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 includes the ability to create and save email templates and signatures. These features allow you to maintain consistency and save time, making your email outreach more effective and polished. You can access both from three locations in the platform; 

1.  A constituent profile   
2. The Cadences tab 
3. The Tasks tab 

To use templates and signatures, you’ll need to make sure your email provider is connected to EverTrue. Below, we’ll take a look at how to create and add both email templates and signatures to an email from a constituent profile. Let’s get started! 

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Creating an Email Template

When creating email templates in Signal, consider the ways you can leverage this feature 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. 

Now that you have some ideas of what kind of templates you can create, let’s dive into building one! 

Step 1. Open an Email Composer

To create a new email template, open a constituent profile and click the Email (envelope) button in the upper-right corner.

Step 2. Click Email Templates

Next, click on the template button found at the bottom-left of the email composer.

Step 3. Click Create Template

Your Email Template 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 top of the composer to adjust things like text size and alignment, or add dynamic fields. 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! 

Notes:

• When building out your template library, we recommend creating both long-form and short-form templates. For example, create reusable long-form content for your most common fundraising touchpoints, such as introductions! Short-form templates could include things like your personal meeting link that you want to add to the end of many emails.
• 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 a constituent profile and click the Email (envelope) button in the upper-right corner. 

Step 2. Click Email Templates

Next, click on the template button found at the bottom-left 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!

Note: If your added email template includes any dynamic fields with missing or unsupported data, you will be prompted to review and address these details before sending.  

Step 4. Stack Email Templates

With Signal Email, you can stack templates (i.e., add multiple templates) in a single email! This capability makes it easy to draft email bodies using both long-form templates and short-form templates that include content like meeting information or a list of helpful resources.

To stack email templates, click the template button at the bottom-left of the email composer after adding your first template. 

Select another template from your Email Template Library and click Insert Template to add it to the composer.

Note: Consider standardizing how you name your templates, so you can easily find the content you want to add to your email composer. In the example above,”LF” is included at the start of long-form templates and “SF” at the start of short-form templates. Implementing labels like these makes it easy to use the search bar to narrow down template types!

Now, you’ll see both templates appear in the body of your email! Make any necessary edits before pressing Send. 

Note: When stacking email templates, your email composer’s Subject field will reflect the subject line of the last template you added. Be sure to review this field before sending!

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Creating an Email Signature 

Step 1. Open an Email Composer

To create a new email signature, open a constituent profile and click the Email (envelope) button in the upper-right corner.

Step 2. Click the Pen Button

Next, click on the pen button found at the bottom-left of the email composer. 

Step 3. Click Add Signature

Your email’s Signature library will appear, where you can create up to 3 different signatures and designate one as your default. Click on Add Signature to continue creating your first signature. 

Step 4. Name and Compose Your Signature 

An Add New Signature popup will appear in which you can enter and Save the name of your first signature. After saving, select your new signature to access a Customize Your Signature composer on the right-hand side of the Signature library. Type your preferred email signature, and use the formatting buttons at the top of the composer to adjust things like text size and alignment. 

When your signature is finished, click Save! Once your first signature is created, it will act as the default signature that appears every time you open your email composer.

Notes:

• Currently, email signatures do not allow for images to be included. Our product team is actively working to add this capability for further customization of your signatures.
• You will only have access to the signatures you create, as there is not currently an in-app way to share signature templates with your teammates. 

If at any point you need to edit one of your signatures, simply click on the name of the signature and make any necessary changes in the Customize Your Signature composer. To edit the name of the signature, click on the pencil button to the right of its name and change as needed. You can delete a signature by clicking the trash can button to the right of its name. 

Step 5. Change Your Default Signature 

If you create multiple email signatures, you can easily change which one acts as the default signature. To do so, once again click the pen button in the bottom-left of your email composer. Select the name of the signature you would like to set as your default, then click Done in the upper-right of the signature composer. 

This signature will appear in your email composer and will act as the default moving forward.

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