We have a list of people who work at many different companies with company email addresses. When someone moves to a new job at a new company their email address changes. How can we make it simple for someone who changes jobs to come to a CiviCRM Webform and change the email address we have for them? This would relieve our tiny staff of a major burden!
1 Answer
Creating such a profile is fairly straightforward. The (potentially) hard part is for CiviCRM to know who the person is. You have three options:
- If your users can log into your site, then the site will know who they are.
- If you can trust your users to enter their data correctly, you can give them a blank form to fill out and configure your Unsupervised Dedupe Rule to identify the record that needs updating.
- You can create an email linking users to the profile using a URL with a checksum token. These can be a bit confusing to add to your emails for non-technical folk, in which case you may want to install the Fancy Tokens extension, which gives a nicer user experience.
As for the form itself, you can use a profile, or if you need something fancier you can use Webform with CiviCRM integration (if you use Drupal or Backdrop) or Caldera Forms CiviCRM (if WordPress).
If you haven't created a form like this before, and you aren't a documentation learner, you can find videos on YouTube covering CiviCRM profiles.
It often helps to include first and last name as read-only fields, it helps folks understand that the system knows who they are.
answered Mar 9, 2020 at 1:33
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I realize that this is a very high-level answer - but in fairness, it's a very high-level question! If you get stuck, it may be helpful to open a follow-up question. Commented Mar 9, 2020 at 1:34