Constituent Profile Breakdown

Fully understanding how to view a constituent's profile in EverTrue is crucial in using the Core platform. Let's begin at the top!

Summary Section

In the summary section, you can see the following:Class Year

  • Snapshot of Facebook Data 
  • Snapshot of Giving Data
  • Interactions
  • Capacity Indicators
  • Memberships (Lists, Trips, Teams and Pools the constituent is included in)
  • Recent Proposal (if applicable)
  • My Top Fields (the fields displayed will vary by user, and can be customized by each user to include fields that are most applicable or helpful)

Constituent Information Section

Bio
    • Career Information
    • Education
    • Contact Information
  • Donor Information
    • Solicitor Information (if assigned)
    • My Top Fields (the fields displayed will vary by user, and can be customized by each user to include fields that are most applicable or helpful)
  • Relationship Data
  • Similar Constituents Data 
    • A list of constituents from your institution who have a similar demographic makeup of the constituent profile being viewed.  Constituents are separated into Donors and Non-Donors to surface donors who may be under-giving or additional prospective donors 

Enrichment

  • Zillow Median Home Values
  • US Census Data
  • Social Handles
  • Interests
  • Age

Giving

Giving History
    • Last Gift 
    • Largest Gift
    • Lifetime Giving
    • Pledge Balance
    • Has Recurring Gift
    • Categorized Giving (optional) - if your organization is importing categorized giving data, you will be able to select your different giving categories via the drop down box above pledge balance. All displayed giving fields will apply to the selected giving category.
  • Gift Transactions (if applicable)
  • EverTrue Insights
    • EverTrue Score and breakdown
    • Annual Giving Score
    • Gave this FY?
    • Last Gift

Engagement Section

Facebook Data
    • Posts, Reactions, Comments
    • Facebook Events
  • Event Data
  • Alumni Community Login 
  • Volunteer Engagement

Interactions

This section shows you a feed of all interactions (both imported and written in EverTrue, if applicable), as well as EverTrue Comments.  You can filter on these interactions and order the interactions by the date of engagement.

Proposals

If your institution is bringing over proposal data, this section will show both active and inactive proposals on the constituent.  You can view:

  • Active and Inactive Proposals
  • Solicitor Data
  • Stage
  • Date created
  • Original Ask Amount
  • Original Ask Date
  • Ask Amount
  • Ask Date
  • Expected Amount
  • Expected Date
  • Funded Amount
  • Funded Date
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