constituent profiles

  • 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.…

  • 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.…

  • 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.…

  • 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.…

  • 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),…

  • 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.…

  • 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,…

  • Getting Started with Windfall

    Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…

  • 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…

  • 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,…

  • 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…

  • 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).…

  • 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…

  • 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,…

  • 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…

  • 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…

  • 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.…

  • 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…

  • 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!…

  • 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.…

  • 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.…

  • 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…

  • 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.…

  • 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.…

  • 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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