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  • 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…
    • updated 6 mths ago
    • 81
    • Emma Integration
  • 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 2 wk ago
    • 78
    • Mobile
  • Using List Activity

    Contents Understanding List Activity Mentioning a Colleague Linking a Constituent Profile List Notifications Understanding List Activity List Activity is a collapsable feed found to the right of a…
    • updated 6 mths ago
    • 87
    • Lists
  • All About: Lists

    Contents What are EverTrue Lists? Creating and Viewing Lists Using the Lists Tab to Create and View Lists Using the Constituents Tab to Create and View Lists Using a Constituent Profile to Create…
    • updated 5 mths ago
    • 197
    • 1
    • 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.…
    • updated 6 mths ago
    • 143
    • Emma Integration
  • Collaborating on Lists (Web)

    Contents Adding Collaborators Removing Collaborators Understanding List Permissions Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists,…
    • updated 6 mths ago
    • 98
    • 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 6 mths ago
    • 96
    • 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…
    • updated 6 mths ago
    • 69
    • Annual Giving Playbook
  • 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?…
    • updated 10 days ago
    • 68
    • Alumni Relations Playbook
  • 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…
    • updated 6 mths ago
    • 95
    • Use Cases

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