Note: Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters beta and classic Filters. Starting mid-February 2024, we will begin to limit Filters beta, Dynamic List, and Bookmarked Search usage and feature functionality in preparation for this work. 

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What are Dynamic Lists?

EverTrue's new Dynamic Lists feature offers you saved lists of segmented constituents that are updated daily, helping you find newly added constituents according to the list parameters. If this functionality sounds like what you've come to know as a Saved Search, that's because Dynamic Lists are replacing some aspects of our Saved Search feature! Don't worry, Saved Searches aren't going away entirely-take a look at our help article covering how other components of Saved Searches are changing.

When building Dynamic Lists, we took feedback from users like you to improve upon limitations found in Saved Searches. Dynamic Lists work in tandem with Filters beta to improve segmenting capabilities by supporting filtering on more data fields and reliably notifying you of changes to these filtered searches. As you explore this new feature, you will see enhancements that make identifying the right constituents to reach out to easier than ever. These changes include:

• The ability to perform filtered searches on your dynamic lists.
• Highly customizable alert options that allow you to better-tailor the frequency at which you learn of changes to your dynamic list results. 
• All filters triggering updates to your dynamic lists.

Below, we will expand upon the new capabilities found within Dynamic Lists and highlight what more is to come for this feature!

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What's New with Dynamic Lists?

Filtering on Dynamic Lists

Dynamic Lists allows you to filter directly on an already-segmented list of constituents rather than needing to perform an entirely new search with additional filters from your Constituents tab. Filtering on a dynamic list is a great way to temporarily pinpoint a more specific set of constituents without permanently disrupting the previously-set filters of a dynamic list.

This ability can be accessed by turning on your Filters Beta toggle, opening the Dynamic Lists tab, and clicking the name of a list you would like to further filter. You will find the filter bar beneath your list's name. 

Take a look at our Using Dynamic Lists help article to see this new filtering option in action!

Customizing Alert Frequency 

With Dynamic Lists, you will find an increase in email alert customization options for updates to your lists. Though your dynamic lists will update daily to accurately reflect the constituents meeting your set parameters, these alerts offer you more control over the notification frequency for these changes. Additionally, email alerts will provide you with specific insights into the number of, the names of, and the timeframe in which constituents were added to your dynamic lists.

When establishing these alerts, you will have improved control over their frequency, time, and timezone. Alerts can be sent daily, weekly, biweekly, monthly, or never, and will send at the time of day and timezone of your choosing. 

You can set up your email alerts by turning on your Filters Beta toggle, opening the Dynamic Lists tab, and selecting the name of a list you for which you would like to set alerts. Click your Actions button in the top-right corner of the page to find the Email Alerts option.

Your dynamic list updates will be impacted by all filters set for a list. With Saved Searches, only some filters set for the search impacted alerts. This change ensures your results are as reliable as possible. 

Take a look at our Managing Dynamic List Alerts help article to learn more about how to set up your alerts!

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For any other questions, reach out to EverTrue Support at genius@evertrue.com. If you'd like to share feedback regarding Dynamic Lists, submit your ideas to our feedback form!