how-to

  • 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 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.…

  • 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…

  • Exporting Contact Updates

    As a data administrator for your institution, you have access to monitor and approve or reject incoming contact updates from your users. All incoming contact updates first go to data.evertrue.…

  • Exporting Career Moves Data

    If you are an EverTrue Owner who is part of an organization using Career Moves, you will receive fresh, downloadable career change data every quarter! This data will be available in an two export…

  • 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 &…

  • 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,…

  • 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).…

  • Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT

    Configuring Total Giving Raiser's Edge NXT can count total giving by either campaign or cash in the door. When counted by campaign, the following gift types (including hard and soft credit) are…

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  • 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),…

  • Import Error Glossary

    Diagnosing Import Errors After importing a file to EverTrue, your Summary Report may contain some error messages. Not all are major issues that require action,…

  • Troubleshooting EverTrue Log-In Errors

    Logging in to EverTrue should be an easy process, but we are here to help if something goes awry! Below, we've compiled our go-to troubleshooting suggestions to ensure that you are able to get in…

  • 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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  • 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.…

  • Setting Up Scheduled Exports

    An exciting feature in EverTrue is the ability to schedule exports! Customers have the ability to schedule daily export files at a time they choose and have them delivered to them via secure FTP.…

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