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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…
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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…
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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 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.…
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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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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.…
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Using Facebook Reaction Filters
Contents Discover and Utilize Facebook Reaction Data It is all about emotion these days! With the release of Facebook Reactions, Facebook users are now able to more granularly interact with your…
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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.…
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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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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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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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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…
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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 (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…
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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 things constituent insights and data. We've recently made some changes to the layout,…
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Adding Constituent Relationships
Locating We know you have extensive data on relatives and family members in your database. EverTrue offers the ability to display family members, friends,…
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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 by EverTrue to accounts using the feature every month.…
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Exploring Windfall Philanthropic Interests
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly onto EverTrue constituent profiles. Windfall collects information about your most affluent individuals.…
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Using Windfall Wealth Data
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals.…