Top Five Reasons to Use the App

With powerful mobile platforms available for all customers on iOS and Android, EverTrue helps you leave spreadsheets, file folders, briefcases, and padfolios behind. Your smartphone is all you need to be an advancement superstar. Below are our top five reasons the EverTrue app adds benefit to your daily work:

  1. Access updated info and complete constituent profiles everywhere you go. As you prepare to meet an alum or parent, pull up their EverTrue constituent profile to see their giving history, career progress, recent interactions and contact reports, and their latest Facebook engagement. You’ll be fully prepared for every meeting. When you arrive at your appointment, you can even call the constituent right from your app!
  2. Quickly find filler visits. Whether you’re on the road or in the office, you can use the draw-to-search feature in the app to search specific neighborhoods for potential meetings. See who’s highly engaged on Facebook and/or use wealth indicators like lifetime giving or recent gifts, or home value data from Zillow to find the right people to meet.
  3. Add notes for follow-up. Quickly record comments about your conversations at events or following one-on-one meetings. You can even dictate notes using your phone or tablet’s talk-to-type feature.
  4. Collaborate easily with your team. It’s easy to add collaborators to lists or tag teammates in comments on individual profiles for follow-up. Use these features to help plan visits, arrange stewardship opportunities, form volunteer or reunion committees, and more. Away from your desk during team meetings and in need of information about an individual alum within your constituent base? Use your app to keep the conversation flowing!
  5. Dig into lists and saved searches on the road. All the lists and searches you build in EverTrue’s desktop platform follow you in the app. So build your trip lists in advance, or create saved searches that automatically surface new prospects or potential volunteers and you’ll be prepared no matter where you go.

Looking for point-and-click info on how to use the app? Watch our videos on how to use the map and app navigation and see how the search filters and constituent profiles work on mobile!


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

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