how-to

  • Using Trips & Meetings on Mobile

    Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and…

  • Viewing Proposals in EverTrue

    Once proposals are imported or written directly in EverTrue, they can be accessed in multiple locations throughout the platform. This guide provides an overview of where to find proposals,…

  • 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…

  • Getting Started with Your ThankView Integration

    Understanding ThankView and its Benefits ThankView is a personalized video outreach tool with a mission to build long-lasting relationships with constituents through the videos sent on its platform.…

  • Setting Up Launchpad for Frontline

    Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…

  • Getting Started with Launchpad

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

  • All About: Launchpad Widgets

    Launchpad is your user dashboard where you can see how you are progressing towards goals set by your supervisor. The dashboard displays widgets that aid in the tracking process.…

  • 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!…

  • Getting Started: EverTrue New User Guide

    Getting Started with EverTrue Welcome to the EverTrue family - we are so excited to have you! Below you will find all you need to get started with EverTrue,…

  • Setting up Emma

    EverTrue and Emma have partnered together to provide our mutual customers with an increasingly integrated system that will save you time and break down any barriers to a successful campaign.…

  • Connecting Eventbrite to EverTrue

    Connecting your institution's Eventbrite account to EverTrue gives your users the ability to see constituent's engagement with your events, as well as the breakdowns of how constituents have…

  • 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,…

  • All About: Portfolios

    Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…

  • 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…

  • 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.…

  • 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.…

  • Adding Interactions to EverTrue

    Importing Interactions Included with the EverTrue Core platform is the option to import interactions (contact reports, meeting notes, emails, etc). Interactions enhance your EverTrue experience by…

  • Managing Saved Searches

    Saved searches help you stay on top of key prospect segments, and managing them is easy! Below, we will walk through how to organize your saved searches into folders, edit search criteria,…

  • All About: Saved Searches

    What are Saved Searches? EverTrue’s Saved Searches let you store filtered queries in one place, making it easy to track newly-matched constituents anytime.…

  • Collaborating on Lists

    Working with teammates on lists is easy thanks to the ability to add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators,…

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  • 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,…

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