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How do I save tagged contacts as a list or a dynamic search criteria?

Save tagged contacts as a static list or a smart, auto-updating search group.

Updated over a week ago

Raise More lets you save tagged contacts in two ways :

  • As a List (static snapshot of contacts)

  • As a Saved Search (dynamic group that updated automatically)

To save tagged contacts as a list/search criteria:

  1. Find or filter the tag from the list and click Browse in the last column

  2. Click Save As

  3. Click List/Saved search

  4. Enter an easily recognizable name

  5. Click the blue Save button

  6. All the tagged contacts will now appear in the Lists page

What’s the difference?

Saving as a List means you’re taking a snapshot - the contacts stay the same, even if your tags or data are changed later. On the other hand,While saving as a Saved Search works more like a smart filter that always pulls the latest contacts that match your chosen tag or criteria.

Tip: Save your tags as “list” when monitoring fixed groups such as donors with confirmed donations or contacts that have hard-pledged

How do I turn a Saved Search into a static list?

To turn a Saved search into a regular list item, simply Run the item from the Lists page -> click the blue Save As button and save as a List as illustrated above.

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