Constituents Can Now Be Made Inactive
Constituents are used everywhere in Argenta! Deleting them after they've been used in the system is a bad idea. You should keep them for historical reference, but you don't want them coming up in lookup fields and showing up in current lists.
Now you can make a Constituent Inactive. Inactive Constituents...
- Won't come up in the Constituent List unless you specifically use the new status selector above the list.
- Won't come up in the system when you're selecting a constituent.
- Won't get added to mail room lists.
Remember, it's important to know how a constituent is affiliated in the system and make them inactive in each affiliated section. For example: if a constituent is a member, you must make their Member record inactive first. Making a Constituent inactive doesn't automatically deactivate their respective affiliations.
We Just Finished A Huge Upgrade of The Argenta Mail System!
Here's What We've Done...
- We've built a new mail relay server. This means emails are more likely to be delivered and not make their way into the junk email folder.
- We've created Email Batches, a new system for grouping emails you send together, and tracking activity, like...
- We've connected email batches to campaigns, so you can track the performance of your email marketing efficiently.
- We've changed our email templates, so you can...
- Create and design your own original templates.
- Write your own subject lines.
- Include a greeting of your choice.
- Send the email on behalf of any email address you choose.
Sending email starts with templates. Use email templates to build, design and send email to your supporters. Use email batches to track the success of your campaigns. Get started using some of the new features by choosing Sales & Marketing > Email Templates from the main menu.
We will keep working to improve the functionality of our email system. Check back soon for more upgrades to this, and many other systems in Argenta.
Fundraising Progress Indicators Are Here
Fundraising campaigns are important! With Argenta you can build campaigns, then create and design a public, campaign contribution form. Once the campaign begins you can carefully track performance and metrics. You may have a goal in mind, a specific amount you need, or want to raise. If so, you can enter that amount in the Campaign's workspace on the Analytics & Metrics tab.
What if you want to share that progress in real-time with your supporters? Now, we've got the solution for that. We've added a progress indicator, you can display on your public fundraising campaign forms. It's easy. All you have to do is open your campaign, choose the Public Form tab, and check "Display on Public Form", above the progress indicator. As donations come in the progress meter changes automatically. Sharing your success is a great way to engage your donor base.
Every module in Argenta has its own group of Constituents. For example, the Volunteerism Module has Constituents who are assigned as Volunteers, the Donation Module has constituents who are assigned as Donors. These are system affiliations that make Argenta fully integrated.
There may be times when you want to put your constituents into a group you've created. Let's say you wanted to keep track of every Constituent who has visited Europe. You could create a group called "We've Visited Europe", and add all the constituents who meet the criteria into that group.
Once you have groups created you can use bulk actions to send an email blast, or add to an Event Guest list. Grouping makes managing your constituents more flexible!
More Event Module Upgrades!
Beginning Monday, you'll find even more choices for managing Event Ticket Sales in Argenta. Here's what to look for...
- Now, you can choose whether or not you want to sell tickets
at all for an event. Checking "Turn Off Ticket Sales on the Event
Registration Form" will hide the payment box, and bypass the payment
requirement on the public ticket sales form. This will allow your guests to register without any payment parameters.
- If you do want to sell tickets, you can also decide if you'd like your ticket purchasers to
opt-out of the credit card payment, and mail in a check instead. This
option will offer your guests a choice on the payment form to mail a check and bypass
the Stripe payment interface.
- You can set the default Ticket QTY to "1" and prevent ticket
purchasers from choosing multiple quantities of tickets for specific ticket types.
- You can limit the number of tickets available for each ticket type offering. The public form will know how many tickets are available for each type and respond accordingly. If no tickets are available Argenta will close the event ticket sales form.
Meeting Minutes Can Now Be Connected to Client/Customer Records
Meeting Minutes have always been part of Argenta's Workflow & Productivity Module, but now you can associate them with a client or customer and then view any related meeting minutes in your Client/Customer's Workspace. This is another improvement for better collaboration and organization.
Bulk Notes Are Here
Adding notes to a record in Argenta is easy and helpful. Subscribers use notes everyday to organize and track information about their supporters, donations, projects, volunteers, etc. But what if you have one note to add to many records? It's difficult to open each record and add the same note over and over. Now you don't have to. We've added the ability to choose "Add A Note" from the Bulk Actions above every list in Argenta. You can type the note you want to add once, then apply it to every selected record in the list. We're continuously adding bulk actions to make data entry easier, so you can do more of what really matters.
The Event Ticket Sales Form Is Getting Another Upgrade
Two additional features have been added to public ticket sales in Argenta. First, you'll be able to set the display order of your tickets. This will make selecting a ticket a bit more intuitive. The second feature allows you to indicate that a ticket type has a limited number of tickets available. You can set the maximum number of tickets available for each ticket type. Whenever a ticket sale is made, whether through your public ticket sales form or by entering a sale in Argenta, the system will decrease the number of tickets available by the number of tickets purchased.
Using The Argenta Event Module to Host a Webinar
If you'd like to host an online event, Argenta has a solution for that. We've added a place for your webinar link in Events. If you open an event and add a webinar link on the event detail tab, that link will be displayed on the receipt generated from the online, event ticket sales form. Hosting an online event can help you stay connected with your supporters during Covid-19.
Set A Maximum Number of Guests for Events
If for some reason an event must have a maximum number of guests, you can enter that number in your event work space on the Event
Details tab. If the maximum number of guests is not 0, Argenta will compare it with the current number of registered event guests. The event's public ticket sales form will automatically close when registrations reach this max number.
Start Collaborating With Your Team in the Cloud
Have you ever wanted to discuss important topics with your board members or team members, and keep a permanent record of the discussion? Starting today Argenta has a module for that. Meet Board Member Discussions and Team Member Discussions - two new sections in Argenta to help you collaborate in the cloud. If you would like to start using this new module, check out our Knowledge Base Articles: Overview, Working with Team Member Discussions & Overview, Working with Board Member Discussions or just give it a try by selecting "My Organization" from the main menu on the left side of the screen.
Have You Seen The New Event Management System Yet?
We've created a video to help you understand the changes we've made to Events.
An Overview of the Argenta Event Management Module will give you a comprehensive summary of each component and show you how to build events you can promote to your constituents and prospective event guests.
We're still working on the Event Module upgrade and new features will continue to show up over the next month. As always, if you have any questions please reach out to your account manager. We're always happy to help you!
Volunteers Can Pick Available Tasks & Sign Up with Argenta Sign Up Sheets
A public sign-up system makes it easy to recruit and engage volunteers. Now you can use Argenta Sign-Up Sheets to display the tasks you choose and allow your volunteers to select the task they would like to help with. Unlike other online sign-up apps, Argenta sign-ups are always private. Only users with login credentials can see the assigned volunteers, keeping their information private.
Public Invoice Payments Are Here!
If you use invoices in Argenta to bill your members or customers, now you can accept payments through Argenta! To get started head over to General Financials > Invoices/Receivables -- you'll notice a new button above the list; "Open Public Payment Form". Just click that button and be redirected automatically. You can also open an invoice and click the corresponding copy button for the related payment form link.
You must have public templates turned on to use this feature. All public templates are free with your subscription, but you need to have them turned on to accept payments through Argenta. If you're not set up yet, talk to your Account Manager today to get started.