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 card 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 the constituent should not receive any marketing communication from your organization.  
 
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.

 
***It is important to remember to save all changes before switching tabs!

 

The Individual constituent type includes several tabs:

"Contact Info" tab includes:  *Save Your Changes Before Switching Tabs!*

Primary & Secondary Email Address

Cell Phone

Home Phone
 
Work Phone
 
Extension
 
Cell Provider
 
Other Phone

Fax Number

Preferred Method of Contact

Preferred Phone

Best Time to Contact

Do Not Email, Call or Text check boxes
  
 
"Addresses" tab includes: *Save Your Changes Before Switching Tabs!*
 
County
 
Which is the Physical Address
 
Country of Residence
 
Address Line One, Two, Three (For Mailing, Billing, Shipping and Alternative/Secondary Addresses)
 
City, State, Postal Code (For Mailing, Billing, Shipping and Alternative/Secondary Addresses)
 
Mailing/Billing/Shipping/Alternative/Secondary Country
 
Alternative Format for International Addresses
 
"Housing" tab includes: *Save Your Changes Before Switching Tabs!*
 
Total Household Members
 
Housing Type
 
Housing Category
 
Reduced Rent Through HUD or Section 8
 
Monthly Housing Cost
 
Gross Monthly Income
 
 
"Web & Social Media" tab includes: *Save Your Changes Before Switching Tabs!*
 
Primary Website
 
Secondary Website
 
Types of Communication This Constituent Would Like to Receive
 
Add Social Media Accounts
 
 
"Personal Info" tab includes: *Save Your Changes Before Switching Tabs!*

Photo

Date of Birth

Gender

Is US Citizen

Race

Religion

Languages(s) Spoken
 
Other Language(s) Spoken
 
Tee Shirt Size
 
Maiden Name
 
Marital Status
 
Spouses Name 
 
Wedding Date
 
Last Four # of Social
 
Education Level
 
Deceased
 
Date Deceased 
 
Career Path/Trade
 
Employment Status
 
Retired
 
Is Constituent Disabled
 
If Yes, Description of Disability
 
Felony Conviction
 
If Yes, Explanation
 
Driver’s License State
 
Driver’s License Number
 
Auto Insurance Provider
 
Policy Number
 
Policy Expiration Date
 
 
"Other Info" tab includes: *Save Your Changes Before Switching Tabs!*
 
Denomination
 
Parking Instructions
 
Military Service, yes or no
 
Which Branch
 
Current Military Status
 
Active Start Year
 
Active End Year
 
Combat Campaign
 
Has This Constituent Been Relocated
 
Relocation Date
 
Relocated From
 
FEMA#
 
Assistance Received in the Past
 
Current Assistance Received
 
 
"Voter Info" tab includes: *Save Your Changes Before Switching Tabs!*
 
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
 
 

"Employment" tab includes:

Company Name
 
Job Title
 
Location (open text field, can be geographic or other)
 
Start Date
 
End Date
 
Starting Salary
 
Ending Salary
 
 
"Education" which includes: *Save Your Changes Before Switching Tabs!*
 
Undergraduate Degree (yes or no)
 
Are You Currently A Student (yes or no)
 
If yes, what is your current year in school
 
College, Undergrad Facility Attended
 
Type of Undergraduate Degree (Certificate, Associate's or Bachelor's)
 
Undergraduate Major or Degree (eg: BA Business Administration)
 
Class Year (year undergrad degree was received)
 
Undergrad Minor
 
Graduate Degree Received (yes or no)
 
College, Grad School Facility Attended
 
Graduate Degree Title
 
Grad Class Year (year graduate degree was received)
 
PhD Received (yes or no)
 
PhD Facility Attended
 
PhD Title
 
PhD Year Received
 
Additional Training
 
Fraternity or Sorority Affiliation
 
Honors Society

 

"Family Members List" tab includes:

*An add family member button to add as many family members with their information as needed*
 
Family Member's First Name
 
Family Member's Last Name
 
Relationship to Constituent
 
Date of Birth
 
Gender
 
Race
 
Marital Status
 
Employment Status
 
Highest Level of Education
 
US Citizen
 
Veteran
 
Special Needs/Disabled
 
Special Needs/Disabled Description
 
 
 
"Constituent Household Members" tab includes:
 
*A button to add other constituents as household members to this constituent. Simply search for and select the constituent to add to this household, by using the search box.*
 
 
"Affiliated Organizations" tab includes:
 
*An individual constituent can be associated to one or more constituent organizations in Argenta. This page displays all the organizations this individual is associated to. You can associate this individual to an organization from this page by choosing the corresponding organization and clicking the Associate Selected Organization button.*
 
 
"Attended Events" tab includes:
 
*This will display all the events this constituent has attended. This is controlled in the Events guest list and attendance section.* 
 
 
"Event Tickets Purchased" tab includes:
 
*This will display all the event tickets this constituent has purchased in the past. This is controlled by the Tickets Sales in the Event module.*
 
 
"Awards & Recognitions" tab includes:
 
*A full list of the constituents Recongnitions and Awards along with a button to add new ones.*
 
Date
 
Category
 
Award/Recognition Title
 
Description
 
 
"Contact Log"  tab includes:
 
*A button to add new log contacts to the constituent and a list that shows all contact made with this constituent.*
 
Date of Contact
 
Log Type
 
Contact Made By
 
Contact Description
 
 
 
"Engagement" tab includes:
 
*A list of the engagement this constituent has received. This is controlled by the record type and engagements.*
 
 
"All Related Notes" tab 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.
 
Date Submitted
 
Note Type
 
Submitted By
 
Note Content
 
 
"All Related Files" tab includes:
 
*All files attached to this constituent.*
 
 
"Emergency Medical Info" tab includes: *Save Your Changes Before Switching Tabs!*

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

 

"Volunteerism Interest" tab includes:
 
*The volunteer interest list shows areas where the designated constituent has indicated they would like to help. It includes an Add button to add more areas.*
 
 
"Skills & Experience" tab includes:
 
*The skills and experience list shows areas where the designated constituent has skills or experience in. It includes a button for you to add new skills to this constituent.*
 
 
"Clubs & Groups"tab includes:
 
*The clubs and groups list shows clubs and groups the constituent is involved with. It includes a button to add new ones.*
 
 

An Organization Constituent type includes these changes:

Constituents Details tab: *Save Your Changes Before Switching Tabs!*

Organization Name instead of all name fields

Organization Type
 
Business Focus/Industry
 
Federal Tax ID Number (EIN)
 
Year Established
 
Organization Size
 
 
An Organization Constituent type includes these tabs (See above for greater detail): *Save Your Changes Before Switching Tabs!*
 
Constituent Details
 
Contact Info
 
Addresses
 
Housing
 
Web & Social Media
 
Other Info
 
Voter Info
 
Organization Contacts, not listed above and includes:
 
*An Organization Contact is anyone affiliated by employment to this constituent who doesn't have a separate constituent record. Here, you can type contact information for the organization into open text fields, but there is no connection to another constituent record.*
 
Constituent Organization Members, not listed above and includes:
 
*A Constituent Member is anyone you want to connect to this organization, who has a separate constituent record. Adding Constituent Members connects their constituent record to this organization dynamically.*
 
Attended Events
 
Event Tickets Purchased
 
Contact Log
 
Engagement
 
All Related Notes
 
All Related Files
 
Skills & Experience
 
Clubs & Groups
 
Awards & Recognitions

A Household Constituent type includes these changes: *Save Your Changes Before Switching Tabs!*

 Constituents Details tab:  *Save Your Changes Before Switching Tabs!*

Household Name instead of all name fields

  

A Household Constituent type includes these tabs (See above for greater detail): *Save Your Changes Before Switching Tabs!*
 
Constituent Details
 
Contact Info
 
Addresses
 
Housing
 
Web & Social Media
 
Other Info
 
Voter Info
 
Family Members List
 
Constituent Household Members
 
Attended Events
 
Event Tickets Purchased
 
Contact Log
 
Engagement
 
All Related Notes
 
All Related Files
 
Skills & Experience
 
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.