Note: In-app Email 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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Signal Email comes with the ability to create and save email templates that will be stored in your own Email Template Library. You can leverage this feature in a number of ways to benefit your outreach efforts:

• Save templates for your most common fundraising touchpoints, such as thank-you messages, introductions, and more! 
• Use templates to ensure key stewardship messaging from your team is reinforced throughout all email communication.
• Create a template for a specific event, so all invited prospects receive correct details about how to register and attend.  

To access these templates, you’ll need to make sure your email provider is connected to EverTrue. Below, we’ll take a look at how to create an email template and how to add one to an email. Let’s get started!  

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Creating an Email Template

Step 1. Open an Email Composer

To create a new email template, open an email composer from either the Email (envelope) button found in a constituent profile, or by clicking on a cadence step’s three-dot button and select Email Constituent.

Step 2. Click Email Templates

Next, click on the Email Templates button found at the bottom-right of the email composer.

Step 3. Click Create Template

Your Email Templates Library will appear, where you can click on Create Template to continue. 

Step 4. Compose Template and Save

An empty Create Email Template composer will be displayed where you can add a template name (the Name field is required for saving!), subject line, and message body. You can use the formatting buttons at the bottom of the composer to adjust things like text size and alignment. To the right of the composer, you will find a Preview box that updates in real time as you craft your message. Look to this box to see how your template will appear in a sent email. 

When your template is finished, hit Save. You will return to your Email Template Library where you can see your newly-created template! 

• Note: You will only have access to templates you create as there is not currently an in-app way to share templates with your teammates. If you’d like to share a template with your team, we recommend copying and pasting it outside of EverTrue and having them add it to their own Email Template Library.

If at any point you need to edit one of your templates, simply click on the pencil button to the right of its name and make any necessary changes. You can delete a template by clicking the trash can button to the right of its name.

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Adding a Template to an Email

Step 1. Open an Email Composer

To add a template to an email, open an email composer from either the Email (envelope) button found in a constituent profile, or by clicking on a cadence step’s three-dot button and select Email Constituent.

Step 2. Click Email Templates

Next, click on the Email Templates button found at the bottom-right of the email composer.

Step 3. Select and Insert Template

Your Email Template Library will appear where you can either use the search bar or scroll through your previously-created templates to find the one you’d like to add to your email. To the right of the library, you will find a Preview box that shows an expanded view of the currently-selected template, so you can be sure you are choosing the right one! After selecting the appropriate template, click on Insert Template to add it to your email composer.

Once a template has been added, you can make any additional edits before sending the email to your constituent!

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