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

---

After adding constituents to your cadences, start your outreach by working through each cadence step. Each step includes a tooltip with 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 shown in the screenshot, use EverTrue to learn more about the constituent. Begin your research directly in the Cadences tab by clicking the constituent’s Preview button to review their giving and interaction details. We even include a link to their LinkedIn profile if one has been sourced by EverTrue enrichment data, making this step even easier to complete!

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

---

Running a Cadence Call Step

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

Step 1. Open a Call Step

In your Cadences tab, select a cadence with steps in need of completion. Then, click the dropdown arrow next to a call step to expand it.

Step 2. Select Call Constituent 

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

Step 3. Use the Dial Pad to Make a Call

A dial pad appears in the bottom-right corner of your page. If the constituent’s phone numbers are imported into EverTrue, they 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 want to call from the dropdown, or use the keypad or your keyboard to enter a different number. 

The Call Notes section on the left side of the dial pad lets you take notes during your call. Use this space to capture important details as you speak or jot down talking points beforehand to keep your conversation on track. Any notes you take will automatically populate in the Description field of an interaction form that appears after the call ends. 

When you’re ready, click Call to start your outreach! 

Note: If the constituent has a known primary address, a time zone indicator appears next to their name, helping you decide the best time to reach out. 

Step 4. Add an Interaction 

After ending the call, an Add Interaction form tied to the constituent appears 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 name displays 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 displays here. If AI is not enabled or no notes were taken, the description defaults to “Successful phone call.”

 

Edit any fields and fill in missing details as needed. Click Save to add the interaction, or click Skip if you prefer not to log it.

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

To mark the step complete, click the circle to the left of the constituent’s name. A green check mark will appear, and your cadence progress bars and step counters will update accordingly. If you accidentally mark a step complete, click the check mark to reverse its status.  

In the Tasks tab, you can also find this step marked as complete by filtering your table to Completed Tasks or All Tasks.

Constituents automatically populate in the appropriate cadence step on the day action is required, so after making your call, continue with phone outreach for the remaining constituents in the step! 

Though Signal’s phone outreach is optional, we recommend using this in-app feature because its completion data informs your Clarity reporting dashboards. You can still make cadence calls using an office or personal phone if necessary.

---

Running a Cadence Email Step

If you’ve authenticated your Google or Microsoft email account in EverTrue, you can send emails directly from a cadence step.

Step 1. Open an Email Step

In your Cadences tab, select a cadence with steps in need of completion. Then, click the dropdown arrow next to an email step to expand it.

Step 2. Select Email Constituent 

Click the three-dot button next to a constituent in the step and select Email Constituent from the options menu. For quick access, click the Email button next to the three-dot menu.

Step 3. Compose Email and Send

An email composer appears in the bottom-right corner of your page. If the constituent’s primary email address is imported into EverTrue, it populates in the To field. However, you can replace it with another address if needed.. 

Next, add a subject line and type your email body. To insert a template, click the template button in the bottom-left of the composer. Use the formatting buttons at the top of the composer to adjust things like text size and alignment or add dynamic fields. Click the pen button at the bottom to add or edit your signature. To attach files, click the paperclip button at the bottom-left. When you’re ready, click Send! 

Notes: 

• Email attachments have a 25MB size limit.
• If you use ThankView 1:1 Personal Video, you can 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 appears 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 no subject was included, the summary defaults to “Sent Email to [Constituent’s Name].”
• Description: Defaults to the email body.

Edit any fields and fill in missing details as needed. Click Save to add the interaction, or click Skip If you prefer not to log it. 

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

To mark the step complete, click the circle to the left of the constituent’s name. A green check mark will appear and your cadence progress bars and step counters will update accordingly. If you accidentally mark a step complete, click the check mark to reverse its status.  

In the Tasks tab, you can also find this step marked as complete by filtering your table to  Completed Tasks or All Tasks.

Constituents automatically populate in the appropriate cadence step on the day action is required, so after sending your email, continue with email outreach for the remaining constituents in the step! 

Though Signal’s email outreach is optional, we recommend using this in-app feature because its completion data informs your Clarity reporting dashboards. You can still send cadence emails using an external email browser or app if necessary.

---

Reaching the End of a Cadence

When you mark the last step of a cadence as complete, an End of Cadence popup will appear with two action options: 

1. Move to another cadence
2. Remove from cadence 

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

Note: If moving a constituent or completing your cadenced outreach marks a new stage in their relationship with your organization, consider updating their portfolio stage to place them in the correct pipeline. You can update their stage directly from the cadence step before marking it complete!

---

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