We’re giving you the rundown on what’s new at EverTrue. From bright, shiny new things to updated features you will love. We’ve got what you need to be successful on the road and reach more donors in different ways, so grab your pumpkin spice latte and let’s get started!
We are Family
(It’s okay to sing along with Sister Sledge on this one!)
Our family is growing! Fundriver and Pledgemine have joined the EverTrue Family.
We believe in empowering you to build relationships, inspire generosity, and improve lives. That important work can only be done when you are equipped with the right tools to reach donors in whatever ways you can. We are so excited to share that Pledgemine and Fundriver have joined the EverTrue family and are now a part of those solutions.
Send a personalized congratulatory note to an alum on a job change discovered through Career Moves or send a “handwritten” thank-you note to a donor that mailed in their gift — engaging with them in the way they have chosen to engage with you — or identify alumni non-donors who have engaged on Facebook and send them a personalized print appeal with an invitation to make a gift. When you combine the intelligence of EverTrue and the personalization of Pledgemine the opportunities are endless!
Pledgemine offers compelling direct mail formats, virtually unlimited personalization and segmentation, on-demand sending technology, and flexible design levels that are tailored to each customer’s needs.
Pledgemine’s unique approach to direct mail perfectly fits EverTrue’s philosophy of personalizing every donor’s experience. They offer the most customization and the fastest turnaround times in the business, allowing for “real-time” stewardship and solicitations delivered via direct mail. Learn more.
Your development team needs fast access to up-to-date endowment information in order to report to and steward donors. Accounting teams need easier ways to track and manage endowed funds, simplify audits, and ensure compliance with donor gift agreements. Fundriver solves both problems, helping you work across teams and create a better experience — for you and the donor.
Fundriver’s streamlined workflows, simplified audit readiness tools, and donor compliance monitoring guarantee a seamless transition from endowment and fund donation to ongoing management.
The addition of Fundriver allows customers to steward donors better and simplify reporting season by combining endowment financial data with information from donor management systems and awardee stories to drive more personalized outreach. Learn more.
Introducing the all-new EverTrue Help Center
Our goal is to help you be successful. This doesn’t just mean using our forward-thinking tools and strategies, but also through our support resources!
With that in mind we have:
- restructured the layout making it easier for you to use
- combed through all the “help” articles to make sure they are actually helpful to you
- created better search capabilities, so you can find what you need when you need it
Take a look around, we think you’ll like what you see!
Your data — wherever you are!
We’ve got exciting updates for the EverTrue iOS app. The updated app offers an easier, simplified navigation that requires less steps to get where you want to go. You can easily fill in any gaps in your schedule while you are out on the road visiting donors by seeing who is close to you. Finding constituents has never been easier! Download the EverTrue iOS app today and become more efficient when you are on the go.
Introducing ThankView Tasks — video collection made easy
We’re excited to share a new ThankView Premium feature called Tasks. We built Tasks to automate and scale personalized donor outreach right within ThankView. You can use the new Tasks feature to assign Recorders within a campaign and give them ideas for creating the video. Once you assign a Recorder, they receive a notification with the information you provided to record a great video. The new Tasks feature makes it easier for you to collect the videos you need, with fewer steps!
Ready to get started? We just launched this new feature for premium customers on September 30. Give it a try and don’t forget to let us know what you think.
For more detail on how to use this new feature, check out our help resource. We’ve created a video and description to help you get started.
Interested in using Tasks but not a premium customer? That’s okay, we’d love to help. Reach out to your customer success manager, open a chat and let us know what you need, or reach out to email@example.com to get more information on making the switch.
ThankView Bulk Resends
Did you know? ThankView now makes it easier for users to resend their campaigns to recipients who haven’t opened the email, without having to do it one by one or create a separate list. You can also change the subject line to try and get attention the second time around. Want to see it in action? We’ve got you covered.