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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What is Signal Email?

Signal Email enables you to send constituent outreach from your work email account directly within the Signal platform, saving you precious time! This feature closely mirrors the experience of sending emails from your email provider, offering several formatting options to ensure messages look familiar to what you’re already used to sending. 

With Signal Email, you can compose outreach messages from scratch or create and use templates saved to your Email Template Library. This feature can be accessed from two locations in the platform:

1. A constituent profile   
2. The Cadences tab 

Below, we will review how to connect your email in EverTrue and how to send an email from a constituent profile. To learn more about using Signal Email in the Cadences tab, take a look at our article, Running a Cadence.

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Connecting Your Email

To use Signal Email, you need to connect and authenticate your email account in EverTrue. You can connect with two email service providers:

1. Google
2. Microsoft

Let’s dive into how you can make this connection! 

Step 1. Navigate to Your Email Settings

Open your User Menu dropdown in the top-right corner of EverTrue and select Settings. Then, choose the Email settings tab and click on Connect.

• Note: Outside of your Email settings tab, you can authenticate your email by opening a cadence email step or clicking the Email (envelope) button in a constituent profile and following the connection prompts. 

Step 2. Follow the Email Authentication Prompts

Log into your EverTrue account via either Google or Microsoft to begin the authentication process. Select the appropriate account, and click Allow when prompted to allow EverTrue to send email on your behalf. Doing so ensures that you will be able to send email from your address directly in EverTrue.

After granting this access, you will be redirected back to your Email settings tab where you can see confirmation that your account has been successfully connected! 

Step 3. Reconnect Your Account When Necessary

For security reasons, we will automatically disconnect your email account after 60 days. To reconnect and regain access to email outreach functionality, simply follow the same steps outlined above!

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Sending an Email from a Constituent Profile

Step 1. Click Email in a Constituent Profile

Now that your email account is connected to EverTrue, you can start your in-app outreach! Open a constituent profile and click the Email (envelope) button in the upper-right corner. 

Step 2. Compose Email and Send

An empty New Message email composer will appear in the bottom-right corner of the profile. If the constituent’s primary email address is imported into EverTrue, it will automatically populate in the To field. However, you can remove it and input a different address if needed

Next, add a subject line, and either type the email body or insert a template from your library using the Email Templates button. You can use the formatting buttons at the bottom of the composer to adjust things like text size and alignment. When you’re ready, hit Send! 

Once sent, a confirmation message will appear in the upper-right corner. A copy of the delivered email can be found in the Sent or Sent Items folder of your email provider.

• Note: After completing an email step, we recommend writing an interaction tied to the constituent!
• Note: When crafting a message for your prospect, consider using EverTrue’s AI-Generated Email feature to help!  

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