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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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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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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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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 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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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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Structuring Giving Data
EverTrue has a three-tier giving structure that allows for a robust platform experience. A complete giving data load includes all three components. Learn more about the different data types below.…
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Exporting Data from a Saved Search or List
EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…
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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 "Is Deleted" and "Is Deceased" Fields
When building your constituent file, you may choose to include the Is Deleted or Is Deceased fields. Let's take a look at what these fields indicate and why they are important!…
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General Data Protection Regulation (GDPR)
The General Data Protection Regulation (GDPR), which came into effect on May 25th, 2018 will set the new standard for consumer rights regarding the protection of their data across the world.…
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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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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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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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Constituent File
Check out our Constituent File Guide for more information!
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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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Gift Transaction File
Check out our Gift Transaction File Guide to learn more!
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Interaction File
Check out our Interaction File Guide to learn more!
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Portfolio Assignment File
Check out our Portfolio Assignment File Guide for more information!
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Proposal File
Take a look at our Proposal File Guide to learn more!
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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