Note: In-app Phone 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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What is Signal Phone?

Signal Phone lets you call constituents directly within the Signal platform with a single click, saving valuable time! This feature uses technology that places calls over an internet connection instead of a traditional phone line, allowing you to bypass the extra steps typically needed to make a call. With Signal Phone, you control which phone number appears as your caller ID, so prospects will know someone from a familiar organization is reaching out. 

You can access Signal Phone from three locations in the platform: 

1. A constituent profile   

2. The Cadences tab 

3. The Tasks tab 

Below, we will review how to add a Custom Caller ID in EverTrue and how to place a call from a constituent profile. To learn how to use Signal Phone from within a cadence or task, check out our cadence outreach and task outreach resources. 

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Adding Custom Caller ID

During implementation, EverTrue assigns your organization a phone number so you can use the Signal Phone feature. To place outbound calls, you will need to add a Custom Caller ID, which replaces your organization’s assigned phone number and shows on constituents’ caller ID when you call. 

Let’s look at how to add this!

Step 1. Navigate to Your Outreach Settings

Open your User Menu dropdown in the top-right corner of EverTrue and select Settings. Then, click the Outreach settings tab.

Step 2. Enter Your Phone Number and Click Verify

Scroll down to Phone settings, and type your phone number into the empty text field found below Custom Caller ID Number. Click Verify Number to begin the verification process.

Step 3. Complete the Phone Verification

You will receive a call to the number you entered and a pop-up will appear in EverTrue that displays a verification code. When prompted by the call, enter this code on your phone to complete verification. 

Note: Be sure to enter the code before ending the call or closing out of the verification popup. 

After verifying your phone number, click Close in the upper-right corner of the popup to finish adding your Custom Caller ID!

Step 4. Remove Your Custom Caller ID (If Needed)

If you ever need to remove your existing Custom Caller ID (for example, maybe your phone number changed or you want to use a different number), click Remove Number at the bottom of your Phone settings.

A confirmation popup will appear. Click Save to finish removing your Custom Caller ID.

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Making a Call from a Constituent Profile  

Once you set up your Custom Caller ID, you can start calling constituents directly in Signal! If your organization uses EverTrue’s AI Profile Summary feature, we recommend reviewing the constituent’s summary (or do a quick profile review if not using this feature) before calling to prepare for your conversation. 

Note: If you receive a callback from an unrecognized phone number, quickly check if it’s a constituent by looking up the number using EverTrue’s search bar! For best results, enter the number using only digits (e.g., 8225555704).

Step 1. Click Phone in a Constituent Profile

Open a constituent profile and click the Phone button in the upper-right corner. 

Step 2. Use the Dial Pad to Make a Call

The dial pad will appear in the bottom-right corner. If the constituent has phone numbers imported into EverTrue, they will populate in a dropdown at the top of the dial pad along with the phone type (e.g., home, work) if available. Select a number from this dropdown, or use the keypad or your keyboard to type in another phone number. 

The Call Notes section on the left side of the dial pad lets you jot down notes during your call or draft talking points before dialing to keep your conversation on track. Any notes you take here automatically populate in the Description field of an interaction form that appears after your call ends. 

When ready, click Call to start your outreach!

Note:

• If a constituent has a known primary address, their time zone displays next to their profile header so you can decide the best time to call. 
• If your organization uses EverTrue’s AI-Profile Chat, you can also open it during a call to quickly look up specific constituent details and keep the conversation flowing!  

Step 3. Add an Interaction 

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

• Date: Defaults to the current date. 
• Solicitors: Defaults to you (the caller). 
• Summary: Defaults to “Phone Call with [Constituent Name].”
• Description: If Call Notes were added, they will display here. If no notes were taken, the description defaults to “Successful phone call.”

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

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