How to Create and Manage Email Lists in the Mail Room

Email lists (also called mailing lists) in Argenta allow you to group constituents together for targeted communications. Here is how to create and manage email lists.

Creating a New Email List

1. Go to Communication > Mail Room
2. Click Email Lists or Manage Email Lists
3. Click Add New to create a new list
4. Enter a name for your list (e.g., "Newsletter Subscribers" or "Event Attendees 2025")
5. Save the list

Adding Constituents to an Email List

There are several ways to add people to your list:

Method 1: From the Mail Room

1. Open your email list
2. Click Add Constituents or similar button
3. Search for constituents by name
4. Select and add them to the list

Method 2: From a Filtered List

1. Go to Constituents and filter to find the people you want
2. Select the constituents using checkboxes
3. Use the Bulk Actions menu
4. Choose Add to Mailing List
5. Select your target list

Method 3: From Module Lists

From Donors, Volunteers, Members, or other modules:

1. Filter the list to your target group
2. Select records
3. Use bulk actions to add to a mailing list

Why Not All Constituents Get Added

If you're adding constituents but the count seems low, check:

• Email required: Only constituents with email addresses can be added to email lists
• Do Not Email: Constituents with Do Not Email enabled are excluded
• Deceased: Deceased constituents are typically excluded
• Inactive: Depending on settings, inactive constituents may be excluded

Viewing Your Email Lists

1. Go to Communication > Mail Room
2. Click Email Lists
3. See all your lists with member counts
4. Click a list to view its members

Sending an Email to a List

1. Go to Communication > Design & Send Email
2. Compose your email
3. When selecting recipients, choose your email list
4. Review and send

Managing List Membership

• Remove individuals by opening the list and deleting them
• Add new constituents at any time
• Create new lists for different purposes
• Archive old lists you no longer need

Best Practices

• Use descriptive names for your lists
• Keep lists updated by removing bounced emails
• Create segmented lists for targeted communications
• Regularly review list membership