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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit Contact Preferences

  • Updated:

This article will show you how to edit the email and/or phone contact information for an account as well as their notification preferences.

 

Instructions

 

  1. Sign in to your solution
  2. If needed, select your Location
  3. Click the Accounts tab:
    The Accounts feature in Recreation Management's secondary navigation.
  4. In the Search box, enter the account's name, email, or username:
    The Account feature's Search box.
  5. Click the Search button:
    The Account feature's Search button.
  6. Locate the user in the list of results:
    A list of search results for 'Clara'.
  7. Click the User Profile button:
    The User Profile button is represented by a person icon.
  8. Under Account Actions, select Account Contact Preferences:
    The Account Contact Preferences adjusts the account's settings for opting in or opting out items.
  9. Click the Edit Contact Method button next to the contact method you want to update:
    The Edit Contact Method button lets users update an account's contact options.
    Note: In the account's list of Contact Preferences, you can turn a contact method's notification options on or off. If enabled, the user receives messages for:
    Notification Option checkboxes in a list of the user's Contact Preferences.
    • Courtesy Notices: Low-priority messages
    • Critical Announcements: Emergency or high-alert messages
    • Upcoming Events: Messages about future events
  10. Edit the contact method's preferences:
    • Type: Select Email or Mobile (phone):
      A Contact Method's Type field.
      • Email Options:
        A list of options for an Email contact method.
        • Email: The account owner's email address
        • Label: A name or additional information about the contact method
        • Notification Checkboxes: If enabled, the user receives messages for:
          • Courtesy Notices: Low-priority messages
          • Critical Announcements: Emergency or high-alert messages
          • Upcoming Events: Messages about future events
      • Mobile Options:
        A list of options for mobile Contact Methods.
        • Mobile Phone: The account owner's phone number
        • Label: A name or additional information about the contact method
        • Can receive text messages: If enabled, the user receives SMS messages to their mobile phone
        • Notification Checkboxes: If enabled, the user receives messages for:
          • Courtesy Notices: Low-priority messages
          • Critical Announcements: Emergency or high-alert messages
          • Upcoming Events: Messages about future events
  11. Click the Save Contact Method button:
    Save any changes made to the Contact Method.

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Alex Forrest

    How do we know if people have opted-out or unsubscribed? We routinely have people claim they do not get our E-mails that we sent out. When we check the email batch history, they are listed as the email being sent to them, but they still say they didn't receive it. We have them check their spam folder and mark our email as a safe email, but there still seems to be some disconnect.

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