side of the screen are defined as follows:

1. Add an image or logo to your form. 
2. A description of the image. 
3. Edit the size of the image.
4. Edit the title of the form.
5. Edit the text of the form. 

2. Mailing lists

From top to bottom, these fields on the right side of the screen are defined as follows:

1. Edit the subtitle text to instruct patrons how to subscribe.
2. Select the mailing lists to display on the form. 

  • Show all visible lists: All lists marked 'Show in Forms' within Lists will display.
  • Do not show any lists: No lists will display.
  • Select lists to show: Select specific lists to display from all lists marked 'Show in Forms' within Lists.
It is highly recommended that you select specific lists to show on your form. This ensures greater control as to what is visible and not visible to your contacts.

3. Profile

From top to bottom, these fields on the right side of the screen are defined as follows:

1. Edit the subtitle.
2. Select fields to display. Check the boxes to display each field. Click 'Customize Fields' to add fields, mark fields as *required, and change the order of the fields. 

4. Footer

From top to bottom, these fields on the right side of the screen are defined as follows:

1. Edit the button text. This button updates your patron's information. 
2. Edit the Unsubscribe link text. This link takes your patron to the Unsubscribe Form.
3. Check this box to display social media links. Edit the title to accompany your social media links. Fill in the associated social media profile links to cause them to display.
     

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