<div dir="ltr">Hello Aaron, we had this setup using a user setting value... up until last week when we turned it off since we switched to using Orangeboy Savannah and moved to an opt-out model.<div><br></div><div>There is a trick to getting user settings to show up in the patron editor. If you associate a custom user_setting with an action_trigger event definition by setting it as an opt in setting type, then the preference will show up in the patron editor. Even if the event definition is set to disabled.</div><div><br></div><div>But you cannot control the order of how those opt-in settings display in the patron record, they are pulled from the DB with a query with no sorting. I did find that they did tend to be returned in order of last modification though, so a series of update queries can control the order. We went the route of hard coding the fields in our patron record editor to better control the order.</div><div><br></div><div>I also setup a custom daily report to show subscribes, unsubscribes, email changes and branch changes since we had per location newsletters. Then those changes were manually made in Constant Contact. I never got around to using the Constant Contact API to make updates automatically. That report needed a custom tracking table to compare the current system state with the historical state.</div><div><br></div><div>So it can be done. I'm happy to share all our modifications if you want to see them.</div><div><br></div><div>Here is the commit to remove the option from our patron registration form.</div><div><a href="https://gitlab.com/LARL/evergreen-larl/-/commit/89fd3f1af9261ba96337fbb0a5b2cac0dfb0a93e">https://gitlab.com/LARL/evergreen-larl/-/commit/89fd3f1af9261ba96337fbb0a5b2cac0dfb0a93e</a><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jul 18, 2024 at 11:57 AM DeVries, Aaron via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-617602554584840221">
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Hi everyone,</div>
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We are trying to find a better workflow for managing patron opt-ins to our monthly newsletter. Has anyone successfully set this up with a field in the patron record? I'm thinking maybe a stat category with a yes/no opt-in question? My problem is that I'm
not sure how we could set up a recurring report for our communications staff that included changes to that field on existing records, rather than just new card registration that opt-in.. Any suggestions or ideas would be appreciated.</div>
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Thanks,</div>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black"><b>Aaron DeVries</b></span><span style="font-size:12pt;color:black"> </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black">(he/him/his) </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black">Manager, Digital & Support Services </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black">St. Thomas Public Library</span><span style="font-size:12pt;color:black"> </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black">153 Curtis Street, St. Thomas, ON N5P 3Z7</span><span style="font-size:12pt;color:black"> </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:black">519-631-6050, ext. 8016</span><span style="font-size:12pt;color:black"> </span></p>
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<span style="font-family:Arial,sans-serif;font-size:12pt;color:purple"><a href="http://www.stthomaspubliclibrary.ca/" style="color:purple;margin-top:0px;margin-bottom:0px" target="_blank">stthomaspubliclibrary.ca</a></span><span style="font-size:12pt;color:black"> </span></p>
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<span style="font-family:Arial,sans-serif;font-size:10pt;color:black"><a href="https://app.etapestry.com/onlineforms/StThomasPublicLibraryBoard/onlinedonations.html" style="margin-top:0px;margin-bottom:0px" target="_blank">Donate to the Library today!</a> </span></p>
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