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

This category’s filter results will be dependent upon your organization’s imported career data. Career filters powered by EverTrue enriched data can be found within the Career Enrichment (Career Moves) category.

  • Industry: Filter to constituents who have a career in your CRM matching the selected industry (e.g., Aircraft).
  • Company: Filter to constituents who have a career in your CRM matching the selected company (e.g., Amazon).
  • Title: Filter to constituents who have a career in your CRM matching the selected job title (e.g., Account Manager).
  • Function: Filter to constituents who have a career in your CRM matching the selected job function (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

  • Address Type: Filter to constituents who have an address in your CRM matching the selected address type (e.g. home address).
  • City: Filter to constituents who have an address in your CRM matching the selected city(s).
  • Country: Filter to constituents who have an address in your CRM matching the selected country(s).
  • State: Filter to constituents who have an address in your CRM matching the selected country(s).
  • Zip Code: Filter to constituents who have an address in your CRM matching the selected zip code(s).

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.

General Enrichment Data

General Enrichment Data filters are powered by EverTrue enriched data. Learn more about one type of EverTrue enriched data, TrueView, in our dedicated help article!

  • Constituent City: Filter to constituents who have an enriched address matching the selected city(s). 
  • Constituent Country: Filter to constituents who have an enriched address matching the selected country(s). 
  • Constituent Metro Area: Filter to constituents who have an enriched address matching the selected metropolitan area(s). 
  • Constituent State: Filter to constituents who have an enriched address matching the selected state(s). 

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.

Career Enrichment (Career Moves)

Career Enrichment (Career Moves) filters are powered by EverTrue enriched data. Learn more about one type of EverTrue enriched data, TrueView, in our dedicated help article! Three of these filters are only available if your organization uses Career Moves, and they will be specified below. 

  • Career Move Type: Filter to constituents who have an enriched career event type matching the selected type (e.g., New Job). This filter is only available if your organization uses Career Moves.
  • Career Moves Last File Date: Filter to constituents who were included in a Career Moves file delivered within a specified date range. This filter is only available if your organization uses Career Moves.
  • Career Moves Start Date: Filter to constituents who have an enriched employment start date within a specified period of time. This filter is only available if your organization uses Career Moves.
  • Company Name: Filter to constituents who have an enriched career matching the selected company (e.g., Amazon).
  • Industry: Filter to constituents who have an enriched career matching the selected industry (e.g., Aircraft).
  • Job Title: Filter to constituents who have an enriched career matching the selected job title (e.g., Account Manager).

Custom Fields

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

Defining Operators

Operators are found in the dropdown following your chosen filter. They can be used to refine your searches! 

  • Note: Not every filter is paired back to the same set of operators.

In some filter and operator pairings, results are based on whether constituents have data matching the selected filter category. In others, all constituents are considered regardless of whether they have data matching the selected filter category. For example:

  • When the Degree filter is used with the Is Not Set operator, results will only include constituents with education data that do not have a degree. 
  • However, when the Capacity Score filter filter is used with the Is Not Set operator, results will include constituents with or without giving data who do not have a capacity score. 

If the number of returned filter results is lower than expected, this might be due to the first scenario outlined above! We recommend experimenting with different filter and operator combinations to understand their impact on your search results. Below, you will find definitions of our filter operator options.

  • Is Between: Use when you want to include results for a numeric or date range (e.g., Last Gift Date is between 1/1/24 and 4/1/24). Additional operators that follow this logic include Engaged (from > to), Has Engaged (from > to), and Was (from > to).

  • Is Not Between: Use when you want to exclude a specific range from your results (e.g., Last Gift Date is not between 1/1/24 and 4/1/24). Additional operators that follow this logic include Did Not Engage (from > to), Has Not Engaged (from > to), and Was Not (from > to).

  • Equals: Use when you want your results to include a specific selection (e.g., Major equals ‘biology’). An additional operator that follows this logic includes Is.

  • Does Not Equal: Use when you want your results to exclude a specific selection (e.g., Major does not equal ‘biology’). An additional operator that follows this logic includes Is Not.

  • Is Set: Use this operator as a ‘yes’ to identify constituents that have data in the filter area (i.e., using the School Name filter with the Is Set operator will pull constituents that have school name data on file). 

  • Is Not Set: Use this operator as a ‘no’ to identify constituents who do not have data in the filter area (i.e., using the Capacity Score filter with the Is Not Set operator will pull in both constituents who have no giving data on file and constituents who have giving data on file, but have no data in the Capacity Score field).

  • Is In The Last: Use when you want to include results that fall within a specific window of time (e.g., Last Gift Date is in the last week). Additional operators that follow this logic include Engaged (in past), Has Engaged (in past), and Was (in past).

  • Is Not In The Last: Use when you want to exclude results that fall within a specific window of time (e.g., Last Gift Date is not in the last week). Additional operators that follow this logic include Did Not Engage (in past), Has Not Engaged (in past), and Was Not (in past).

  • Is Before: Use when you want to include results that fall before a specific date (e.g., Last Gift Date is before 7/1/23). 

  • Is After: Use when you want to include results that fall after a specific date (e.g., Last Gift Date is after 7/1/23).

  • Is On: Use when you want your results to include a specific date (e.g., Last Gift Date is on 7/1/23). 

  • Is Not On: Use when you want your results to exclude a specific date (e.g., Last Gift Date is not on 7/1/23).

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:

  • Constituent City
  • Constituent Country
  • Constituent Metro Area
  • Constituent State

Filtering by Location Use Cases

If you are searching for constituents in the city of Albany, navigate to your Constituents tab, click on Filters, and select one (or layer both!) of your two City location filters:

  1. Location category > City 
  2. General Enrichment Data category > Constituent City

Choose the Equals option from the second dropdown menu, and then search for and select “Albany” from the third dropdown menu.

We recommend applying both City location filters to your segmented search to ensure you catch everyone! Once you’re ready, click Apply Filters to view your narrowed results. You can follow these same steps with the other location filters.

Our Constituent Metro Area location filter can also help 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 tab 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.

For any other questions, reach out to EverTrue Support at genius@evertrue.com.

Was this article helpful?

Reply

null

Content aside

  • 1 yr agoLast active
  • 1034Views
  • 1 Following