When you save a set of contacts in Raise More, you choose between two kinds of saved set. In the save window they are labeled List and Saved search. A List is static. A Saved search is dynamic. This article explains what each one does, how to create them, and when to use which.
The short version
A List (static) is a fixed snapshot. It holds the exact contacts that matched your filters at the moment you saved it. New contacts who later match those filters do not get added on their own.
A Saved search (dynamic) is a saved set of filter criteria. Every time you open it, it re-runs the filters against your current data, so the results change as your contacts change.
On the Lists page, the Type column shows a badge for each saved set: List for static, Search for dynamic.
How to create one
Go to a contact table, such as the Contacts page, and apply the filters you want.
Click Save As.
In the Save As window, give it a name.
Under the save type, pick one of the two options:
List with the description "A static list of contacts that won't change over time."
Saved search with the description "Dynamic search criteria that updates as contacts change."
Set Visibility (org, private, or shared).
Click Save.
When to use a static List
Choose List when you want a fixed group of people that stays the same until you change it yourself. For example:
A call list for a specific calling session, where you want to track who has been reached across passes.
A defined group you are working through that should not grow on its own.
A few things only static Lists can do:
Calling sessions. Only static Lists get the New Call Session button on the Lists page. You start the dialer from a static List.
Restart List. You can restart a static List to create a new pass that copies the people from the previous list. When restarting, you can choose to exclude people whose last pass was already answered, keeping only those who still need a call. A restarted list shows a Restarted List label next to its name.
Split into parts. When saving a static List you can turn on splitting to break the result into several smaller Lists at once.
When you add a contact to a list from their profile, that creates a static List.
When to use a dynamic Saved search
Choose Saved search when you want the group to stay current automatically. For example:
"All contacts tagged Major Donor" that should always reflect the latest tagging.
"Everyone in a ZIP code who has not been called yet," which should drop people as their status changes.
How a Saved search behaves:
Clicking the name of a Saved search on the Lists page re-runs the filters and shows you the current matching contacts.
A Saved search does not start a calling session directly. Open it, then save the current results as a static List if you want to call through them.
Only a Saved search can be set up as a scheduled export. Use the Add as Scheduled Export action on a Saved search to export the current results on a schedule.
Switching from a search to a list
A Saved search is not converted into a static List in place. To get a static List from a search:
Open the Saved search so its filters load into the contact table.
Adjust filters if needed.
Click Save As, choose List, name it, and click Save.
This captures the current matching contacts as a fixed List you can then call through.
Sharing applies to both
Both types use the same Visibility setting in the save window:
Everyone: everyone in your organization can see and use it.
Only me: only you.
Specific people: only the people you select. When you pick this option, a Share with list appears so you can choose who can view and use it.
Quick reference
| | List (static) | Saved search (dynamic) | |---|---|---| | Type badge on Lists page | List | Search | | Membership | Fixed snapshot at save time | Re-runs filters each time | | Updates as contacts change | No | Yes | | Start a call session | Yes | No | | Restart List | Yes | No | | Split into parts | Yes | No | | Add as scheduled export | No | Yes |