All About: Filters

What are Filters?

Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations. To use filters in EverTrue, start by heading to your Constituents tab and clicking Filters in the upper-left portion of the screen. To discover how other customers are using filters, click here!

Below you'll find descriptions for many of EverTrue's filtering options followed by detailed overviews of three specific filters. Read about each option, what they have to offer, and how you can use them to segment your data efficiently and effectively. Please note, not all filtering options are listed here.

Capacity

  • Your Capacity Score: Filter to constituents who have a capacity score or rating matching the selected score. Options are based on your organization’s specific scoring process (if provided).
  • Rated?: Filter by whether or not a constituent has a capacity rating.
  • Lives in a Wealthy Neighborhood: Filter constituents by those with an address in a census tract with a median home value greater than $1M.
  • Neighborhood Median Home Value: Filter constituents by the median home value of their home address neighborhood. Based on U.S. Census Bureau data.
  • Neighborhood Median Income: Filter constituents by the median income of their home address neighborhood. Based on U.S. Census Bureau data.

Engagement

  • Your Engagement Score: Filter by your organization’s constituent engagement score or rating based on your organization’s specific scoring process (if provided).  Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Engaged with Facebook Posts?: Filter constituents based on who has liked or commented on any posts from your provided Facebook pages.
  • Last Facebook Post Engagement Date: Filter using a data range to find the last time constituents have engaged with your connected Facebook pages' posts.
  • Total Facebook Post Likes: Filter constituents by who has "Liked" your connected Facebook pages' posts a certain amount of times.
  • Total Facebook Post Comments: Filter constituents by who has commented on your connected Facebook pages' posts a certain amount of times.
  • Facebook Post Engagement Type: Filter constituents based on who has engaged with specific Facebook pages using Facebook Reactions (e.g. Like, Wow, Love, Haha, etc.).
  • Facebook Post Engagement: Page: Filter constituents by who has engaged with specific connected Facebook pages posted by your institution.
  • Facebook Post Content: Filter constituents based on who has engaged with Facebook posts from pages already connected to EverTrue's Core Platform that contain specific keywords. 
  • Facebook Post Engagement Date: Filter using a data range to find constituents who have or have not engaged with your connected Facebook pages' posts during a chosen time period.
  • Event Engagement: Filter constituents by who has engaged with past, present, or future events that are connected by your institution.

Giving History

  • Donor?: Filter on whether or not a constituent has given at least once, i.e. have a Lifetime Giving of greater than $0?
  • Lifetime Giving: Filter by constituents who have given a certain amount over their lifetime. You will set a numeric range. 
  • Largest Gift: Filter used to discover constituents who have given a certain amount for their largest gift. You will set a numeric range.
  • Last Gift: Filter used to discover constituents who have given a certain amount for their last gift. You will set a numeric range.
  • Last Gift Date: Filter using a data range to discover those who last gave during a chosen time period. 
  • Giving Pattern: Filter categorizing constituents by their giving history. LYBUNT (Last Year But Unfortunately Not This Year), SYBUNT (Some Year But Unfortunately Not This Year), Current Year Donor, or Non-Donor indicators. 
  • Recurring Payment?: Filter by whether or not a constituent has a recurring gift.
  • Pledge Balance: * Filter only available to customers sending a pledge balance field. For more information, contact your Customer Success Manager.
  • Donor Potential Score: Filter using an "RFM" algorithm that weighs the Recency, Frequency, and Monetary value of a constituent's donations to rate the strength of their giving history and helps identify high-value donors. 
  • Gift Transaction: Filter for specific gift transactions by searching for the designation, designation category, campaign credit, gift date, and gift amount. Results available if your organization imports gift transaction data. 
  • Categorized Giving: Filter through constituents who have given to a particular giving category. Results available if your organization imports categorized giving data. 

Career

Career Filter results will be dependent upon what your organization has imported for career data.

  • Industry: Filter by constituents who are working for a particular industry (e.g. Aircraft). 
  • Company: Filter by constituents who are working for a particular company (e.g. Amazon).
  • Title: Filter by constituents who are working in a particular role (e.g. Account Manager).
  • Function: Filter by constituents who are working in a particular area (e.g. Accounting).

Donor Status

  • Donor Score: Filter to constituents who have a donor score or rating matching the selected score. Options are based on your organization’s specific scoring process (if provided).
  • Assigned To: Filter constituents assigned to specific solicitors.
  • Assigned?: Filter by whether or not a constituent is assigned to someone.
  • Prospect Status: Filter constituents based on your organization's prospect status, i.e. where is a constituent in the funnel? What is their status in terms of management?
  • Solicitation Code: Filter by your organization’s solicitation codes or information per constituent. Please contact your Customer Success Manager for further explanation of this field if it's unclear.
  • Has Primary Email Address?: Filter constituents based on whether or not they a designated primary email address. This filter can help you build an email marketing segment by only including constituents with primary emails.

Education

  • Graduation Year: Filter constituents based on a range of graduation years. 
  • Reunion Year Group: Filter by constituents of selected reunion year groups (e.g. 1's and 6's). 
  • School Name: Filter to constituents who are associated with a school matching the selected school name. Options may include schools within your institution and other institutions, depending on the data provided by your organization. (e.g., College of Fine Arts, Boston University).
  • Degree: Filter to constituents who obtained the specified diploma (e.g., BS, BA, Associate).
  • Major: Filter to constituents who have a major matching the specified major (e.g., Biology).
  • Athletics: Filter constituents based on their involvement in athletics (e.g. Baseball).
  • Education Year: Filter constituents by the years in which a specific education was completed (e.g. BS in Chemistry completed between 2010 and 2015.). This filter works best when combined with Education, Degree, or Major filters. Please note, Education Year is not necessarily the same as the primary graduation year displayed in the Graduation Year filter. 
  • Activities: Filter constituents based on their involvement in activities (e.g. Book Club).

Location

  • EverTrue Enriched Metro Area: Filter using EverTrue enriched data to locate the specific metropolitan area your constituent is residing in. You can learn more about TrueView here.

Donor Info

  • Constituency: Filter on whether or not a constituent is an alumni, parent, board member, etc. 
  • Interests: Filter using EverTrue enriched data and social insights to identify up-to-date constituent interests and affinities. You can learn more about TrueView here. 

Interactions

Only available to customers sending interaction data. For more information, contact your Customer Success Manager.

  • Interaction Type: Filter constituents by each type of interaction (e.g. Meeting).
  • Interaction Content: Filter constituents using interaction keywords. 
  • Interaction Date:  Filter using a data range to find all interactions that occurred during a chosen time period.
  • Interaction Author: Filter by  specific author(s) of each interaction.

Wealth Enrichment 

Only available to customers who have purchased Windfall. View this article more information on Windfall Wealth Data. Noteworthy events are also displayed on a constituent's profile in the enrichment tab.

  • Net Worth: Filter by your constituents' net worth. You will set a numeric range.
  • Wealth Indicators: Filter by indicators of wealth, such as political donor or small business owner.
  • Physical Assets: Filter by constituents associated with major physical assets, such as boats or planes.
  • Wealth Life Events: Filter by major life events, such as a recent move or recent death in the family.
  • Wealth Life Event Date: Filter using a data range to find all life events that occurred during a chosen time period. 
  • Wealth Enrichment Last Update Date: Filter using a data range to find the last time wealth enrichment information was updated.

Custom Fields

  • Any custom fields implemented by your organization will be listed here and available as a filter.

Filtering by: Location

Filtering your constituents by where they live and work is not a new concept. However, EverTrue is taking location filtering to the next level thanks to our enriched data from TrueView

Let's face it, keeping up-to-date addresses is a chore. Your constituents are constantly moving, and they do not always report their most up-to-date address with you! If you don't trust the location data coming from your database, you can search using data that we've gathered from reliable enrichment sources. This ensures that you are capturing any constituent that meets your location criteria no matter what.

The following filters contain enriched location data:

  • EverTrue Enriched Metro Area
  • City
  • State
  • Country

Filtering by Location Use Cases

If you are looking for people in city of Albany, head to your Constituents tab, click Filters, and find your City location filter. Click Select Options..., search "Albany," and select Albany under both the imported and enriched data. We will always show the enriched data in a separate section from your imported data. Applying filters to selections from both sections will ensure you are catching everyone! You can take these same steps with the State and Country location filters. 

Our Enriched Metro Area location filter helps you find everyone in a specific city without relying on you to know the zip codes included in the metro area. We've done the heavy lifting for you!

Finding Location Insights within a Constituent Profile

Location information is located in a few different places on EverTrue constituent profiles.

  • If the data is imported, you can find it on the Constituent Info tab of a profile under the Primary Contact Info section.

  • Enriched location data can be found in the Enrichment tab of a profile under the Summary section in the upper-left corner. If we were not able to find any data on for this record, this section will be blank. 


Quickly apply a radius search while browsing constituents to limit your results to a 1, 2, 5, 10, 25 or 50-mile area. To access this feature, navigate to your Constituents page and click the Map icon in the upper-right corner. 

A radius can either be set around the center of your current map view or a particular pinpoint. Enter an address, city name, or even a point of interest, like Starbucks, to drop a pin on the map. Once you drop a pin or are centered on the location you're interested in searching, click the Radius icon near the top-right of the map and select the desired distance. Please note you must be reasonably zoomed in on the map for the radius search option to be available without dropping a pin. 

A radius will be applied to your map and listed as an additional filter to your search. Your search results will then be narrowed down to only constituents that are within that radius. Additionally, you can click the Address Type icon next to the Radius icon in the map view to apply different types of addresses (e.g. Home, Work) to your search. 

Because the radius search is applied as an additional filter, you can also switch from the map view back to the table view by clicking Table in the upper-right corner to dive further into your results and save your search. Please note radius search is not currently available in Lists or Trips & Meetings maps.

Wondering how other customers are using the EverTrue Map Feature? Click here for examples!


Filtering by: Giving Pattern

EverTrue makes it easy to see who your lapsed donors are. Our Giving Pattern filter puts a tag on each record based on their donation history so you don't have to figure it out yourself! Each record is tagged with one of four giving patterns.

  • LYBUNT: This donor gave last year but not this year.
  • SYBUNT: This donor gave a few years ago but not last year or this year.
  • Current Year Donor: This donor gave during the current fiscal year.
  • Non-Donor: This person never made a gift.

You can determine a constituent's Giving Pattern from two locations.

  • Open the filter menu from your Constituents tab and input the Giving Pattern filter. Click Select Options... to filter down your constituents by pattern type. 

  • You can also find the Giving Pattern on the Summary tab of a constituent record under Last Gift.

Calculating Giving Pattern

EverTrue relies on the accuracy of your imported data to calculate a constituent's giving pattern. We use the Last Gift Date field in tandem with your fiscal year cycle to determine what type of status the record should receive.

  • LYBUNT occurs when last gift date is within one previous year from the fiscal year start date.
  • SYBUNT occurs when there is a last gift date that occurs prior to one previous year from the fiscal year start date.
  • Current Year Donor occurs when last gift date is greater than the fiscal year start date.
  • Non-Donor occurs when there is no last gift date.

If you suspect that something is incorrect with your giving pattern data or for any other questions, reach out to EverTrue Support at genius@evertrue.com.

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