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. Users and Facebook- Identify your users and collect your organization's public Facebook pages.
  2. Data Implementation - Check out our step-by-step guide for implementing data here!
    • File Creation - Create & Export your data into a CSV file. 
    • Import - Import your data into EverTrue's data management platform, Console.
    • Automation - Set a data refresh plan with your Implementation Specialist.
  3. Review - Review your EverTrue data and configurations with your Specialist & CSM.
  4. Coaching - Coaching sessions for you and your team on all things EverTrue.

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