FAQ

  • 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.…

  • All About: Proposals

    Note: Your organization must be sending assignment data through our Portfolios Assignment model. You are on this model is you see a Portfolio tab in EverTrue (not My Portfolios),…

  • 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.…

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  • 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,…

  • 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,…

  • 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…

  • 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 landing page and 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,…

  • 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).…

  • Exporting Proposals

    If your organization is using EverTrue's Proposal Form, you have the ability to export proposals written in the EverTrue platform both manually or by using scheduled exports.…

  • Managing Saved Search Notifications

    Locating Notification Settings Whenever a new constituent meets your saved search criteria, you have the option to opt-in to receive either an email notification, a push notification,…

  • Writing Proposals

    If your organization has purchased the Frontline module, you have the ability to write proposals directly in EverTrue! The format for writing proposals in EverTrue is set by your institution's…

  • 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…

  • 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.…

  • 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,…

  • 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…

  • 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).…

  • 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.…

  • Collaborating on Lists

    Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists, such as adding/removing other collaborators and/or constituents.…

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