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Lesson 1: Getting Started
To learn more about getting started with EverTrue, take a look at our help center's collection of dedicated articles! For any other questions, reach out to genius@evertrue.com.
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Lesson 2: Platform Basics
To dive deeper into learning about the EverTrue platform, take a look at our help center's collection of articles, EverTrue Basics! For any other questions, reach out to genius@evertrue.com
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Lesson 3: Profile Basics
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Constituent Profiles! For any other questions, reach out to genius@evertrue.com.
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Lesson 4: Search Filters
To dive deeper into this feature, take a look at our dedicated help article, All About: Filters. For any other questions, reach out to genius@evertrue.com.
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Lesson 1: Facebook Insights
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using our Facebook Integration! For any other questions, reach out to genius@evertrue.com.
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Lesson 2: Interaction Insights
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Interactions! For any other questions, reach out to genius@evertrue.com.
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Lesson 3: Portfolios
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Portfolios! For any other questions, reach out to genius@evertrue.com.
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Lesson 4: Trips & Meetings
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Trips & Meetings! For any other questions, reach out to genius@evertrue.com.
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Lesson 1: Windfall
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Windfall! For any other questions, reach out to genius@evertrue.com.
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Lesson 2: Integrations
To dive deeper into EverTrue Integrations, take a look at our help center's collection of Add-Ons and Integrations articles! For any other questions, reach out to genius@evertrue.com.
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Lesson 3: Team Collaboration
To dive deeper into these opportunities to collaborate with your teammates using EverTrue, take a look at our dedicated articles:
For any other questions, reach out to genius@evertrue.com.
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Lesson 4: Launchpad
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Launchpad! For any other questions, reach out to genius@evertrue.com.
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EverTrue Walkthrough Training
Getting started with EverTrue and not sure where to begin? Jump into a pre-recorded Walkthrough Training for step-by-step guidance on how to use EverTrue. This training is for all levels and package tiers - we've designed it to be helpful for any and all all customers who are just starting their journey with us.
In this webinar, we’ll explore how to navigate the EverTrue interface and understand concepts like saved searches, lists, how to set up trips & meetings, and more!
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EverTrue Implementation Overview
We also have a slide deck that walks you through the process even further, feel free to download!
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Constituent File
Check out our Constituent File Guide for more information!
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Gift Transaction File
Check out our Gift Transaction File Guide to learn more!
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