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All About: EverTrue's AI-Profile Chat
Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…
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All About: EverTrue's AI Assistant
Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…
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All About: Clarity
Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Clarity?…
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All About: Signal Phone
Note: In-app Phone is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Signal Phone?…
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All About: Signal Email
Note: In-app Email is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Signal Email?…
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All About: Signal Cadences
Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What are Signal Cadences?…
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All About: Signal Collaborative Tasks
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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All About: Donor Potential Score
What is the Donor Potential Score? EverTrue's Donor Potential Score (DPS) is a rating that gauges the strength of a constituent's giving history, providing an easy-to-use tool to identify your best…
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All About: Data
The power of EverTrue begins with your organization's data. Mix in our revolutionary platform and intuitive interface to arrive at the finest software available to non-profit advancement teams today.…
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Configuring Two-Step Verification
What is Two-Step Verification? Security is EverTrue's utmost priority! Just like your online banking system or email provider, EverTrue offers two-step verification as an added layer of security.…
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All About: EverTrue Implementation
Getting Started with Implementation Once you partner with EverTrue and complete a Kick-Off Call with your Customer Success Manager (CSM) and Implementation Partner,…
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All About: Trips & Meetings
What are EverTrue Trips & Meetings? Planning your next trip or meeting in EverTrue is easier with EverTrue's Trips & Meetings! This feature helps traveling fundraisers prioritize, schedule,…
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All About: Proposals
Note: Your organization must be sending assignment data through our Portfolios Assignment model. You are on this model is you see a Portfolio tab in EverTrue (not My Portfolios),…
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All About: Lists
What are EverTrue Lists? EverTrue Lists are a great way to save a group of constituents for easy reference or help collaborate with a colleagues on any project.…
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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.…
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All About: Launchpad Widgets
Launchpad is your user dashboard where you can see how you are progressing towards goals set by your supervisor. The dashboard displays widgets that aid in the tracking process.…
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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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All About: Saved Searches
Saved Searches (formerly known as Segments) are a great way to avoid re-running the same query to look for newly matched constituents over & over again.…