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Getting Started: EverTrue New User Guide
Getting Started with EverTrue Welcome to the EverTrue family - we are so excited to have you! Below you will find all you need to get started with EverTrue,…
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All About: Constituent Profiles
What are Constituent Profiles? Get to know the EverTrue Constituent Profile! This will be your home base for all constituent insights and data. Constituent Profiles are organized into tabs,…
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All About: Filters
What are Filters? Filters in EverTrue give you the power to narrow down your constituent base using data from both your internal CRM and our integrations.…
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Using EverTrue Filters
After reviewing EverTrue’s available filters, you can start segmenting constituents based on various criteria, including location, giving patterns, and interactions with ThankView campaigns.…
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Customizing Your Columns
EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!…
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Adding Custom Fields to Your Database
Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…
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Using EverTrue Comments
How to Take Advantage of Comments Collaborate with your colleagues through EverTrue Mention your research colleague to request additional information for an upcoming meeting Inform your colleague…
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Exporting Data from a Saved Search or List
EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…
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Updating a Contact (Web)
Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…
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All About: Donor Potential Score
What is the Donor Potential Score? EverTrue's Donor Potential Score (DPS) is a rating that gauges the strength of a constituent's giving history, providing an easy-to-use tool to identify your best…