how-to

  • Running a Cadence

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). After adding constituents to your cadences,…

  • Navigating Your Cadences Tab

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Let’s explore the Cadences tab,…

  • Adding a Constituent to a Cadence

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). You can enroll constituents in up to five Signal…

  • Modifying Collaborative Tasks

    Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • Reviewing Your Collaborative Tasks

    Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • All About: Signal Collaborative Tasks

    Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • 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.…

  • 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.…

  • Setting up 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…

    • updated 8 mths ago
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    • RE NXT

  • 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.…

  • 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,…

  • 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…

  • 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…

  • 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…

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