Learn how to set communication preferences and social media profiles for a contact in PEARS.
The Communication Preferences section of a contact record defines how the individual prefers to be contacted and stores their social media profiles.
Screenshot: The Communication Preferences section of a CRM contact form showing the Text, Phone, Email, and Mail opt-in toggles and the social media URL fields for Facebook, X, Instagram, and LinkedIn
1
Open the Contact Record
Navigate to the Community Relationships list and click on the contact you want to edit. Then navigate to the Communication Preferences section of the contact form.
2
Set Communication Opt-In Preferences
Toggle the following options to indicate whether the contact has opted in to each communication method:
Text -- The contact agrees to receive text messages.
Phone -- The contact agrees to receive phone calls.
Email -- The contact agrees to receive emails.
Mail -- The contact agrees to receive physical mail.
3
Enter Facebook URL (optional)
In the Facebook field, enter the contact's Facebook profile URL.
4
Enter X (formerly Twitter) Link (optional)
In the X (formerly Twitter) link field, enter the contact's profile URL.
5
Enter Instagram Handle (optional)
In the Instagram field, enter the contact's Instagram handle or profile URL.
6
Enter LinkedIn URL (optional)
In the LinkedIn field, enter the contact's LinkedIn profile URL.
7
Save the Contact
Click Save to update the contact record with the communication preferences and social media information.
TIP: Communication preferences help ensure you are reaching out to contacts through their preferred channels. Always confirm opt-in status before sending communications.
NOTE: Social media fields are URL fields that validate the format of the entered link. Enter the full URL for each profile.
