Help Articles

Help Articles
Access resources and FAQs

EverTrue Basics

Getting Started

Getting Started: EverTrue New User Guide
All About: Constituent Profiles
All About: Filters
10 articles Active 1 yr ago

Constituent Profiles

Adding Constituent Relationships
Navigating Gift Transactions
All About: TrueView Insights
6 articles Active 10 mths ago

Saved Searches

All About: Saved Searches
Sharing a Saved Search
Managing Saved Search Notifications
3 articles Active 2 yrs ago

Lists

All About: Lists
Using List Activity
List vs. Saved Search
4 articles Active 2 yrs ago

Interactions

Adding Interactions to EverTrue
Viewing and Filtering Interactions
Configuring Your Interaction Form
5 articles Active 1 yr ago

Trips & Meetings

All About: Trips & Meetings
Navigating Trips & Meetings Features
Collaborating on Trips
3 articles Active 2 yrs ago

Proposals

All About: Proposals
Writing Proposals
Exporting Proposals
3 articles Active 2 yrs ago

EverTrue Platform Trainings

EverTrue Training Resources
1 article Active 2 yrs ago

Mobile

EverTrue iOS App EverTrue Android App
15 topics Active 6 mths ago

Signal by EverTrue

Home Screen

All About: Signal Home Screen
1 article Active 4 mths ago

Cadences

All About: Signal Cadences
Adding a Constituent to a Cadence
Navigating Your Cadences Tab
5 articles Active 4 mths ago

Collaborative Tasks

All About: Signal Collaborative Tasks
Reviewing Your Collaborative Tasks
Modifying Collaborative Tasks
3 articles Active 6 mths ago

Email

All About: Signal Email
Using Signal Email Templates and Signatures
2 articles Active 4 mths ago

Phone

All About: Signal Phone
1 article Active 4 mths ago

Clarity

All About: Clarity
Navigating Your Clarity Dashboards
Using Your Signal Task Tracker Dashboard
6 articles Active 2 wk ago

Signal on Mobile

Signal on iOS Signal on Android
4 topics Active 3 mths ago

Implementation & Data

Implementation

All About: EverTrue Implementation
Getting Started with Data Manager
Mapping IDs in Console
5 articles Active 1 yr ago

Data

All About: Data
Understanding Import Types and Deletions
Updating Your Constituent File for Next Fiscal Year Giving
8 articles Active 1 yr ago

Formatting

All About: Data File Guides
Formatting CSV Files
Formatting Gift Files
4 articles Active 2 yrs ago

RE NXT

Using Automated Data Sync with Raiser's Edge NXT
Configuring Data Syncs with Raiser's Edge NXT
Delivering Data from Raiser's Edge NXT to EverTrue
5 articles Active 1 yr ago

SFTP Automation

Getting Started with SFTP Data Automation
Naming Your SFTP Files
Troubleshooting SFTP Imports
3 articles Active 2 yrs ago

Exports

Exporting Data Manually
Exporting Contact Updates
Exporting Career Moves Data
6 articles Active 1 yr ago

Add-Ons & Integrations

ThankView

Getting Started with Your ThankView Integration
Using Your ThankView Integration
2 articles Active 3 mths ago

Career Moves

All About: Career Moves
Career Moves FAQ: 2024 Updates
2 articles Active 8 mths ago

Windfall

Getting Started with Windfall
Using Windfall Wealth Data
Exploring Windfall Philanthropic Interests
4 articles Active 1 yr ago

Portfolios

All About: Portfolios
Setting up Portfolios
Key Prospects in Portfolios
4 articles Active 2 yrs ago

Facebook Integration

Facebook Page Views & Unmatched Engagers
Facebook Matching
Unmatching Facebook
6 articles Active 1 yr ago

Launchpad

Getting Started with Launchpad
All About: Launchpad Widgets
Setting Up Launchpad for Frontline
4 articles Active 1 yr ago

Eventbrite Integration

Adding Eventbrite to a Facebook Event
Using EverTrue & Eventbrite
Connecting Eventbrite to EverTrue
3 articles Active 1 yr ago

Emma Integration

Setting up Emma
Sending a List to Emma
2 articles Active 1 yr ago

Miscellaneous Integrations

Graduway Integration Filters
Integrating with Hustle
2 articles Active 1 yr ago

Account & Troubleshooting

Account

9 articles Active 1 yr ago

Troubleshooting

3 articles Active 2 yrs ago

EverTrue Early Adopters

Interested in joining as an early adopter for upcoming product features? Reach out to your CSM!

EverTrue Filters

Filters Beta Dynamic Lists Bookmarked Searches
14 topics Active 1 yr ago

Volunteer by EverTrue

Volunteer articles for both admins and volunteers from EverTrue and Volunteer help centers

For Admins

Getting Started Volunteer Pools Volunteer Features Volunteer Data
25 topics Active 1 yr ago

For Volunteers

Volunteer Basics Volunteer for Mobile FAQs and Troubleshooting
13 topics Active 1 yr ago

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