1/29/25: Introducing the Signal Influence Dollars Dashboard 

A new Signal Clarity dashboard is here! Signal Influence Dollars provides a detailed view of giving influenced by Signal outreach efforts, helping you track fundraising impact with ease.

The dashboard offers a high-level summary of total dollars raised or received, donations made, and average gift amounts, along with detailed breakdowns by solicitor and week. By connecting donor touchpoints to influenced dollars, Signal Influence Dollars empowers your team to track progress, visualize outreach impact, and refine fundraising strategies! 

To learn more, check out our article on Using Your Signal Influence Dollars Dashboard. If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com. 

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1/8/25: Introducing EverTrue's AI-Profile Chat for Desktop

We’re excited to unveil EverTrue’s AI-Profile Chat—a new feature that delivers key insights about individual constituents in seconds, directly within the EverTrue desktop app! Whether you’re researching ahead of a donor meeting or crafting personalized outreach, AI-Profile Chat ensures you have the details you need to complete your work.

With AI-Profile Chat, you can: 

• Get answers fast: Surface giving history, career details, recent interactions, and more in response to your questions.  
• Streamline your prep: Request customized profile summaries that provide digestible insights, saving time on research.

Imagine you’re drafting an email to a donor and need their latest gift details. Simply ask AI-Profile Chat, copy the response, and paste it into your email—all without leaving EverTrue! This feature puts constituent information at your fingertips, so you can focus on building donor relationships.

Ready to get started? Check out our AI-Profile Chat guide for a detailed walkthrough of the feature! AI-Profile Chat is available in the desktop app for users with EverTrue’s AI-powered features enabled. If your team is interested in accessing these, please contact your Customer Success Manager (CSM).

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