lists

  • Sending a List to Emma

    Once you've connected your Emma account to EverTrue, you'll be able to send any list of constituents directly to your Emma platform. Follow the steps below to get from EverTrue to Emma in only a few…

  • Creating and Viewing Lists (Mobile)

    Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…

    • updated 6 mths ago
    • 181
    • Mobile

  • Using List Activity

    Understanding List Activity List Activity is a collapsable feed found to the right of a private or shared list on your Lists tab. Within this feed, you will find an option to add comments to your…

    • updated 1 yr ago
    • 240
    • Lists

  • 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.…

    • updated 11 mths ago
    • 387
    • 2
    • Lists

  • 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.…

  • Collaborating on Lists (Web)

    Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists, such as adding/removing other collaborators and/or constituents.…

    • updated 1 yr ago
    • 178
    • Lists

  • List vs. Saved Search

    You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart! List:…

    • updated 11 mths ago
    • 245
    • Lists

  • Annual Giving Playbook (Chapter 3): Get Specific with Lists

    We want to free you from spreadsheets! Transition your shared documents into EverTrue to maximize collaboration and cooperation among your team. Create a list to group together constituents for a…

  • Alumni Relations Playbook (Chapter 4): Maximize Event Planning

    Use EverTrue’s Map Feature to streamline event-planning efforts & easily visualize your alumni data with our Google Maps integration. Planning a Regional Event?…

  • Use Cases: Lists & Saved Searches

    Learn about how our customers are using Lists & Saved Searches! Customer's Role: Assistant Director of Leadership Annual Giving Using Saved Searches…they set up email notifications on a daily and…

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