4/15/25: Using Folders to Organize Lists and Saved Searches

We added a new way to stay organized in EverTrue! You can now create folders in both your Lists and Saved Searches tabs, making it easier to manage your work and keep track of key prospect segments. 

To create a folder in either location:

1. Click the  icon next to Your Folders
2. Name the folder and click Save

For more details on using folders, check out these resources:

• Managing Lists  
• Managing Saved Searches

If you have any questions about this feature, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.

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4/1/25: Tracking iOS Calls in the Signal Activity Dashboard

Keeping track of your Signal outreach just got even easier! Calls made through the EverTrue iOS app are now tracked in the Signal Activity dashboard, giving you a more complete view of your phone outreach activity. 

For iOS calls to be tracked:

• Your organization must have Signal Phone enabled.
• Users need to verify their Custom Caller ID Number in their Setting's Outreach tab. 

When these conditions are met, you'll see a "Call [Constituent Name] (via Signal)" message when you make a phone call in the iOS app. 

If you want 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.

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