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).

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Signal makes it easy to manage your email outreach by grouping replies into threads, so you can see the full context of an exchange and keep the conversation going. Below, we will cover how to spot a reply notification and how to review and respond to replies. Let’s jump in!  

Note: To use email threads, your email provider must be connected to EverTrue.

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Receiving a Reply Notification 

Step 1. Click the Notification Bell Icon

When someone replies to an email you sent from Signal, a numbered badge will appear on the bell icon in the upper-right corner of the platform. Click the bell to open your in-app notifications. 

Step 2. Open the Notification to Review the Reply 

Each reply notification includes the subject line of the email that received a response. Click the notification to navigate directly to the full email thread where you can review the response. 

For more information about what to expect in the Outreach tab, check out our Navigating the Outreach Tab article! 

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Reviewing and Responding to Replies

The Sent page lists every email you’ve sent via Signal. When a recipient replies, their response is stored in a thread with your original message. 

Let’s take a look at how to review an email thread to find the full conversation. 

Note: Only messages sent from Signal will appear in the Sent page. Responses sent directly from your email provider (Gmail or Microsoft Outlook) will not show up here. 

Step 1. Find an Email with a Reply Icon

Navigate to the Sent page in the Outreach > Your Emails tab and look for an email with a reply icon. This icon appears when the email receives a response and indicates the total number of messages in the thread.

Step 2. Open the Email Thread

Click the email row to open its full message thread. The thread includes the original message you sent via Signal, and subsequent replies and responses. Here, you will find: 

• The most recent message expanded at the bottom of the page.
• Earlier messages in the thread collapsed above it. Click any of these to expand and review their content, and see a timestamp showing when each message was sent or received. 

Step 3. Add an Interaction

To log an interaction for a specific email in the thread, click the three-dot menu on the right-hand side of that message and select + Add Interaction.

Note: If you already logged an interaction using the form that appears immediately after sending the original email, that interaction will not be visible within the email thread view. Keep this in mind as you add additional interactions from this location, and consider checking the constituent’s profile to review their existing interaction history! 

Step 4. Respond to an Email Reply

Click the Reply button at the bottom of the thread to open the email composer. Craft and send your response. Once sent, the new message will be added to the existing thread.

Note:

• After sending a reply, an Add Interaction form tied to the constituent form will appear with some fields automatically populated. 
• In the email composer, you will see the full threaded conversation, including all previous messages in the exchange. However, once you send your reply, the recipient will only see the most recent message, keeping the conversation clean and easy to follow. 

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