-
Granting EverTrue Access to your Facebook Pages
EverTrue can be used to track constituent engagement with posts on your institution's Facebook Pages. In order to implement this feature, an EverTrue user must first have the correct Facebook access…
-
All About: TrueView Insights
What are TrueView Insights? Welcome to EverTrue's TrueView Insights! TrueView is EverTrue's solution to providing you with the ultimate constituent profile.…
-
All About: Filters
What are Filters? Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations.…
-
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.…
-
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.…
-
Setting Up Scheduled Exports
An exciting feature in EverTrue is the ability to schedule exports! Customers have the ability to schedule daily export files at a time they choose and have them delivered to them via secure FTP.…
-
Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT
Configuring Total Giving Raiser's Edge NXT can count total giving by either campaign or cash in the door. When counted by campaign, the following gift types (including hard and soft credit) are…
-
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,…
-
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.…
-
Using Automated Data Sync with Raiser's Edge NXT
What is the Automated Data Sync? EverTrue's new automated Data Sync is an API-driven data connection for accounts using Raiser's Edge NXT that allows data from this platform to automatically send to…
-
Getting Started with Data Manager
The Data Manager Platform is where our importer lives (it will not be visible until enablement). Follow the steps below to get started on importing using the Data Manager Platform.…
-
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,…
-
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.…
-
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,…
-
All About: Proposals
Note: Your organization must be sending assignment data through our Portfolios Assignment model. You are on this model is you see a Portfolio tab in EverTrue (not My Portfolios),…
-
All About: Lists
What are EverTrue Lists? EverTrue Lists are a great way to save a group of constituents for easy reference or help collaborate with a colleagues on any project.…
-
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 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.…
-
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,…
-
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.…
-
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…
-
Import Error Glossary
Diagnosing Import Errors After importing a file to EverTrue, your Summary Report may contain some error messages. Not all are major issues that require action,…
-
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.…
-
Customizing Your User Profile
When you become an EverTrue user, you will have your own profile with information about the role you hold at your institution and how you will interact with EverTrue.…
-
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…