Getting Started with EverTrue Implementation

Once you partner with EverTrue and complete a Kick-Off Call with your Customer Success Manager (CSM) and Implementation Specialist, we will send you everything you need to get started!  Most customers can complete implementation within 6 weeks.  Your Specialist will walk you through the entire process. He or she will reach out shortly after your contract has been received.

If you have purchased also purchased EverTrue's Alumni Community app, your Specialist will help you through that implementation as well within the agreed upon timeline.

EverTrue Implementation Basics

  1. Data Implementation - Check out our step-by-step guide for implementing data here!
    1. File Creation - Create & export your data into CSV files. 
    2. Import - Import your data files into EverTrue's data management platform, Console.
    3. Automation - Set a data refresh plan with your Implementation Specialist.
  2. Review - Review your EverTrue data and mapping with your Specialist & CSM. 
  3. Platform Configuration - Create custom forms and processes for your team within EverTrue. 
  4. Coaching - Coaching sessions for you and your team on all things EverTrue hosted by your Customer Success Manager.
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