FAQ

  • 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…

  • 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,…

  • 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.…

  • Getting Started with Windfall

    Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…

  • All About: Lists

    What are Lists? EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example,…

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  • Adding Interactions to EverTrue

    Importing Interactions Included with the EverTrue Core platform is the option to import interactions (contact reports, meeting notes, emails, etc). Interactions enhance your EverTrue experience by…

  • 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,…

  • 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 &…

  • 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,…

  • 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,…

  • 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…

  • 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.…

  • 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.…

  • 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).…

  • 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,…

  • List vs. Saved Search

    You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart! List:…

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  • Viewing and Filtering Interactions

    Navigating Interactions Once you have your interactions logged in EverTrue, whether imported or written in EverTrue, you'll have multiple access points to this new set of data.…

  • 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,…

  • 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).…

  • 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…

  • 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,…

  • 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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  • 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…

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