Add Volunteers

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A Volunteer is any individual, organization or household who belongs to your organization by volunteering. Volunteers are first created as Constituents in Argenta and then assigned as volunteers.

 

From the Argenta main menu on the left-hand side of the screen choose either Constituents (CRM) or Volunteer Management> Volunteers.

 

Click the "Add New" button. This will pop up the Add A New Volunteer Window...

 



Select the corresponding Constituent. If the Constituent is already in the system, click the "Lookup" button and select a Constituent by searching and selecting them. If the Constituent is not in the system, you can add them by clicking the "Add New" button. If you need help adding a constituent, see KB Article Add Constituents

The Constituent ID field will display the ID for the selected constituent, and their name will be displayed below the textbox. Make sure you have selected the constituent you want to designate as a volunteer.

 

Select the date this volunteer became active by using the Start Date date picker or just entering the date. This field is required.

 

Choose whether this volunteer will act as a team member and a student volunteer.

 

Select a Department/Division from the drop-down list. If you want to add a new department you can do so right here on this screen by clicking the "Add New" button next to the Department/Division drop-down list. This will pop up a window, allowing you to type your new department. Click the "Add This Department" button to add it and close the window. The Department/Division drop-down list will automatically display the new Department you just created.

 

Select a Volunteer Category from the drop-down list. If you want to add a new category you can do so right here on this screen by clicking the "Add New" button next to the Volunteer Category drop-down list. This will pop up a window, allowing you to type your new category. Click the "Add This Volunteer Category" button to add it and close the window. The Volunteer Category drop-down list will automatically display the new Volunteer Category you just created.

 

Select a Lead/Acquisition Source from the drop-down list. Argenta comes loaded with lead source codes you can use. If you want to add a new Lead Source you can do so right here on this screen by clicking the "Add New" button next to the Lead/Acquisition Source drop-down list. This will pop up a window, allowing you to type your new Lead Source. Click the "Add This Lead Source" button to add it and close the window. Lead/Acquisition Source drop-down list will automatically display the new Lead Source you just created.

 

Finally, choose an Associated Campaign by clicking the “Lookup” button or by adding a new campaign by clicking the “Add New” button next to the Associated Campaign field. Click the "Add This Donor" button to finish. The Associated Campaign field will display the ID for the selected campaign, and the title will be displayed below the textbox.

 

 

Next, you can log your first contact with the volunteer by entering information into the Log First Contact field. Each volunteer has a contact log, which can contain as many items as needed. Adding a contact log item is not required.

 

You may also need to enter some notes about the new volunteer. You can do so by entering text into the Notes on This Volunteer field. Each volunteer has a notes list, which can contain as many notes as needed. Notes is not a required field.

 

Click the “Add This Volunteer” button. The window will close and you will find your Volunteer in the Volunteer list. Your Volunteer has been added.