how-to

  • 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).…

  • Using EverTrue Filters

    After reviewing EverTrue’s available filters, you can start segmenting constituents based on various criteria, including location, giving patterns, and interactions with ThankView campaigns.…

  • Using Your Signal Influence Dollars Dashboard

    Note: The Signal Influence Dollars dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…

  • All About: EverTrue's AI-Profile Chat

    Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…

  • All About: EverTrue's AI Assistant

    Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…

  • Creating Cadence Categories (EverTrue Owners)

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Creating cadence categories is key to ensuring your…

  • Modifying Custom Cadences

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). After creating a cadence and building out its steps,…

  • Creating Custom Cadences

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Signal Cadences includes the ability to create custom…

  • Using Your Signal Activity Dashboard

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

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