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.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.
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