Updates Category

Updates

Find important information about new features and other platform updates.

EverTrue Product Updates: November 2024

<h2>11/19/24: Introducing New Recommended Actions</h2> We’ve added two new categories to your Signal Home Screen’s <a href="/t/g9y6j3a#step-3-review-your-assigned-constituents-section" rel="nofollow noopener noreferrer">Recommended Actions</a>, designed to keep your portfolio coverage strong and proactive.  Here’s what you’ll find: <ol> <li>Unlogged Contact Reports: See assigned constituents with meetings scheduled in the last 45 days that have no contact report (interaction) logged afterward. Details like the scheduled meeting date are included, making it easy to log interactions and stay on top of your follow-ups. </li> <li>Top-Rated DPS Prospects Without Recent Interactions: Lists your high-potential donors (<a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">Donor Potential Score</a> of 70+) who haven’t had an interaction in the last 6 months. You can even customize this timeframe to match your outreach strategy! </li> </ol> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeIULOlZUetT0YQFf0vcIqVKSPbwSz6Vcr-8CtuM4aTL2D0lKEK1wYODQz3lvId1NQDR233U9Z41geSoBcTfmYzaySjeQ-PiBEhMAWEnZt5TziGvNgmZBFcQV0VmfYBLTED4BNm-g?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> These actionable insights take the guesswork out of prioritizing your outreach efforts. Use them to stay ahead and ensure no meaningful connection slips through the cracks!   <hr> <h2>11/19/24: Taking Outreach Action Directly from a Task</h2> We’ve made it even easier to act on your assigned tasks in Signal! Now, you can <a href="/t/m1y3460#step-5-take-outreach-action-on-a-task" rel="nofollow noopener noreferrer">take direct outreach actions</a> right from your Tasks tab, without needing to navigate to a separate page. Here’s how: <ol> <li>In the Your Tasks table’s Action Type column, Email, Phone, and Research actions appear as hyperlinks. </li> <li>Click to open an email composer, dial pad, or <a href="/t/35hamtp/using-evertrue-pinned-comments" rel="nofollow noopener noreferrer">Add Pinned Comment</a> form.</li> <li>After completing either an Email or Phone task, an interaction form will appear with some fields pre-populated, so you can seamlessly log your outreach details! </li> </ol> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcKUQ0Z9E7qGdh4RGgFjZiPjSqYDmFyY_Nuu2tUooJBinlNTaMjh9HFjj5g-DwQBEa2oxZ8kWS-8p5aNLSZbPPy6liXUaNK5wyh0qV69_ahakwPkvT0Wj1bI9Yf8TEoZHVzsC-AxA?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> This streamlined experience keeps your outreach efforts efficient and your focus where it matters most–engaging with constituents!  <hr> <h2>11/19/24: Viewing All Constituents in a Cadence</h2> Keeping track of <a href="/t/y4y6jxq#step-4-review-your-cadences-active-constituents" rel="nofollow noopener noreferrer">which constituents are in a cadence</a> just got easier! With the new View All Active page, accessible in an open cadence, you can see: <ul> <li>Your Constituents: A detailed table showing your active constituents in the open cadence.</li> <li>All Constituents: A broader table displaying all active constituents in the open cadence across your organization. Use the search bar at the top of the table to find a specific constituent! </li> </ul> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdIJzBJJ2-15_g8nb1X8rnm29Knt-s-IM0B2cfM1uuNAio28Mn7Kv6lzqh9nOvbOu0PyAO9MK1rdAl1p1DD1IL6B9xytkDo37lgPQgeByrWSqlPwu8BzmM3P2C0YTtyT_VQsFdK?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> Both tables include additional step details and action options. This enhancement provides you clarity and control, helping you manage your outreach effectively! <hr> <h2>11/18/24: Using Dynamic Email Fields</h2> We’re excited to share a recent upgrade to Signal Email: dynamic email fields! These fields let you personalize your emails effortlessly by automatically adding specific constituent details–just like mail merge, but for your in-app outreach efforts!  Here’s what’s new: <ul> <li>Dynamic Fields Button: Use the email composer’s toolbar to easily add fields like First Name, Phone Number, or even Your Name.</li> <li>Manual Entry: Type {{ (double-curly brackets) directly into your email to pull up the same field options without missing a beat.</li> </ul> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcGN_kPoxm0Bt1MQCkAaIjKPYKYIzT1cj3POq8rkCaVmTFmz42L7NBL4S3uuwzxCX0c6bK5xto9bP3Hme9Jkw5iSckEuIYLwMal28DCa24csb01_FkAz_vh2_hi0gxfxrmnPXRzdg?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> But that’s not all! If a field’s data isn’t available (e.g., no phone number for a constituent), Signal will prompt you to review or remove the unsupported field. Want to include these in your email templates? Go for it–dynamic fields are available in your Email Template Library, too!  Ready to elevate your email game? Try <a href="/t/g9y6jxx#step-2a-add-dynamic-fields" rel="nofollow noopener noreferrer">adding dynamic fields</a> the next time you connect with a constituent using Signal email outreach!   <hr> <h2>11/18/24: Filtering Your Tasks</h2> Keeping your tasks organized has never been easier with our new filtering options in Signal Collaborative Tasks. In your Tasks tab, you can now:  <ul> <li>Refine by Action Type: Focus on tasks matching specific action types, like Call, Email, or Research in just a few clicks. </li> <li>Filter by Creator/Assignee: Quickly narrow down to tasks created by or assigned to specific users.</li> <li>Focus on Cadence-Linked Tasks: Drill into tasks tied to a cadence, or view only standalone ones.</li> <li>Sort Your Tasks: Click any table header in your task tables to change the sorting order based on that column! For instance, click Task Name to see all of your tasks organized alphabetically by name. </li> </ul> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeNoYknQmyHPpTgD9EPZH7mowQPQIlavXzopflv_RUP89r2p61AIsN93qt6DkKTDZZFbEEwOTvNNzzFZAtmBllx6dQ-xj-5lKYjSzRR5rRVaTsjQJeLLnzEm0WhNzvcpOZBr8tcHQ?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> To make the filtering experience even smoother, we’ve added a handy X Clear Filters button–reset everything with one click! These filters are also available on constituent profile Tasks tabs, giving you more opportunity to organize and narrow down tasks no matter where you’re working.  Take control of your Collaborative Tasks workflow, and <a href="/t/m1y3460#step-4-filter-on-tasks" rel="nofollow noopener noreferrer">use these new filters</a> to find what you need faster than ever! <hr> <h2>11/18/24: Logging Signal Outreach Interactions</h2> We know how important it is to log interactions for your prospect outreach, so we’re making the process easier than ever with Quick Interactions in Signal!  Here’s how this feature works:  <ul> <li>After sending an email or completing a call, an Add Interaction form will automatically appear. </li> <li>Certain fields like Date, Solicitor, Summary, and Description are pre-filled based on your outreach details, saving you time. </li> <li>Further-tailor the pre-populated fields, and fill in additional fields as needed before saving the interaction! </li> </ul> Whether you’re working in the Cadences tab, Tasks tab, or a constituent profile, Quick Interactions make it easy to <a href="/t/g9y6jxx#step-3-add-an-interaction" rel="nofollow noopener noreferrer">log your outreach efforts without skipping a beat</a>. <hr> <h2>11/18/24: Enhancing Signal Phone Outreach</h2> We’ve added two updates to make your <a href="/t/35y6jxl" rel="nofollow noopener noreferrer">Signal Phone</a> outreach even more efficient:  <ol> <li>Call Notes: Type notes during your call to stay on track or jot down key takeaways. These notes will automatically populate in the Description field of an interaction form that appears after the call ends.    </li> <li>Call Timer: Keep tabs on how long you’ve been speaking with our new timer, visible even when the dial pad is minimized. </li> </ol> <img alt="" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXejQ9GUfvudllrA06UQMTIFG_QsiDBGYLTTfAv9EB5b0GlXkWnJCw_t-0Y_kybEbSRTQqzU2icAEaDcOF8K6n1dPYJ6pbEGY4RvbCvehZpvpkIr5UeD6iaYmqStUpHecXK5dl97?key=yIVHupZ_GP9chAGs4ebo8H9n" style=""> Together, these enhancements help you stay focused and on track during every prospect conversation!  <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: October 2024

<h2>10/30/24: Introducing EverTrue’s AI Assistant for iOS </h2> We’re thrilled to introduce EverTrue’s AI Assistant–designed to help you work more efficiently by simplifying key tasks directly within the iOS app! Whether you’re preparing for a donor meeting or logging a recent interaction, this AI-powered tool makes it easier to get things done without manual data entry.  The AI Assistant offers two primary functions: <ol> <li>Create things: Generate interactions, tasks, meetings, and email drafts with ease. </li> <li>Answer constituent questions: Get quick answers and summaries about individual constituents’ data. </li> </ol> Imagine needing to meet with a donor for dinner. With the AI Assistant, you can create a meeting, receive restaurant suggestions near the donor’s home, and quickly complete a contact report after the meeting–all in just a few simple messages! The assistant streamlines your processes, so you can focus on building meaningful donor relationships. Ready to try it out? Check out <a href="/t/q6yzft2/all-about-evertrues-ai-assistant" rel="nofollow noopener noreferrer">our detailed guide</a> to get started! The assistant is available in the EverTrue iOS app for users who have enabled EverTrue’s AI-powered features. If your team is interested in accessing these, please contact your Customer Success Manager (CSM). <hr> <h2>10/1/24: Updating EverTrue Filters</h2> We're back with our latest <a href="/t/x2yxzc6/evertrue-product-updates-february-2024#21524-updating-filters-beta" rel="nofollow noopener noreferrer">filter consolidation update</a>! This batch of enhancements includes a renamed filter category and the introduction of a new one. Here's what you can expect the next time you use EverTrue's filters: <ul> <li>New Filter Category: Interactions: Custom Fields This new category comprises custom fields imported as part of your organization's <a href="https://docs.google.com/spreadsheets/d/1YJYkGNDTgOxKn3Y66KKUQMzBFRs2DaaekZFfJbO4rQI/edit?usp=sharing" rel="nofollow noopener noreferrer" target="_blank">Interactions File</a>, making it easier to target specific engagement data! Custom fields that are set to Active in the <a href="http://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> will be listed within this category and available as a filter.  </li> <li>ThankView Interaction Data Filtering   Thanks to the introduction of our Interactions: Custom Fields filter category, you can now easily target constituents who have engaged with ThankView campaigns! If you have an integration between EverTrue and ThankView, you will find your <a href="/t/y4hwg8w/getting-started-with-your-thankview-integration#step-5-review-custom-thankview-interaction-fields" rel="nofollow noopener noreferrer">custom ThankView interaction fields</a> in this category.  </li> <li>Renamed Filter Category  The Custom Fields filter category is now called Constituents: Custom Fields. This change was made to clarify that the category includes fields imported as part of your organization's <a href="https://docs.google.com/spreadsheets/d/1PTBo7gj3Owu4KhjDWclGjRjcgesy10FTqtxpYUErUEc/edit?gid=1871578390#gid=1871578390" rel="nofollow noopener noreferrer" target="_blank">Constituent File</a>.  </li> </ul> To learn more about EverTrue's filters, including this new category, take a look at our <a href="/t/60hwj4t/all-about-filters" rel="nofollow noopener noreferrer">All About: Filters</a> help article. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: September 2024

<h2>9/24/24: Introducing Signal Custom Cadences</h2> We're thrilled to announce that Signal Cadences now includes the ability to <a href="/t/60yt2s7" rel="nofollow noopener noreferrer">create custom cadences</a>! This new feature empowers your organization to create outreach cadences tailored specifically to your unique needs. Whether you're targeting distinct prospect segments, focusing on specific events like on-campus gatherings, or more, Custom Cadences make it easier than ever to personalize your engagement strategies.  Depending on your role in EverTrue, you can create custom cadences in different areas:  <ul> <li>EverTrue Owners/Admins: Build custom cadences from the Signal Cadences tab or within EverTrue’s <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a>.</li> <li>EverTrue Users: Build custom cadences directly from the Signal Cadences tab.</li> </ul> Say goodbye to one-size-fits-all solutions by using Custom Cadences to scale and target your outreach more effectively than ever. Get ready to transform how your team engages with prospects!  <hr> <h2>9/24/24: Introducing the Signal Activity Dashboard</h2> We're excited to introduce the Signal Activity Dashboard, a powerful tool that provides a detailed view of your overall outreach efforts. With this new dashboard, you can easily track key activities, such as meetings, emails, phone calls, and LinkedIn touch points, and compare your performance against average Signal user benchmarks.  The dashboard enables you to analyze your engagement journey by visualizing activity over specific time periods and uncovering insights that help drive meaningful donor connections. Plus, you can use the benchmarking metrics to assess your outreach efforts and identify areas for improvement.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/58c19ea2-3586-4a26-9c92-ff3c231776f9/h/547.png" style="" width="1600"> To learn more about how to maximize this dashboard, check out our article on <a href="/t/m1ytgl4" rel="nofollow noopener noreferrer">Using Your Signal Activity Dashboard</a>. If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.   <hr> <h2>9/24/24: Adding Tasks to Your Calendar</h2> One of your favorite Signal features, Collaborative Tasks, just got even better! You can now seamlessly add tasks to your Google or Microsoft calendars directly from Signal, ensuring that nothing falls through the cracks. This update enhances your productivity by keeping your to-dos and follow-ups organized and on track. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/0350811c-a2ed-4321-ad4a-b6d0d859a65e/h/547.png" style="padding:0px"> To learn how to add tasks to your calendar, take a look at our resources on <a href="/t/35y34y7#step-3-add-task-to-calendar" rel="nofollow noopener noreferrer">adding new</a> and <a href="/t/x2y8hvf#step-3-add-an-existing-task-to-your-calendar" rel="nofollow noopener noreferrer">existing tasks</a>! If you have any questions about Signal Collaborative Tasks, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: August 2024

<h2>8/6/24: Viewing Constituent Cadences on iOS</h2> We're excited to share a new feature for EverTrue iOS users: the ability to view which cadences a constituent is part of directly from their profile page! Visit a constituent's profile to see a label below their name indicating their current cadence and cadence step. If a constituent is enrolled in more than one cadence, a label of + [cadence number] more will also appear. Tapping this label will open a list of their cadences!  <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/c7a4a572-318c-4350-8e86-c4355ed76ac4/h/547.jpeg" style="padding:0px" width="288"> This enhancement is designed to give your team quick and easy access to constituent cadence information while on the go! If you have any questions about <a href="/category/signal-on-ios" rel="nofollow noopener noreferrer">Signal on iOS</a>, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> <h2>8/6/24: Adding Constituents to Multiple Signal Cadences</h2> We are thrilled to introduce the ability to enroll constituents into multiple Signal Cadences simultaneously, enhancing your organization's outreach strategy! With this update, constituents can now be part of up to five cadences at a time, providing you greater flexibility in managing your engagement efforts. If a constituent is enrolled in more than one cadence, a label of +[cadence number] more will appear in their profile header. Clicking this label will open a Cadences popup that includes a summary of their cadences! <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/892f22e2-be80-4b60-886e-9faedd735209/h/547.png" style="padding:0px"> Learn how to enroll your constituents into cadences in our article, <a href="/t/83y6j3v" rel="nofollow noopener noreferrer">Adding a Constituent to a Cadence</a>. If you have any questions about Signal Cadences, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: July 2024

<h2>7/12/24: Pausing Signal Collaborative Tasks </h2> We're excited to announce that <a href="/t/q6y6jxy#step-5-pause-all-cadences" rel="nofollow noopener noreferrer">the ability to pause Signal Cadences</a> has been extended to <a href="/t/x2y8hvf#pausing-your-tasks" rel="nofollow noopener noreferrer">work with Collaborative Tasks</a>! Here's what's new: <ul> <li>Unified Pause: Previously, setting a pause only affected cadence step due dates. Now, both cadences and tasks will be paused, ensuring no tasks are due during the pause window.</li> <li>Mobile Integration: When a pause is set in the web app, tasks in both iOS and Android apps will also be paused until the pause is lifted.</li> </ul> These updates aim to provide a more seamless and consistent pausing experience across all platforms! If you have any questions about Collaborative Tasks or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> <h2>7/8/24: Enhancing the Signal Email Experience</h2> We've added several enhancements to Signal Email to ensure this feature continues to closely mirror the experience of sending emails from your email provider. Now, you can: <ul> <li><a href="/t/60y6jx8#creating-an-email-signature" rel="nofollow noopener noreferrer">Add Signatures</a>: Personalize your emails with customizable email signatures for a cohesive, professional experience.</li> <li><a href="/t/60y6jx8#step-4-stack-email-templates" rel="nofollow noopener noreferrer">Stack Email Templates</a>: Add multiple templates into a single email for tailored communication.</li> <li>Add Attachments: Easily include important documents, files, and images in your emails.</li> </ul> Learn more about these capabilities in our dedicated <a href="/category/email" rel="nofollow noopener noreferrer">Signal Email help resources</a>. If you have any questions about Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> <h2>7/8/24: Adding Tasks in Constituent Profiles on the EverTrue iOS App</h2> Signal's Constituent Tasks capabilities have expanded on the EverTrue iOS app! You can now add and review tasks directly in constituent profiles when using our mobile app. Just like on desktop, a Tasks tab containing tasks tied to the constituent can be found on all profiles. To add new tasks linked to the constituent, click the <img draggable="false" class="emo-img" alt="➕" src="https://d56vh6ph4jjmq.cloudfront.net/emoji/emojione/4_0/svg2/2795.svg"> button at the top-right of their profile, and select Add Task.... <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/619f742c-7587-4452-8bba-e8c8f8062b86/h/547.jpeg" style="padding:0px" width="284"> Learn more about this feature in our article, <a href="/t/g9ymt21#adding-tasks-in-a-constituent-profile" rel="nofollow noopener noreferrer">Using Collaborative Tasks on Your iOS App</a>. If you have any questions about Collaborative Tasks or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a href="mailto:support@evertrue.com" rel="nofollow noopener noreferrer">support@evertrue.com</a>. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: June 2024

<h2>6/3/24: Introducing the Signal Task Tracker Dashboard</h2> A new Clarity dashboard is at your disposal: the Signal Task Tracker! This dashboard illustrates task and cadence step progress, helping you gauge individual and team-wide performance and drive future action. Highlights include: <ul> <li>Overdue tasks: See what needs immediate attention.</li> <li>Upcoming tasks: Plan ahead with tasks due in the next 5 months (and use the dashboard's filters to narrow down this timeline!).</li> <li>Drill-down options: Segment your dashboard views by solicitor, track only cadence step progress, and review a summary of total tasks completed! </li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a896e171-c57a-4aa4-bb6a-39790aee4164/h/547.png" style="" width="1290"> Learn more about this dashboard in our article, <a href="/t/q6yml7m/using-your-signal-task-tracker-dashboard" rel="nofollow noopener noreferrer">Using Your Signal Task Tracker Dashboard</a>. If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a rev="auto" rel="nofollow noopener noreferrer" href="mailto:genius@evertrue.com">genius@evertrue.com</a>. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: May 2024

<h2>5/30/24: Introducing Signal on Mobile Help Articles</h2> We've expanded our <a href="/category/signal-by-evertrue" rel="nofollow noopener noreferrer">Signal by EverTrue resource hub</a> to include a <a href="/category/signal-on-mobile" rel="nofollow noopener noreferrer">Signal on Mobile</a> category! Here, you'll find the following help articles: <ul> <li><a href="/t/y4ymtr1/using-signal-home-screen-on-your-ios-app" rel="nofollow noopener noreferrer">Using Signal Home Screen on Your iOS App</a></li> <li><a href="/t/g9ymtra/using-signal-home-screen-on-your-android-app" rel="nofollow noopener noreferrer">Using Signal Home Screen on Your Android App</a></li> <li><a href="/t/g9ymt21/using-collaborative-tasks-on-your-ios-app" rel="nofollow noopener noreferrer">Using Collaborative Tasks on Your iOS App</a></li> <li><a href="/t/60ymtdk/using-collaborative-tasks-on-your-android-app" rel="nofollow noopener noreferrer">Using Collaborative Tasks on Your Android App</a></li> </ul> If you have any questions about Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a rev="auto" rel="nofollow noopener noreferrer" href="mailto:genius@evertrue.com">genius@evertrue.com</a>. We'll be back with additional Signal content in June! <hr> <h2>5/22/24: Introducing Clarity Help Articles</h2> A new category devoted to our <a href="/category/clarity" rel="nofollow noopener noreferrer">Clarity feature</a> has been added to the help center's <a href="/category/signal-by-evertrue" rel="nofollow noopener noreferrer">Signal by EverTrue resource hub</a>! This category includes the following help articles:  <ul> <li><a href="/t/q6y6cnc" rel="nofollow noopener noreferrer">All About: Clarity</a></li> <li><a href="/t/h7y6cn4" rel="nofollow noopener noreferrer">Navigating Your Clarity Dashboards</a></li> <li><a href="/t/p8y6cn9" rel="nofollow noopener noreferrer">Using Your Signal Activity YOY Dashboard</a></li> <li><a href="/t/g9y6cnv" rel="nofollow noopener noreferrer">Using Your Signal Top Prospects Dashboard</a></li> </ul> As additional Clarity resources are created, they will be added to this category. If you don't want to miss new content, be sure to click the page's Follow button to receive email notifications!  <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/8fec1685-0430-4b5d-ae61-aefbbc3b2229/h/547.png" style="padding:0px"> If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email <a rev="auto" rel="nofollow noopener noreferrer" href="mailto:genius@evertrue.com">genius@evertrue.com</a>. We look forward to sharing more Signal content over the coming months! <hr> <h2>5/16/24: Updating EverTrue's To-Dos and Reminders</h2> Our product team is currently working on updating EverTrue's To-Dos and Reminders feature. On June 1st, we will be sunsetting this feature and transitioning to supporting in-platform task management with <a href="/t/35y34y7" rel="nofollow noopener noreferrer">Collaborative Tasks</a> through <a href="https://www.evertrue.com/signal-donor-experience-platform/" rel="nofollow noopener noreferrer" target="_blank">Signal by EverTrue.</a> If you have existing to-dos, you can easily convert these into tasks by following these steps: <ol> <li>Open your Tasks tab via the left-hand navigation bar.</li> <li>Click the + Add Task button located in the top-right corner.</li> <li>Build out your task.</li> <li>Click Save.</li> </ol> <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/b3cf64c9-fb95-4f31-9d85-e26aa21adbed/h/547.png" style="padding:0px"> If your team is not yet using Signal and is interested in learning how it can benefit your organization, we encourage you to reach out to your Customer Success Manager (CSM). They will be happy to provide you with additional information and discuss how EverTrue can continue to support your fundraising efforts.  Signal's Collaborative Tasks will transform the way you manage tasks within EverTrue—stay tuned for more updates regarding this feature!  <hr> <h2>5/15/24: Introducing Signal by EverTrue!</h2> We are thrilled to announce the launch of <a href="https://www.evertrue.com/signal-donor-experience-platform/" rel="nofollow noopener noreferrer" target="_blank">Signal by EverTrue</a>! Last year, we unveiled our vision for the future of fundraising in the form of this revolutionary Donor Experience Platform. Now that Signal is officially available, we can't wait to see how teams leverage its power to streamline fundraising efforts and enhance donor experiences.  As you begin using the new features offered with Signal, we recommend exploring our dedicated help resources: <ul> <li><a href="/category/home-screen" rel="nofollow noopener noreferrer">Signal Home Screen</a></li> <li><a href="/category/cadences" rel="nofollow noopener noreferrer">Signal Cadences</a></li> <li><a href="/category/collaborative-tasks" rel="nofollow noopener noreferrer">Signal Collaborative Tasks</a></li> <li><a href="/category/email" rel="nofollow noopener noreferrer">Signal Email</a></li> <li><a href="/category/phone" rel="nofollow noopener noreferrer">Signal Phone</a></li> </ul> Each of these resources includes a Follow button that you can click to stay updated when new content is published! We'll also be sure to announce additional resource availability here, so you never miss a beat.  If you have any questions about Signal, please don't hesitate to reach out to your Customer Success Manager (CSM) or email <a rev="auto" rel="nofollow noopener noreferrer" href="mailto:genius@evertrue.com">genius@evertrue.com</a>. Stay tuned for more Signal content in the coming months! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: April 2024

<h2>4/17/24: Updating EverTrue Filters</h2> The next time you use EverTrue’s filters, you’ll have an easier time finding filters powered by EverTrue enriched data! Our product team made changes to how this data is accessed as part of their efforts to <a href="/t/x2yxzc6/evertrue-product-updates-february-2024#21524-updating-filters-beta" rel="nofollow noopener noreferrer">consolidate filtering experiences</a>. Here’s what’s new:  <ul> <li>Introducing a new filter category: General Enrichment Data! This category comprises location filters powered by EverTrue enriched data, including Constituent City, Constituent Country, Constituent Metro Area, and Constituent State. Previously, these enriched filters were found within the Location category alongside your team’s imported location data. By placing them in their own dedicated category, it’s now easier to filter on and differentiate EverTrue enriched data from data imported from your CRM. </li> <li>An updated filter category: our Career Moves category is now called Career Enrichment (Career Moves)! This category comprises career filters powered by EverTrue enriched data, including Company Name, Industry, and Job Title. Previously, these enriched filters were found within the Career category alongside your team’s imported career data. Just like with the enriched location filters, this change makes it easier to segment by EverTrue enriched data versus data imported by your CRM. If you’re a Career Moves user, this updated category also contains the already-familiar Career Move Type, Career Move Last File Date, and Career Move Start Date filters in this updated category. </li> <li>Expanded operator options for these recategorized filters! All location filters (both enriched and CRM-sourced) and enriched career filters can now be combined with Not Equal To and Is Set/Is Not Set operators. Previously, you could only use these filters to find constituents with data Equal To the selected input (don’t worry, this operator will still be available!). The introduction of additional operators allows for more tailored segmenting of location and career data. </li> </ul> If you have any questions while familiarizing yourself with these filter changes, take a look at our article covering <a href="/t/60hwj4t/all-about-filters" rel="nofollow noopener noreferrer">filter and operator definitions</a>. Stay tuned for more updates on filter consolidation coming soon! <hr> <h2>4/1/24: Updating EverTrue Filters</h2> We’re back with our product team’s latest <a href="/t/x2yxzc6/evertrue-product-updates-february-2024#21524-updating-filters-beta" rel="nofollow noopener noreferrer">filter consolidation update</a>! This batch of enhancements includes the expansion of operators for two filters: <ul> <li>Constituency - The Constituency filter can now be combined with Is Set/Is Not Set operators. Its existing operators of Is/Is Not are renamed as Equals/Does Not Equal.</li> <li>Last Gift Date - The Last Gift Date filter can now be combined with numerous operators! These include Is In The Last/Is Not In The Last, Is Before/Is After, and Is On/Is Not On. Its existing operators of Was/Was Not are renamed as Is Between/Is Not Between.</li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a339e689-5277-465f-9849-055f7cc0097a/h/547.png" style="" width="2430"> If you’re interested in more information about EverTrue’s filtering operators, check out our <a href="/t/60hwj4t/all-about-filters#defining-operators" rel="nofollow noopener noreferrer">dedicated help article</a> where you’ll find definitions for each. Keep an eye out for more updates regarding upcoming filter enhancements! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>…

EverTrue Product Updates: March 2024

<h2>3/20/24: Updating EverTrue Filters</h2> The next time you use EverTrue’s filters, you will see the first set of updates that are part of our product team’s effort to<a href="/t/x2yxzc6/evertrue-product-updates-february-2024#21524-updating-filters-beta" rel="nofollow noopener noreferrer"> consolidate filtering experiences</a>! This round of enhancements includes three changes: <ol> <li>A new filter! A Volunteer Stage filter will now be available to customers using Volunteer by EverTrue. You can use this filter to segment your search to constituents matching the selected volunteer stage. Volunteer Stage can be combined with Equal To/Not Equal To, and Is Set/Is Not Set operators.</li> <li>A renamed filter! The Education filter will now be called School Name, making it clearer to understand what type of data will be segmented when using this filter.</li> <li>Expanded operator options for certain filters! The School Name, Degree, Major, Your Capacity Score, and Donor Score filters can now be combined with Not Equal To and Is Set/Is Not Set operators. Before this update, you could only use these filters to find constituents with data that was Equal To the selected input (don’t worry, you’ll still be able to use this operator!).</li> </ol> To learn more about EverTrue’s filters, take a look at our<a href="/t/60hwj4t/all-about-filters" rel="nofollow noopener noreferrer"> dedicated help article</a>. Stay tuned for additional updates to the filtering experience over the coming months! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>…

EverTrue Product Updates: February 2024

<h2>2/15/24: Updating Filters Beta</h2> Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters Beta and classic Filters. Starting mid-February 2024, we will begin to limit Filters Beta usage and feature functionality in preparation for this work. If your team is participating in Filters Beta, please take note of the following updates: <ul> <li>If you are a user without a saved dynamic list or bookmarked search, the Filters Early Adopter toggle will be removed from your Constituents tab, and Filters Beta will no longer be accessible. </li> <li>If you are a user with at least one dynamic list or bookmarked search, you can still use this toggle to access Filters Beta, but you will not be able to modify existing or create new dynamic lists or bookmarked searches.</li> </ul> To stay up-to-date with Filters consolidation and enhancement progress, subscribe to our <a href="/category/updates" rel="nofollow noopener noreferrer">EverTrue Updates articles</a>! If you have questions about these changes, please reach out to your CSM. <hr> <h2>2/16/24: Updating Saved Search Notifications in EverTrue</h2> If you have notifications set up for EverTrue's Saved Search feature, you can expect to receive more frequent alerts for changes to your Saved Search results! Our product team has enhanced this functionality to ensure that your Saved Search notifications are triggered by all filters set for a search, guaranteeing reliable updates when new constituents meet your search criteria. Previously, only specific filters applied to a search impacted notifications. To learn more about <a href="/t/g9hw1d1/managing-saved-search-notifications" rel="nofollow noopener noreferrer">managing Saved Search notifications</a> for both email and mobile, check out our dedicated help article! <hr> <h2>2/12/24: Caching AI Profile Summaries</h2> Our <a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">AI Profile Summary feature</a> on iOS and desktop now incorporates caching, allowing you to access a constituent's summary with consistent language for a 24 hour period! Profile summaries are generated and stored on a per-user basis, meaning you and a teammate will see unique results when viewing the same constituent profile.  These enhanced summaries are accessible to iOS and desktop users of organizations that have enabled <a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">EverTrue's AI functionality</a>. Are you an Android user looking to access cached summaries? Don't fear, our product team is hard at work bringing this functionality to all users! If you are interested in using AI-supported features like this, please contact your CSM. <hr> <h2>2/1/24: Searching by Constituent Phone Number on Desktop and iOS</h2> When you receive a callback from an unknown number, you can now quickly identify the constituent who reached out by searching that phone number in either the EverTrue desktop or iOS app. To do so, navigate to your app's search bar (for iOS, this is found at the top of the Constituents tab) and input the phone number. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4451cb66-3eb1-4444-904f-1c5bdbe8213a/h/547.png" style="padding:0px"> <ul> <li>Note: For best results, please enter phone numbers with numeric values when searching (e.g., 8225555074).</li> </ul> <hr> <h2>2/1/24: Saving Scroll Position when Viewing Interactions</h2> When opening an interaction's detailed view from either the Interactions tab in the left-hand navigation bar or a constituent profile, you can now click back to the list of interactions without losing your position! We'll remember your place and return you to the same spot in the list, ensuring you no longer need to scroll through dozens of interactions during your review. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4f41dfbe-15fd-4ee2-a131-c549db38b4be/h/547.gif" style="padding:0px"> <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: January 2024

<h2>1/31/24: Fixing EverTrue iOS App Bugs</h2> We recently released a bug fix to improve the EverTrue iOS app experience: <ul> <li>When planning trips and meetings using the iOS app, scheduling tools will fit to your screen as expected. </li> </ul> <hr> <h2>1/10/24: Importing Household IDs</h2> As part of our product team's effort to simplify <a href="/t/q6y33sk/evertrue-product-updates-december-2023" rel="nofollow noopener noreferrer">connecting constituents who are members of the same household</a>, you can now import Household IDs directly into the EverTrue platform! We've added an optional Household ID field to the <a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>, visible when uploading the following two file types: <ol> <li><a href="/t/q6hwkl4/data-format-guides#constituent-file-guide" rel="nofollow noopener noreferrer">Comprehensive Constituent Files</a></li> <li><a href="/t/35hsjkc/using-micro-files#micro-file-1-identity" rel="nofollow noopener noreferrer">Identity Micro Files</a></li> </ol> <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/6a94c393-8836-47e1-8dea-b7f8e6179e8a/h/547.png" style="padding:0px"> If your organization's CRM supports tracking household relationships, you can use this field to ensure constituents of the same household are linked. Once imported, you will be able to create joint interactions for these household members!   For detailed information about the Household ID field, take a look at the <a href="https://docs.google.com/spreadsheets/d/1PTBo7gj3Owu4KhjDWclGjRjcgesy10FTqtxpYUErUEc/edit#gid=1176837540" rel="nofollow noopener noreferrer" target="_blank">General Info Field Group</a> found in our Constituent File Guide. If you have questions about this new field, please contact your CSM or reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: December 2023

<h2>12/20/23: Creating Joint Interactions for Household Members</h2> Our product team is working to simplify the process of connecting constituents who are two halves of the same household. We're excited to introduce the first enhancement in this effort: the ability to create joint interactions for household members!  If your organization allows <a href="/t/35hw1dc/adding-interactions-to-evertrue#writing-interactions" rel="nofollow noopener noreferrer">writing interactions directly in the EverTrue platform</a>, you'll notice a checkbox beneath the Additional Constituents search in your interaction form. Check this box to quickly create a joint interaction for two constituent records that are part of the same household. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/37deba32-45f5-4b98-90c9-0d41868cd9af/h/547.png" style="padding:0px"> Please note, this checkbox will be visible only if the following conditions are true: <ul> <li>Your organization imports <a href="/t/q6hwkl4/data-format-guides#relationships-field-group" rel="nofollow noopener noreferrer">constituent relationship type data</a>, and at least one of these relationship types is mapped as "spousal" in our platform.</li> <li>Your organization allows adding multiple constituents to a single interaction. </li> </ul> If you don't see this feature but expect to, please contact your CSM or reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>. Stay tuned for additional updates on household connections! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>…

EverTrue Product Updates: November 2023

<h2>11/29/23: Fixing EverTrue iOS App Bugs</h2> We released the following bug fixes to improve the EverTrue iOS app experience: <ul> <li>When using Wealth Enrichment filters on the EverTrue iOS app, results will segment as expected.</li> <li>When viewing meetings in your EverTrue iOs app's Activity tab, meeting dates will display as expected.</li> </ul> <hr> <h2>11/22/23: Updating Gift Transaction Links</h2> Our product team has updated gift transaction links found in the Giving tabs of constituent profiles to enhance their visibility. Clicking on a gift transaction link provides you a detailed view with additional information about the gift. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a54259d5-051a-42af-bd58-6dc4cdae1a9f/h/547.png" style="" width="2424"> If you are interested in learning more about navigating gift transactions in EverTrue, take a look at our <a href="/t/35hw50k/navigating-gift-transactions" rel="nofollow noopener noreferrer">dedicated help article</a>! <hr> <h2>11/2/23: Introducing EverTrue's AI-Generated Emails for Desktop</h2> Our AI-Generated Emails are now available on desktop! This feature streamlines the process of creating a first email draft by providing a customizable starting point. If your team opts in to using this AI tool, you will find AI-generated templates when clicking the Contact button in a constituent's profile.  <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4563b5d5-eaef-4d05-b771-6a7967b4eeee/h/547.png" style="padding:0px"> AI-Generated Emails are already accessible to users who have enabled <a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">EverTrue AI Profile Summaries</a>. If you are interested in using these AI-supported features, please contact your CSM. For more detail on how to send AI-Generated Emails from your desktop, check out our <a href="/t/q6yh9z0/using-evertrues-ai-generated-emails" rel="nofollow noopener noreferrer">dedicated help article</a>! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: October 2023

<h2>10/19/23: Introducing EverTrue's AI-Generated Emails for Mobile</h2> Our product team is continuing to build features that leverage AI, and couldn't be more excited to share the latest: AI-Generated Emails! This feature will streamline your communication process by quickly creating email drafts for your most common stewardship touchpoints. To find these drafts, tap the email icon in a constituent profile and select a template. In short time, a draft will appear which you can then edit to add your own personal touch and flair.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/24995287-2e4f-4de6-9d41-04e9309cb05e/h/547.png" style="" width="383"> This feature is already accessible to users who have enabled <a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">EverTrue AI Profile Summaries</a>. If you are interested in using these AI-supported features, please contact your CSM. For more detail on how to send AI-Generated Emails from your mobile device, check out our dedicated help articles! <ul> <li><a href="/t/60yhw5a/using-ai-generated-emails-on-your-ios-app" rel="nofollow noopener noreferrer">Using AI-Generated Emails on your iOS App</a></li> <li><a href="/t/q6yhs3z" rel="nofollow noopener noreferrer">Using AI-Generated Emails on your Android App</a></li> </ul> <hr> <h2>10/3/23: Introducing EverTrue's AI Profile Summary for Desktop</h2> Our AI Profile Summary feature is now available on desktop! If your team opts in to using this feature, you will find a What You Need to Know section appear within constituent profile Summary tabs.  <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/15554237-06a0-4397-b6c5-12d0d2901bea/h/547.png" style="padding:0px"> Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI-generated summary to get a high-level overview of prospects in seconds! If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Once enabled, the feature will be accessible to all users across desktop, iOS, and Android apps. Questions about how AI is being used at EverTrue? We have <a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ geared towards answering these</a>! Lastly, take a look at our dedicated help article for <a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!  <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: September 2023

<h2>9/14/23: Updating In-App Branding</h2> You might have noticed small design changes make their way into the EverTrue app! Logo updates and color scheme adjustments are the result of <a href="https://www.evertrue.com/2023/07/15/the-future-of-evertrue-a-look-inside-our-new-brand/" rel="nofollow noopener noreferrer" target="_blank">our company's recent rebrand</a>. The latest change made by our design team is applicable to those participating in Filters beta: filters paired back to our old EverTrue icon now showcase the new EverTrue pyramid. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/bb557362-84c7-4a0e-b006-f1ea3239351b/h/547.png" style="padding:0px"> Stay tuned as our design team continues implementing refreshed branding into both web and mobile app experiences! <hr> <h2>9/14/23: Fixing EverTrue App Bugs</h2> We released an additional bug fix to improve the EverTrue app experience: <ul> <li>If your organization utilizes <a href="/category/emma-integration" rel="nofollow noopener noreferrer">our integration with Emma</a>, you will find that the action of sending lists to Emma from EverTrue is working as expected.  </li> </ul> <hr> <h2>9/14/23: Fixing EverTrue Android App Bugs</h2> We released additional bug fixes to improve the EverTrue Android app experience:  <ul> <li>When viewing a constituent profile, you now have the ability to swipe from one profile tab to the next. Ahead of this fix, you could only navigate to different profile tabs by clicking individual tab names.</li> <li>When using the Email Me a Link sign in option, the access link sent to your email will log you in as expected. </li> </ul> <hr> <h2>9/7/23: Adding the Donor Potential Score to Mobile</h2> We are excited to share that our <a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">newly-released Donor Potential Score (DPS)</a> is now available on EverTrue iOS and Android mobile apps! The DPS is a precise, always-fresh score to help you segment and prioritize your donors. This score can help with balancing portfolios, trip and event planning, designing donor relations strategies, and more. You will find the DPS within constituent profile Summary tabs.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/029ac87e-5206-4e9a-b53a-f4aa092d258f/h/547.png" style="" width="384"> Please note, scores will not populate for constituents who are non-donors or if your organization is not yet importing gift transaction data. <hr> <h2>9/7/23: Enhancing the AI Profile Summary Feedback Experience</h2> If your team is using our <a href="/t/m1h4dx8/using-ai-profile-summary-on-your-ios-app" rel="nofollow noopener noreferrer">AI Profile Summary feature</a> on either iOS or Android, you can now add context when sharing summary feedback in-app. To send more granular feedback on the AI summary provided, click the Helpful? button that appears next to a constituent profile's AI Summary section and select either Yes - Other or No.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9256e4f2-794d-4e1a-b264-53c296f531e2/h/547.jpg" style="" width="382"> <hr> <h2>9/7/23: Fixing EverTrue iOS App Bugs</h2> We recently released a bug fix to improve the EverTrue iOS app experience: <ul> <li>When using the Email Me a Link sign in option, the access link sent to your email will log you in as expected. </li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/2b27907f-c1f9-434d-b3fe-f18062613148/h/547.png" style="" width="370"> <hr> <h2>9/6/23: Introducing EverTrue's AI Profile Summary for Android</h2> Our AI Profile Summary feature is now available on Android mobile apps! If your team opts in to using this feature, you will find an AI Summary section appear within constituent profile Summary tabs.  <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/69b6300e-ffc1-4bc9-81fb-36c9cc8417a3/h/547.png" style="padding:0px" width="384"> Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds! If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions about how AI is being used at EverTrue? We have <a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ geared towards answering these</a>! Lastly, take a look at our dedicated help article for <a href="/t/x2yqzg9/using-ai-profile-summary-on-your-android-app" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!  <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: August 2023

<h2>8/18/23: Exporting Career Moves Data as an EverTrue User</h2> Our product team added the ability for EverTrue users to export Career Moves data using the Actions buttons found in the Constituents tab, and in individual lists and saved searches. Take a look at our help article covering <a href="/t/60hwk1a/all-about-career-moves#exporting-careermoves-data-as-an-evertrue-user" rel="nofollow noopener noreferrer">steps on how to export this data</a>! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/02f170b7-e272-4816-80d6-a44f2c407edf/h/547.png" style="" width="1720"> <hr> <h2>8/9/23: Enhancing the Donor Potential Score</h2> Our product team added two enhancements to the recently released <a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">Donor Potential Score (DPS)</a>. <ol> <li>DPS data is exportable using the Actions buttons found in your Constituents tab, and in individual lists and saved searches. Our help article covers <a href="/t/g9h9l4h/all-about-donor-potential-score#exporting-the-donor-potential-score" rel="nofollow noopener noreferrer">steps on how to export this data</a>! </li> <li>The Donor Potential Score column found in your Constituents tab table can be sorted by ascending or descending order, making it easy to identify those with the highest and lowest scores.</li> </ol> <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9aedfa21-a898-4af4-83e8-c3f3f0baa261/h/547.png" style="padding:0px"> <hr> <h2>8/3/23: Introducing EverTrue's AI Profile Summary for iOS</h2> We are excited to announce the release of EverTrue's AI Profile Summary for iOS! This is our first product feature that leverages AI to enhance your prospecting experience. If your team opts in to using this new feature, you will find an AI Summary section appear within constituent Summary tabs. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a3f2d054-c4ec-4902-b2a5-0fe9c8c0a1db/h/547.png" style="padding:0px" width="442"> Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds! If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions about how AI is being used at EverTrue? We have <a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ geared towards answering these</a>! Lastly, take a look at our dedicated help article for <a href="/t/m1h4dx8/using-evertrue-ai-summary-on-your-ios-app" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!  <hr> <h2 style="text-align: start;">8/3/23: Fixing EverTrue App Bugs</h2> We released an additional bug fix to improve the EverTrue App experience: <ul> <li>When accessing your Wealth Enrichment export file from the Export Data tab within Settings, the corresponding file date will only be updated when a new file is available. This fix will apply to future Wealth Enrichment export files.</li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/af8ef857-fe35-45fa-aa2f-215491bd6f79/h/547.png" style="" width="2834"> <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: July 2023

<h2>7/31/23: Introducing the Donor Potential Score</h2> EverTrue's Donor Potential Scores (DPS) is a rating that gauges the strength of a constituent's giving history, providing you with an easy-to-use tool to identify your best donors. This new score can be found within constituent profile Summary and Enrichment tabs and can be filtered on in your Constituents tab. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/ba279e7c-e6b5-40eb-be3c-c5f2fe71c518/h/547.png" style="" width="2860">  If you've previously used the EverTrue Index, you can think of the DPS as our enhanced replacement of this feature! The DPS includes an expanded rating system and an increase in the data used to determine scores. It is also refreshed daily, ensuring you have access to the most up-to-date ratings. Take a look at our dedicated help article to <a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">learn more about the Donor Potential Score</a>! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>…

EverTrue Product Updates: June 2023

<h2> </h2> <h2>6/20/23: Refining the Data Manager Importer Process</h2> Our product team made two updates to the <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> Importer. <ol> <li>You will now be able to process Gift Transaction files larger than 5GB. Previously, uploads exceeding this size were unable to process due to system limitations. </li> <li>If uploading a Gift Transaction file that contains repeating combinations of Gift ID and Gift Type fields, an error will display on the Pre-Processing page and results log. Previously, an error was flagged on a later import step. This change will help you identify what needs to be adjusted in your file, and will do so early on in the import process. </li> </ol> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5964c081-4235-46ec-8504-200902e94a37/h/547.png" style="" width="874"> <hr> <h2>6/8/23: Updating Import Type Names in Data Manager</h2> The Relationship Management Assignments and Team Assignments import type names were recently updated to Portfolio Assignments in the <a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>. This change is visible in both the dropdown of the Importer's upload page and the import template indicator of the mapping page. <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/c8665c1d-e71a-4ad4-85c2-5c58eeed053b/h/547.png" style="padding:0px"> If you are an EverTrue Owner, please note the Relationship Management Assignments export file found in the Export Data tab of your Settings page did not change names. <hr> <h2>6/8/23: Fixing EverTrue iOS App Bugs</h2> We recently released a bug fix to improve the EverTrue iOS app experience: <ul> <li>When writing interactions in the iOS mobile app, you will be able to save your interactions as expected.</li> </ul> <hr> <h2>6/8/23: Fixing EverTrue App Bugs</h2> We recently released a couple of bug fixes to improve the EverTrue app experience: <ul> <li>If you are selecting options from an in-app dropdown, these options will display as expected.</li> <li>When an in-app interaction form is reconfigured to remove custom fields, your form will display only the correct remaining fields.</li> </ul> <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>…

EverTrue Product Updates: May 2023

<h2>5/31/23: Updating Implementation Data File Guides</h2> We are excited to share updated versions of our Implementation Data File Guides with you! The guides contain all of the importable data details you are used to seeing, but display these insights in a new format. Within the updated guides, you will find: <ul> <li>A tab explaining how to use the respective guide.</li> <li>A tab containing a sample .CSV for the respective file.</li> <li>One or more tabs providing detailed insights for each field included in the respective file.</li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7a5a0d92-418a-41b8-8dbb-1078e6069443/h/547.png" style="" width="1557"> Do you have the previous versions of our File Guides bookmarked? Fear not! If the following guide links were bookmarked, they will automatically redirect to these new resources: <ul> <li><a href="https://learn.evertrue.com/data-constituent/" rel="nofollow noopener noreferrer" target="_blank">Constituent File Guide</a></li> <li><a href="https://learn.evertrue.com/interactions/" rel="nofollow noopener noreferrer" target="_blank">Interaction File Guide</a></li> <li><a href="https://learn.evertrue.com/data-gifts/" rel="nofollow noopener noreferrer" target="_blank">Gift Transaction File Guide</a></li> <li><a href="https://learn.evertrue.com/data-proposals/" rel="nofollow noopener noreferrer" target="_blank">Proposal File Guide</a></li> <li><a href="https://learn.evertrue.com/data-rmassignment/" rel="nofollow noopener noreferrer" target="_blank">Portfolio Assignment File Guide</a></li> <li><a href="https://learn.evertrue.com/data-volunteerassignments/" rel="nofollow noopener noreferrer" target="_blank">Volunteer Assignment File Guide</a></li> </ul> Take a look at our dedicated help article to <a href="/t/q6hwkl4/data-format-guides" rel="nofollow noopener noreferrer">learn more about the Implementation File Guides</a>. If you have any data questions or need help with your imports, please reach out to your Implementation Partner. <hr> <h2>5/26/23: Adjusting Bookmarked Searches Location in Filters Beta</h2> We changed the location of our Bookmarked Searches feature to improve the tool's usability! Rather than needing to scroll to the bottom of your Constituent tab's Constituent page to access your bookmarked searches, you will find them housed in their own dropdown near the filters.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/196bc9b8-8ab9-4996-8c65-601fdd3048bd/h/547.png" style="" width="1720"> Clicking the Bookmarked Searches dropdown will populate a scrollable list of your bookmarked searches, organized alphabetically. Once a bookmarked search is selected from the dropdown, you will be taken to the search's detailed view that includes ownership information, applied filters, and segmented results.  Please note this feature change is applicable to those participating in Filters beta. <hr> <h2>5/26/23: Updating Filtering Logic in Filters Beta</h2> In addition to recently <a href="/t/y4h4jqr#50123-updating-filter-group-logic-behavior-in-filters-beta" rel="nofollow noopener noreferrer">updating filter group logic behavior</a>, our product team made changes to individual filter logic dropdowns. Using feedback delivered directly by users, we upgraded the language in these dropdowns to more clearly reflect how the logic selected would impact segmented results. When selecting filtering logic from your first filter block, you will see the option to segment constituents  Matching One or More of the applied filters. Previously, this logic option read as Matching Any of. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/d5647712-4ab4-4f7d-9c4d-ffcbdba25915/h/547.png" style="" width="1720"> If applying filters to your second filter block, you will see Or One or More of and And One or More of logic options. Previously, these options read as Or Any of and And Any of. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/24d6f4a0-23d5-4f3a-842c-4e7eca9ebd52/h/547.png" style="" width="1720"> <hr> <h2>5/11/23: Adding a Map View to Filters Beta </h2> We are excited to share that you can now access the much-loved <a href="/t/y4hd9m1/use-cases-map-view" rel="nofollow noopener noreferrer">map view</a> in Filters beta! Using this view with our highly customizable filter options further enhances your ability to discover engaged constituents. To access the Filters beta map view, be sure turn on your Filters Early Adopter toggle and click Map near the top-right corner of your Constituent tab's Search & Segment page. You can click Table if you'd like to navigate back to your table view! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/593bd899-727b-40a5-8f13-1bc0f60c6af8/h/547.png" style="" width="1720"> Please note this addition is applicable to those participating in Filters beta. <hr> <h2>5/11/23: Adding Dynamic List Instructions </h2> If you are a Filters Beta participant but have not yet created a dynamic list, you will now find instructions covering how to create one on your Dynamic Lists tab. You will see a Learn more button when navigating to this tab. Clicking it will take you directly to our help article covering how to create and view dynamic lists!  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/2ec79cbd-e8fd-4160-9756-ad68eea3b522/h/547.png" style="" width="1578"> <hr> <h2>5/11/23: Updating the Search Bar in Beta Filters</h2> Our product team has made a temporary adjustment to the search bar found at the top of the EverTrue app for Filters Beta participants. If your Filters Early Adopter toggle is on, you will see Search constituents... in your search bar and search results will only reflect constituent matches. If your Filters Early Adopter toggle is off, you will see Search constituents and interactions... in your search bar, and search results will reflect both constituent and interaction matches.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/71872433-b0bb-4b4d-9827-13edc2b814e0/h/547.png" style="" width="1906"> This change was made to ensure searching by constituents while in Filters beta would still be possible while our product team works on layering back in interaction search capabilities. We will share an update to customers once this upgrade is complete!  <hr> <h2>5/11/23: Fixing EverTrue App Bugs</h2> We released an additional bug fix to improve the EverTrue App experience: <ul> <li style="text-align: start;">When exporting constituent records, your .CSV file will include the accurate number of assignees for each constituent. </li> </ul> <hr> <h2>5/1/23: Adjusting Proposal Amount Field Order</h2> In an effort to more-accurately match the proposal process flow, we re-ordered the amount fields found in the EverTrue proposal form. These fields were previously ordered as Original Ask, Current Ask, Expected, and Funded. They are now ordered as Expected, Original Ask, Current Ask, and Funded. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/19c3c0f4-c182-43fc-a619-ee1a9cb060e8/h/547.png" style="" width="1906"> <hr> <h2>5/1/23: Adding New Filters to Filters Beta</h2> If you are a Filters beta participant, you will find two new filtering options when segmenting!  <ol> <li>Solicitor Type: Constituents who have a proposal with solicitor type matching the selected criteria (e.g. primary or secondary). <ol> <li>This new filter is found within the Proposals filter group. Use it in combination with the Proposal group's Solicitor filter to search your donor database for constituents who exactly match with a primary solicitor with a specific name. </li> </ol></li> <li>Industry (ET): Constituents who work(ed) in a particular industry matching the specified criteria (e.g. Aircraft), based on EverTrue Enrichment data. <ol> <li>This new filter is found within the Career filter group. It was included in Filters beta to match the filtering options found in our existing filters. </li> </ol></li> </ol> <hr> <h2>5/1/23: Updating Filter Group Logic Behavior in Filters Beta</h2> We are excited to announce that we updated filtering logic behavior in Filters beta to better-reflect the expected user experience. With this update, you can now combine like-themed filters for even more granular segmentation.  Before this update, each filter used in a segmented search that included Matching All of logic was considered separate from each other. For example, if using the same filter block to search for someone who both has a primary address and lives in the city of Chicago, results would return back any constituent with a primary address (regardless of if it was in Chicago) and anyone who has an address in Chicago. With this new release, the applied filters will work as a combined group and results will return back constituents who have a primary address that is in Chicago. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/50fac5ec-a102-4493-8b0d-e0ccd60c04ee/h/547.png" style="" width="1908"> If you'd like your filters to work separately from one another for a search like this, you can either change the logic dropdown in the first filter block to Matching One or More of or apply the second filter to the second filter block! In the following screenshot, you can see how our constituent count changed when applying this different logic type. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/cd0492b9-4dbe-402b-9fb0-d8b460d30104/h/547.png" style="" width="1908"> Stay tuned for more enhancements to our Filters beta feature! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: April 2023

<h2 style="text-align: start;">4/28/23: Fixing Filters Beta Bugs</h2> We released additional bug fixes to improve the experience of those participating in Filters Beta: <ul> <li>When using the search bar found at the top of a filter options dropdown paired back to  the does not equal operator, searching with specific characters (e.g. colons, brackets, etc.) will work as expected.</li> <li>When selecting the Gender filter from the Demographics filter category, the corresponding filter options dropdown will populate with the correct values. </li> </ul> <hr> <h2>4/17/23: Adding Pinned Comments to EverTrue's iOS App</h2> Our <a href="/t/x2hcxzh/evertrue-product-updates-march-2023#31323-introducing-evertrue-pinned-comments" rel="nofollow noopener noreferrer">recently-released EverTrue Pinned Comments</a> feature is now accessible on mobile! A new Pinned Comments section can be found on the Summary tab of a constituent profile in the EverTrue iOS app. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/64e6f7b5-d770-4f73-bfe3-2e1dc8b39c96/h/547.png" style="" width="514"> Take a look at our detailed article to <a href="/t/p8hcfwl/using-evertrue-pinned-comments-on-your-ios-app" rel="nofollow noopener noreferrer">learn how to pin EverTrue Comments in your iOS app</a> and use them to your advantage! <hr> <h2>4/17/23: Fixing EverTrue iOS App Bugs</h2> We released additional bug fixes to improve the EverTrue iOS app experience: <ul> <li>When adding solicitors to an interaction, a Choose Solicitor label will appear at the top of the selection screen.</li> <li>When entering apostrophes in interactions and proposal forms, the characters will populate correctly. </li> <li>When reviewing meetings within your Activity tab, the meetings will appear in chronological order.</li> <li>The app will open as expected when accessed from an EverTrue Comment or Saved Search notification email. </li> <li>You will be able to use the Logout button in your app's You tab as expected. </li> </ul> <hr> <h2>4/17/23: Visualizing Character Counts in EverTrue's iOS App</h2> Last month, we released character counts for specific proposal and interaction form fields if <a href="/t/m1hahwa/evertrue-product-updates-february-2023#2123-setting-character-limits-for-interactions-and-proposal-fields" rel="nofollow noopener noreferrer">custom character limits differing from our defaults</a> were implemented. Now, you will see those same character counts added beside these fields in their respective EverTrue iOS app forms! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9b58748a-77d5-46dc-8dfa-2e0cd8e70e96/h/547.png" style="" width="512"> <hr> <h2>4/17/23: Fixing Data Manager Bug</h2> We released a bug fix to improve the EverTrue's <a href="https://data.evertrue.com/" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> experience: <ul> <li>If cancelling a job after pre-processing completes, pre-processing stats and View Results links will be accessible for review. Ahead of this fix, these log details were not displayed. </li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9d817977-bd1c-4a88-b5ee-d1d826ee8e2f/h/547.png" style="" width="515"> <hr> <h2>4/13/23: Adding the Reunion Year Group Filter to Filters Beta</h2> Our product team introduced the much-loved Reunion Year Group filter to Filters beta! You can find this filter within the School filter category's Constituents group. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/1cbd53f3-6442-40bc-a937-9560f5f0dd6a/h/547.png" style="" width="1720"> Use this filter to narrow down constituents of selected reunion groups, and combine it with other filters for advanced segmenting options! Please note this update is applicable to those participating in Filters Beta.  <hr> <h2>4/13/23: Fixing Filters Beta Bugs</h2> We released additional bug fixes to improve the experience of those participating in Filters Beta: <ul> <li>When using filters with an options dropdown, the respective dropdown will load options as expected and the count of selected options will display correctly.</li> <li>We removed an instance of duplicate filters from the Wealth filter group.</li> <li>Applying the Team filter from the Portfolio filter group will work as expected.</li> <li>When using a filter with a date range option, you will only be able to click the date selection's Apply button when a valid date range is entered.</li> </ul> <hr> <h2>4/13/23: Removing Zillow Branding from Constituent Profiles</h2> When navigating to a constituent profile's Enrichment tab, you will notice Zillow branding and the Zestimate field removed from the tab's Address section. The information populating to these portions of Address was no longer accurate, and branding was removed to ensure the insights visible in this section are correct! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/dc2b554d-589e-42b3-b160-8c6bee1809ea/h/547.png" style="" width="1914"> <hr> <h2>4/13/23: Fixing EverTrue App Bugs</h2> We released additional bug fixes to improve the EverTrue App experience: <ul> <li>If you are part of an organization that uses multi-factor authentication when logging into EverTrue, you will be able to log in as expected. </li> <li>Constituent files will import as expected, free from Java errors. </li> </ul> <hr> <h2>4/4/23: Increasing Recently Used Count in Filters Beta</h2> Our product team increased the number of filters found within the Recently Used section of the Filters dropdown in Filters beta. Previously, you could choose from three of your most-recently-accessed filters to add to your segmented search. Now, you can choose from five. This increase enhances quick and easy segmenting possibilities! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5d4ce6b9-bcf2-468c-bf2a-9028043d96b0/h/547.png" style="" width="1918"> Please note this update is applicable to those participating in Filters Beta. <hr> <h2>4/4/23: Updating Language in Filters Beta Option Dropdowns</h2> If you are participating in our Filters beta testing group, you might have noticed a small change to the button language used in your filter option dropdowns. At the bottom of each option dropdown, you can click View All to show a dropdown view containing all filter options or View Selected to condense your view to only those options selected. Previously, these buttons were labeled as All and Selected.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5e7eccbc-d231-4b42-a9ee-69ff71ae8c39/h/547.png" style="" width="1918"> We made this change to add clarity to the function of these buttons and to make for more intuitive filtering!   <hr> <h2>4/4/23: Adding Clarity to Dynamic List Email Alerts</h2> When setting up alerts for a dynamic list, you will see additional language in the Email Alerts popup explaining what will happen if your dynamic list saw no new updates. This popup is accessible by opening a list from your Dynamic Lists tab, clicking Actions, and selecting Email Alerts. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/daf0b6b6-e671-4025-86a2-2c6d7d47695c/h/547.png" style="" width="1918"> This language was included to ensure you'll know exactly to expect when setting your alert frequency! Please note this update is applicable to those participating in Filters Beta. <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: March 2023

<h2>3/31/23: Cancelling Imports at Any Step</h2> When importing files in our <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a>, you can now cancel a job at any step of the upload process. This removes this need to wait until pre-processing completes. You will find a Cancel button on the following pages: <ul> <li>File Upload (shown in the screenshot below)</li> <li>Mapping</li> <li>Pre-Processing</li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a3a9ed7a-6fa9-4c02-b74a-aa7587d5717f/h/547.png" style="" width="512"> When clicking Cancel from any of these pages, you will be required to confirm the action to safeguard against an accidental cancellation. <hr> <h2>3/30/23: Adding ThankView Engagement Metrics to Constituent Profile Engagement Tabs</h2> Our product team rolled out the next phase of our continued enhancements to the integration between ThankView and EverTrue. In addition to the dropdown that was added to constituent profile Engagement tabs earlier this month, you will notice ThankView metrics added to the tab's Engagement Metrics dashboard. These metrics populate beneath the existing Facebook metrics that you are already familiar with! <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/32b08068-0f3e-4edb-987b-73a769ec5c08/h/547.png" style="padding:0px"> For now, ThankView metrics will display dashes as our team continues making progress in their backend work that will allow the appropriate data to populate. If you have an <a href="/t/y4hwg8w/getting-started-with-your-thankview-integration" rel="nofollow noopener noreferrer">integration established between ThankView and EverTrue</a>, we have a couple of tips you can implement as we prepare for next steps: <ul> <li>Make sure your ThankView Donor IDs matches your EverTrue Remote IDs (i.e. Constituent IDs). Matching these IDs ensures data can flow from the ThankView platform into the EverTrue platform!</li> <li>If you do not currently include Donor IDs in ThankView, make sure to add IDs matching your EverTrue Remote IDs. Without these data points, we won't be able to sync the corresponding information. </li> </ul> We will be back with additional insights when metrics are viewable in this dashboard, sharing details about status states and how dashboard metrics are calculated! <hr> <h2>3/29/23: Receiving Notifications for Shared Dynamic Lists</h2> We recently included a notification element to the process of sharing dynamic lists. Now you will receive notifications if a dynamic list is shared with you! Additionally, you will be notified if your sharing permissions are modified, if access to a dynamic list is removed, and if a shared dynamic list is deleted. These notifications will all appear via your bell icon at the top of the EverTrue app! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/ad754c24-c6b8-4b82-9b2d-5298772e9075/h/547.png" style="" width="1720"> Please note this update is applicable to those participating in Filters Beta. <hr> <h2>3/29/23: Adding Constituents to Static Lists, Trips, and Pools from a Dynamic List</h2> Our product team continues to enrich our Dynamic List feature by layering on new abilities. You can now add constituents from any of your dynamic lists to a static list, trip, or volunteer pool. To take this action, head to your Dynamic Lists tab and open one of your lists. Tick the checkbox next to the constituent(s) you would like to add, click the Actions button in the upper right-hand corner of your screen, and select Add to list, trip, or pool. An Add to... popup will appear in which you will see tabs representing each add option, and can choose to add those selected to either an existing or a brand new list, trip or volunteer pool. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7f20c71a-282f-4419-bdb3-1e7e1ad52c83/h/547.png" style="" width="2870"> Please note this update is applicable to those participating in Filters Beta. <hr> <h2>3/29/23: Configuring Solicitor Titles in Proposal Forms</h2> You can now configure solicitor titles directly within a proposal form! When adding solicitors to a proposal form, you will notice a new Select a title dropdown found to the right of each solicitor name. Use this dropdown to apply the relevant title.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/0533d9fb-88f9-4245-9be1-39ca9c8f2845/h/547.png" style="" width="1720"> <hr> <h2>3/29/23: Adding Ability to Clear Selected Dates  </h2> You will find a newly added Clear button to certain date selection dropdowns in the EverTrue app. This feature will give you the option to quickly clear an applied date when needed. You can access this button in the following areas: <ul> <li>Interaction form custom fields that include that include date selection dropdowns.</li> <li>Proposal form ask date dropdowns.</li> <li>Proposal form custom fields that include date selection dropdowns.</li> <li>Proposal form Date Created dropdown.</li> <li>Filters with date selection dropdowns applied in Filters beta.</li> </ul> In the example below, you can see the option to Clear a selected date within a proposal form's Date Created dropdown. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/117ee9cd-4436-4a48-a6e8-34fda9429480/h/547.png" style="" width="1720"> <hr> <h2>3/29/23: Fixing Filters Beta Bugs</h2> We released additional bug fixes to improve the experience of those participating in Filters Beta: <ul> <li>When applying filters to a dynamic list that has multiple pages of results, you will automatically be taken back to the first page of your newly-segmented results no matter the page number on which you began applying the additional filters.</li> <li>You will notice improved loading times for your Filters beta dropdowns.</li> <li>When applying filters from the Filters beta Name group, your search will segment as expected. </li> </ul> <hr> <h2> 3/16/23: Adding a ThankView Engagement Dropdown to EverTrue</h2> You will now notice the addition of a dropdown to constituent profile Engagement tabs! This feature is part of the work our product team is doing to <a href="/t/m1ha0f0#3123-updating-thankview-interactions-in-evertrue" rel="nofollow noopener noreferrer">enhance the integration between ThankView and EverTrue</a>. If you have an integration between these two platforms, you will soon be able to dive into aggregated ThankView engagement data directly within EverTrue!  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/42b9469c-4692-4332-822c-6a35977d5ada/h/547.png" style="" width="2854"> More to come regarding this exciting new feature! <hr> <h2>3/15/23: Fixing EverTrue App Bugs</h2> We released several bug fixes to improve the EverTrue app experience: <ul> <li>IDs with special characters will be accepted by the <a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>.</li> <li>When editing a team member in your setting's Manage Team tab, you will be able to scroll through the school divisions dropdown list as expected.</li> <li>If exporting records from a dynamic list, your CSV file will export the current search segmentation applied to a list (applicable to those participating in Filters Beta).</li> <li>When using the Gift Date filter, your search will segment as expected (applicable to those participating in Filters Beta).</li> <li>When performing a segmented search using Filters beta, filter dropdowns will change width size to match width of filter options (applicable to those participating in Filters Beta).</li> </ul> <hr> <h2>3/14/23: Sharing Dynamic Lists in Filters Beta</h2> Dynamic Lists just got better with the newly added ability to share your lists with colleagues! Use this feature to collaborate with your peers on a dynamic list and keep more members of your team clued into constituents meeting  the list's filter parameters.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a42784ed-a21a-474d-b6b1-9d40a4642961/h/547.png" style="" width="2852"> Check out our dedicated help article to learn how to start sharing your dynamic lists with teammates (applicable to those participating in Filters Beta)! <hr> <h2>3/13/23: Introducing EverTrue Pinned Comments</h2> You can now save important constituent details to their respective profiles using EverTrue Pinned Comments! This feature maximizes the ability to quickly share constituent information with your team and makes easy work of remembering specific details that will strengthen your prospect relationships. A new Pinned Comments section can be found on the Summary tab of a constituent profile. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/135aadc3-3e05-494b-b722-08f06fef6463/h/547.png" style="" width="1917"> Take a look at our detailed article to <a href="/t/35hamtp/using-evertrue-pinned-comments" rel="nofollow noopener noreferrer">learn how to pin EverTrue Comments</a> and use them to your advantage! <hr> <h2>3/6/23: Visualizing Character Counts</h2> If you <a href="/t/m1hahwa/evertrue-product-updates-february-2023#2123-setting-character-limits-for-interactions-and-proposal-fields" rel="nofollow noopener noreferrer">request character limits that differ from our defaults</a> for certain proposal and interaction form fields, you will now notice character counts added beneath these fields in their respective form. This count visualization will help you track just how close you are to reaching the limit for those specific fields. When you try to type beyond the established maximum, your character counter will turn red and indicate that you exceeded your limit. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7d9788ae-3395-4833-9628-6561b0ddeed2/h/547.png" style="" width="2828"> <hr> <h2>3/6/23: Fixing EverTrue App Bugs</h2> We released additional bug fixes to improve the EverTrue App experience: <ul> <li>When using the Gift Date filter in Filters beta, your segmented search will return the corresponding accurate, expected results (applicable to those participating in Filters Beta).</li> <li>If exporting records from a bookmarked search, your CSV file will export as expected (applicable to those participating in Filters Beta).</li> </ul> <hr> <h2>3/2/23: Improved EverTrue iOS App Workflow</h2> We just released an update to the EverTrue iOS app layout that will make prospecting from the road easier than ever! The most noteworthy layout changes you'll find are: <ul> <li>Navigation Bar - The EverTrue iOS app's navigation bar is now made up of a series of static tabs found at the bottom of your app's screen. These tabs house the same information previously found within a collapsable three-bar menu icon. </li> <li>Activity Tab - Designed to give quick access to the information you need while prospecting, an Activity tab was created to store Interactions, Meetings, and Trips data.</li> </ul> Take a look at our article detailing <a href="/t/g9hafs9/navigating-your-evertrue-ios-app" rel="nofollow noopener noreferrer">how to navigate your iOS app's new layout</a>! <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/8c25cde6-fc59-47d2-bdb5-7e73fc3112c9/h/547.png" style="" width="343"> <hr> <h2>3/1/23: Updating ThankView Interactions in EverTrue</h2> If you use EverTrue's ThankView integration, you will find several enhancements to the ThankView interactions populating within EverTrue! We recently added the following features: <ul> <li>An Expand Video dropdown that displays on a constituent's ThankView interactions within their Summary and Interactions tabs. Use this to access a playable thumbnail of the ThankView video! </li> <li>A hyperlinked See Reply button that appears beside these interaction, giving you quick indication that a constituent sent a reply to the ThankView.</li> <li>Helpful video details, such as the date it was first watched and the number of views it has received.</li> </ul> <img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/059bfb96-4a0f-42f5-b7d8-34b68b3f41d8/h/547.png" style="padding:0px"> Learn more in our help article about <a href="/t/y4hwg8w/getting-started-with-your-thankview-integration#usingyour-thankview-integration" rel="nofollow noopener noreferrer">how this integration helps you review automatically-imported ThankView data</a> without needing to leave EverTrue! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

EverTrue Product Updates: February 2023

<h2>2/28/23: Setting "If/Then" Logic for Proposal Fields</h2> We added the ability to implement "if/then" logic for your Ask Date and Ask Amount proposal fields. If you input an ask date or amount after requesting this logic, the corresponding date or amount field will be marked as required. This update ensures that important information routed back into your CRM is not missed. Below, you can see an example of a proposal form that does not use "if/then" logic for its Original Ask field. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/64605839-8772-4677-bf2d-11288979bb5a/h/547.png" style="" width="2874"> In contrast, take a look at a form that includes this logic for its Original Ask proposal field. As you can see, the two fields will be visually connected when "if/then" logic is applied. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/291063a7-dc5a-45a1-ad7f-1a0c327f1f8f/h/547.png" style="" width="2864"> If your team is interested in incorporating this logic, let your CSM know or reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>!   <hr> <h2>2/15/23: Fixing EverTrue App Bugs</h2> We released several bug fixes to improve the EverTrue App experience: <ul> <li>When sorting by Last Contact Date in your Portfolios tab, prospects will appear in the correct order.</li> <li>When exporting dynamic lists, or filtered and bookmarked searches, Wealth and Assets, Assigned To, and Career Moves filter data will be included in your export file (applicable to those participating in Filters Beta).</li> <li>When entering interactions within a meeting details module, you will be able to save your interactions.</li> <li>If you have data visible in your Portfolios tab, this data will appear in your Full RM Assignments exports.</li> </ul> <hr> <h2>2/3/23: Adding RM Assignment Fields in Data Manager</h2> Two new Relationship Management Assignment fields are now available to add in the <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> importer: <ol> <li>Prospect Assignment Date</li> <li>Primary Unit</li> </ol> You will use these fields if you are participating in the EverTrue Insights beta testing group. They will import additional data that will appear in your Insights dashboards. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/af22418c-24f5-45ec-8c24-b1e9e12a62e1/h/547.png" style="" width="1720"> <hr> <h2>2/1/23: Ability to Set Required Fields on Interactions</h2> You can now set additional required fields on interactions and proposals. Customizing which fields you would like to set as required ensures your team fills out critical information that is sent back to your CRM, eliminating the need for manual cleanup work! Take a look at our help article <a href="/t/60hw175/configuring-your-interaction-form#breaking-down-the-interaction-form" rel="nofollow noopener noreferrer">breaking down your interaction form fields</a>, including those that are automatically set as required. We have a similar article <a href="/t/g9hw2zg/all-about-proposals#breaking-down-the-proposal-form" rel="nofollow noopener noreferrer">breaking down your proposal form fields</a>. If you would like to mark more fields as required by your team, let our EverTrue Support Team know at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a> know! Once set, you will see a REQUIRED label appear next to the field within the form. <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/dd243c79-321d-401d-9d51-69bfc42c5a13/h/547.png" style="" width="2828"> <hr> <h2>2/1/23: Setting Character Limits for Interactions and Proposal Fields</h2> We added the ability to request lower character limits for certain fields in your in-app interaction and proposal forms. The following fields have default character limits that can be adjusted: <ul> <li>Interaction Summary - default of 65,534 character limit.</li> <li>Interaction Description - default of 4,294,967,294 character limit.</li> <li>Proposal Title - default of 190 character limit.</li> <li>Proposal Description - default of 65,534 character limit.</li> </ul> Requesting a change in character limits can be used to build consistency between your EverTrue data and the data found in your chosen CRM. If you would like to adjust the defaults for these fields to lower limits, connect with our EverTrue Support Team at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>! <hr> For any other questions reach out to EverTrue Support at <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…