EverTrue Product Update: The Best New Features from 2017
Let’s keep this intro short and sweet so you can dig right into all the new EverTrue goodness.
Here’s a roundup of the new products and features we debuted in 2017 that will help your team crush 2018 and beyond.
(Let us know what you think!)
Relationship Management, Featuring My Trips and My Team
With this new product for gift officers, we’ve helped hundreds of fundraisers stay on top of their portfolio, connect with new prospects, plan trips in minutes, work from their phones, and track team progress.
“I have worked in advancement for more than 20 years and EverTrue’s gift officer solutions are the best I have seen to date. If I’d had this when I started my career, it would have saved me years of time.” – Jennifer Small, Manager of Campaign Initiatives and Principal Gifts Officer, Union College
With Volunteer Management, we’re helping annual giving teams empower volunteers with real-time information to personalize outreach, track progress, and send a flood of information and gifts back to campus.
Interactions & Contact Report Search
You have thousands of contact reports in your database, each loaded with great information that often passes by unnoticed.
You can import those contact reports into EverTrue where they become searchable interactions. Use the search bar in EverTrue to “google” prospects who have mentioned key campaign themes, favorite professors, or university leaders to help build campaign pipeline. You can even use hashtags in your contact reports to create easy searches for later use.
We’re putting even more giving information into EverTrue to help you track past giving, segment appeals, and personalize future outreach.
We now allow you to import up to five giving categories, each of which appears on every constituent profile.
Building strong relationships is the ultimate goal of every advancement office. To build strong relationships with constituents, you need to know everyone they’re related to!
We didn’t want you to have to dig through your database to find spouse, sibling, and child information, so we made some enhancements that let you import your existing relationship information to populate each constituent record with a family tree.
Content Image for Giving Pages
Our beautiful, mobile-optimized Online Giving pages were already amazing. Then we added even more enhancements so you can request more gift details or add custom information.
Our personal favorite? You can now add a second image in the foreground of every giving page. Use this mobile-responsive area to drive home why they should give, promote a challenge, or act as a “gift thermometer” during a giving day.
Facebook Events and Eventbrite
We want alumni relations and development teams to use the best, most shareable platforms to run events and increase attendance. So we developed new integrations with Facebook Events and Eventbrite.
You can now use EverTrue to see who is engaging with event-related content on Facebook and track registrations from both platforms. Event attendance then shows up on EverTrue profiles, helping you better understand the interests and engagements levels of every constituent.
See how our friends at West Point used Facebook Events to connect with prospects at this year’s Army/Navy football game.
EverTrue for Android
The EverTrue app is now available for download in the Google Play Store. With the app, you’ll easily access constituent profiles on the go, find prospects and visits, and collaborate with teammates from the palm of your hand. Use EverTrue on any device you own and love.
“The EverTrue Android app allows me to retain the seamless functionality of the Google ecosystem along with EverTrue’s features on my phone. Now I have access to all of the information I need to engage with constituents on the road.” – Timothy Crouch, Associate Director of Capital Giving, Mercersburg Academy
Alumni Community Web
Our new web-based version of EverTrue’s Alumni Community has everything you love about our original, famous app: career data from LinkedIn, user-friendly filters, map-based searching, and engagement data.
Now you have a web-based home for your alumni directory along with best-in-class apps for iOS and Android. Alumni Community Web is also mobile-responsive, so it works on every device from desktop to tablet to smartphone.
“Our alumni love the functionality of the Community app. We heard that some of our users either don’t have a smartphone (hard to believe!) or would prefer to access the directory on their computer. We’re excited to announce the web-based app to our community!” – Jamie Jordan, Associate Director of Online Engagement and Marketing for Alumni Relations, Bucknell University
Mentors and Membership Card for Alumni Community
We added two more big improvements for Alumni Community. First, your alumni now self-identify on the web or iOS as mentors, indicating they’re willing to help fellow graduates with advice or networking. Other users can then search for nearby career mentors.
And now Alumni Community users can showcase their school pride with an in-app Alumni Card, available on iOS and Android. Use this digital ID to signify association membership, receive bookstore discounts, or gain admission to events.
If you’re an EverTrue customer and have questions about any of this great new products and features, contact your Customer Success Manager, visit help.evertrue.com or email our Support team at firstname.lastname@example.org.