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Mobile: Using AI-Generated Emails on Your iOS App
Using AI-Generated Emails on Your iOS App What are EverTrue's AI-Generated Emails? EverTrue's AI-Generated Emails utilize AI to synthesize your organization's data and generate editable email drafts…
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Mobile: Using the Constituent Enrichment Tab on Your Signal iOS App
What is the Enrichment tab? The Enrichment tab surfaces wealth, philanthropic, and background data for a constituent. This includes capacity ratings, giving history outside your institution,…
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Mobile: Navigating a Constituent Profile on your Signal iOS App
What is a constituent profile? Every constituent in EverTrue has a profile. A central record combining contact information, giving history, interactions, tasks,…
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Mobile: Using EverTrue Pinned Comments on Your Signal iOS App
What are EverTrue Pinned Comments? The Pinned Comment feature lets you keep track of important constituent information while on the road. Pinned comments are visible to all team members with EverTrue…
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Mobile: Creating and Viewing Lists in Your Signal iOS App
Adding a Constituent to a List From a Constituent Profile Tap the + button in the upper-right corner of the profile and select Add To List. Create a new list by typing a name in the search bar or…
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Mobile: Using Tasks on Your Signal iOS App
This article covers task management in the Signal iOS app — creating, reviewing, and managing tasks, and assigning them to team members. https://www.loom.…
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Mobile: Using AI-Suggested Tasks on Your iOS App
Using AI-Suggested Tasks on Your iOS App Note: AI-Suggested Tasks will only be accessible if you have already opted into EverTrue's AI features. Contact your CSM to activate.…
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Mobile: Using the Home Page on Your Signal iOS App
What is the Home page? The Home tab is your Signal app login landing page. Search Bar — Updated At the top of the Home tab is a search bar. Tap it to choose how you want to search: Keyword Search:…
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Mobile: Searching on Your iOS App
There are two ways to search your app: Natural Language Search and Keyword Search. Natural Language Search What is Natural Language Search? If your organization has EverTrue's AI features enabled,…
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Mobile: All About AI Assistant on your Signal iOS app
What is Signal's AI Assistant? Signal's AI Assistant is designed to streamline your prospecting workflows! It leverages AI to assist you with your primary functions.…
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Mobile: Using the Map Draw Function to Find Constituents on Signal iOS app
The draw function on the map view of the Signal iOS app lets you quickly find constituents who are nearby. Use it to maximize the number of meetings in a specific area or identify a replacement…
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Mobile: Navigating Your Signal iOS App
The Signal Android app navigation bar consists of static tabs at the bottom of the screen. Home Tab (default view) — Updated The Home tab is the app's default landing screen and is available to all…
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Mobile: Using AI Profile Summary on Your Signal iOS App
What is Signal's AI Profile Summary? Signal's AI Profile Summary consolidates and synthesizes your organization's extensive constituent data, providing easily accessible and up-to-date prospect…
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Mobile: Using the Constituent Proposals Tab on Your Signal App
The Proposals tab is a section of the constituent profile for viewing and managing giving proposals. Watch this video for a tour. https://www.loom.com/share/8a07344e0f134676833ecd940009f4b9 Viewing…
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Mobile: Using Your Signal App for Trips
Using your mobile Signal app's trips feature offers a great way to keep track of your travels and make adjustments while you are on the road. This article shows the iOS screen,…
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Using AI-Suggested Tasks on Your iOS App
Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any…