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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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Using Automated Data Sync with Raiser's Edge NXT
Contents What is the Automated Data Sync? Reviewing the Data Sync Process Completing a Consultation Call Submitting the Data Sync Worksheet Connecting the EverTrue Data Sync App in Blackbaud…
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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
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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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 month! This data will be available in an export report…
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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 Syncs with Raiser's Edge NXT
When syncing with Raiser's Edge, we pull data to build five files: Constituent, Gift Transactions, Interaction (actions), Proposal, and Portfolio Assignment (solicitors/prospect statuses).…
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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
Within the TrueView feature in EverTrue, you now have the ability to reject profile images, social links, and employment data that is being inaccurately displayed via the EverTrue contact profile.…
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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…
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Delivering Data from Raiser's Edge NXT to EverTrue
We spoke with Bonny Morris, the Director of Annual Giving and Database Manager at Proctor Academy about their experience managing the flow of data from Raiser’s Edge (RE) NXT to EverTrue.…
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Using "Is Deleted" and "Is Deceased" Fields
Contents Understanding "Is Deleted" Understanding "Is Deceased" When building your constituent file, you may choose to include the Is Deleted or Is Deceased fields.…
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Understanding Import Types and Deletions
Contents Establishing Import Types Deleting Records in EverTrue Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full.…
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Getting Started with SFTP Data Automation
Here at EverTrue, we offer the ability to automate data transfers. We highly encourage your organization to pursue this option if available to you. Fundraisers rely on up-to-date, accurate data.…
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Mapping IDs in Console
Every time you import a unique .csv file format into Console, EverTrue generates an associated mapping ID for that format. The mapping ID can be found in the upper-left corner of an import,…
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Using EverTrue's Loading Dock
Whether you are in the implementation stage or working with us to improve your existing data files, EverTrue's Loading Dock provides you with an easy way to upload files for review and import!…
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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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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…