Support
Knowledge Base
Our in-depth knowledge base has answers on every feature and action within Argenta.
Activity Logs
Add A 3rd Party Donation
Add A Chapter
Add A Department
Add A Division
Add A Mission Trip Account
Add A Mission Trip Enrollment
Add A Mission Trip Payment
Add A Mission Trip Refund
Add A Mission Trip Reserved Credit
Add A Mission Trip Type
Add A New Mission Trip
Add A Note to the Notes Section
Add A Payroll Distribution
Add Account Statements
Add Account Transfers
Add Awards And Recognitions
Add Bulk Engagements
Add Bulk Mail Room Engagements
Add Business Expenses
Add Campaigns
Add Checklists
Add Clients/Customers
Add Community Clubs and Groups
Add Constituent - Household
Add Constituent - Individual
Add Constituent - Organization
Add Constituents to the Argenta Mail Room
Add Contracts
Add Delegate Payments
Add Delegates
Add Districts
Add Documents in the Document Library
Add Donors
Add Expense Reimbursement Request
Add Fiscal Donations
Add Grantors
Add Grants We Receive
Add Invoices/Receivables
Add Leads/Opportunities
Add Lend Out Inventory
Add Links & Resources
Add Lists/List Groups
Add Mailing Lists
Add Material Distributions
Add Material Donations
Add Material Recipients
Add Meeting Minutes
Add Member Groups
Add Member Payments
Add Member Visits
Add Members
Add Misc. Payments and Income
Add Notebooks and Notes
Add Paid Time Off Requests
Add Partners
Add Personal Passwords
Add Pledges
Add Policies and Procedures
Add Precincts
Add Product Inventory
Add Product Order
Add Products
Add Projects
Add Related Files
Add Tasks in the Task Management Module
Add Team Passwords
Add Vendors
Add Volunteer Groups
Add Volunteer Needs
Add Volunteer Positions
Add Volunteer Tasks
Add Volunteer Tasks To A Public Calendar
Add Volunteer Tasks To A Task Group
Add Volunteers
Add Websites
Adding A Payment Method for An Argenta Subscription
Adding Organization Information and Logo
Apply A Mission Trip Reserve Credit To A Mission Trip Enrollment
Argenta Chatter: Complete Guide
Bulk Texting
Can I preview how merge tags will look before sending an email?
Can I use merge tags in the email subject line?
Change The Enrollment Total For A Mission Trip Enrollment
Complete Guide to the Constituent Engagement Score Report
Complete Guide to Using Email Merge Tags in Argenta
Creating and Managing an Installment Account
Discussion Threads — How to Use
Do CC'd team members see the personalized merge tag values?
Do merge tags work with batch email sends to mail room lists?
Event Additional Guests
Getting Started with Email Automations
Getting Started with Surveys
How do I add a personalized greeting to an email using merge tags?
How do I find reports about a specific topic?
How do I insert a merge tag into an email template?
How do I organize Programs by Chapter, Division, or Department?
How is the Constituent Engagement Score Calculated
How To Add A New Board Member
How to Add a New Donation to a Constituent
How To Add A New Fund
How To Add A New Fund Transfer
How to Add a New Program
How to Add a Product to the Catalog
How to Add and Manage Staff Members
How to Add Auction Items
How to Add Leads and Opportunities to a Program
How To Add Material Items Into Inventory
How to Add Members to a Program
How to Add Notes to a Program
How to Add Participants to a Program
How to Add Program Actual Expenses
How to Add Program Projected Expenses
How to Add Program Projected Income
How to Add Sponsorships to Your Auction
How To Add Staff Positions In The Argenta Staff Management Module
How to Add Team Members to a Project
How To Add Training Units in Argenta
How to Add Volunteers to a Program
How to Archive External Emails Using the BCC Archiver
How to Assign a Team Member to a Program
How to Attach Documents and PDFs to Emails
How to Cancel or Manage Your Argenta Subscription
How To Close an Event for Public Registration and Ticket Sales
How to Configure and Use Fiscal Year Settings
How to Connect an Auction to a Campaign
How to Connect an Auction to an Event
How to Connect Grants to Programs and Projects
How to Connect Programs to Campaigns, Events, Grants, and More
How To Convert A Lead
How to Convert a Project to a Task
How to Create a Calendar in Calendar Hub
How to Create a Grant Receivable Record
How to Create a Material Distribution
How to Create a Project
How to Create an Auction
How To Create An Online Auction
How to Create and Manage Email Lists in the Mail Room
How to Create and Manage Pledges
How to Create and Track Meeting Minutes
How to Create and Use Canned Messages for Quick Responses
How to Create and Use Email Templates
How To Create Bulk Notes
How to Create Donor Acknowledgment Letters
How to Create Fund Transfers Between Accounts
How to Create Project Checklists
How To Customize Your Public Donation Form
How to Delete a Program
How to Design the Public Auction Form
How To Design Your Public Event Ticket Sales Form
How to Edit Program Details
How To Enter A Time Sheet in Argenta
How to Exclude Do Not Solicit Constituents from Mailing Lists
How to Export Program Participants to Excel
How to Filter by Activity Type in the Engagement Report
How To Filter Lists in Argenta
How to Filter Member Groups
How to Find a Constituent in Argenta
How to find volunteers who could become donors using the Engagement Report
How To Generate and/or Print Receipts in Argenta
How to Generate Financial Reports
How To Get Started with Argenta (Onboarding)
How to Lend Out Inventory Items
How to Lock a Program or Set It as View Only
How To Log External Email by Sending It Into Argenta from Any Email App
How to Make an Auction Public
How To Make Your First Argenta Payment
How To Manage Classification Codes in Argenta
How to Manage Delegates
How To Manage Deposits in Argenta
How to Manage Do Not Contact and White List Settings
How To Manage Engagement in the Argenta Sales & Marketing Module
How to Manage Project Tasks
How To Manage Refunds in the Argenta General Financials Module
How to Manage Vendor Records
How To Manually Enter Recurring Donations
How to Merge Duplicate Constituent Records
How to Monitor and Manage Auction Bids
How to Organize Documents by Category
How to Organize Mailing Lists with List Groups
How to Prevent Email from Being Sent to a Constituent
How to Process Product Orders
How to Reconcile Bank Accounts in Argenta
How to Reconcile Your Account
How to Record a Donation in Argenta
How to Record a Material Donation
How to Record and Track In-Kind Donations
How to Record and Track Volunteer Hours
How to Record Member Visits
How To Sell Tickets to an Event in Argenta
How To Send Notifications Through Email in Argenta
How To Send Text Messages in Argenta
How to Set a Program Budget
How To Set Record Level Permissions
How to Set Up and Track Recurring Donations
How to Set Up Auto-Recurring Transactions (Donations, Expenses, Deposits)
How to Set Up Calendar Availability for Appointments
How to Set Up Client Billing for a Project
How to Set Up Event Registration
How to Set Up Grant Notifications
How to Set Up Volunteer Task Signup Notifications
How To Setup and Send Email in Argenta Using Amazon Simple Email Service
How To Setup Your Stripe Connection
How to Suspend a Membership
How To Terminate A Staff Member in Argenta
How to Track Auction Financials
How to Track Background Checks for Volunteers and Staff
How to Track Constituent Relationships
How to Track Contracts and Amendments
How to Track Equipment Loans with Inventory Lending
How to Track Event Attendance
How to Track Grant Match Requirements
How to Track Inventory Changes
How to Track Membership Renewals
How to Track Multi-Year Grants
How to Track Project Progress
How to Track Recognition Awards and Honors
How to Track Restricted Grant Funds
How to Track Skills and Find People by Expertise
How to Track Staff and Volunteer Evaluations
How to Track Volunteer Background Checks
How to Track Volunteer Training and Certifications
How to Track Voter Support Levels
How To Unsubscribe A Lead
How to Upload Documents to the Document Library
How to Use Constituent Groups
How to Use Constituent Groups to Organize People
How to Use Dynamic Fields to Personalize Emails
How to Use Follow-Up Tasks to Track Action Items
How to Use Notebooks for Personal and Team Notes
How to Use Policies and Procedures to Document and Track Acknowledgments
How to Use Project Discussions
How to Use Property Management to Track Facilities and Real Estate
How to Use Record-Level Permissions to Lock or Protect Records
How to Use Staff Positions in Argenta
How to Use the Activity Log to Track Record Changes
How to Use The Bulk Update Leads Feature
How To Use The Chart of Accounts in Argenta
How to Use the Constituent Engagement Score Report
How To Use The Contact Log & Follow-Up Features
How to Use the Contact Log to Track Constituent Interactions
How to Use the Contact Log to Track Interactions
How to Use the Donor Retention Calculator
How To Use The Google API with Argenta Calendars
How to Use the Membership Status Log
How To Use the Public Email Opt-In Form
How to Use the Report Center
How to Use Time Sheets to Track Staff Hours
How to Use Training Tracks to Manage Training Programs
How to Use Volunteer Task Groups for Recurring Opportunities
How to Use Voting Issues to Track Positions
How to Verify Your Email Domain for Better Deliverability
How to View the Program Financial Summary
How to View Volunteer Hours and Service History
How to Whitelist argentasoftware.com to Send and Receive Email Through Argenta
How Your Supporters Register and Place Bids
Import A CSV File from Argenta into Outlook 365
Import A CSV File from Argenta into Outlook Contacts
Move A Mission Trip Payment From One Enrollment To Another
Overview of Argenta
Overview Part 1 of the Argenta Event Management System
Overview, How to Manage Your Subscription Settings
Overview, Working With Account Statements
Overview, Working With Account Transfers
Overview, Working with Awards & Recognitions
Overview, Working with Board Member Discussions
Overview, Working with Campaigns
Overview, Working with Clients/Customers
Overview, Working with Delegates
Overview, Working with Donors
Overview, Working with Fiscal Donations
Overview, Working With Funds
Overview, Working with Grant Calendar/Schedule
Overview, Working with Grantors
Overview, Working with Leads
Overview, Working with Material Donations
Overview, Working With Members
Overview, Working with Mission Trip Accounts
Overview, Working with Mission Trip Enrollments
Overview, Working With Mission Trip Lists
Overview, Working With Mission Trip Payments
Overview, Working with Mission Trip Types
Overview, Working With Partners
Overview, Working with Projects
Overview, Working with Team Member Discussions
Overview, Working with the Community Mission Project Calendar
Overview, Working With Volunteer List
Overview, Working With Volunteer Positions
Public Form: Receive Email Sign-Up Form
Report Summary Donation Thank You Letters
Resetting an Argenta System Password After Being Locked Out
Selling Your Own Products in Argenta
Sending an Email to Your Registered Guests or Ticket Purchasers
Sending Email: Unsubscribing and Using No Solicit in Argenta
Sending Emails Related To Campaigns
Setting the Starting Bid and Minimum Bid Increment
Stripe Payouts - How They Work and Where to Find Them in Argenta
Tips for Creating Auction Items That Sell
Unfulfilled Volunteer Tasks in Argenta
Using Mailing Lists
Using the Do Not Solicit, Email, Call, Text, Send Mail Features
Using the Lending Library
Using the Team Time Off Calendar
Using the Volunteer Task Calendar
Validating An Email Address
View and/or Update A Campaign
View and/or Update Fiscal Donations
View and/or Update Material Donations
View Or Update Volunteer Task Details
Viewing Files Without Downloading in Argenta
What Are Argenta Volunteer Portals and How Do They Work?
What are Donor Levels in Argenta?
What are email merge tags in Argenta?
What Are Engagements and How Do They Track Constituent Activity?
What are Membership Levels and how do they work?
What are Program Categories?
What are Program Connections?
What are Program Statuses?
What are Program Types?
What are User Roles and Permissions in Argenta?
What happens if a merge tag cannot find data for a recipient?
What Happens If I Delete an Email Batch While It Is Sending?
What Happens When Your Auction Closes
What is a Grantor in Argenta?
What is a Mail Room List?
What is a Program in Argenta?
What is a Project in Argenta?
What is an Ambassador in the Membership module?
What is an Auction in Argenta?
What is an Email Merge Tag?
What is Product Inventory in Argenta?
What Is the Constituent Card and How to Use It
What is the Constituent Engagement Score Report
What is the difference between a Fund and a Campaign?
What is the difference between Auction Types and Item Types?
What is the difference between Grants Receivable and Grants Payable?
What is the difference between Program Participants and Program Members?
What is the difference between Tasks and Projects?
What is the difference between Volunteers, Volunteer Positions, and Volunteer Tasks?
What is the Email Template Workspace?
What is Voter Management in Argenta?
What merge tags are available in Argenta email templates?
Where to Find Public Form URLs in Argenta
Where to find the Auction List
Where to Find the Constituent Engagement Score Report
Where to find the Document Library
Where to find the Email Template Workspace and Email Templates
Where to find the merge tag button in the email editor
Where to find the Program List
Where to find the Project List
Why is a constituent engagement score lower than expected
Will using merge tags slow down my batch email sends?
Working with Account Registers
Working with Email Batches