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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
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- 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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