Engagements in Argenta track significant touchpoints with constituents. Unlike the Contact Log which records conversations, Engagements track meaningful interactions that indicate relationship strength.
What Are Engagements?
Engagements are trackable activities that show how constituents interact with your organization. Examples include:
- Attending an event
- Opening an email
- Making a donation
- Volunteering for a task
- Responding to a survey
Accessing Engagements
- Open a constituent record
- Look for the Engagements tab
- View all tracked engagements for that person
Adding an Engagement Manually
- Navigate to the Engagements tab on any constituent record
- Click Add New
- Select the Engagement Type
- Enter the Date
- Add a description if needed
- Save the engagement
Automatic Engagements
Argenta automatically creates engagements when:
- An email is sent to a constituent (optionally when opened)
- A donation is recorded
- A volunteer signs up for a task
- An event registration is submitted
Managing Engagement Types
- Go to Classification Codes
- Find Engagement Types
- Add, edit, or organize your engagement categories
Using Engagements for Reporting
Engagements help you:
- Identify highly engaged constituents
- Track engagement trends over time
- Find constituents who may be disengaging
- Measure the effectiveness of outreach efforts
Engagement vs Contact Log
| Engagement | Contact Log |
|---|
| Tracks activities and interactions | Tracks conversations and notes |
| Often created automatically | Usually entered manually |
| Quantitative (counts activities) | Qualitative (describes interactions) |
| Used for engagement scoring | Used for relationship context |
Best Practices
- Define engagement types that matter to your organization
- Enable automatic engagement tracking where available
- Review engagement data when planning outreach
- Use engagement patterns to segment constituents