how-to

  • Understanding Cadence Blueprints

    Understanding Cadence Blueprints Summary A cadence blueprint is a reusable template for a cadence. Instead of building the same outreach strategy from scratch each time,…

  • Assets: Set up Email and Signature Templates

    Set Up Email and Signature Templates in Assets Why use Assets Assets gives users a single place for email templates and signatures, instead of having to hunt for templates in the email composer.…

  • Cadences 2.0 Guide

    Cadences 2.0 Guide This guide combines the key articles for Cadences 2.0. Use the linked contents below to jump to the article you need. Cadences 2.0: New Features Cadences 2.…

  • DNS Setup for Cadences 2.0

    Domain Name System (DNS) Setup for Cadences 2.0 Before your organization can send automated emails or bulk messages through Cadence 2.0, an organization owner must configure and verify a sending…

  • Create and Publish a Cadence

    Create and Publish a Cadence When to use a cadence Use a cadence when you need more than one outreach step, such as an email followed by a waiting period, a response check,…

  • Create a Cadence Blueprint

    Create a Cadence Blueprint When to use a cadence blueprint Create a cadence blueprint when your team has a repeatable outreach strategy that should be reused across multiple live cadences.…

  • Create and Send a Bulk Message

    Create and Send a Bulk Message Use a bulk message when you want to send one email to many recipients at one time, and the content is mostly the same for everyone, with only light personalization,…

  • Using Enriched Wealth Data

    We are bringing DonorSearch’s powerful data directly into EverTrue — transforming the former Wealth & Assets section into a more comprehensive, insight-driven view of donor wealth, philanthropy,…

  • Using Your Data Standardization Dashboard

    Data Standardization is a dashboard to help you get the most out of your other Clarity dashboards by helping you see how EverTrue is currently interpreting your data.…

  • Using Your Donors by Fiscal Year and Month Dashboard

    Note: Clarity’s Donors by Fiscal Year and Month dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • Using Your Annual Giving Level Progression Dashboard

    The Annual Giving Level Progression dashboard is designed to help you track the giving velocity of annual giving donors. Dashboard Elements and Views Annual Giving Level Progression has four elements…

  • Using Your Annual Giving Summary Dashboard

    The Annual Giving Summary dashboard is designed to help you compare the year-to-date performance of your annual giving program to the performance last year.…

  • Using Your Proposal Pipeline Dashboard

    The Proposal Pipeline dashboard is designed to help you review all proposals or opportunities currently in the gift pipeline. You can use it to identify proposals that need attention and to forecast…

  • Using Your Portfolio Engagement Dashboard

    Note: Clarity’s Portfolio Engagement dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • Using Your Fundraiser Insights Dashboard

    Note: Clarity’s Fundraiser Insights dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • Using Your Appeals Impact Dashboard

    Note: Clarity’s Appeals Impact Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • Managing Signal Phone Outreach

    Note: In-app outreach is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). With Signal Phone,…

  • Navigating the Outreach Tab

    Note: In-app outreach is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). The Outreach tab is your home for managing all…

  • Editing Your Signal Videos

    Note: Signal Video Powered by ThankView is a feature of Signal by EverTrue. If your team is interested in using Signal, please reach out to your Customer Success Manager (CSM).…

  • Setting Signal Video Defaults

    Note: Signal Video Powered by ThankView is a feature of Signal by EverTrue. If your team is interested in using Signal, please reach out to your Customer Success Manager (CSM).…

  • Using Your Signal Video Library

    Note: Signal Video Powered by ThankView is a feature of Signal by EverTrue. If your team is interested in using Signal, please reach out to your Customer Success Manager (CSM).…

  • All About: Signal Video Powered by ThankView

    Note: Signal Video Powered by ThankView is a feature of Signal by EverTrue. If your team is interested in using Signal, please reach out to your Customer Success Manager (CSM).…

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