EverTrue Product Updates: September 2024

9/24/24: Introducing Signal Custom Cadences

We're thrilled to announce that Signal Cadences now includes the ability to create custom cadences! This new feature empowers your organization to create outreach cadences tailored specifically to your unique needs. Whether you're targeting distinct prospect segments, focusing on specific events like on-campus gatherings, or more, Custom Cadences make it easier than ever to personalize your engagement strategies. 

Depending on your role in EverTrue, you can create custom cadences in different areas: 

  • EverTrue Owners/Admins: Build custom cadences from the Signal Cadences tab or within EverTrue’s Data Manager.
  • EverTrue Users: Build custom cadences directly from the Signal Cadences tab.

Say goodbye to one-size-fits-all solutions by using Custom Cadences to scale and target your outreach more effectively than ever. Get ready to transform how your team engages with prospects! 


9/24/24: Introducing the Signal Activity Dashboard

We're excited to introduce the Signal Activity Dashboard, a powerful tool that provides a detailed view of your overall outreach efforts. With this new dashboard, you can easily track key activities, such as meetings, emails, phone calls, and LinkedIn touch points, and compare your performance against average Signal user benchmarks. 

The dashboard enables you to analyze your engagement journey by visualizing activity over specific time periods and uncovering insights that help drive meaningful donor connections. Plus, you can use the benchmarking metrics to assess your outreach efforts and identify areas for improvement. 

To learn more about how to maximize this dashboard, check out our article on Using Your Signal Activity Dashboard. If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.

 


9/24/24: Adding Tasks to Your Calendar

One of your favorite Signal features, Collaborative Tasks, just got even better! You can now seamlessly add tasks to your Google or Microsoft calendars directly from Signal, ensuring that nothing falls through the cracks. This update enhances your productivity by keeping your to-dos and follow-ups organized and on track.

To learn how to add tasks to your calendar, take a look at our resources on adding new and existing tasks! If you have any questions about Signal Collaborative Tasks, please reach out to your Customer Success Manager (CSM) or email support@evertrue.com.


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

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