Use these instructions to build a stored tree on an effort. 

How to Build a Tree When Creating an Effort

1. On the Efforts Listing screen click 

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2. Build the Effort as you normally would. For help understanding the create effort screen Effort, /wiki/spaces/IRISSUPPORT/pages/30441091020. 

3. After selecting your ad, you will see two options: Select Tree or Build Tree. Build Tree allows you to build a stored tree on the effort 
   
   

   Users without the Create and Edit Trees permission will not see an option to Select Stored Tree or Build Tree, they will only see the Tree Name field and will need to select an existing stored tree.

4. Enter a name for the Tree in the Tree Name field. 
   
   

   If you select the same Tree name as a Tree already in the system you'll get an error message when you attempt to save the effort. 

   

   
   
   
   

5. Clicking inside the box will bring up the predictive search field to enter a creative or click 

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    to see a list of all available creatives. 
   The box shown will changed depending on the effort type.   

   
   
   
   
   

6. After selecting the creative page click  to select an order form.

7. Click 

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    to add an Abandon Email, and Page 2. 
   
   

   
   
   

   To expedite and simplify the creative selection process, you can filter by tags. This is a type-to-search field. Once you've typed in enough of your tag for it to appear in the suggestions, click on it to add it to the tags filter. You can continue adding as many tags as you wish. Once you click the

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   the displayed creatives will be filtered down to only show creatives that include all selected tags.

8. When you are done editing the Effort,click 

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   .
   
   
   On saving, IRIS will check to make sure the tree's combination of creatives is unique.  If another tree exists with the exact same combination of pages, abandon email, and offer, then a message will appear and you will have the option to use the existing tree on the effort you're creating. If you choose not to use that tree, you'll be taken back to the Create/Edit Effort page, with an error message over the tree saying that that combination of creatives already exists as a tree, along with a hyperlink to the tree in question in case you want to view or change that tree directly.
9. After the effort is created and if there are no existing trees using the same combination of creatives, the new stored tree that you have built will show on Tree Listings page and will be available for selection on other Efforts.
10. You will then be taken to Effort Details. When you edit the effort, you will have several options to change the stored tree used on the Effort.