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Using EverTrue Pinned Comments on your iOS App
What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…
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Creating and Viewing Dynamic Lists
Note: Dynamic Lists is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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Using Filters Beta Logic
Note: This is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the Filters beta testing group.…
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Sharing a Dynamic List
Note: Dynamic Lists is a beta feature and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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Using EverTrue Pinned Comments
What is EverTrue Pinned Comments? EverTrue's Pinned Comments feature gives you the ability to quickly pass along important constituent information to your team.…
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Sharing a Bookmarked Search
Note: Bookmarked Searches is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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Managing Dynamic List Alerts
Contents Setting up Dynamic List Alerts Receiving Dynamic List Alerts Note: Dynamic Lists is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in…
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Modifying and Filtering on Dynamic Lists
Note: Dynamic Lists is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…
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Using Automated Data Sync with Raiser's Edge NXT
Contents What is the Automated Data Sync? Reviewing the Data Sync Process Completing a Consultation Call Submitting the Data Sync Worksheet Connecting the EverTrue Data Sync App in Blackbaud…
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Using To-Dos and Reminders
With EverTrue's To-Dos and Reminders feature, you can keep track of your tasks and notes directly in our platform. Think of it as your digitized prospecting and segmenting to-do list!…
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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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Facebook Page Views & Unmatched Engagers
Facebook Page View EverTrue now offers Facebook page-level statistics for your institution to gather insightful data about your content engagers and match rates.…
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Adding Eventbrite to a Facebook Event
Did you know that you can connect an Eventbrite event to a Facebook event? Utilize Facebook's user-friendly frontend event pages to market your events while collecting responses & distributing…
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Facebook Matching
EverTrue's Facebook integration monitors constituent engagements with your institution's public Facebook pages and links those engagements back to a constituent profile in EverTrue.…
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Unmatching Facebook
If you feel like an incorrect match as been made between a constituent and a Facebook engager, you can modify any Facebook page match directly from their profile.…
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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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Sending a List to Emma
Once you've connected your Emma account to EverTrue, you'll be able to send any list of constituents directly to your Emma platform. Follow the steps below to get from EverTrue to Emma in only a few…
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Granting EverTrue Access to your Facebook Pages
EverTrue can be used to track constituent engagement with posts on your institution's Facebook Pages. In order to implement this feature, an EverTrue user must first have the correct Facebook access…
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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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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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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
Contents Discover and Utilize Facebook Reaction Data It is all about emotion these days! With the release of Facebook Reactions, Facebook users are now able to more granularly interact with your…
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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.…
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Accessing Your Exports
You can view the status of any EverTrue export, including constituent data, interactions, gifts, or assignments, by going to your User Menu in the upper-right corner of your screen and selecting…
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Flagging Wealth Enrichment Exclusions
You might need to flag constituents who should be excluded from all wealth enrichment services in EverTrue to protect their personal privacy. Adding this Wealth Enrichment Exclusion flag prevents…