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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 an "Advanced Search & Filter" function that allows you to narrow down your list by selecting specific criteria and filtering the list. After you have filtered the list you can use the "Add To Mail Room Lists" 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 Donation Management > Donors.

 

Click the "Advanced Search & Filter" button above the list.

 

 

The Advanced Search/Filter Donors 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 Donors button.

 

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

 

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

 

A window will open. Type a name for your new mail list and click "Add This Mail 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

 

With the View/Update Saved Constituent Mail Lists tab selected you will see your new list in the column on the left "Saved Mailing Lists"