Use Cases Guides

Use Cases Guides

Alumni Relations Playbook

Check out these tips and tricks for your work in Alumni Relations
Alumni Relations Playbook (Chapter 1): Let's Get Started
Alumni Relations Playbook (Chapter 2): Building Great Saved Searches
Alumni Relations Playbook (Chapter 3): Get Proactive with Your Outreach
5 articles Active 11 mths ago

Relationship Management Playbook

Use this resource for maximizing the relationship management features in EverTrue
Relationship Management Playbook (Chapter 1): Checklist
Relationship Management Playbook (Chapter 2): Let's Build Some Saved Searches!
Relationship Management Playbook (Chapter 3): Making the Most of Portfolios
4 articles Active 11 mths ago

Annual Giving Playbook

Resources for your work in Annual Giving are linked here
Annual Giving Playbook (Chapter 1): Launch Checklist
Annual Giving Playbook (Chapter 2): Searches... Where the Magic Begins
Annual Giving Playbook (Chapter 3): Get Specific with Lists
5 articles Active 11 mths ago

Volunteer Management Guide

A guide for Volunteer Admin who manage volunteer programs at their institution
Volunteer Management Admin Guide (Chapter 1): Checklist
Volunteer Management Admin Guide (Chapter 2): Organizing Your Program
Volunteer Management Admin Guide (Chapter 3): Volunteer Job Description and Outreach Calendar
6 articles Active 11 mths ago

Use Cases

Our customers share examples of how they're using EverTrue - read and learn!
Use Cases: Map View
Use Cases: Lists & Saved Searches
Use Cases: Filters
4 articles Active 11 mths ago

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