how-to

  • 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…

  • 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,…

  • 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,…

  • 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!…

  • Adding Custom Fields to Your Database

    Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…

  • All About: Career Moves

    What is Career Moves? Career Moves refers to our high quality, fresh and accurate job changes and career insights that are delivered quarterly by EverTrue to accounts using the feature.…

  • Exploring Windfall Philanthropic Interests

    EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly onto EverTrue constituent profiles. Windfall collects information about your most affluent individuals.…

  • Using Windfall Wealth Data

    EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals.…

  • Getting Started with Windfall

    Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…

  • Exporting Data Manually

    If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…

  • Exporting Relationship Management Assignments

    Whether you simply want a file of all of your prospects and assignments, are doing regular tracking of Frontline activity, or you are automating a roundtrip of your data,…

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