EverTrue Product Updates: May 2025

5/20/25: Notifying Teammates About Assigned Tasks
When you assign a task to a teammate, they will now receive an email notification alerting them to the new task. The message includes a link to review the task in Signal, making it easier for your team to stay on top of their assignments.
This small update helps prevent important to-dos from slipping through the cracks. If you have any questions about Signal Collaborative Tasks, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.
5/19/25: Completing a Cadence in the Tasks Tab
When you complete the final step of a cadence from the Tasks tab (either from the left-hand navigation bar or within a constituent's profile), you will now see an End of Cadence popup. Just like in the Cadences tab, you can choose from two action options:
- Move to another cadence
- Remove from cadence
This small change helps keep your cadence workflows tidy by making it easier to continue strategic engagement with a constituent in fewer steps! If you have any questions about this feature, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.
5/15/25: Introducing Signal Video, Powered by ThankView
You can now record and send personalized videos directly from Signal using Signal Video Powered by ThankView. This new feature brings a more personal, human touch to your outreach, whether you’re introducing yourself, sharing an update, or simply saying thank you.
Signal Video is available anywhere you send email in Signal, making it easy to add engaging video messages that help you stand out and build stronger constituent connections.
Here’s everything you need to get started with Signal Video:
- All About: Signal Video Powered by ThankView
Learn where to access Signal Video, and how to record or upload a video. - Using Your Signal Video Library
Find out how to access, manage, and share videos from your personal Video Library. - Editing Your Signal Videos
Learn how to trim videos and add closed captions. - Setting Signal Video Defaults
Learn how to establish and update your landing page and call-to-action preferences.
If you have any questions about Signal Video, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.
5/12/25: Applying Filters to Lists
You can now apply filters to any list in EverTrue to further segment your prospects and take more targeted action! Whether you're focusing on location, giving history, or engagement data, filters help you drill down within an existing list to find exactly who you need.
To filter a list:
- Open a list from your Lists tab
- Click Filters, add your desired filters, and click Apply Filters
- Take action, like adding the filtered group to a new list or an existing cadence!
For more details, check out our Managing Lists article! If you have any questions about this feature, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.
For any other questions, reach out to EverTrue Support at genius@evertrue.com.
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