Search Strategy: Create Your Go-To Lists in EverTrue

Tactic: Use EverTrue search filters to easily find information in your database and save it for easy access in the future. 

In EverTrue, you can easily create a list of all constituents who meet certain criteria. Search and save lists of alumni or parents by  class .  If volunteers are flagged in your database, you can build and save lists of these people by role. The same goes for trustees, former trustees, or alumni association directors – find them and save them in a list. 

You can then regularly re-visit each list for contact information, to see if they’ve given recently, keep an eye on job transitions or changes of address, and more. 

Bonus: Collaborate with your colleagues on lists within EverTrue. If you want to put together a list of potential reunion volunteers, panelists for an event, young alumni to watch, etc, you can create that list and then share it with your co-workers . They’ll be able to add other people to that list, as well. It’s a great way to work together quickly and efficiently.

Using the filter tool, we created a list of all our constituents who graduated in 1985.

Results: No more printouts on your desk that are out-of-date as soon as they’re created.

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