Create-A-List is EveryAction’s powerful search tool that helps you find and segment contacts based on a wide range of criteria. Whether you're identifying volunteers, donors, or event participants, this feature helps you create dynamic lists for reporting, outreach, or further analysis.
In this video, you’ll learn:
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How to build custom contact searches: Use a wide variety of criteria—such as giving history, event participation, or demographics—to find the exact contacts you need.
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How to refine your list results: Add or exclude contacts using advanced filtering tools, relationship settings, householding, and even random sampling.
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How to use and save your lists: Preview the size of your list, see contact breakdowns by outreach method, and save your search criteria for reuse in future campaigns.