how-to

  • Spot Checking Your Data

    We've pulled together our best tips and tricks to spot-check your constituent data after successfully uploading it to EverTrue! We recommend using this article as a resource for moments when you want…

  • Viewing and Filtering Interactions

    Navigating Interactions Once you have your interactions logged in EverTrue, whether imported or written in EverTrue, you'll have multiple access points to this new set of data.…

  • 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,…

  • 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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  • Sharing a Saved Search

    Do you have a saved search that you want to share with a colleague using EverTrue? Easy! After applying your desired filters and/or navigating to the saved search you wish to share,…

  • Accessing EverTrue

    Accessing by Web Browsers EverTrue is supported by a variety of web browsers and versions within each browser. Below you will find our full list of supported browsers as well as versions we recommend!…

  • Collaborating on Trips

    Adding Collaborators Adding collaborators to your trips is a great way to share direct access to trip details, events, and editing abilities with your co-workers! For example,…

  • Key Prospects in Portfolios

    Managing priority prospects can be challenging for relationship managers like yourself, who need a way to identify and focus on the multiple assignments in your portfolio that are most important to…

  • Mapping IDs in Console

    Every time you import a unique .csv file format into Console, EverTrue generates an associated mapping ID for that format. The mapping ID can be found in the upper-left corner of an import,…

  • 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…

  • 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).…

  • 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…

  • Exporting Data from a Saved Search or List

    EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…

  • Customizing Your Columns

    EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!…

  • 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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  • 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…

  • 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.…

  • 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.…

  • 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.…

  • Updating a Contact (Mobile)

    Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…

  • 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…

  • 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…

  • 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!…

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