Add Mailing Lists

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A mail list is a list of constituents created for the purpose of mass emailing or postal mailing. A mail list may be created in one of two ways. 

 

Create A Mail List from A Relationship Screen (eg: Donors)

 

Relationship management screens like Donors have a “Filter List" function that allows your list to be narrowed down by selecting specific criteria and filtering the list.

 

 

After filtering the list you can use the "Add List To Mail Room" button above the list to create a mail list from your results.

 

 

To Create A Mail List of Donors with The Donor Type Board Member, for example...

 

From the Argenta main menu on the left-hand side of the screen choose Donations and Grants > Donors.

 

Click the "Filter List" button above the list.

 

The Filter List panel will open above the list.

  

 

From the Donor Type drop down list choose the donor type you want to send mail to. For our example we will select "Board Member".

 

Click the “Filter List” button.

 

The list will display only donors who are designated as board members. 

 

Click the "Add List To Mail Room" button above the grid.

 
A window will open. Type a title for your new mail list in the Mail List Title field.
 
 

 

Choose to make an Email List, US Mail List or both under Select The List Type(s) You Want To Create and click "Add This List".

 

The window will close. Your mail list has been created. 

 

To view the new list; from the Argenta main menu on the left-hand side of the screen choose Argenta Mail Room.

 
 
 

You will find lists exported to the Mail Room as US Mailing Lists in the drop-down list under the My U.S. Mailing Lists tab. Lists exported as Email Lists will be in the drop-down list under the My Email Lists tab.

 

 
 
 
Select either the My U.S. Mailing Lists or My Email Lists depending on how you saved your list.  Then select the "Select A Mailing List To Display" drop down to choose the list you just created.
 
 
 
 
From here you select your list that you created.  Once selected this will open your list.  From here you will choose to:
 
U.S. Mailing Lists
  • Add Engagements
  • Add Constituents
  • Duplicate List
  • Create Mailing Labels
  • Export to Excel
  • Export to CSV File
Email Lists
  • Add Engagements
  • Add Constituents
  • Duplicate List
  • Export to Excel
  • Export to CSV File