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Using EverTrue Pinned Comments
What is EverTrue Pinned Comments? EverTrue's Pinned Comments feature gives you the ability to quickly pass along important constituent information to your team.…
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Integrating with Hustle
It is now easier than ever to merge the power of Hustle's leading one-to-one messaging platform with EverTrue. Connect your EverTrue account to Hustle to begin seeing those impactful Hustle messages…
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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.…
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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.…
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Configuring Your Interaction Form
Establishing Internal Expectations There is a lot to consider when setting up and configuring your interaction form in EverTrue. Use the guide below to help you through the process and make sure…
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Exporting Interactions
If you are an EverTrue Owner who is part of an organization that allows users to write interactions in-platform, you can export that interaction data either manually or through scheduled exports.…
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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.…
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All About: Interactions in 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…
