Preferred Communication Method

The “Preferred Communication Method” feature in the ‘Setting’ area of Retention CRM section allows membership organizations such as Associations, Chambers of Commerce and Nonprofits to record how their contacts prefer to be communicated with. This simplifies communication efforts and ensures messages are delivered through the most preferred channel.

General Functionality of “Preferred Communication Method” feature

Each option has a “Label” displayed to users (e.g., “Email”), a corresponding “Value” used internally (e.g., “email”), and an optional “Description” for further clarification. The “Order” determines the order the options appear, while “Reserved” indicates system-reserved options and “Enabled?” controls whether a specific option is available for selection.

Add Preferred Communication Method

The “Add Preferred Communication Method” section lets you create new communication methods. You’ll define a user-friendly “Label” (e.g., “Text Message”), a corresponding “Value” (e.g., “sms”), and an optional “Description” (e.g., “Receive updates via text message”). The “Order” determines where this new method appears in the list, and “Enabled?” controls its availability.

How to use “Preferred Communication Method” feature in Association Management

Let’s consider a nursing association using these settings:

• Existing Options: They might keep “Email” (for newsletters) and “Postal Mail” (for membership certificates).
• New Options: They could add “SMS” for urgent updates and “Phone Call” for critical notifications.

By recording these preferences, the association can tailor their communication strategy. For instance, they can send event updates via email to most members, while using SMS for critical alerts or phone calls for personalized reminders. This ensures members receive information through their preferred channels, fostering better engagement.