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 one of the following tabs: My U.S. Mailing Lists, My Email Lists, or My Text Lists.
Then select a mailing/email/text list from the drop-down, "Select A Mailing/Email/Text List To Display."
Once a list has been selected and is showing, click the "Add Engagements" button.
*If you want to include those constituents that have do not solicit, please mark the Include No Solicit In Exports, Labels, And Engagements checkbox as shown above.
The Add Engagements screen will appear.
You will need to enter:
- 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.
- Team Member Who Engaged. You can select the team member who did the engagement by selecting "Lookup," searching for and selecting the team member. This will default to the team member that is signed in.
- 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.
- Record Type. Next, you need to choose a record type. A record type is the constituent type that you engaged with. This can be any constituent type you are working with or if your list contains multiple types you will select "Constituents (No Specific Relationship)".
Click the, “Mark All With This Engagement” button and an engagement will be added for each constituent in the corresponding list.