how-to

  • Setting Up Scheduled Exports

    EverTrue offers the ability to “set it and forget it” with scheduled exports. If you are an EverTrue Owner, you can schedule automated daily exports to run at a designated time and have them…

  • 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…

    • updated 2 yrs ago
    • 905
    • Data

  • 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.…

    • updated 2 yrs ago
    • 767
    • Data

  • 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…

    • updated 7 mths ago
    • 1004
    • Data

  • 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?…

    • updated 2 yrs ago
    • 650
    • Data

  • 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.…

  • 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!…

  • 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…

  • 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,…

  • 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 in Signal

    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…

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