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EverTrue Product Update: September 2018

It's the end of summer and you're getting ready for the start of school, homecoming, and athletics. Our Customer Success team wants to make sure this year is your best one yet! They're here to walk you through some of EverTrue's newest features that will help you start strong this fall.

Round-trip Data

Learn how to automatically send contact reports from EverTrue back to your database with Meggie. She'll walk you through our new process for syncing interactions from desktop or mobile devices into your system of record.

 

Pledge Balances & Recurring Gifts

Caroline walks through our newest giving features. See how much your constituents have in outstanding pledges and who's set up recurring payments. 

 

Volunteer Updates - For Admins

Learn how administrators in Volunteer Management can set pool metrics and assign pool-specific goals with Caroline. She also demonstrates how to use new management tools and view volunteer engagement.

 

Volunteer Updates - For Volunteers

Meggie shows off new features for your Volunteer by EverTrue users. See gift alerts, group texting, custom filters, and gift stages in action!

 

Gift Transactions

Learn how to view your constituents' gift transactions with Meggie. She'll show where to look on profiles and how to use this new feature as a filter in search. 

 

Managing Team Usage

EverTrue owners, Meghan is here to show you how to manage your team members' usage in EverTrue. Find out how often your team is using the tool and who is using it the most!

 
 

Super Searches and Radius Map

Learn a tried and true super search from Courtney. Plus, she'll show you how to use our new radius feature!

 

Giving Designations

Meghan demonstrates how to prompt Online Giving donors for gift designation information before they enter their payment information.

 

Trip Planning Features

Learn how to improve your trip planning with Meg! She'll show you how to sync your calendar and block off time without affecting post-trip reporting.

 

Categorized Giving

See who's donated to different funds with with Meg. She'll show where to find this information, as well as how to incorporate this field into your searches!

 
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