For your convenience, Argenta lets you add an engagement in bulk to everyone on a Mail Room list (or just the constituents you select).
To Add Engagements For Constituents In A Mail Room List
1. From the Argenta main menu on the left, choose Communication > Mail Room, then click Manage Mailing Lists.
2. Find the list you want in the grid. You can search by list name or ID, or filter by list type (Email Lists, Postal Mail Lists, or Text Lists). Click the green open icon on the right side of the list’s row to open it.
3. This opens the Mail Room List Workspace on the List Members screen, where every constituent on the list is shown.
4. If you want to include constituents marked “No Solicit,” turn on the Include “No Solicit” Constituents In List toggle above the list.
5. Select the constituents you want to add the engagement to using the checkboxes on the left of each row, or use the Bulk Actions menu to select all records.
6. From the Bulk Actions menu, choose Add Engagement for Selected Constituents. This opens the Add Engagements window.
In the Add Engagements window, fill in:
- Engagement Type – Choose the engagement type from the drop-down list. This is required.
- Date – Set the engagement date using the date picker. It defaults to today’s date.
- Engagement Description – Optionally type a description of the engagement.
Once the details are filled in, click Add Engagement and an engagement will be added for each selected constituent.