Filtering on and Deleting Dynamic Lists

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. 

Let's take a look at Dynamic Lists in action by reviewing how to filter on and delete your dynamic lists! Be sure to turn on your Filters Beta toggle to access these actions. 

Filtering on a Dynamic List

Filtering directly on a dynamic list is a great way to hone in on a more specific set of constituents from your dynamic list pool without permanently changing the already-established filter parameters. For example, if you are planning a trip to Boston and want to filter your dynamic list of individuals whose lifetime giving exceeds $250,000 to determine which of these constituents live in this city, you can use this feature to make that determination!

To filter on a dynamic list, head to your Dynamic Lists tab and open the list you would like to temporarily adjust. Use your filters bar at the top of the page to either adjust the list's Quick Filters or click More Filters to add new or remove existing filters from the list. You will see your list results automatically adjust if changing your Quick Filters from the filters bar. If using More Filters, be sure to click Apply to view your updated results. 

When your dynamic list is further filtered, you will notice a Reset button appear next to the applied filters. Click this to change your results back to the list's previously established parameters.

Deleting Dynamic Lists

If you find yourself in need of deleting a dynamic list, open your Dynamic Lists tab and select the list you would like to remove.  Click your Actions button in the top-right corner and choose Delete List.

A popup will appear in which you can confirm that you would like to delete the list by clicking Delete.

Once successfully deleted, you will no longer be able to access the list in question. For instance, if you open your notifications bell icon and select the notification that the corresponding dynamic list is ready, you will be met with a page indicating the list has been permanently deleted.

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

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