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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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Using EverTrue & Eventbrite
Once you've connected your Eventbrite account to EverTrue, your event information will populate in the Events tab (within 24 hours). Here you'll see a feed of all events,…
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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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Exporting Proposals
If you are an EverTrue Owner who is part of an organization that allows for writing proposals in-platform, you can export those proposals either manually or through scheduled exports.…
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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.…
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Exporting Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…
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Annual Giving Playbook (Chapter 4): Track Outreach & Results
Using the export function in EverTrue, you can use a number of channels to reach your constituents. Remember, EverTrue is one of many tools in your toolbox, so the options are endless!…