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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.…
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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).…
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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…
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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.…
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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…
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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).…
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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).…
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Signal Outreach FAQs
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). Signal Email What is Signal Email?…
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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,…
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Managing Signal Email Threads
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). Signal makes it easy to manage your email…
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Scheduling Emails in Signal
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 Email,…
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Using Signal Email Drafts
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). Signal Email makes it easy to draft emails in…
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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…
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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).…
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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).…
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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).…
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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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Using AI-Suggested Tasks on Your Android App
Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any…
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Using AI-Suggested Tasks on Your iOS App
Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any…
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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).…
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Meet Your Signal Influence Dollars Dashboard
Note: Clarity’s 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).…
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Meet Your Signal DXO Meetings and Asks Dashboard
Note: Clarity’s Signal DXO Meetings and Asks 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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Meet Your Signal DXO Meetings and Asks Dashboard
Note: Clarity’s Signal DXO Meetings and Asks 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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Meet Your Signal Influence Dollars Dashboard
Note: Clarity’s 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).…
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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…