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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: Bookmarked Searches
Note: Bookmarked Searches is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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All About: Dynamic Lists
Note: Dynamic Lists is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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All About: Filters Beta
Note: This is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the Filters beta testing group.…
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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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All About: Two-Step Verification
Contents What is Two-Step Verification? Enabling Two-Step Verification Understanding "Trust this Device" What is Two-Step Verification? Security is EverTrue's utmost priority!…
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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 Specialist,…
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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
Contents Customizing your Launchpad View Understanding your Launchpad View Navigating your Launchpad Widgets Interactions Proposals Proposal Count Total Giving Visits Who to Visit Visit Pipeline…
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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.…