TrueView Insights

As a part of EverTrue's mission to build relationships, we've seen an increasing need for more robust data to better understand your constituent base. Data points that were historically difficult to collect or aggregate are now available at your fingertips with the right integrations. Think of previously siloed Census and Zillow information that is quickly accessible on an EverTrue constituent profile. What other data points should be right at your fingertips? 

Welcome to EverTrue's TrueView Insights! As a part of our TrueView vision, EverTrue has constituent profiles that include a breadth of valuable data points, like interests, social handles, and additional contact information. These insights will be a game-changer when competing for dollars and fundraising for specific initiatives.

Where possible, EverTrue will connect your constituent data to its digital footprint. Enriched data will live on the Enrichment tab, while information on how a constituent interacts with your institution will remain on the Engagement tab. This enrichment data can also be added to the constituent table view, where you can sort each column, and capture data points within your list of constituents. TrueView Insights will even be filterable - data segmentation just got a whole lot better!

Click the Enrichment tab on the Constituent record

Scroll down to review the Wealth & Assets, the Professional data, and Personal Interests

Resources for Understanding TrueView:

Check out our introduction and TrueView Demo below! 

If you find insights that are incorrect, you may reject those insights using the instructions here.