Knowledge Base Article

What is Voter Management in Argenta?

Voter Management is the set of screens political organizations use to track people as voters, organize them by political geography, and keep it all on the same constituent record the rest of Argenta uses.

Where to find it

Everything lives under Voting & Elections in the left menu. That section only appears for political organizations, so if it is missing, your account is not set up for it.

What is in the menu

Voters. The people you have designated as voters, each one opening into the Voter Workspace.
Districts. Your district records, which precincts roll up into.
Precincts. Your precinct records, with their district and legislative district links.
Voting Issues. The list of issues you want to track, managed like any other classification code.
Delegates. Constituents you have designated as delegates.

How a voter record works

A voter is a constituent you have designated as a voter, not a separate person. Go to Voting & Elections > Voters, click Add A New Voter, start typing a name on the Designate A Constituent As A Voter screen, then click Add Voter & Enter Details. The add icon on that field creates a brand new constituent if the person is not in Argenta yet.

Because it is the same record, anything you already know about the person (their address, giving, volunteering, event history) stays attached. You can also reach the same information from the constituent record itself, on its Voter page.

What you can track on a voter

Voter Details covers registration and geography: Voter Registration Status, Voter Registration Date, State Registered To Vote, Voter Registration Number, and Voter Registration System ID, plus County, Ward, District, Precinct, Congressional District, State Senate District, State House District, and your Chapter, Division, and Department. Political Party, Voting Preference, Voter Type, and Voter Category all pull from your own classification code lists, so the choices are the ones your organization sets up.

The rest of the Voter Workspace

Important Issues. Tag the voting issues this person cares about.
Voter Support. Tag their support using your own Voter Support list.
Follow-Up and Notifications. Keep the next step from getting lost.
Contact Log and Email Log. A record of the outreach.
Voter Files and Voter Notes. Documents and running notes.
Record Permissions. Who can see and edit this one record.

Reporting on it

The Report Center has the Master Voter Report, the Voter Support Overview, and the Constituent Voting Issue Report, and each list page exports to CSV.