How to Set Flags Using Advanced Search

One of the cool things you can do through Advanced Search is the ability to have AI keep your flags updated for you. Say, for example, you want every individual that donates $1,000 or more to your committee to be flagged with “$$$”. You would do an Advanced

This search will give you every individual that’s donated $1,000 or more right now. You could run this search and use the Set Flags option every week, but there’s an easier way to do things.

So instead, go down to the Exports & Actions and select the Set Flags option from the drop-up.

Once you click that, the Add Flags pop-up shows up and lets you flag your search results. If you need one that isn’t on the list, you can add a new flag by going to Lists > Flags. Below the flag selection box, you’ll notice a question and three options.

If you only need to set the flag for this one time, keep the answer on No.

If you do want AI to keep the flag updated for you, then select either Add Flags or Add & Delete Flags. Both options will let AI automatically add a flag to any record that meets your search parameters. In this case, AI will set a flag to any Individual record that makes $1,000 or in contributions in the future.

The main difference between the Add Flags and the Add & Delete Flags options is that the second one will also remove flags from records that no longer meet the search criteria. For example, if a contribution is refunded that makes the contribution total less that the criteria you set. Whichever one you want to use is up to you.

This is a neat tool to help you out, but it also isn’t something you would want to do with every flag. For something like a major donor tag that can have clear rules on who qualifies, letting AI flag later donors for you makes your job much easier. If the flag is for something that’s harder for AI to understand, like “Key Supporters”, you probably would want to update that yourself.

If you have any questions about anything, contact Support at We’ll be happy to help you with any problems you have.