Add Constituents

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A Constituent is any Individual, Household, or Organization affiliated with your non-profit. Board Members, Clients, Donors, Grant Applicants, Grantors, Leads/Prospects, Material Donation Recipients, Members, Partners, Payees, Staff Members, Vendors and Volunteers are created as constituents, then assigned to a relationship group based on their interaction with your non-profit.

 

To Add A Constituent

 

From the Argenta dashboard on the left-hand side of the screen choose Constituents (CRM) > Constituents (All).

 

 

This will redirect you to select the type of Constituent you would like to create.  Select Individual, Household, or Organization.

This will bring you into the Add a constituent screen where you will fill in all the details about your Constituent.   Based on the constituent type you choose, the contact cards tabs change to collect the necessary information for the constituent type you selected.

 


 

Required fields are designated with a pink asterix * and there are very few mandatory fields when adding a constituent.

 

Choose "Do Not Solicit" if you do not want this constituent to be listed in any email or mailing lists.  
 
Select "Is This Constituent A VIP" and "Is This Constituent A Potential Ambassador"  if these things apply to your constituent.
 
A few things to note on names:

Entering an individual requires a first and last name.

Entering a household requires a household name. Many choose to use the family's last name in this field.

Entering an organization requires an organization name, typically the name of the organization.

 

In addition to completing the required fields, we suggest collecting and completing as many of the fields as you can for your constituent. The more you know about your constituent the better you'll be able to communicate with them.

 

Contact Info fields for Individuals include:

Primary & Secondary Email Address

Cell Phone

Home Phone
 
Work Phone
 
Extension
 
Cell Provider
 
Other Phone

Fax Number

Preferred Phone

Preferred Method of Contact

Best Time to Contact

Do Not Email, Call or Text check boxes

 

The Individual constituent type includes several additional tabs.

 
Addresses which includes areas for Mailing, Alternative/Secondary, Billing and Shipping Addresses with these fields:
 
Country of Residence
 
Address Line One, Two, Three
 
City, State, Zip, Zip 4 Digit Code
 
Address Country
 
Alternative Format for International Addresses
 
 
Web & Social Media which includes
 
Primary Website
 
Secondary Website
 
Types of Communication This Constituent Would Like to Receive
 
Add Social Media Accounts
 
 
Personal Info which includes

Photo

 Date of Birth

Gender

 Race

 Religion

Languages(s) Spoken
 
Other Language(s) Spoken
 
 Marital Status
 
Spouses Name (if applicable)
 
 Wedding Date
 
 Last Four # of Social
 
Education Level
 
 Is Deceased?
 
 Date Deceased (if applicable)
 
Career Path/Trade
 
Retired
 
Felony Conviction with explanation box
 
 Driver’s License State
 
 Driver’s License Number
 
 Auto Insurance Provider
 
 Auto Insurance Policy Number
 
 Auto Insurance Policy Expiration Date
 
 
Other Info which includes
 
Denomination
 
Parking Instructions
 
Military Service, yes or no
 
Which Branch
 
Current Military Status
 
Active Start Year
 
Active End Year
 
Has Constituent Been Relocated
 
Relocation Date
 
Relocated From
 
FEMA#
 
Assistance Received in the Past
 
Current Assistance Received
 
 
Education which includes undergrad, graduate and PhD degrees.
Undergrad Degree Received (yes or no)
Undergrad College/Facility 
Type of Undergrad Degree (certificate, associate's or bachelor's)
Undergrad Degree Title (eg: BA Business Administration)
Undergrad Class Year (year undergrad degree was received)
Undergrad Minor
Graduate Degree Received (yes or no)
Graduate College/Facility 
Graduate Degree Title
Graduate Class Year (year graduate degree was received)
PhD Degree Received (yes or no)
PhD College/Facility 
PhD Degree Title
PhD Year Received
Fraternity or Sorority Affiliation
Honors Society

Employment History which allows you to enter all previous and current employment details.

Company Name
 
 Job Title
 
 Location (open text field, can be geographic or other)
 
 Time Period From (a start date)
 
 Time Period To (an end date, leave blank for present)
 
Starting Salary
 
Ending Salary
 
 
Voter Info which includes
 
District
 
Precinct
 
Congressional District
 
State Senate District
 
State House District
 
Voting Preference
 
Voter Registration Status
 
Voter Registration Date
 
Voter Registration Number
 
State Registered to Vote
 
Important Voting Issues
 

Family Members List which includes

An add family member button to add as many family members with their relationships as needed
 
 
Household Constituents which includes
 
A button to add other constituents as household members to this constituent
 
 
Organization Contacts which includes 
 
A button to add new organization contacts to this constituent
 
 
Constituent Organization Members which includes
 
A button to add constituents to this organization dynamically
 
 
Attended Events which includes
 
This will display all the events this constituent had attended.  This is controlled in the Events guest list and attendance section. 
 
 
Skills & Experience which includes
 
A button for you to add new skills to this constituent
 
 
Contact Log which includes
 
A button to add new log contacts to the constituent
 
 
Engagement which includes
 
A list of the engagement this constituent has received.  This is controlled by the record type and engagements.
 
 
All Related Notes which includes
 
All notes that have been entered to this constituent, plus a button to add new notes.  For help adding notes please refer to KB Article - Add A Note to the Notes Section.
 
 
All Related Files which contains
 
All files attached to this constituent.
 
 
Emergency Medical Info which includes

 Known Allergies

Other Allergies/ Description

Dietary Restrictions
 
 Physician’s Information (Name, Phone, etc.)
 
 Medical Conditions or Health Concerns
 
 Medications
 
A Place to list all emergency Contacts

 

Volunteer Interest which contains
 
A list of all the constituents' volunteer interests along with a button to add new ones.
 
 
Clubs & Groups which contains
 
A list of all the constituents Clubs and Community Groups along with a button to add new ones.
 
 
Awards & Recognitions which contains
 
A full list of the constituents Recongnitions and Awards along with a button to add new ones.
 
 

Household constituent type includes these changes:

Contact Info 

Household Name instead of all name fields

              Other

                        District

                        Precinct

  Military Service options

                        All relocation fields from Individual constituent type

 

Organization constituent type includes these tabs listed above in greater detail:

Constituent Details
 
Contact Info
 
Addresses
 
Web & Social Media
 
Other Info
 
Voter Info
 
Organization Contacts
 
Constituent Organization Members
 
Attended Events
 
Skills & Experience
 
Contact Log
 
Engagement
 
All Related Notes
 
All Related Files
 
Clubs & Groups
 
Awards & Recognitions
 
 
Household constituent type include these tabs listed above in greater detail:
 
Constituent Details
 
Contact Info
 
Addresses
 
Web & Social Media
 
Other Info
 
Family Members List
 
Household Constituents
 
Attended Events
 
Skills & Experience
 
Voter Info
 
Contact Log
 
Engagement
 
All Related Notes
 
All Related Files
 
Clubs & Groups
 
Awards & Recognitions

  

Once you have completed the required fields and any additional fields click the "Save All Changes" button.

 

This will close the constituent card and return you to the constituent list where you can find your new constituent.