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tim irving
First Timer
September 19, 2026
Question

Using a Saved Search as criteria for a new saved search

  • September 19, 2026
  • 1 reply
  • 28 views

I am trying to automate membership assignment using saved searches because membership function does not account for cumulative one-time donations reaching a designated threshold (threshold $500, I gave $300 in January and $200 in April - as of April donation I’m a member).  I’m using Activist codes at moment because Membership looks very complicated to get right.

I can add a “membership” activist code - beautifully with a “membership’ saved search as input to a bulk apply.  Now I want to remove the activist code for someone who no longer fits the criteria in my “membership” saved search.  In my mind, the easiest way is to create a new search step 1 everyone with the “membership activist code”, step 2 remove people who who are in “membership saved search”.  I see I can use a Saved List as criteria but not a search.  I’d prefer not to have to recreate the “membership search” in the “remove membership saved search”.

Any ideas?  If Membership function is not as scary as I think, any advice? Thanks

    1 reply

    Stacie.L
    Bonterran
    September 23, 2026

    Hi Tim! Are you doing this activist code application with the Automations tool? If so, great! If not, you should!

    Step 1: Create your saved search of membership criteria

    Step 2: Have the automation ACTION: “Apply Activist Code” 

    Then anytime you need the save search “Membership” all you need is the activist code. 

    To remove people who no longer meet the criteria, you can also create an automation.

    Step 1: Create a list of  (Step 1 of search) anyone with Membership activist code, then (Add Step 2 of search() remove criteria for the active criteria, which would essentially narrow down to people who should have that activist code removed.

    Step 2: Then you can use Automation ACTION: “Remove Activist Code.” 

    By doing this with automations, you don’t need to update saved searches/lists, the CRM can do it for you. Hope this helps! 

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