Manage Communication & Data Storage Preferences

You can use preference types to manage the communication and data storage preferences of your customers. The software comes with the three most necessary preference types already configured for you:

• Allow Sending of Confirmations
• Allow Sending of Notifications
• Allow Storing of Data

You can also create more preference types if there are other communication and data storage permissions you need to receive from your customers.

The preference types you configure are connected to your online applications such as Online Registration and Exhibitor Service Center so your customers can give consent to receive email communications or to have their data stored. Your customers’ consent or non-consent for each preference type is stored as Preference Settings for your contacts.

Your contact’s Preference Settings are most often collected using the online applications, but you can view and manage this information for a contact directly in the software if you have the proper access privileges.

See below for how to get started with managing your organization's Preference Types and gathering your customer's Preference Settings.

1. See Preference Types to configure your organization's Preference Types. 
2. Protect the Preference Settings for your contacts by restricting who from your organization can add, edit, or delete the preference type information for your customers using Preference Settings Access Privileges.
3. If you want your contacts to update their Preference Settings online see Allow Contacts to Update Preference Settings Online.
4. Learn how to add, edit, or update a contact’s Preference Settings directly in the software with View, Change and Remove Contact Preference Settings.