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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
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,…
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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…
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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…
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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.…
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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…
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Accepting Your EverTrue Invitation
Once you receive your email invitation to join your team on EverTrue, accepting the invite and getting started is a breeze! Please note these invitations are unique to your person and should not be…
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Configuring Two-Step Verification
What is Two-Step Verification? Security is EverTrue's utmost priority! Just like your online banking system or email provider, EverTrue offers two-step verification as an added layer of security.…
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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 &…
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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,…
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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).…
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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
What are Proposals in EverTrue? Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts.…
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Managing Lists
Lists help you organize key prospect segments, and managing them is easy! Below, we will walk you through how to organize lists into folders, filter lists to narrow your focus, edit list members,…
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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,…
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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…
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All About: Lists
What are Lists? EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example,…
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Removing Incorrect Enriched Data
EverTrue enriched data provides valuable insights to your constituent records, supporting your engagement efforts. However, incorrect or outdated information may occasionally appear.…
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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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Updating Your Constituent File for Next Fiscal Year Giving
With each turn of the fiscal year, it's time to make sure your institution's fiscal year giving data is up-to-date in EverTrue. The EverTrue platform works best for you and your organization when the…
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Using Interaction Round-Trip
Because your institution can both import interactions and write interactions in EverTrue, we've developed a round-trip process to help ensure data is synced daily.…
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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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Enabling Auto-Deletion for Full Imports
Are you constantly approving a large number of deletions in Console? Do you want your SFTP process to be completely automated when you are importing Full Imports?…
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Naming Your SFTP Files
If your organization is using EverTrue's Data Manager Platform or Console to import files, review this article to understand necessary naming conventions.…