Saved Views

What Are Saved Views?

Saved Views let you preserve a specific configuration of the Members List View, including your filters, sort order, and visible columns, so you can come back to it anytime without rebuilding it from scratch.

Think of a Saved View as a bookmark for an audience segment. Once it's saved, anyone with access to the Members page can select it, use it to review the same slice of your audience, and even pull it straight into a campaign.

Why Are Saved Views Important?

As your member list grows, you'll likely find yourself building the same combinations of filters over and over to look at specific groups, like "VIP members in California" or "New members from the last 30 days." Saved Views mean you only have to build that configuration once.

Saved Views help you:

• Return to important audience segments in a single click
• Get quick answers to common questions about your audience, like how many members you have in the Chicago area
• Standardize how your team looks at and analyzes members
• Move from audience analysis straight to action, like launching a campaign
• Keep your team aligned on the same definitions of key segments

How to Use Saved Views

Save a View

1. From the Members List View, set up the filters, sort order, and columns you want to save. This includes any exclude filters and your preferred column order (drag and drop columns to reorder them).
2. Once you've made a change, you'll see an Unsaved View label above the table along with a live count of matching members. Click the Save New View button.
3. In the Save New View window, enter a Saved View Name. You can also add an optional Saved View Description to give your team more context.
4. Click Save.

Your Saved View now stores your applied filters (including exclude filters), sort configuration, visible columns, and column order.

Access and Switch Between Saved Views

• Click the Saved Views iconabove the table to open the Saved Views panel.
• Each Saved View shows its name, description, a summary of its filters, how many columns are visible, and its sort order. The view you're currently using is marked Active view.
• Click a Saved View to instantly apply its configuration to the table. The table, and the banner above it, update immediately to reflect your selection.
• Click Done to close the panel, or Clear View to return to the default, unfiltered member list.

Update a Saved View

If you've adjusted your filters, columns, or sort order and want to save those changes to an existing view:

1. With a Saved View active, make any changes you want. 
2. When ready, click the Save View button to update the view, or click Save as New to create a new view. 

Rename or Delete a Saved View

• To rename a view, open the Saved Views panel, use the menu (⋮) on that view, and choose the rename option.
• To delete a view, open the Saved Views panel, use the menu (⋮) on that view, and choose the delete option. This can't be undone, and the table will update immediately once the view is removed.

Set a Default Saved View

You can set one Saved View as the default for your entire account. This is the view that loads automatically when anyone in your account opens the Members List View, and it's marked with a Default view label in the panel.

1. Open the Saved Views panel.
2. Use the menu (⋮) on the view you want to use as your default.
3. Choose the option to set it as the default.

Good to Know

• Saved Views are account-level. Once a view is saved, it's accessible to everyone on your account with access to the Members page, not just the person who created it.
• Gated fields stay gated. If a Saved View includes a field tied to a specific plan or capability (like Custom Member Data), that field will only display for users whose account has access to it.

Saved Views vs. Subcommunities

Saved Views and Subcommunities are both ways to organize your members, but they work differently and are best used for different things.

A simple way to think about it: a Subcommunity is a list of specific people. A Saved View is a saved way of asking a question about your members, and the answer can change over time.

They also work well together. Subcommunity is one of the filters you can apply to a Saved View, so you could create a Saved View like "VIP Subcommunity members in California" that combines a fixed group with dynamic filters on top of it.

Who can see the Saved Views I create?

Anyone on your account with access to the Members page can see and use any Saved View, including ones created by teammates.

Can I have more than one Saved View?

Yes. You can create as many Saved Views as you need to reflect the different ways your team segments and reviews members.

What happens if I delete a Saved View someone else is using?

The view will no longer be available to anyone on the account, and the Members List View will update immediately to reflect the deletion.

What's the difference between a Saved View and a Subcommunity?

A Subcommunity is a group members actually belong to, added manually, by keyword, or through automation. A Saved View is a saved filter and display configuration. It shows whoever currently matches its criteria, and that group can change automatically as member data changes. See the comparison above for more detail.

Will my Saved View still show all its columns if my plan changes?

Any fields in a Saved View that require a specific plan or feature will only appear if your account currently has access to them. The rest of the view will continue to work as expected.

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