Searching and Accessing Initiatives

This chapter covers the following topics:

Searching for a Marketing Object

You can search for a marketing object using a saved search or performing a quick search.

Using Saved Searches

Saved Searches are searches where the parameters are already provided. For example, if you frequently search for a list of campaigns that were run during the last year in the United States, then you would provide all the required parameters for such a search, and save it. The next time you want to see the results, all you have to do is run the saved search.

The following information will help you create a saved search for a campaign. You can similarly create saved searches for programs, activities, predictive models, and lists. The navigation is dependent on the object you are creating a saved search for.

To create a saved search for a list of campaigns run in the United States during the year 2003, use the following information.

Navigation: Campaign > Campaigns > Personalize

Notes

Using Quick Search

Using the Quick Find list in the Campaign Dashboard and the Overview pages, you can select the object you wish to locate and enter a search criteria. For example, to locate campaigns that begin with the capital letter C, enter "C%" in the search criteria text box.

Personalizing Views in the Workbenches

In the Audience and Campaign workbenches, you can modify what is displayed in the summary, and how the information is displayed by personalizing the view. For example, the Audience Workbench has the List Effectiveness View. You can personalize this view by choosing different options. You can also create a view.

The Personalize feature provides the following options:

In the Campaign Workbench, The Last N Days view captures how many days in the past we have to go to see if an Activity was available at that time. The seeded queries, My Activities and All Activities are shipped with a value of 30, indicating that only those activities that had start date or end date within the last 30 days or 30 days into the future will be shown. When you define new personalization criteria, you should use this field to limit searches. For activities with null end date, the parent Campaign's end date is considered as its end date.