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Automatic Cadence Pausing
To help your team maintain a natural outreach rhythm, EverTrue includes an Automated Holiday Pause feature. This ensures that cadence step due dates don’t accidentally fall on major U.S.…
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Automating File Transfer
Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager
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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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Setting Up Launchpad for Frontline
Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…
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Configuring SSO Authentication
Logging in with SSO EverTrue offers authentication with any SAML 2.0 standard compatible Identity Provider. If SSO is enabled, users will take the following steps to log in:…
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Managing Active Sessions
From laptops and work desktops to smartphones and tablets, many of us have multiple devices at our disposal. At any given time, you could be logged in to EverTrue across several devices.…
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Customizing Your User Profile
When you become an EverTrue user, you will have your own profile with information about the role you hold at your institution and how you will interact with EverTrue.…