Help Center
Contact Us
How to enable Javascript
Sign Up
Login
Search
Home
Tags
lists
Filter
Active
Newest
Popular
Most likes
Most replies
Most views
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
Tags
Home
Using EverTrue
EverTrue Basics
Getting Started
Constituent Profiles
Saved Searches
Lists
Interactions
Trips & Meetings
Proposals
Mobile
Implementation & Data
Implementation
Data
Formatting
RE NXT
SFTP Automation
Exports
Account & Troubleshooting
Account
Troubleshooting
Add-Ons & Integrations
Launchpad
Career Moves
Windfall
Portfolios
Facebook Integration
Eventbrite Integration
Emma Integration
Miscelaneous Integrations
EverTrue Beta Testing
Filters Beta
Bookmarked Searches
Dynamic Lists
Volunteer by EverTrue
For Admins
Getting Started
Volunteer Pools
Volunteer Featuers
Volunteer Data
For Volunteers
Volunteer Basics
Volunteer for Mobile
FAQs and Troubleshooting
Guides & Use Cases
Alumni Relations Playbook
Relationship Management Playbook
Annual Giving Playbook
Volunteer Management Guide
Use Cases
EverTrue Platform Trainings
EverTrue Updates
Tags