Launchpad for Relationship Management (BETA)

Getting Started with Launchpad (BETA)

Launchpad (BETA) is a new landing page for our customer with Relationship Management, intended to serve actionable insights to EverTrue gift officers, as well as goal tracking at the team and individual level. For the Beta, we have made widgets available to EverTrue users who are classified as Gift Officers or Donor Experience Officers. After Launchpad is turned on, if you have one of these classifications, you will see Launchpad in your left-hand navigation bar at the top of the list. Let EverTrue know if you'd like to participate in the Beta program!

Launchpad displays widgets that track user progress towards personal goals. Using your interaction, proposal, and assignment data, we'll report key metrics on your gift officer activity. We will continue to add widgets to the Launchpad as we collect user feedback. Currently, if your organization is not importing proposals and interactions, these widgets will show zeros. Future development will allow users to hide widgets that are not relevant to them. 

To see Launchpad as a standard User:

Users must have the Gift Officer classification in order to see Launchpad. If you want to see launchpad, navigate to your profile in Settings and use the “Classification” dropdown to set your Gift Officer status. 

For this data to populate your Launchpad view, your EverTrue user must be connected to your solicitor record using the information below. If you are seeing empty widgets where you expect to see data, please contact your administrator to check that your user is set up correctly and that they have linked your record. 

To set goals for team members as an Owner:

1. First, check the status of the user match by clicking on the Portfolio section of EverTrue and finding the Solicitors section. Match all solicitors to their user. You can reach out to genius@evertrue if you have any questions or need further assistance with this process. 

2. Set your users’ goals by clicking the three-dot menu by each solicitor's their name, and choosing “solicitor goals”. Goals are not required but are recommended.

You will need to specify goals for:

  • # of total interactions
  • # of total proposals
  • # of total visits
  • # of unique visits
  • total dollars of funded proposals
  • total dollars of proposal asks

Important Note: To be sure that interactions and proposals being written in EverTrue are being attributed to the correct user, check to be sure that the User Remote IDs are set up correctly in Settings > Manage Team. This ID should match their record in your system.

Please note: In the future, we will have widgets available for all users and will allow for some customization of the Launchpad configuration.

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