Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

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After adding constituents to your cadences, you can begin outreach by working your way through your cadence steps. Each cadence step includes a tooltip that offers a brief description of its outreach task - simply hover over the info icon to read it! 

For example, in the Research Donor and LinkedIn Follow step seen in the screenshot, you can use EverTrue to learn more about the constituent. This research can start directly in the Cadences tab by clicking on a constituent’s View button for a preview of their giving and interaction details. We’ll even include a link to their LinkedIn profile if one has been sourced by EverTrue enrichment data, making completing this step a breeze!

Below, we will review how to run cadence call and email steps. Let’s get started!

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Running a Cadence Call Step

If you have successfully added a custom caller ID to your Signal Phone settings, you can make outbound phone calls directly from a cadence step.

Step 1. Open a Call Step

In your Cadences tab, choose the name of a cadence that contains steps requiring completion. Then, use the dropdown arrow next to a call step to expand it.

Step 2. Select Call Constituent 

Click on the three-dot button next to a constituent in the step, and select Call Constituent from the options menu, or simply click the Phone button next to the three-dot menu for quick access. 

Step 3. Use the Dial Pad to Make a Call

A dial pad will appear in the bottom-right corner of your page. If the constituent’s phone numbers are imported into EverTrue, they will automatically populate in a dropdown at the top of the dial pad, along with the phone type (e.g., home, work) if available. Select the number you’d like to call from this dropdown, or use the keypad or your keyboard to type in an alternative phone number. 

The Call Notes section on the left side of the dial pad allows you to jot down notes during your call with a constituent. This area is helpful for capturing important notes as you speak or typing out talking points ahead of the call to keep your conversation on track. Any notes you take here will automatically populate in the Description field of an interaction form that appears after the call ends.    
When you’re ready, hit Call to start your phone outreach!

Note: For constituents with a known primary address, you’ll find an indicator of their primary time zone displayed next to their name, making it easy to decide when to reach out to your donors. If no primary address is imported for a constituent, this indicator will not appear.  

Step 4. Add an Interaction 

After ending the call, an Add Interaction form tied to the constituent will appear with some fields already populated:

• Date: Defaults to the current date. 
• Solicitors: Defaults to the user who made the phone call. 
• Summary: If your organization has EverTrue’s AI features enabled, the cadence step’s name will display here. If AI features are not enabled, the summary defaults to “Phone Call with [Constituent Name].”
• Description: If EverTrue’s AI features are enabled, an AI-generated summary based on your Call Notes will display here. If AI is not enabled or no notes were taken, the description defaults to “Successful phone call.”

You can edit any of the form’s fields and fill in missing details as needed. Click Save to finish adding the interaction! If you prefer not to add an interaction for the phone call, click Skip instead.

Step 5. Mark Call Step as Complete and Move to Next Constituent in the Step 

To mark a call step as complete, click the circle that appears to the left of the constituent’s name. Watch as a green check mark appears and your cadence progress bars and step counters update accordingly! Accidentally mark a call step complete that wasn’t quite done? Click the check mark to reverse its status.  

If you head to your Tasks tab, you’ll also find this cadence step completed when filtering your table to Completed Tasks or All Tasks. 

Constituents will automatically populate in the appropriate cadence step on the day the step needs to be taken, so once you make your call, you can continue with phone outreach for the remaining constituents in the step! 

Though Signal’s phone outreach is optional for completing your cadence steps, we encourage using this in-app feature as its completion data informs your Clarity reporting dashboards. You can still make cadence calls via an office or personal phone as needed.

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Running a Cadence Email Step

If you have successfully authenticated either your Google or Microsoft email account in EverTrue, you can send outbound emails directly from a cadence step.

Step 1. Open an Email Step

In your Cadences tab, choose the name of a cadence that contains steps requiring completion. Then, use the dropdown arrow next to an email step to expand it.

Step 2. Select Email Constituent 

Click on the three-dot button next to a constituent in the step, and select Email Constituent from the options menu, or simply click the Email button next to the three-dot menu for quick access

Step 3. Compose Email and Send

An empty New Message email composer will appear in the bottom-right corner of your page. If the constituent’s primary email address is imported into EverTrue, it will automatically populate in the To field. However, you can remove it and input a different address if needed. 

Next, add a subject line, and either type the email body or insert a template from your library using the template button in the bottom-left of the composer. You can use the formatting buttons at the top of the composer to adjust things like text size and alignment, or add dynamic fields. Use the pen button at the bottom to add or edit your signature. If you need to add attachments to your email, click the paperclip button at the bottom-left. When you’re ready, hit Send! 

Note: Email attachments have a size limit of 25MB.

Note: If you use ThankView 1:1 Personal Video, you’ll be able to paste your 1:1 video links directly into Signal’s email composer!

Step 4. Add an Interaction 

After sending the email, an Add Interaction form tied to the constituent will appear with some fields already populated:

• Date: Defaults to the current date. 
• Solicitors: Defaults to the user who sent the email. 
• Summary: Defaults to the email’s subject line if one was included. If not, the summary defaults to “Sent Email to [Constituent’s Name].”
• Description: Defaults to the body of the email.

You can edit any of the form’s fields and fill in missing details as needed. Click Save to finish adding the interaction! If you prefer not to add an interaction for the email, click Skip instead.

Step 5. Mark Email Step as Complete and Move to Next Constituent in the Step

To mark an email step as complete, click the circle that appears to the left of the constituent’s name. Watch as a green check mark appears and your cadence progress bars and step counters update accordingly! Accidentally mark an email step complete that wasn’t quite done? Click the check mark to reverse its status.  

If you head to your Tasks tab, you’ll also find this cadence step completed when filtering your table to Completed Tasks or All Tasks. 

Constituents will automatically populate in the appropriate cadence step on the day the step needs to be taken, so once you send your email, you can continue with email outreach for the remaining constituents in the step! 

Though Signal’s email outreach is optional for completing your cadence steps, we encourage using this in-app feature as its completion data informs your Clarity reporting dashboards. You can still send cadence emails via an external email browser or app as needed.

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Reaching the End of a Cadence

When you mark the last step of a cadence as complete, an End of Cadence popup will appear in which you can choose from two action options: 

1. Move to another cadence
2. Remove from cadence

Select the appropriate action for the constituent and click Done in the upper-right corner to finish completing the last cadence step. 

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For any other questions reach out to EverTrue Support at genius@evertrue.com.