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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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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…
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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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Understanding the Volunteer Experience
The best way to view Volunteer by EverTrue just like one of your volunteers is to be one yourself! Because you have full management access to the Volunteer platform,…
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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.…
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Frontline: Visit Meetings
My Team uses data from both your files and EverTrue to generate the provided reports. The only configuration required for My Team at this time is to set your "Visit Interaction" types.…
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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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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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Logging Your Activity
Keep school staff and fellow volunteers in the loop by logging your outreach activity! Head to the Activity tab on a prospect profile and click on the blue +Add Note/Log Activity link in the top…
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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 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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Using EverTrue Pinned Comments on Your iOS App
What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…
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Volunteer Interactions
Interactions in Volunteer by EverTrue Interactions in the Volunteer app are known as Activities. Volunteers can log activity on any one of their assignments,…
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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,…
