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Managing Saved Search Notifications
Locating Notification Settings Whenever a new constituent meets your saved search criteria, you have the option to opt-in to receive either an email notification, a push notification,…
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Sharing a Saved Search
Do you have a saved search that you want to share with a colleague using EverTrue? Easy! After applying your desired filters and/or navigating to the saved search you wish to share,…
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All About: Saved Searches
Saved Searches (formerly known as Segments) are a great way to avoid re-running the same query to look for newly matched constituents over & over again.…
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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:…
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Frontline Playbook (Chapter 2): Let's Build Some Saved Searches!
Start out by building saved searches. These are dynamic searches that run constantly, delivering daily alerts and updates from your donors. Instead of waiting for weeks-old printouts,…
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Alumni Relations Playbook (Chapter 2): Building Great Saved Searches
Start Out Building Great Saved Searches Begin by building saved searches. These are dynamic searches that run constantly, delivering regular alerts and updates with new information from your alumni…
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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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Annual Giving Playbook (Chapter 2): Searches... Where the Magic Begins
Take the first step by creating some strategic saved searches. These are dynamic searches that refresh constantly, delivering up-to-date alerts and updates from your constituents.…