Saved searches are useful for many things — they allow you to revisit segments of your stakeholders that you might need to review on a regular basis, and can also be used as recipients for your email communications.

Performing An Advanced Search

To create a saved search, start by opening the Quick Search area and clicking on Advanced Search. You’ll find it directly under the text field.

Now on the Advanced Search screen, begin to segment your database using the various criteria provided. When you’re ready, click on the View Matches button. You’ll now be taken to your search results where you can confirm the results of your search.

Saving a Search

With results now presented on screen, click the green Save Search button beneath your search criteria; a pop out will appear that will provide next steps for saving.

In order to be able to access this list later, the necessary fields are Search Name and Search Group (Description is optional and for your reference only). Click the blue Save Search button in the pop out, and you should see a green area appear at the top of the pop out that says “Success. Your Search Has Been Saved.”

Think of Search Groups like folders for your searches. They’re an easy way to help you keep track of the different types of searches you might do – whether regional, by admin in charge of that group or by tag.

You can now access this search later (recent saved searches appear in the pop out search bar) and select this group as recipients for your email communications.