FAQ

  • Career Moves FAQ: 2024 Updates

    Note: The updates referenced in this article are part of the Career Moves changes that took place in early 2024. Please reach out to your CSM if you have questions about the information detailed…

    • updated 5 mths agoWed, October 9, 2024 at 5:27 PM UTC
    • 577
    • Career Moves

  • 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.…

    • updated 2 mths agoFri, January 31, 2025 at 7:30 PM UTC
    • 819
    • AI and EverTrue

  • Using EverTrue Comments

    How to Take Advantage of Comments Collaborate with your colleagues through EverTrue Mention your research colleague to request additional information for an upcoming meeting Inform your colleague…

    • updated 1 yr agoMon, November 27, 2023 at 4:44 PM UTC
    • 598
    • Getting Started

  • Getting Started with Data Manager

    The Data Manager Platform is our tool for importing and managing your organization’s data in EverTrue. This guide walks you through the file importing process and answers frequently asked questions…

    • updated 2 mths agoFri, January 10, 2025 at 5:46 PM UTC
    • 1203
    • Implementation

  • FAQ: General Volunteer Questions

    What's the difference between EverTrue and Volunteer by EverTrue? When you are searching for our Volunteer Platform on the web or in the app store, you might search for EverTrue and learn that we…

  • FAQ: Volunteer Log-in Support

    How Do I Log-In? Volunteer by EverTrue allows you to quickly and securely access all of your volunteer assignments in one place, and you now have the option of signing-in using Magic Link or an email…

  • All About: EverTrue Implementation

    Getting Started with Implementation Once you partner with EverTrue and complete a Kick-Off Call with your Customer Success Manager (CSM) and Implementation Partner,…

    • updated 10 mths agoTue, May 28, 2024 at 1:20 PM UTC
    • 1036
    • Implementation

  • Navigating Trips & Meetings Features

    While we explored how to create trips and meetings and how to collaborate on trips in separate articles, we want to note some additional useful features you will have access to within your Trips &…

    • updated 6 mths agoTue, September 24, 2024 at 8:12 PM UTC
    • 1005
    • Trips & Meetings

  • All About: Trips & Meetings

    What are EverTrue Trips & Meetings? Planning your next trip or meeting in EverTrue is easier with EverTrue's Trips & Meetings! This feature helps traveling fundraisers prioritize, schedule,…

  • Creating and Viewing Lists (Mobile)

    Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…

  • All About: Proposals

    What are Proposals in EverTrue? Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts.…

    • updated 1 mth agoTue, February 25, 2025 at 2:42 PM UTC
    • 1114
    • Proposals

  • All About: Lists

    What are EverTrue Lists? EverTrue Lists are a great way to save a group of constituents for easy reference or help collaborate with a colleagues on any project.…

    • updated 1 yr agoMon, November 27, 2023 at 5:04 PM UTC
    • 1070
    • 2
    • Lists

  • Using the Map and App Navigation (Mobile)

    We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…

  • 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…

  • 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…

  • Dictating Interactions on Your iOS App

    We want to save you time while you're on the road, which is why we've included built-in voice dictation for meetings found within your app's Trips & Meetings tab! To access this feature,…

  • 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.…

    • updated 1 mth agoTue, February 25, 2025 at 2:52 PM UTC
    • 867
    • 1
    • Proposals

  • Collaborating on Trips

    Adding Collaborators Adding collaborators to your trips is a great way to share direct access to trip details, events, and editing abilities with your co-workers! For example,…

  • Using Trips & Meetings on Mobile

    Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and…

  • Viewing Proposals in EverTrue

    Once proposals are imported or written directly in EverTrue, they can be accessed in multiple locations throughout the platform. This guide provides an overview of where to find proposals,…

    • updated 1 mth agoTue, February 25, 2025 at 2:41 PM UTC
    • 823
    • Proposals

  • Getting Started with Launchpad

    Understanding Launchpad and its Benefits Launchpad is a metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…

    • updated 8 mths agoWed, July 10, 2024 at 6:41 PM UTC
    • 940
    • Launchpad

  • Getting Started: EverTrue New User Guide

    Getting Started with EverTrue Welcome to the EverTrue family - we are so excited to have you! Below you will find all you need to get started with EverTrue,…

    • updated 1 yr agoMon, November 27, 2023 at 5:18 PM UTC
    • 1139
    • Getting Started

  • 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).…

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