-
Modifying Collaborative Tasks
Note: Collaborative Tasks is a Signal Early Adopters feature, and is not turned on by default. To get a preview of Signal by EverTrue, register for our upcoming webinar!…
-
Reviewing Your Collaborative Tasks
Note: Collaborative Tasks is a Signal Early Adopters feature, and is not turned on by default. To get a preview of Signal by EverTrue, register for our upcoming webinar!…
-
All About: Collaborative Tasks
Note: Collaborative Tasks is a Signal Early Adopters feature, and is not turned on by default. To get a preview of Signal by EverTrue, register for our upcoming webinar!…
-
Using EverTrue's AI-Generated Emails
Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…
-
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.…
-
Viewing Dynamic Lists
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
Using Filters Beta Logic
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
Sharing a Dynamic List
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
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.…
-
Sharing a Bookmarked Search
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
Managing Dynamic List Alerts
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
Filtering on and Deleting Dynamic Lists
Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters.…
-
Using Automated Data Sync with Raiser's Edge NXT
What is the Automated Data Sync? EverTrue's new automated Data Sync is an API-driven data connection for accounts using Raiser's Edge NXT that allows data from this platform to automatically send to…
-
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!…
-
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…
-
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.…
-
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…
-
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.…
-
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.…
-
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,…
-
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…
-
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…
-
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,…
-
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…
-
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.…