The Search panel on the Efforts listing is used to locate an effort or group of efforts that share common attributes such as a common date range, effort type, or marketer. Phone lists have been added to the schedules dropdown as their own schedule, searching by multiple promo codes, searching by partial matches, Quick Search, and Friendly From/ Media Channel/ Friendly From have also been added to the search criteria and columns on the Effort schedule page. Follow the instructions below to search in IRIS from the Efforts Listing screen.  

Click or else the Tree you're searching for will be added on top of your existing criteria, i.e. the criteria of whatever schedule you're currently looking at.

Quick Search

Users can perform a search without entering the full subject line or tag name, and get results for everything that matches the partial term. Quick Search filters the schedules with a partial text match to specific criteria. This includes the following:

1. Subject Line
2. Tags
3. Advantage Campaign
4. Advantage Offer
5. Advertisement
6. Campaign
7. Domain
8. Item
9. Media Outlet
10. Offer
11. Page 1 / Version
12. Placement
13. Promo Code
14. Segment
15. Tag Categories
16. Tree
17. Vanity URL

How to Search by Date Range

1. Click  on the Effort Listing screen.
2. Select Custom Range from the dropdown menu.
3. In the popup window, enter a date range in the From: and To: fields.
4. Click 
   
   

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How to Search by Category

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Select the category you want

4. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

5. Click 

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How to Search by Copywriter

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all copywriters that are not the selected copywriter).

4. Type the copywriter or use the  button to show a list of all copywriters.

   As you type IRIS will filter through all available copywriters to only display ones that contain text which is part of your search.

5. Select the copywriter you want to search by

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the copywriter, any item types that do not contain that copywriter will automatically be deselected.

7. Click 

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How to Search by Effort Type

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all efforts that are not the selected effort)

4. Type the effort or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Item Code

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Items that are not the selected Item)

4. Type the Item Code or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Marketer

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Marketers that are not the selected Marketer)

4. Type the Marketers name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Media Outlet

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Media Outlets that are not the selected Media Outlet)

4. Type the Media Outlets name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Multivariate ID

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Multivariate IDs that are not the selected Multivariate ID)

4. Type the Multivariate ID name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Owning Org

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Owning Orgs that are not the selected Owning Org)

4. Type the Owning Org name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Page 1/version

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Page 1/Versions that are not the selected Page 1/version)

4. Type the Page 1/Version name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Placement

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Placements that are not the selected Placement)

4. Type the Placement name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Promotion Code

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Type the Promo Code name(s) or select  to select a date range to search all Promo Codes created within that date range. 

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

4. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

5. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Segment

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Segments that are not the selected Segment)

4. Type the Segment name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results: uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Tag

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Tags that are not the selected Tags)

4. Type the Tags name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results: uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Vanity URL

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Vanity URLs that are not the selected Vanity URL)

4. Type the Vanity URL name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results: uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

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How to Search by Placement

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Placements that are not the selected Placement)

4. Type the Placement name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

How to Search by Tree

1. Click  on the Efforts Listing screen
2. Click 

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   at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Trees that are not the selected Tree).

4. Type the Tree name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Select the category you want.

   To search multiple terms within this parameter, begin typing your search in the field again.

6. Click 

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How to Search by Domain

1. Click  on the Efforts Listing screen
2. Click at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Domains that are not the selected Domain).

4. Type the Domain name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Advantage Offer

1. Click  on the Efforts Listing screen
2. Click at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Advantage Offers that are not the selected Advantage Offer).

4. Type the Advantage Offer name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Offer

1. Click  on the Efforts Listing screen
2. Click at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Offers that are not the selected Offer).

4. Type the Offer name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Campaign

1. Click  on the Efforts Listing screen
2. Click at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Campaigns that are not the selected Campaign).

4. Type the Campaign name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Under Item Type efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Ad

1. Click  on the Efforts Listing screen
2. Click at the top of the search menu to add it to the search filter below.
3. Using the dropdown select is (will be a part of the search) or is not (searches for all Advertisements that are not the selected Advertisement).

4. Type the Advertisement name.

   As you type IRIS will filter through all available categories to only display ones that contain text which is part of your search.

5. Under Item Type, efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

6. Click 

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How to Search by Subject Line

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Subject Lines that are not the selected Subject Line)

4. Type the Subject Line name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available subject lines to only display ones that contain text which is part of your search.

5. Select the subject line you want

   To search by multiple subject lines , begin typing your search in the field again.

6. Under Item Type, efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

How to Search by Media Channel

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Media Channels that are not the selected Media Channel)

4. Type the Media Channel name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available subject lines to only display ones that contain text which is part of your search.

5. Select the media channel you want

   To search by multiple media channels , begin typing your search in the field again.

6. Under Item Type, efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

How to Search by Acquisition Method

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Using the dropdown select is (will be a part of the search) or is not (searches for all Acquisition Methods that are not the selected Acquisition Method)

4. Type the Acquisition Method name or use the  button to show a list of all effort types

   As you type IRIS will filter through all available Acquisition Method to only display ones that contain text which is part of your search.

5. Select the Acquisition Method you want

   To search by multiple Acquisition Methods , begin typing your search in the field again.

6. Under Item Type, efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

7. Click 

How to Search by List Type

1. Click  on the Efforts Listing screen

2. Click at the top of the search menu to add it to the search filter below.

3. Select the list types you would like to search by. 

4. Under Item Type, efforts with the following item types in results:, uncheck any item types you do not want to search by.

   Once you select the category(s), any item types that do not contain that category will automatically be deselected.

5. Click