constituent profiles

  • Using EverTrue Filters

    After reviewing EverTrue’s available filters, you can start segmenting constituents based on various criteria, including location, giving patterns, and interactions with ThankView campaigns.…

  • 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…

  • Using EverTrue's AI-Generated Emails

    Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…

  • Using AI-Generated Emails on Your Android App

    Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…

  • Using AI-Generated Emails on Your iOS App

    Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…

  • Using EverTrue's AI Profile Summary

    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…

  • Using AI Profile Summary on Your Android App

    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…

  • Using AI Profile Summary on Your iOS App

    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…

  • 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…

  • Constituent File

    Check out our Constituent File Guide for more information!

  • Using EverTrue Pinned Comments on Your iOS App

    What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…

  • Using EverTrue Pinned Comments

    What is EverTrue Pinned Comments? EverTrue's Pinned Comments feature gives you the ability to quickly pass along important constituent information to your team.…

  • Facebook Matching

    EverTrue's Facebook integration monitors constituent engagements with your institution's public Facebook pages and links those engagements back to a constituent profile in EverTrue.…

  • Unmatching Facebook

    If you feel like an incorrect match as been made between a constituent and a Facebook engager, you can modify any Facebook page match directly from their profile.…

  • All About: TrueView Insights

    What are TrueView Insights? Welcome to EverTrue's TrueView Insights! TrueView is EverTrue's solution to providing you with the ultimate constituent profile.…

  • Using Facebook Reaction Filters

    It is all about emotion these days! With the release of Facebook Reactions, Facebook users are now able to more granularly interact with your posts. Couple that with EverTrue,…

  • Adding Custom Fields in Volunteer

    EverTrue's constituent-level custom fields are a great way to display additional pieces of information on a prospect for your volunteers! Contact genius@evertrue.…

  • All About: Proposals

    What are Proposals in EverTrue? Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts.…

  • Navigating Gift Transactions

    Understanding Gift Transactions A variety of gift transaction records such as pledge balances or recurring payments exist in EverTrue. These types of payment recording insights can be imported into…

  • Removing Incorrect Enriched Data

    EverTrue enriched data provides valuable insights to your constituent records, supporting your engagement efforts. However, incorrect or outdated information may occasionally appear.…

  • All About: Filters

    What are Filters? Filters in EverTrue give you the power to narrow down your constituent base using data from both your internal CRM and our integrations.…

  • Using Search Filters and Profiles (Mobile)

    We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…

  • Spot Checking Your Data

    We've pulled together our best tips and tricks to spot-check your constituent data after successfully uploading it to EverTrue! We recommend using this article as a resource for moments when you want…

  • Updating a Contact (Mobile)

    Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…

  • Updating a Contact (Web)

    Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…

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