Advanced Search in EveryAction is accessible through the Create a List feature. It allows you to build multi-step, logic-based queries to locate contact records based on detailed criteria.
Step 1: Navigate to 'Create a List'
From the 'Main Menu', click 'Create a List' under the 'Contacts' tab on the left navigation panel.

Step 2: Define Your Search Criteria
On the 'Create A New Search' page, click the 'Add Step' button to begin building your search.

Then, choose a step type:
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Add Contacts: adds contacts who meet new criteria
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Narrow Contacts: further filters your results
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Remove Contacts: excludes specific contacts
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From the tabs provided (e.g., Addresses, Contributions), select the desired criteria fields and enter values.
Example:
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Navigate to the Addresses tab.
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Select DC in the State field to include contacts in Washington, DC.
Step 3: Combine Criteria Across Multiple Steps
Use these options to build complex logic:
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Add Contacts = “OR” logic (include any matching contacts)
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Narrow Contacts = “AND” logic (only those who match all criteria)
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Remove Contacts = “NOT” logic (exclude matching contacts)
Sample scenario:
You want to identify contacts who:
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have donated over $250
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whose most recent gift was over a year ago
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live in DC or within 10 miles of zip code 22201
Steps to build:
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Add Contacts → Addresses tab → State = DC
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Add Contacts → Addresses tab → Zip Radius = 10 miles from 22201
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Narrow Contacts → Contributions tab → Amount = 250
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Remove Contacts → Contribution Summaries tab → Most Recent Contributions = Current Year
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(Optional) Narrow by Sample → Choose a random subset of records
Step 4: Save or Export Your Results
After running your search:
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Save: Click Save to name and store your query.
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Export: Use the Actions menu to download your results.
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Create List: Turn your results into a static or dynamic list
Tips & Reminders
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Use relative dates (like “last 30 days”) for dynamic results.
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Use Narrow by Sample to randomize outreach or A/B test groups.
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You can layer additional steps at any time to refine or revise your criteria.
Not quite what you were searching for?
- Navigate back to the Lists and Saved Searches Resource Index.
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