What are Saved Searches?

EverTrue’s Saved Searches let you store filtered queries in one place, making it easy to track newly-matched constituents anytime. If you frequently run the same filter set, saving the search will save you time. You can even set up notifications so EverTrue alerts you when new matches surface!

Below, we will take a look at how to add a saved search, set up alerts for new matches, and share searches with teammates. Let’s get started!

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Adding a Saved Search

Step 1. Review Suggested Searches 

If you aren’t sure where to begin, open the Saved Searches tab to find a compilation of our favorite searches, tailored to different advancement roles. 

Click a suggested search to open the Constituents tab with pre-applied filters. From there, skip ahead to Step 4 to save the search. 

Note: Some suggested searches require adjustments. For example, when using “Assigned to Me and Gift in the Last Week,” the initial search may return no results. In this case, open the Filters dropdown, reselect your name from the Assigned To filter dropdown, and click Apply Filters to see results. 

If you already have a search saved to the Saved Searches tab, you can revisit  our search suggestions anytime from the right side of the page!  

Step 2. Open Filters in the Constituents Tab

To create a new saved search, navigate to the Constituents tab and click the Filters dropdown in the upper-left corner. 

Step 3. Add and Apply Filters 

Next, add filters that match the criteria you want to track. You can layer filters to refine your search. Once ready, click Apply Filters to generate your narrowed results. 

Note: If you are planning a trip or major event, we recommend setting up a saved search with location-based filters and other important criteria (like Giving History or Donor Status filters) to receive updates throughout the year! 

Step 4. Click Actions and Choose Save Search Criteria 

To save the search’s parameters, click the Actions button in the upper-right corner and select Save Search Criteria. 

Step 5. Input and Save Search Details

A Save Search Criteria popup appears where you can enter a name for your search and configure email and mobile notifications (we cover notifications next!).

Click Save Search Criteria to finish adding the search to your Saved Searches tab! 

As you save more searches, be sure to check out our Managing Saved Searches article to learn how to organize them into folders and make modifications!

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Setting up Saved Search Notifications 

Saved Searches let you opt into notifications when new constituents meet your criteria. For example, if you save a search for engaged prospects who live in a specific city, you can get alerts when a constituent interacts with your organization on Facebook. 

Below, we’ll walk through how to set up search notifications and look at an email notification example.

Step 1. Choose Notification Frequency

The Saved Searches tab lists all of your saved searches and their notification settings. Though you set a notification frequency when creating a search, you can update it at any time from this page.

To do so, click the Email Updates or Mobile Notifications dropdown and choose from the following frequencies: 

• Daily
• Weekly
• Biweekly
• Monthly
• Never 

Notes: 

• Searches that track dynamic data, such as Facebook engagements, will trigger more frequent updates!
• If your organization automates data updates, you can also use saved searches to monitor prospects who make new gifts.

Step 2. Review a Saved Search Email Alert

Your Saved Search email alerts provide a summary of new constituent matches that includes links to their profiles and some giving history details, and a direct link to view all of the search’s results. 

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Sharing a Saved Search

You can easily share a saved search with a teammate! Below, we’ll walk through how. 

Step 1. Open a Saved Search

Navigate to the Saved Searches tab and select the search you want to share. 

Step 2. Click Actions and Choose Share Current Search Criteria 

Click the Actions button in the upper-right corner and select Share Current Search Criteria. 

Note: You can also share search criteria without saving the search. To do this, apply filters in the Constituents tab, click the Actions button, and select Share Current Search Criteria. 

Step 3. Copy Sharing Link

A Share Current Search popup appears with two sharing options:

1. Sharing Link
2. Share With EverTrue Users

Use the Sharing Link option to copy the generated link and share it with your teammates.

Step 4. Share a Search Individually

Use the Share With EverTrue Users option to share the search directly with your teammates via an in-app notification and optional email alert. 

To share via an in-app notification, enter your teammate’s name in the search bar (you can add multiple names!) and click Share. If you also want them to receive an email notification, check the Notify by email box and add an optional message before clicking Share. 

Once a teammate opens a shared search, they can save it to their Saved Searches tab by following the same steps outlined earlier! 

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