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Understanding the AI Assistant's Awareness Window
EverTrue’s AI Assistant on iOS can help you quickly summarize or answer questions about individual constituents’ data, making it a valuable tool for assisting with meeting prep or providing donation…
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Automating File Transfer
Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager
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AI and EverTrue FAQ
How is AI being used at EverTrue? EverTrue is leveraging the power of AI to revolutionize the donor experience, making life easier for everyone in the advancement office.…
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EverTrue Implementation Overview
We also have a slide deck that walks you through the process even further, feel free to download!
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Setting up Automated Data Sync with Raiser's Edge NXT
What is the Automated Data Sync? EverTrue's new automated Data Sync is an API-driven data connection for accounts using Raiser's Edge NXT that allows data from this platform to automatically send to…
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Using Micro Files
You have the ability to import your Constituent File in micro files to support vertical file ingestion. Please refer to our constituent file guide for descriptions of the file fields,…
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Facebook Page Views & Unmatched Engagers
Facebook Page View EverTrue now offers Facebook page-level statistics for your institution to gather insightful data about your content engagers and match rates.…
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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
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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Getting Started with Data Manager
The Data Manager Platform is where our importer lives (it will not be visible until enablement). Follow the steps below to get started on importing using the Data Manager Platform.…
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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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Flagging Wealth Enrichment Exclusions
You might need to flag constituents who should be excluded from all wealth enrichment services in EverTrue to protect their personal privacy. Adding this Wealth Enrichment Exclusion flag prevents…
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Exporting Career Moves Data
If you are an EverTrue Owner who is part of an organization using Career Moves, you will receive fresh, downloadable career change data every quarter! This data will be available in an two export…
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Configuring Gift Transaction Data from Raiser's Edge NXT
Please keep the following insights in mind when configuring gift transaction data using Raiser's Edge NXT: To ensure there is no duplication of gift IDs (e.g.…
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Configuring Data Sync Files with Raiser's Edge NXT
When syncing with Raiser's Edge NXT (RE NXT), we pull data to build five files: Constituent, Gift Transaction, Interaction, Proposal, and Portfolio Assignment.…
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Understanding your Volunteer Pool Report
Volunteer Insights provides pool-level reporting on your pool and volunteer performance. By setting monetary and participation goals, as well as the option to configure a custom timeline,…
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Managing Volunteer Gift Notifications
It is important for Volunteers to know exactly when their prospects have made a gift so that they can follow up with a Thank You and keep the conversation going.…
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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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Updating Your Constituent File for Next Fiscal Year Giving
With each turn of the fiscal year, it's time to make sure your institution's fiscal year giving data is up-to-date in EverTrue. The EverTrue platform works best for you and your organization when the…
