EverTrue Product Updates: July 2024

7/12/24: Pausing Signal Collaborative Tasks 

We're excited to announce that the ability to pause Signal Cadences has been extended to work with Collaborative Tasks! Here's what's new:

  • Unified Pause: Previously, setting a pause only affected cadence step due dates. Now, both cadences and tasks will be paused, ensuring no tasks are due during the pause window.
  • Mobile Integration: When a pause is set in the web app, tasks in both iOS and Android apps will also be paused until the pause is lifted.

These updates aim to provide a more seamless and consistent pausing experience across all platforms! If you have any questions about Collaborative Tasks or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email support@evertrue.com.


7/8/24: Enhancing the Signal Email Experience

We've added several enhancements to Signal Email to ensure this feature continues to closely mirror the experience of sending emails from your email provider. Now, you can:

  • Add Signatures: Personalize your emails with customizable email signatures for a cohesive, professional experience.
  • Stack Email Templates: Add multiple templates into a single email for tailored communication.
  • Add Attachments: Easily include important documents, files, and images in your emails.

Learn more about these capabilities in our dedicated Signal Email help resources. If you have any questions about Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email support@evertrue.com.


7/8/24: Adding Tasks in Constituent Profiles on the EverTrue iOS App

Signal's Constituent Tasks capabilities have expanded on the EverTrue iOS app! You can now add and review tasks directly in constituent profiles when using our mobile app. Just like on desktop, a Tasks tab containing tasks tied to the constituent can be found on all profiles. To add new tasks linked to the constituent, click the ➕ button at the top-right of their profile, and select Add Task....

Learn more about this feature in our article, Using Collaborative Tasks on Your iOS App. If you have any questions about Collaborative Tasks or Signal by EverTrue, 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.

Was this article helpful?

Reply

null

Content aside

  • 5 mths agoLast active
  • 191Views
  • 1 Following