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 lets you create and save email templates and signatures to streamline outreach and keep messaging consistent. You can access templates and signatures from three places in the platform; 

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

Below, we’ll walk through how to create and use templates and signatures from a constituent profile. Let’s get started! 

Note: Your email provider must be connected to EverTrue to use templates and signatures. 

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Creating an Email Template

When building 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 your team’s key stewardship messaging is reinforced throughout all email communication.
• Create a template for a specific event, so all invited prospects receive correct registration and attendance details. 

Now that you have some ideas of what kind of templates you can create, let’s build your first template! 

Step 1. Open an Email Composer

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

Step 2. Click Email Templates

Next, click the Template button at the bottom-left of the email composer.

Step 3. Click Create Template

Your Email Template Library will appear. Click Create Template to begin building a new template.

Step 4. Compose Template and Save

In the Create Email Template composer, take the following actions: 

1. Enter a Name (required), an optional Subject, and your message body.
2. Use the toolbar at the top to adjust things like text size, alignment, and add dynamic fields.
3. Click Save when your template is ready. 

After saving, your new template will appear on the left-hand side of your Email Template Library. The right-hand side displays a Preview of how the selected template will look when sent.  

Note: 

• We recommend building a variety of templates! Long-form templates for your most common fundraising touchpoints (like introductions!), and short-form templates for common sign-offs (like your personal meeting link!). 
• You can only view templates you created. To share a template with teammates, copy and paste the content outside of EverTrue and ask them to add it to their own Email Template Library. 

Step 6. Modify an Email Template

To edit a template, click the Pencil next to its name and make any necessary changes. If you need to delete a template, click the Trash Can next to its name and confirm the action. 

 

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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 button in the upper-right corner. 

Step 2. Click Email Templates

Next, click the Template button at the bottom-left of the email composer.

Step 3. Select and Insert Template

Your Email Template Library will appear where you can use the Search Bar or scroll through your library to find the template you’d like to use. A Preview of the selected template appears on the right, so you can review your choice before inserting. This preview includes an Insert template subject checkbox that is selected by default. Uncheck this if you’d prefer to write your own subject line. 

After selecting the appropriate template, click Insert Template to add it to your email composer.  

Once you add a template, make any additional edits before sending the email to your constituent.

Note: If the 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 add multiple templates to a single email. This capability makes it easy to combine long-form templates with short-form templates that include content like meeting information or a list of helpful resources. 

To stack templates, add your first template and click the Template button again. Select another template from your Email Template Library and click Insert Template to add it to the composer.

Note:  

• Consider standardizing your template names for easier library sorting. For example, use prefixes like “LF” to long-form and “SF” to short-form templates.
• If you stack templates, use the Insert template subject box in each template’s preview to control which subject line gets added to your email. 

Once added, both templates appear in your email composer! Make any additional edits 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 button in the upper-right corner.

Step 2. Click the Pen Button

Next, click the Pen button at the bottom-left of the email composer. 

Step 3. Click Add Signature

Your email’s Signature library will appear. Here, you can create up to three different signatures and designate one as your default. Click Add Signature to create your first signature. 

Step 4. Name and Compose Your Signature 

In the Add New Signature popup, enter a name for your signature and click Save. Then, select the new signature to access the Customize Your Signature composer on the right-hand side of the library. Enter your preferred email signature and use the toolbar to format it as needed. 

Your signature automatically saves as you compose it! Once you create your first signature, it will act as the default signature when you open an email composer. 

Note: 

• Signatures currently do not support images. 
• Like templates, signatures are only visible to the creator and can’t be shared in-app.

Step 5. Modify a Signature 

To edit a signature’s content, click its name and update the text in the Customize Your Signature composer. If you need to rename it, click the Pencil next to its name, edit, and Save. 

To delete a signature, click the Trash Can next to its name and confirm the action. 

Step 6. Change Your Default Signature 

If you create multiple email signatures, you can easily change which one acts as your default. To do so, open your Signature library and select the new signature name. Click Done in the upper-right corner of the library.  

The selected signature will now load by default when composing emails. 

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