Search for an Offer

The search feature on the Offers screen allows you to search for a specified text string anywhere within several commonly-used Offer fields, including name, tag, and Offer Category. You can also filter the Offers screen to show only Offers with a specified status or effectivity range.

To search for an Offer:

  1. Select Campaigns from the top navigation bar, then select Offers > Offers from the side navigation menu. The Offers screen is displayed.

  2. Optionally, in the Search field, enter the desired text string.

  1. Optionally, from the Status drop-down menu, select a status value: Archived, Draft, or Published. The default is Any Status.

  2. Optionally, from the Effectivity drop-down menu, select an effectivity range: Always effective, Effective in the future, or Effective now. The default is Any effectivity.

  3. Click the Search icon. The screen is refreshed to show only the Offers that meet your search criteria. If you entered multiple search criteria, the Offer must meet ALL criteria.

  4. To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Display Name.

  5. Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.

  6. Once you have found the desired Offer, click it to view the Offer Details screen (see View an Offer for more information).