Communication Preferences

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.