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Using EverTrue Filters
After reviewing EverTrue’s available filters, you can start segmenting constituents based on various criteria, including location, giving patterns, and interactions with ThankView campaigns.…
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All About: Donor Potential Score
What is the Donor Potential Score? EverTrue's Donor Potential Score (DPS) is a rating that gauges the strength of a constituent's giving history, providing an easy-to-use tool to identify your best…
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Integrating with Hustle
It is now easier than ever to merge the power of Hustle's leading one-to-one messaging platform with EverTrue. Connect your EverTrue account to Hustle to begin seeing those impactful Hustle messages…
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Using Map Draw Function to Find Constituents (iOS)
Using the draw function on the map view of the EverTrue iOS app is a great way to quickly find constituents who are nearby! You can use it to maximize the number of meetings in a specific area,…
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All About: TrueView Insights
What are TrueView Insights? Welcome to EverTrue's TrueView Insights! TrueView is EverTrue's solution to providing you with the ultimate constituent profile.…
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Using Facebook Reaction Filters
It is all about emotion these days! With the release of Facebook Reactions, Facebook users are now able to more granularly interact with your posts. Couple that with EverTrue,…
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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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All About: Filters
What are Filters? Filters in EverTrue give you the power to narrow down your constituent base using data from both your internal CRM and our integrations.…
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Connecting Eventbrite to EverTrue
Connecting your institution's Eventbrite account to EverTrue gives your users the ability to see constituent's engagement with your events, as well as the breakdowns of how constituents have…
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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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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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Exploring Constituents' Philanthropic Interests
EverTrue supplements your constituent profiles with wealth indicators and charitable giving interests. Donor Search provides these details on most of the individuals in your database.…
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Using Enriched Wealth Data
EverTrue supplements the data you send us with wealth and philanthropic insights from DonorSearch! This information is viewable directly within individual constituent profiles, easily filterable,…
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Use Cases: Filters
Learn about how our customers are using Filters! Customer's Role: Associate Director of Communications Using Filters to Segment Data… they can quickly access donor records for folks they are writing…