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).…

  • Managing Lists

    Lists help you organize key prospect segments, and managing them is easy! Below, we will walk you through how to organize lists into folders, edit list members, and delete lists you no longer need.…

    • updated 8 days ago
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  • All About: Lists

    What are Lists? EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example,…

    • updated 8 days ago
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    • 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

    Working with teammates on lists is easy thanks to the ability to add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators,…

    • updated 8 days ago
    • 616
    • 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 2 wk ago
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    • 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 the Map Radius search,…

  • 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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