Managing Signal Phone Outreach
Note: In-app outreach is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).
With Signal Phone, you can easily review your past calls, add or edit call notes, and log interactions to keep your post-outreach work up to date. Below, we will walk through how to understand call statuses, manage call notes, and add or review call interactions. Let’s get started!
Note: To use Signal Phone, your Custom Caller ID must be verified.
Understanding Call Statuses
Each call on the Outreach > Your Phone Calls tab will include a status indicating whether the call was technically completed. These statuses do not reflect whether the constituent answered. Let’s take a closer look at the two statuses you can encounter.
What Counts as a Connected Call?
A Connected status means the call was successfully completed from a technical standpoint (i.e., the technology we use to conduct calls through Signal worked without error). This includes:
- Calls where the constituent answered
- Calls that went to voicemail
- Calls to numbers that are out of service (these calls will still show a Connected status because the call technology worked as expected).
In short, as long as the technology used to place the call successfully connected to the recipient’s phone system (even when the phone number is out of service), it will show as Connected.
What Counts as a Not Connected Call?
A Not Connected status means that the call could not be completed due to technical issues. This includes rare instances where:
The call could not be placed because of an error with the technology Signal uses to conduct the call.
Adding and Reviewing Call Notes
Step 1. Navigate to Your Call Log
To access your call log, navigate to the Outreach tab and click into the Your Phone Calls tab.
Step 2. Open the Call Notes
Identify the call you want to add or review notes for, and look to the table’s Call Notes column. Here, you will find either:
- Call without notes: For calls without notes, you will see a
button. - Call with existing notes: If a call already has notes associated with it, you will see a hyperlinked preview of the notes.
Click the button or notes preview to open the call’s notes.
Step 3. Add, Review, or Edit Notes
A Call Notes popup will appear, displaying call details like the constituent’s name and the date and time of the call. In the Call Notes field, you can add new notes, or review or edit existing notes.
When you’re ready, click Done in the upper-right corner to save your notes.
Adding and Reviewing Interactions
Step 1. Navigate to Your Call Log
To access your call log, navigate to the Outreach tab and click into the Your Phone Calls tab.
Step 2. Open the Interaction Form
Identify the call you want to add an interaction to, and look to the table’s Interactions column. Here, you will either find:
- Call without an interaction: For calls without an interaction, you will see a button.
- Call with an existing interaction: If you previously logged an interaction for a call, you will see a
button.
Click the or button to open the interaction form or review an existing interaction.
Step 3. Add, Review, or Edit the Interaction
Adding a new interaction
When you click the button, an Add Interaction form tied to the constituent will appear with some fields automatically populated. Edit the form’s fields and fill in missing details as needed, then click Save to add the interaction. The call will now display a in the Interactions column.
Reviewing or editing an existing interaction
When you click the button, the interaction’s detail page will open. Here, you can review the interaction details or click Actions in the upper-right corner to access Edit or Delete options.
For any other questions, reach out to EverTrue Support at genius@evertrue.com.
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