Beacon

Collecting contact preferences in forms

Updated 17 days ago

Beacon makes it easy to collect contact preferences for your contacts on any of your signup, donation, event, or membership forms.

link The contact preferences field

The Contact preferences field on your People records represents a list of channels that your supporters have opted-in to.

Screenshot 2020-09-05 at 15.52.00

By default, the field supports the following options: (you can add more if you like)

Screenshot 2020-09-05 at 15.52.11

help_outline Tip: Beacon does not include an "opt-out" field or option in this list, and we do not recommend adding one; try to focus on your opt-ins instead.

link Contact preferences in forms

When creating a new form, a contact preferences section is enabled by default:

Screenshot 2020-09-05 at 15.57.10

On your form, this appears like so:

Screenshot 2020-09-05 at 15.57.34

link "Opt-in" vs "explicit" layout

Beacon supports two different "layouts" in the section: "opt-in", and "explicit".

Screenshot 2020-09-05 at 16.03.39

link Opt-in

This is the default option, displayed as a list of checkboxes in your form. Submitters can select one option, mutliple options, or no options at all.

help_outline If someone already exists in the database, the channels that they pick will be added to their contact preferences field. Existing opt-ins will not be removed.

Screenshot 2020-09-05 at 15.57.34

link Explicit

If you'd like to collect an absolute yes/no answer for every channel, you can change the layout to explicit, which is displayed differently.

In this layout, form submitters must choose a "Yes" or "No" value for every channel.

help_outline If someone already exists in the database, the channels that they pick will overwrite all of their existing contact preference options.

Screenshot 2020-09-05 at 16.03.53

link Renaming and hiding options

If you'd like to hide an option, or use a different label on your form, click on that option in your form settings:

Click contact method

Screenshot 2020-09-05 at 16.11.13

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