how-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,…

  • Using EverTrue's Loading Dock

    Whether you are in the implementation stage or working with us to improve your existing data files, EverTrue's Loading Dock provides you with an easy way to upload files for review and import!…

  • Using the Map and App Navigation (Mobile)

    We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…

  • Using Search Filters and Profiles (Mobile)

    We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…

  • 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…

  • 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…

  • Dictating Interactions on Your iOS App

    We want to save you time while you're on the road, which is why we've included built-in voice dictation for meetings found within your app's Trips & Meetings tab! To access this feature,…

  • Exporting Proposals

    If you are an EverTrue Owner who is part of an organization that allows users to write proposals in-platform, you can export that proposal data either manually or through scheduled exports.…

  • 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,…

  • 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,…

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