How is it June already? The summer months are upon us, which means sweltering heat, lobster rolls, and of course, Raise 2016 here in Boston. But just because it’s summer doesn’t mean the EverTrue product team has slowed down. We know it’s a critical time for your organization as you wrap up the fiscal year and plan for the coming year, so we’ve been cranking away at state-of-the-art features to help you execute those operations.
Keep reading to see what’s new in the EverTrue platform and to learn about some exciting additions to our solution for gift officers.
Core Platform Updates
Recently Viewed Constituents
“Recently Viewed” has a new location! You can now find it in your sidebar at the top of the “Segments” menu. Just click on the “Recently Viewed” tab, and EverTrue will display an auto-curated list of constituents you’ve looked at. If you spend hours browsing around in EverTrue, this is a great way to track which constituent profiles you’ve viewed.
Once you land on the “Recently Viewed” screen, you can add any (or all) of the constituents to a list. Simply check off who you’d like to add, then click on “Add to List” at the top left or open up the “Actions” dropdown at the top right and select the option “Add Constituents to a List.”
Coming Soon: New Constituent Profiles on Web
The constituent profile is a fundamental part of the EverTrue platform. Customers tell us that it’s “the first place they go” to get a snapshot of a donor and retrieve crucial data on giving history, employment, and more.
But as we started to import more of your institutional data, we knew that change was in order—the current profile design didn’t provide the best framework for supporting that important new data. So, we decided to spend some time redesigning the profile. After weeks of gathering feedback from customers and tweaking the design, you’ll be happy to know that the new profile will be switched on for all users on July 7, 2016.
Watch the video above to get a peek of the new profile before it goes live. Here are just a few of the improvements:
- Navigation tabs make it easier to jump directly to relevant constituent information.
- Sleeker presentation of biographical, real estate, and Facebook engagement data.
- New donor information section with the ability to customize which fields you see.
- Improved commenting experience with the ability to filter comments.
- A list membership module shows which of your lists the constituent is a member of.
For Gift Officers
Please note: The following updates are for customers using EverTrue for Gift Officers. If you are a customer interested in this package, please reach out to your Customer Success Manager. If you are interested but not yet a customer, please contact us here.
Keyword Search on Contact Reports
Last month, we introduced three new filters allowing you to search for constituents by interaction type, date, and content. This made it easier to find constituents based on the form of contact—from meetings, to phone calls, to mailings. Now, in addition to those filters, we’re thrilled to announce that you can perform keyword search on contact reports and interactions right from the main search bar.
So, how does it work? Let’s say you talked to a constituent about the pool renovation but can’t remember exactly who it was. Simply type “pool” into the search bar and EverTrue will return any constituents, contact reports, or other interactions containing that keyword.
With this new feature, you’ll notice a few changes to the search experience:
- The main search bar prompt now reads “Search constituents and interactions” and organizes the suggestions drop-down into “Constituents” and “Interactions” (if the system registers results for both categories).
- When you click “View all results” at the bottom of the drop-down, you’ll be taken to a new screen containing both constituent and interaction results.
- You can mix the keyword search with any other filters. From the results screen, just open up the filter bar as normal and apply filters.
Prospect Status Aging
As a gift officer, you’re managing dozens or hundreds of prospects at any given time. It can be difficult to decide who to prioritize and who to call this week—until now. Introducing prospect status aging in My Portfolio! Now, your portfolio will display “Time In Stage” and “Last Contact Date” for each assigned prospect, giving you a more quantitative look at your portfolio and how prospects are progressing through the pipeline.
With “Time In Stage,” see how long a prospect has been sitting in a given stage (e.g., cultivation, solicitation). You’ll have instant answers to questions like: Who’s gone the longest without a move? At what stage are my prospects getting stuck?
With “Last Contact Date,” see when you last had a meaningful interaction with a prospect (based on imported data from meetings, phone calls, and emails). This can be helpful for prioritizing your outreach: Who’s gone the longest without contact? Who should I focus on in the coming week?
My Portfolio also lets you sort your prospects by “Time In Stage” and “Last Contact Date” in descending or ascending order. Just click on the “Sort” menu near the top right of your portfolio, click on the descending or ascending arrow, and select your desired criteria.
If you have feedback or questions about this month’s updates, don’t hesitate to get in touch with us. If not, we’ll see you in July!