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Configuring Two-Step Verification
What is Two-Step Verification? Security is EverTrue's utmost priority! Just like your online banking system or email provider, EverTrue offers two-step verification as an added layer of security.…
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AI and EverTrue FAQ
How is AI being used at EverTrue? EverTrue is leveraging the power of AI to revolutionize the donor experience, making life easier for everyone in the advancement office.…
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Using AI Profile Summary on Your iOS App
Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…
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Using AI-Generated Emails on Your iOS App
Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…
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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).…
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Accessing EverTrue
Accessing by Web Browsers EverTrue is supported by a variety of web browsers and versions within each browser. Below you will find our full list of supported browsers as well as versions we recommend!…
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Dictating Interactions on Your iOS App
We want to save you time while you're on the road, which is why we've included built-in voice dictation for meetings found within your app's Trips & Meetings tab! To access this feature,…
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Navigating Your EverTrue iOS App
The EverTrue iOS app will be your go-to tool for getting closer to your prospecting goal while on the road. We recently made some changes to the app's layout to better-reflect workflows used to…
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Getting Started: Volunteer for Mobile
Downloading the Volunteer for Mobile App Volunteer by EverTrue is currently available for iOS (Apple) mobile devices. In the App Store search Volunteer by EverTrue to locate and download the free app.…
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Using EverTrue Pinned Comments on Your iOS App
What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…
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Updating a Contact (Mobile)
Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…
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Using Map Draw Function to Find Constituents (iOS)
Using the draw function on the map view of the EverTrue iOS app is a great way to quickly find constituents who are nearby! You can use it to maximize the number of meetings in a specific area,…
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Using the Map and App Navigation (Mobile)
We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…
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Top Five Reasons to Use the App
With powerful mobile platforms available for all customers on iOS and Android, EverTrue helps you leave spreadsheets, file folders, briefcases, and padfolios behind.…
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Using Trips & Meetings on Mobile
Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and…
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Using AI Profile Summary on Your Android App
Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…
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Using Search Filters and Profiles (Mobile)
We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…
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Using AI-Generated Emails on Your Android App
Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…
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Navigating the EverTrue Android App
The EverTrue Android app helps you stay on top of your prospecting goals while on the road. Below, we will explore the app’s core components so you can easily access constituent information,…
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Using Collaborative Tasks on Your Android App
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Collaborative Tasks on Your iOS App
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Signal Home Screen on Your Android App
Note: The Home Screen is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Signal’s Home Screen?…
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Using Signal Home Screen on Your iOS App
Note: The Home Screen is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). What is Signal’s Home Screen?…
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Using AI-Suggested Tasks on Your iOS App
Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any…
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Using AI-Suggested Tasks on Your Android App
Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any…