Search Strategy: Meet and Engage with More People on the Road

Tactic: Plan trips using the map or special search filter

In EverTrue, it’s easy to add visits to any travel you have coming up.  Plug the address of the hotel you’re staying at or the location of an existing meeting, and you’ll easily see all the nearby alumni, parents, and friends. 

Then start applying search filters so you can meet with the right people – are they engaged on Facebook? Are they unassigned, but have recently given above a certain threshold? Do they live in a wealthy neighborhood or have a high-ranking job? What is their EverTrue giving score? In no time, you’ll have created a list of profiles and can begin reaching out to book appointments. If you’re traveling with other people from your office, share the list with them so you can split the potential visit opportunities.

Results: Facetime with constituents leads to more stewardship opportunities, potential volunteers or increased giving.

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