Viewing 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.  


Now that you've learned more about our new Dynamic Lists feature, let's dive into the process of viewing your lists! If you have pre-built dynamic lists, you can view these within your Dynamic Lists tab. Opening this tab will bring you to a view of all of your dynamic lists organized by most recently updated. Use the dropdown on the right-hand side of the page to sort your lists by name, number of constituents, or last update. 

This view also indicates list owner, the number of constituents found in each list, and the amount of time that has passed since its last update. The name of each list is hyperlinked, and clicking on one will bring you to a detailed view of that list.

If the number of constituents in a dynamic list changed in its last update, you will see a count of how many people were added or removed from the list within the Updated column. If a dynamic list is still being generated, you will see it labeled as Queued within the Status column.

Open a dynamic list to see its detailed view. Within this view, you will notice a Date Added column that will help you track when constituents met the dynamic list's criteria and were added to its results.  An Edit Columns button to the right of your dynamic list results allows you to adjust how you view the constituent data found in your table. Take a look at our help article to learn more about this customization process


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

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