4/17/24: Updating EverTrue Filters

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 consolidate filtering experiences. Here’s what’s new: 

• 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. 
• 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. 
• 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. 

If you have any questions while familiarizing yourself with these filter changes, take a look at our article covering filter and operator definitions. Stay tuned for more updates on filter consolidation coming soon!

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4/1/24: Updating EverTrue Filters

We’re back with our product team’s latest filter consolidation update! This batch of enhancements includes the expansion of operators for two filters:

• 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.

• 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.

If you’re interested in more information about EverTrue’s filtering operators, check out our dedicated help article where you’ll find definitions for each. Keep an eye out for more updates regarding upcoming filter enhancements!

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