Dynamic Lists - Saved Searches

Saved searches in BetterUnite are called Dynamic Lists. A Dynamic List lets you save a specific contact view—including filters, columns, and sorting—so you can quickly return to it anytime. Unlike static lists, Dynamic Lists automatically update as your data changes.

What is a Dynamic List?

A Dynamic List is a saved contact view that is driven by rules and filters rather than a fixed set of contacts.

When contacts are added or updated in your database:

Contacts that match the criteria are automatically included
Contacts that no longer match are automatically removed

This makes Dynamic Lists ideal for tracking groups like:

New donors
Recurring donors
Lapsed supporters
Event attendees
Members with active subscriptions

How to create a Dynamic List

Go to Contacts.
Use Search or Advanced Search to filter contacts exactly how you want.
Adjust the columns so the view shows the data most important to you.
Once your view is set, click the bookmark icon (Save view).
Choose Save as Dynamic List.
Enter a List Name and optional description.
Click Create List.

Your saved view is now a Dynamic List.

Where Dynamic Lists appear

Dynamic Lists appear at the top of the Contacts page alongside default views like All Contacts, New Donors, and Recurring Donors.
You can drag and reorder Dynamic Lists to customize their order.
Clicking a Dynamic List instantly restores its saved filters and columns.

Example below

Managing Dynamic Lists

To manage all lists:

Go to Contacts.
Click Lists in the toolbar.
Select Manage Lists.

From here, you can:

View all Dynamic and Static Lists
Rename lists
Edit descriptions
Delete lists you no longer need

Dynamic Lists vs Static Lists

Feature	Dynamic List	Static List
Updates automatically	✅ Yes	❌ No
Based on rules/filters	✅ Yes	❌ No
Fixed set of contacts	❌ No	✅ Yes
Best for ongoing tracking	✅ Yes	❌ No
Best for one-time actions	❌ No	✅ Yes

Use Dynamic Lists when you want an always-up-to-date view.
Use Static Lists when you want to lock in a specific group of contacts for a one-time purpose.

When should I use Dynamic Lists?

Dynamic Lists are especially useful for:

Ongoing outreach and segmentation
Fundraising and donor tracking
Membership and subscription monitoring
Campaign preparation and reporting

They save time by eliminating the need to rebuild the same searches again and again.

Tip: Because Dynamic Lists remember both filters and columns, they’re not just saved searches—they’re fully customized working views tailored to how you manage relationships in BetterUnite.