New User Guide

Welcome to the EverTrue family - we are so excited to have you! Below you will find all you need to get started with EverTrue, from initial setup to basic feature how-to's. By following this guide, you'll become an expert in no time! 

Getting Started

  1. Accepting your EverTrue Invitation
  2. Set Up Two-Factor Verification
  3. Create your User Profile

Learning the Basics

  1. Search and Filter
  2. EverTrue's Constituent Profile
  3. Create a List
  4. Save a Segment

From here, if you are still looking for more great tips and tricks, our knowledge base is full of helpful articles! Don't hesitate to browse around this entire site. For reference, the main help site link is

Have additional questions? Use the "Contact" form located in the upper-right corner of this page or eail us directly at

Training Video

Whether you're a brand new user, just haven't had the time to log in recently, or need a refresher on EverTrue,check out our latest webinar recording:  EverTrue 101 - The Basics of Getting Started with EverTrue

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