Actionable metrics allow you to track every step of your recipients' interactions in real-time and use that data to intelligently re-engage. You can create custom filtered lists based on your metrics for targeted re-engagement or easy export.

Creating Lists from Metrics

On your Metrics page, you may click any hyperlinked metric to be redirected to a new page where you can create additional filters, create a new list, add to an existing list, or export as a .csv.

You may also select any metric on the right-hand side of your Metrics page under the Performance, Fundraising, Endowment, or PDF Display headings.

This displays a list of all contacts in the category and more information about them. You can also click Create New List in the top right-hand corner to group all of these contacts together for future use. You can either create a new list out of those contacts or add them to an existing list. 

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If you have additional questions, please reach out to your Customer Success Representative or support@thankview.com.