Filters

In seconds, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations. Simply open up the “Filters” menu and apply one or more filters.

Below you'll find descriptions for some of EverTrue's filtering options. (Note, not all filtering options are listed here).  For a more comprehensive look at all of our currently available filters, head right into the platform! Additionally, some filters offer a help tip to the right of the filter after selection.


Capacity

  • Your Capacity Rating - 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? - Does a constituent have 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.
  • Community App User - Constituents who are signed up for your school's EverTrue Alumni Community.  (Only available to EverTrue Alumni Community customers. For more information, contact your Customer Success Manager.)
  • Facebook Engagement Type - Constituents who have engaged with specific Facebook pages using Facebook Reactions (Like, Wow, Love, Haha, etc.).
  • Facebook Page Engagement - Constituents who have engaged with specific Facebook pages already connected to EverTrue's Core Platform. 
  • Facebook Content Engagement - Constituents who have engaged with Facebook posts from pages already connected to EverTrue's Core Platform that contain specific keywords. 
  • Facebook 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.

Giving History

  • Donor? - Has a constituent given at least once, i.e. have a Lifetime Giving of greater than 0.
  • Lifetime Recognition Credit - Calculated by adding all imported hard credits, soft credits, and outstanding pledge balances.  All data is based on imported transactional giving data and Gift Types as defined by EverTrue.  *Only available to customers sending advanced transactional giving data. For more information, contact your Customer Success Manager.
  • Pledge Balance - *Only available to customers sending a pledge balance field. For more information, contact your Customer Success Manager.
  • Giving PatternImage title
  • 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 Label, Amount, and Date - Based on individual gifts from a constituent, i.e. per transaction. *Only available to customers sending transactional giving data. For more information, contact your Customer Success Manager.

Career

  • Industry - pulls from your imported values
  • Company - pulls from your imported values
  • Title - pulls from your imported values
  • Function - pulls from your imported values

Donor Status

  • EverTrue Score Image title
    Note, this score will only available if enabled for your organization For more information, contact your Customer Success Manager.  If the EverTrue Score has been enabled for your organization, the EverTrue Index will not be available.
  • 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?  
  • 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.
  • 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?
  • 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 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. 

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.

Online Giving**

  • Annual Giving Score

  • Interacted With Page - Find constituents that have interacted with one of your online giving pages. (Visited the page, started the form, gave a gift)
  • Did not give this Fiscal Year - Find all constituents who didn't make a gift during the current Fiscal Year.
  • Online Gift: Date - A data range filter to find all gifts made through an online giving page during a certain time period.
  • Online Gift: Amount - Find constituents who have made a gift through an online giving page above or below a certain amount.
  • Online Gift: Is Recurring? - Find all constituents that have set up recurring gifts through an online giving page.
  • Online Gift: Page - Find which constituents donated through each specific online giving page.
  • Online Gift: Designation - Find which constituents made designations while making a gift through an online giving page.
  • Online Gift: Comments - Find which constituents made comments while making a gift through an online giving page.

**Only available to EverTrue for Annual Giving customers. For more information, contact your Customer Success Manager.

Donor Info

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

More

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