Knowledge Base Article

Add Board Engagement

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In Argenta, you can keep track of all your board engagements. Board engagements are the activities that your board members initiate, or the activities that you initiate with your board members. All engagements, whether they be volunteer, donor, or board, are tracked in one place within Argenta.
 
To add a board member engagement select Sales & Marketing > Engagement - from the left-hand side of the Argenta dashboard.
 
 
 
This will open the complete list of all your organizations engagements. From here, you will click the "Add New" button:
 
 
 
 
This will open the Add An Engagement screen where you will fill out the details of your engagement:

 
 
Here you will fill out these fields:
  1. Engagement Date - You will enter an engagement date, either by using the date selector or by manually entering a date. This is a required field.  
  2. Engaged With (Team Member) - You can select the team member who did the engagement by selecting Lookup  button, and searching for and selecting the team member.  This automatically defaults to the team member that is signed in.  
  3. Engagement Type - Choose your engagement type from the drop-down list. If the engagement type is not listed you can add a new one by selecting the Add New  button. This is a required field.
  4. Engagement Description - You can enter the details or a description of your engagement here.
  5. Record Type - Choose a record type from the drop-down menu.  A record type is the constituent type that you engaged with. These can be your board members if you were sending emails to the board. Or they can be your board members sending emails to clients. This is a required field.
  6. (Select A Record Type First) Constituent ID - This shows as Select A Record Type First but will change to the constituent ID number once a constituent type is selected. Here you will select the board member for the engagement. This is a require field.
 
Once all your engagement details have been filled in, you will click the "Add This Engagement" button. This will add your engagement and return you to the full list of your organizations board engagements.