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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.

Thanks!

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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.

| improve this answer | |
  • 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

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