Adding Interactions to EverTrue
Included with all EverTrue core packages is the option to import Interactions (contact reports, meeting notes, emails, etc). Interactions enhance your EverTrue experience by providing an additional layer of data that is otherwise buried with your database.
To import Interactions:
- Email firstname.lastname@example.org and tell us that you would like to begin importing interactions.
- Review the Interactions File Guide and add begin drafting your import CSV file. Our team can help you double check your file once you have a draft ready. Note, this is a separate file from your main constituent file.
- After our team has looked at your file and given you the green light, import your first interactions file and review the data in EverTrue.
You may include as many interactions as you need. If you would like to automate the feed of interactions to EverTrue, please contact us.