Add Donor Engagement

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Argenta allows you to keep track of all the engagement activities that take place with your donors.  Engagement activities include when donors make donations or when you engage with them via email, U.S. mail, or by text.  Argenta keeps track of all the engagements that take place in one easy place. These are different than board member engagements and volunteer engagements.
 
Argenta automatically creates some engagements for you. 
  • When your Donor places and online donation this automatically creates a donor engagement type of "Made An Online Donation."  
  • When your Donor registers online for an event and a free ticket option is selected then the engagement is created automatically with an engagement type of "Registered for an Event (No Tickets)."
  • When your Donor registers online for an event and purchases a ticket then the engagement is created automatically with an engagement type of "Registered for an Event & Purchased Tickets."
There are two ways to create Engagements, the first is single entries and the second is bulk entries.
 
Single Entries:
 
To manually create a Donor Engagement to log single phone calls, mailings, text messages, and emails, select Donations & Grants > Donor Engagement - from the Argenta main menu on the left-hand side.
 
 
 
This will open the complete list of all your organizations Donor Engagements.  From here, select the "Add New" button.
 
 
This will open the Add An Engagement window.  
 
 
 
This is the information you will need to fill 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.  
  • Engaged With (Team Member). 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 Type. You need to 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. 
  • Record Type. Choose a record type from the drop-down menu. A record type is the constituent type that you engaged with. These would be your donors if you were sending emails to them, or inviting them to an event.  
  • (Select A Record Type First) Constituent ID. Lastly, is the constituent ID field. This shows as Select A Record Type First but will change to the constituent ID number once a constituent type and constituent are selected. Click the "Lookup" button to search for and select the constituent 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 from the bottom. This will add your engagement and return you to the full list of your organizations engagements.  
 
Bulk Entries:
 
You can also create bulk engagements in two ways. The first is from email, text, and mailed lists. This makes it easy to create multiple engagements at one time based off of a mailing list you created. To create these bulk engagements you will use the Argenta Mail Room.  For more information on adding mailing lists please see KB Article - Add Mailing Lists.  
 
From the Argenta main menu, left-hand side, select Argenta Mail Room.
 
 
This will open the Argenta Mail Room.  From here, you will select a tab, U.S. Mailing Lists, Email Lists, or Text Lists depending on the list created for the engagement involved.
 
Then you will select the mailing list for which you would like to create the bulk engagement. Once your list is selected click the "Add Engagements" button.
 
 
 
 
This will open the Add Engagements window.
 
 
 
This is the information you will need to fill 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.  
  • Engaged With (Team Member). 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 Type. You need to 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. 
  • Record Type. Choose a record type from the drop-down menu. A record type is the constituent type that you engaged with. These would be your donors if you were sending emails, texts, or letters to them, or inviting them to an event.  
  • (Select A Record Type First) Constituent ID. Lastly, is the constituent ID field. This shows as Select A Record Type First but will change to the constituent ID number once a constituent type and constituent are selected. Click the "Lookup" button to search for and select the constituent for the engagement. This is a require field.
 
Once completed, click "Mark All With This Engagement."  This will add all the engagements in bulk for the selected list.
 
Bulk Entries 2:
 
The second way to add bulk engagements is from a filtered list.  For more on filtering lists please see any of our Filter KB articles listed in the Help & Support > Knowledge Base.  
 
Select the filtered list that meets the engagement criteria you are wishing to create. Once the list has been filtered and contains only the entries you want to bulk add engagements for, select the checkbox to select all the records and then choose "Add Engagement for Selected Records" in the drop down box for Bulk Actions. Then click "Run Bulk Action."
 
 
 
 
This will bring up the Add Engagements screen.
 
 
 
 
This is the information you will need to fill 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.  
  • Engaged With (Team Member). 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 Type. You need to 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. 
  • Record Type. Choose a record type from the drop-down menu. A record type is the constituent type that you engaged with. These would be your client/customers if you were sending emails to them, or inviting them to an event.  
  • (Select A Record Type First) Constituent ID. Lastly, is the constituent ID field. This shows as Select A Record Type First but will change to the constituent ID number once a constituent type and constituent are selected. Click the "Lookup" button to search for and select the constituent for the engagement. This is a require field.
 
Once completed, click "Mark All With This Engagement."  This will add all the engagements in bulk for the selected filtered list.