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Using Enriched Wealth Data
We are bringing DonorSearch’s powerful data directly into EverTrue — transforming the former Wealth & Assets section into a more comprehensive, insight-driven view of donor wealth, philanthropy,…
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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.…
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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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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,…
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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…
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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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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.…
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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.…
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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.…
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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,…
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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.…
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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…
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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.…
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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.…
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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…
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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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Facebook FAQ
Can I see a constituent’s Facebook profile or only the posts on our organization’s pages? Facebook does not provide direct links to Facebook user profiles (as of 2018).…
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All About: Constituent Profiles
What are Constituent Profiles? Get to know the EverTrue Constituent Profile! This will be your home base for all constituent insights and data. Constituent Profiles are organized into tabs,…
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Adding Constituent Relationships
We know that you have extensive data on family members, friends, and other relationship types in your database. Below, we will review how to import new relationships,…
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Customizing Your Columns
EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!…
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Adding Custom Fields to Your Database
Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…
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All About: Career Moves
What is Career Moves? Career Moves refers to our high quality, fresh and accurate job changes and career insights that are delivered quarterly by EverTrue to accounts using the feature.…
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Exploring Constituents' Philanthropic Interests
EverTrue supplements your constituent profiles with wealth indicators and charitable giving interests. Donor Search provides these details on most of the individuals in your database.…
