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

AI and EverTrue

AI and EverTrue FAQ
Using EverTrue's AI Profile Summary
Using EverTrue's AI-Generated Emails
5 articles Active 1 yr ago

Constituent Profiles

Adding Constituent Relationships
Navigating Gift Transactions
Removing Incorrect Enriched Data
3 articles Active 4 yrs ago

Saved Searches

All About: Saved Searches
Managing Saved Searches
Building Saved Searches using Enrichment Filters & Adding to a Cadence
3 articles Active 2 mths ago

Lists

All About: Lists
Managing Lists
List vs. Saved Search
4 articles Active 4 yrs ago

Interactions

All About: Interactions in EverTrue
Viewing and Filtering Interactions
Configuring Your Interaction Form
5 articles Active 3 yrs ago

Trips & Meetings

All About: Trips & Meetings
Navigating Trips & Meetings Features
Collaborating on Trips
3 articles Active 4 yrs ago

Proposals

All About: Proposals
Viewing Proposals in EverTrue
Exporting Proposals
3 articles Active 4 yrs ago

Signal by EverTrue

Home Screen

All About: Signal Home Screen
1 article Active 2 yrs ago

Cadences 2.0

Learn all about Cadences 2.0!
Cadences vs. Cadences 2.0: What’s the Difference?
Cadences 2.0 Guide
Assets: Set up Email and Signature Templates
16 articles Active 4 wk ago

Cadences 1.0

These are the original Cadences.
All About: Signal Cadences
Adding a Constituent to a Cadence
Navigating Your Cadences Tab
9 articles Active 5 mths ago

Collaborative Tasks

All About: Signal Collaborative Tasks
Reviewing Your Collaborative Tasks
Modifying Collaborative Tasks
3 articles Active 2 yrs ago

Clarity

All About: Clarity
Navigating Your Clarity Dashboards
Using Your Signal Task Tracker Dashboard
20 articles Active 8 mths ago

Signal Outreach

Signal Outreach Basics Signal Email Signal Phone Signal Video
15 topics Active 5 mths ago

Signal on Mobile

Signal on iOS Signal on Android
31 topics Active 1 mth ago

Implementation & Data

Implementation

All About: EverTrue Implementation
Getting Started with Data Manager
Mapping IDs in Console
5 articles Active 4 yrs ago

Data

All About: Data
Understanding Import Types and Deletions
Updating Your Constituent File for Next Fiscal Year Giving
8 articles Active 3 yrs ago

Formatting

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

RE NXT

Setting up Automated Data Sync with Raiser's Edge NXT
Configuring Data Sync Files with Raiser's Edge NXT
Delivering Data from Raiser's Edge NXT to EverTrue
5 articles Active 3 yrs ago

SFTP Automation

Getting Started with SFTP Data Automation
Naming Your SFTP Files
Troubleshooting SFTP Imports
3 articles Active 4 yrs ago

Exports

Exporting Data Manually
Exporting Contact Updates
Exporting Career Moves Data
6 articles Active 4 yrs ago

Add-Ons & Integrations

DonorSearch

Understanding DS Ratings
1 article Active 7 mths ago

ThankView

Getting Started with Your ThankView Integration
Using Your ThankView Integration
2 articles Active 2 yrs ago

Career Moves

All About: Career Moves
1 article Active 4 yrs ago

Enriched Wealth Data

Exploring Constituents' Philanthropic Interests
Flagging Wealth Enrichment Exclusions
Using Enriched Wealth Data
4 articles Active 6 mths ago

Portfolios

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

Facebook Integration

Reviewing Facebook Page Data and Unmatched Engagers
Facebook Matching
Unmatching Facebook
6 articles Active 4 yrs ago

Launchpad

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

Eventbrite Integration

Adding Eventbrite to a Facebook Event
Using EverTrue & Eventbrite
Connecting Eventbrite to EverTrue
3 articles Active 4 yrs ago

Emma Integration

Setting up Emma
Sending a List to Emma
2 articles Active 4 yrs ago

Miscellaneous Integrations

Integrating with Hustle
1 article Active 3 yrs ago

Account & Troubleshooting

Account

8 articles Active 4 yrs ago

Troubleshooting

2 articles Active 4 yrs ago

Content aside

Quick Links

EverTrue App

Webinars

EverTrue University

Blog

RAISE Podcast

EverTrue Studios

Product Feedback

Webinars

View all events

Recent activity