Create a Trip and Add Meetings
To create a trip in EverTrue, head on over to My Trips using the left-side menu bar.
If My Trips is not yet available for your institution and you'd like more information, contact your Customer Success Manager.
Create a New Trip
If this is your first trip, you'll see the following in the middle of your screen. Click "Create a Trip" to get started!
If you've already created your first trip, use the Actions drop-down menu in the upper-right corner to create another.
When creating a trip, you'll be required to enter a name and select your travel dates. No worries, these can be adjusted later if your travel plans change. When viewing your trip, just go to the Actions drop-down menu and click "Edit Trip Details."
You can also choose to add collaborators on your trip - more on that here.
Within your trip, there are two main components. The constituents in your Trip List and the Meeting Itinerary.
Trip List - This is where you add the constituents you're interested in or already planning to meet with. You can add constituents to your trip using a list, your portfolio, or searching for them by name.
Meeting Itinerary - Here you'll see the days of your trip and any meetings you've added. EverTrue will display the time between meetings and the approximate travel time.
You can also view your trip on a map for more information like directions to and from a location.
Creating a Meeting
To create a meeting, click "Create meeting" in the upper-right corner of your Meeting itinerary section or use the Actions drop-down menu. When creating a new meeting, you'll be required to enter a meeting title, time, and location. Note, time is restricted to the days of the trip. Setting the meeting location will set the time zone.
You can add constituents (by name), additional solicitors, and description text to your meeting. Only fellow EverTrue users marked as solicitors can be added as "Additional Solicitors." Lastly, is this meeting an anchor visit? Select yes to mark it as such - it'll receive a star!
Hit save to see the meeting added to your itinerary at the correct date and time. Edit or delete your meetings at any time by clicking on the meeting you wish to adjust.
Drag & Drop
Once constituents have been added to your trip, you'll be able to create new meetings by dragging and dropping their card to your itinerary.
After the constituent has been "dropped" into your itinerary, you'll be prompted to add meeting details.