how-to

  • Exporting Interactions

    If your organization is using EverTrue's Interaction Form, you have the ability to export interactions written in the EverTrue platform both manually or by using scheduled exports.…

  • Adding Custom Fields to Your Database

    Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…

  • 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 &…

  • 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 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,…

  • Setting up Portfolios

    If your institution is moving over to the new data model for Portfolios (from My Portfolio to Portfolios) or adding Portfolios into EverTrue for the first time,…

  • Getting Started with Launchpad

    Understanding Launchpad and its Benefits Launchpad is a landing page and metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…

  • 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,…

  • 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…

  • Understanding Import Types and Deletions

    Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full. Standard (partial) Imports: This import type allows your organization to send over a subset of…

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  • Exporting Data Manually

    If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…

  • 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…

  • Updating a Contact (Web)

    Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…

  • 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…

  • Exporting Proposals

    If your organization is using EverTrue's Proposal Form, you have the ability to export proposals written in the EverTrue platform both manually or by using scheduled exports.…

  • Adding Constituent Relationships

    We know that you have extensive data on family members, friends, and other relationship types in your database. Below, we will review how to import new relationships,…

  • 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.…

  • Writing Proposals

    If your organization has purchased the Frontline module, you have the ability to write proposals directly in EverTrue! The format for writing proposals in EverTrue is set by your institution's…

  • 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.…

  • 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.…

  • 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.…

  • 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.…

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