AOA News

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AOA News

The AOA News comes in two formats.  Digital (emailed to the individual) and Print (mailed to the individual).  The user can opt out of one or the other via certain steps in either High Road or Personify.

Print Version

For an individual to opt-out of the Print Version of the AOA News, this can be completed in Personify.  Open the CRM360.  From the Constituent Preferences screen task category, click on the Opt-In/Opt-Out screen task.

1.    Click on the Add More Options button.  The Unsubscribed Options window will display.

2.    Check the box next to the AOA News Interest Area.  Then click on the Opt-In  Box.

3.    The line will be added to the Opt-In/Opt-Out Selections.  With the AOA News highlighted, update the details section with the following:

a.    Update the Opted-In check box to be unchecked.

b.    Update the Opted-Out Date

c.    Update the Opted-Out Reason

d.    Update the Comments as needed.

4.    Update the constituent record using the Save  button.

 

Details

Details

Article ID: 3190
Created
Thu 1/8/15 5:46 PM