List vs. Saved Search

You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart!

List: Lists are a static set of constituents that you have curated. Constituents must be added to a list manually by a user (either yourself or a list collaborator). Take a look at our help article here for additional information about EverTrue Lists.

  • Use Case: Lists are meant for direct action on a group of people. Whether for a visit, solicitation, or event invitation, lists help you keep track of a specific group of constituents.

Saved Search: Saved Searches are a dynamic set of constituents based on a saved set of filters (which you determine). This set is constantly changing to match your filter criteria. Take a look at our help article here for additional information about EverTrue Saved Searches.

  • Use Case: Saved Searches are a way to have EverTrue work for you, notifying you when folks meet your desired filters. We've outlined additional Saved Search use cases from our customers in this article.

For any other questions reach out to EverTrue Support at genius@evertrue.com.

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