Filters

Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations. To use filters in EverTrue, start by heading to the constituent tab and opening up filters in the upper left portion of the screen. To discover how other customers are using filters, click here!

Below you'll find descriptions for some of EverTrue's filtering options. (Note, not all filtering options are listed here). Read about our filter categories below, what they have to offer, and how you can use them to segment your data efficiently and effectively.


Capacity

  • Your Capacity Score - This field reflects your organization’s constituent capacity score or rating based on your organization’s specific scoring process (if provided).  Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Rated? - This field tells us whether or not a constituent has a capacity rating.
  • Lives in wealthy neighborhood? - Constituents whose address is in a census tract with a median home value greater than $1M.
  • Neighborhood Medium Home Value - Medium home value of a constituent's home address neighborhood. Based on U.S. Census Bureau data.
  • Neighborhood Medium Income - Medium income of a constituent's home address neighborhood. Based on U.S. Census Bureau data.

Engagement

  • Your Engagement Score - This field reflects your organization’s constituent engagement score or rating based on your organization’s specific scoring process (if provided).  Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Engaged on Facebook? - Constituents who have liked or commented on any of your provided Facebook pages.
  • Last Facebook Engagement Date - A data range filter to find the last time constituents have engaged with your (connected) Facebook pages' posts.
  • Total Facebook Likes - Constituents who have "Liked" your connected Facebook pages a certain amount of times.
  • Total Facebook Comments - Constituents who have commented on your connected Facebook pages a certain amount of times.
  • Facebook Post Engagement: Type - Constituents who have engaged with specific Facebook pages using Facebook Reactions (Like, Wow, Love, Haha, etc.).
  • Facebook Post Engagement: Page - Constituents who have engaged with specific (connected) Facebook pages posted by your institution.
  • Facebook Post Engagement Date - A data range filter to find constituents who have or have not engaged with your (connected) Facebook pages' posts during that time period.
  • Facebook Post Content  - Constituents who have engaged with Facebook posts from pages already connected to EverTrue's Core Platform that contain specific keywords. 
  • Event Engagement - Constituents who have engaged with past, present, or future events that are connected by your institution.

Giving History

  • Donor? - Has a constituent given at least once, i.e. have a Lifetime Giving of greater than 0.
  • Lifetime Giving - How much has your donor given over their lifetime? You will set a numeric range. 
  • Largest Gift - Discover those who have a certain amount (numeric range) as their largest gift.
  • Last Gift - Discover those who have given a certain amount (numeric range) for their last gift.
  • Last Gift Date - When was their last gift date?
  • Giving PatternImage title
  • Recurring Payment?
  • Pledge Balance - *Only available to customers sending a pledge balance field. For more information, contact your Customer Success Manager.
  • EverTrue Index Note, if the EverTrue Score (see below for more information) has been enabled for your organization, the EverTrue Index will not be available. For more information, contact your Customer Success Manager.
  • Gift Transaction - If your organization imports gift transaction data, you can look for a specific gift transaction by searching for the designation, designation category, campaign credit, gift date, and gift amount.
  • Categorized Giving - If your organization imports categorized giving data, you can sort through constituents who have given to a particular giving category. 

Career

  • Industry - Depending on what your organization has imported for career data, you can search through constituents who are working for a particular industry (i.e. Aircraft).
  • Company - Depending on what your organization has imported for career data, you can search through constituents who are working for a particular company (i.e. Amazon).
  • Title - Depending on what your organization has imported for career data, you can search through constituents who are working in a particular role (i.e. Account Manager).
  • Function - Depending on what your organization has imported for career data, you can search through constituents who are working in a particular area (i.e. Accounting).

Donor Status

  • Donor Score -This field reflects your organization’s constituent donor score or rating based on your organization’s specific scoring process (if provided). Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Assigned To - The fundraiser, officer, or manager assigned to a constituent.
  • Assigned? - Is a constituent assigned to someone? 
  • Prospect Status - This field reflects your organization's prospect status per constituent. I.e. Where is a constituent in the funnel? What is their status in terms of management?
  • Solicitation Code - This field reflects your organization’s solicitation codes or information per constituent. Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Has Primary Email Address? - This field represents all constituents that have a designated primary email address.

Education

  • Graduation Year - A constituent’s primary class year (or other year) associated with your organization.
  • Reunion Year Group - Filter constituents based on any reunion year group. E.g. 1's and 6's.  
  • Education - Filter constituents based on their college (i.e. College of Fine Arts).
  • Degree - Filter constituents based on their diploma (BS, BA, Associate, etc.)
  • Major - Filter constituents based on their major in college.
  • Athletics - Filter constituents based on their involvement in athletics, such as baseball or football.
  • Education Year - The year associated with a particular education history item, imported from your organization.  This filter works best when combined with Education, Degree, or Major filters. 
  • Activities - Filter constituents based on their involvement in activities, such as Book Club or Jazz Band.

Interactions

  • Interaction Type - This field allows you to search each type of interaction. (Meeting, Call, Task, Email)
  • Interaction Content - Search for keywords in each interaction.
  • Interaction Date -  A data range filter to find all interactions that occurred during that time period.
  • Interaction Author - This field allows you to find the specific authors of each interaction.
  • *Only available to customers sending interaction data. For more information, contact your Customer Success Manager.


Wealth Enrichment 

This is available for those who have purchased Windfall. View this article more information on Windfall Wealth Data.

  • Net Worth - filter by your constituent's net worth
  • Wealth Indicators - search by indicators of wealth, such as Trustee status or Small Business Owner
  • Physical Assets - find out if your constituents have major physical assets, such as Boats, Planes, or Properties
  • Wealth Life Events - find out about a recent move, or recent death in the family
  • Wealth Life Event Date - this will tell you the date of the life event 
  • Wealth Enrichment Last Update Date - the last time the above information was updated

TrueView Enrichment 

You can learn more about TrueView here. 

  • Interests - we use EverTrue enriched data and social insights to identify up-to-date constituent interests and affinities 
  • EverTrue Enriched Metro Area - we used EverTrue enriched data to locate the specific metropolitan area your constituent is residing in

Donor Info

  • Constituency - Filter on whether a constituent is an alumni, parent, board member, etc. 

Custom Fields

  •  Any custom fields implemented by your organization will be listed here and available as a filter.