Note: The Home Screen 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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What is Signal’s Home Screen?   

The Signal Home Screen serves as your login landing page, offering you a comprehensive view of your work week. Here, you will find a roadmap for the day’s tasks, insight into the week’s upcoming to-dos, touchpoint recommendations for your assigned constituents, and more! This space contains all the information you need to nurture relationships with your current and prospective donors.

The Home tab is divided into four main sections, each serving as a component of a relationship-building compass: 

1. Upcoming
2. Your Assigned Constituents
3. Metrics
4. Resources

Together, these sections help guide you along your journey by highlighting who, what, where, when, and how you can connect with your donors. Below, we’ll explore the functionalities of each section on the Home tab. Let’s get started! 

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Navigating Your Home Screen 

Step 1. Review Your Upcoming Section

At the top of your Home tab, you’ll find the Upcoming section, which is designed to help you plan your day and week. It is divided into two tables:

1. Today
2. Your Next 5 Days

Near the top of  the Today table, you’ll see the current date displayed followed by a Cadence Steps counter tallying all incomplete steps due on that date for constituents added to a cadence. Steps are categorized by type (e.g., Emails, Calls). When you are ready to carry out these steps, click View Cadences to be taken to your Cadences tab. 

Below this, you’ll see an Other Tasks counter tallying all of your ad-hoc tasks due on that date. Tasks are also categorized by type (e.g., Text, Research). Click View Tasks to be taken to your Tasks tab or + Add Task to create a new task directly from your home screen!

• Note: These counters include any cadence steps or tasks that are currently overdue.

On the right-hand side of the Upcoming section, you’ll find the Your Next 5 Days table. This table serves as a looking glass into your future cadence steps and tasks, helping you forecast the amount of time needed to complete these to-dos in a timely manner. For instance, if you notice that Thursday is packed with phone calls, you can plan accordingly by reserving a phone booth or quiet place to work!  

Scheduled steps and tasks are tallied by action type, represented by bar graphs paired back to each day. Hover over the bars for an individual date to see the totals for each action type. The combined daily totals are shown below each date in the table.

• Note: If you’ve paused your cadences, a message of “Your cadence steps are currently paused and will resume on [Return date]” will appear at the top of this table. Only ad-hoc tasks will continue to be tallied during a pause.

Step 2. Review Your Settings Icon

In the upper-right corner of your Home tab, you’ll notice a settings gear icon. 

Clicking on this icon will take you to your Signal Settings page. Here, you can do things like pause cadences and set up email and phone outreach!

Step 3. Review Your Assigned Constituents Section

The next section you will find on your Home tab is Your Assigned Constituents. This section features Recommended Actions, which are designed to take the guesswork out of knowing when the time is right to reach out to your assigned constituents. Recommended Actions are divided into two categories: 

1. Made a gift in the past 15 days: This category lists your assigned constituents who have made a gift within the last 15 days. Gift details like amount and gift date are included, making it easy to be specific when thanking these recent donors!  
2. Upcoming gift anniversary in the next 30 days: This category lists your assigned constituents whose gift anniversary is approaching in the next 30 days. Gift details like amount and gift date are included, so you can be specific when thanking them for their past gift (and potentially teeing them up for a renewal solicitation!).

When a constituent populates into one of these categories, a three-dot button will appear to the right of their name. Click on this to access a touchpoint prompt or add the constituent to a cadence. 

• Note: Recommended Actions populate based on imported gift transaction data. If your organization is not importing this data, assigned constituents will not appear in these categories. 

If you take action on a recommendation and want to remove it from your Signal Home Screen, you can mark it as complete by clicking on the circle that appears to the left of the constituent’s name. This action cannot be reversed, so make sure to only mark a Recommended Action as complete when you’re ready for it to be removed!

On the right-hand side of Recommended Actions, you’ll find a settings gear icon. Click on this icon to access Recommended Actions Settings, where you can use checkboxes to customize which recommended actions are displayed on your home screen. You can also set a Minimum Gift Amount threshold for the Made a gift in the past 15 days category. Be sure to click Save to finalize any changes! 

Step 4. Review Your Metrics Section

Your Home tab features a Metrics section that provides access to Signal’s goal-tracking resources. Click on View Clarity to navigate to your Clarity tab, where you can view two dashboards: 

1. Touch Points by Channel: This dashboard offers detailed insight into your outreach efforts. Whether you’re interested in tracking the number of meetings held, phone calls made, or emails, texts, and LinkedIn messages sent, this resource has you covered! You can use it to track team-wide trends, compare performances, and chart your individual progress.
2. Top Prospects: This dashboard highlights your top prospects, indicating those who have and have not yet been contacted. It uses data such as the Donor Potential Score (DPS) and capacity scores to identify the highest-value prospects that could benefit from a touchpoint. Get ready to crush your outreach and solicitation goals using these insights!

Step 5. Review Your Resources Section

The final section on your Home tab is Resources. Here, you can conveniently access webinars, blog articles, and help articles aimed at supporting your best work. EverTrue’s mission is to build relationships, inspire generosity, and improve lives. The curated content found in this section will provide you with the inspiration, tools, and resources you need to achieve the same! 

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