Trips & Meetings: Create a Meeting

Meetings can either be scheduled as part of an existing Trip or as a stand-alone virtual, local, or phone meeting! Whenever you want to create a meeting in EverTrue, first, head on over to Trips & Meetings using the left-side navigation bar. 


Virtual Meetings (now with Zoom integration)

Next, use the 'Action' button to create a virtual meeting—you can do this now without having to build a trip first. Then, schedule the appointment and add the video link. You can use Zoom, Google Hangouts, Microsoft Teams, Skype, or any video conferencing service of your choice. (Note: If you do want to be able to create and launch Zoom meetings right from EverTrue, make sure an Admin has configured it on the backend first).

Once you schedule a meeting, you can launch the video call right from EverTrue! Just click the 'Join In' button to start the meeting where you will be able to connect with your prospect via your virtual meeting platform.

Next, make sure to enter an interaction right after you’re done by clicking directly on the meeting, which will then show up on the constituent's profile after you hit save to log any notes or comments as a contact report. Those interactions will count toward the metrics we’re tracking in EverTrue.


Local Meetings

As a bonus, you can follow the same process to schedule a single local meeting! So if you’re planning to grab coffee or have an on-campus meeting with a prospect, you can schedule that one-off conversation in EverTrue and stay on top of your visits without having to create an entire trip.

To create a Local Meeting in EverTrue, head on over to Trips & Meetings using the left-side navigation bar. Next, click 'Action' then 'Create New Local Meeting'.

Then, schedule the appointment by filling out the Local Meeting form, and add the location you plan to meet together.

Next, make sure to enter an interaction right after your conversation by clicking directly on the meeting, which will then show up on the constituent's profile after you hit save to log any noteworthy notes or comments.


Phone Meetings

Planning on having a chat with a prospect over the phone? You can also follow the same process to schedule a phone meeting! From quick check-ins to formal conversations, we've got you covered. You can schedule that one-off conversation in EverTrue and stay on top of your correspondences without having to create an entire trip.

To create a Phone Meeting in EverTrue, head on over to Trips & Meetings using the left-side navigation bar. Next, click 'Action' then 'Create Phone Meeting'.

Then, schedule the appointment by filling out the Phone Meeting form, and add the number you plan to call during that time.

Next, make sure to enter an interaction right after your phone conversation by clicking directly on the phone meeting, which will then show up on the constituent's profile after you hit save to log any noteworthy notes or comments.


Finally, make sure that your calendar is synced with EverTrue to stay on top and keep track of all of your meetings!

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