EverTrue
-
EverTrue – Advance Lingo Translator
Many terms in EverTrue and Advance are the same (Your Capacity Score = Capacity Score). Below are some frequently used terms that are different. EverTrue Advance Constituent Biographic Remote ID Advance ID Constituent Entity Constituency Entity Type Donor Score Propensity Score Your Engagement Score Affinity Score EverTrue Index No equivalent – ET uses an algorithm that looks at recency, frequency, and monetary value of a prospect’s giving: less robust than Donor Score (Propensity Score in Advance) Prospect Status Prospect (Program) Stage Solicitation Code Mail Code (includes omit codes) Career Function Field of Work Industry Nature of Business Interactions & Proposals Contacts & Proposals Interaction Contact Proposal Stage Proposal Status Original Amount & Date Anticipated Ask Amount & Expected Ask Date Current Amount & Date Actual ask amount & date Expected Amount & Date Initial Contribution Amount & Date Funded Amount & Date Granted Amount & Date Giving & Gift Transactions Categorized Giving Allocation School+ (includes a few programs) Designation Category Allocation School Designation Allocation Gift Date Date of Record (gift received) Lifetime Giving Credit Amount (commitment with expectancy calculation which includes Gift, Pledge, Matching Gift, & Expectancy)
-
How to manage your volunteer program with EverTrue
-
Uploading ID numbers to create lists
-
How to Remove Incorrect Enriched Data
-
How to Connect your Program's Facebook Page to EverTrue
You can easily connect your school or program’s Facebook pages to EverTrue by having the page administrator add the Advancement Help Desk manager, Lawanda Sanders, (Facebook user lawanda.sanders.7505 or ls7nc@virginia.edu), as an Analyst for the page. Rest assured, Lawanda will never interact or make any changes to your page. If your Facebook page administrator needs help with this, they can use these instructions from Facebook or contact Lawanda at 434-964-6752 or ls7nc@virginia.edu. Connecting your program's Facebook page to EverTrue enables you to leverage EverTrue data to focus your engagement and fundraising efforts. You can cross-reference wealth, giving, career, and other data in EverTrue with constituent likes, reactions, and comments tied to specific content on your official UVA Facebook pages. Consider doing something simple that can help you turn Facebook engagements into information that helps you fine-tune your Advancement efforts. -Tara Telfair
-
Connecting Your Calendar in Trip Planner