Add Bulk Mail Room Engagements

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For your convenience, Argenta allows engagements to be assigned in bulk to a mailing list in the Mail Room.

To Add Engagements For Everyone in a Mail Room List

From the Argenta main menu on the left-hand side of the screen choose Argenta Mail Room.
 
 
 
 
 
Choose either “My U.S. Mailing Lists” or “My Email Lists” tab and choose a list from the "Select A Mailing List To Display" drop-down menu. 
 

 

 
Click "Add Engagements."
 
 
  
 
 

This will open the Add Engagements screen. Here you will choose the Engagement Type, the Team Member Who Engaged, an Engagement Date and a Record Type from the drop-down menus.

Click “Mark All With This Engagement.” An engagement will be added for each constituent in the corresponding list.