We'd like to let existing civiCRM Contacts tell us what they are interested in by following a link in a civiMail email, which takes them to a form with a few checkboxes. They check a few boxes, then press enter, which automatically updates their profile without making them login.

We are thinking we may need to use a checksum Token that links to a Petition or a Survey.

I thought I'd ask what the best practice is on this.



One approach is to create a custom field with check boxes for the subjects you wish to gather info on. Then create a profile that includes the custom field and any other info you might want to have them provide. Then use a link with a checksum token to this profile for editing in the email.

Hope this helps.

  • One issue with this is that the custom field check boxes will be used in the way we usually use tags, so this duplicates conceptual functions in the system – would be simpler just to use the main civi Tags system (docs.civicrm.org/user/en/4.7/organising-your-data/…) somehow.
    – user77510
    May 2 '17 at 9:52

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.