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 or U.S. mail. 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.
To manually create a Donor Engagement to log single phone calls, mailings, and emails, select Donations and 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.
From here you will select or manually type in and Engagement Date. This is required.
Next choose the team member who did the engagement, click the "Lookup" button to search and select the team member. The team member name will be displayed below for you to double check you selected the correct one. This is not a required field.
Then select an Engagement Type from the drop down list. If an appropriate type is not listed you can add a new one by selecting the "Add New" button. This is not a required field but is useful in filtering for engagements later.
Select a Record Type, this is the constituents that you involved in the engagement, select "Donors." This is not a required field but is useful when using filters.
Based on the record type you select, a constituent ID field will appear and need to be filled in. In our case of Donor Engagements, a Donor ID field appears and you must select a Donor for this engagement. This is the Donor in which you engaged. Select the "Lookup" button to search and select your donor.
Once all the fields have been filled out, click the "Add This Engagement" button to add the engagement and be returned to the full list of your organizations donor engagements.
You can also create bulk engagements in two ways. The first is from email 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 either the U.S. Mailing Lists or Email 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.
From here you will fill in the fields listed above. Once completed, click "Mark All With This Engagement." This will add all the engagements in bulk for you for the selected list.
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 list you have filtered for all the criteria that meets the engagement 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.
From here you will fill in the fields listed above. Once completed, click "Mark All With This Engagement." This will add all the engagements in bulk for the selected filtered list.