• Using Wildcard Characters to Perform a Search
• Adding Additional Search Fields
• Search Page Settings
• Sorting Search Results
• Loading a New Search
• The Find Dialog Boxes
  • The Find Appeals Dialog Box
  • The Find Articles Dialog Box
  • The Find Benefits Dialog Box
  • The Find Bundles Dialog Box
  • The Find Campaigns Dialog Box
  • The Find Customers Dialog Box
  • The Find Funds Dialog Box
  • The Find Gifts Dialog Box
  • The Find Memberships Dialog Box
  • The Find Miscellaneous Items Dialog Box
  • The Find Orders Dialog Box
  • The Find Performances Dialog Box
  • The Find Price Charts Dialog Box
  • The Find Programs Dialog Box
  • The Find Promotion Codes Dialog Box
  • The Find Questions Dialog Box
  • The Find Saved Lists Dialog Box
  • The Find Series Dialog Box
  • The Find Users Dialog Box

The Find Articles Dialog Box

When you click next to an 'Article' field the Find Articles dialog box appears. You can use this dialog box to search for articles.

The following image illustrates the Find Articles dialog box:

The Find Articles dialog box contains the following properties:

Field	Description
Name	Enables you to filter the search based on the name of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Description	Enables you to filter the search based on the description of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Article Type	Enables you to filter the search based on the article type: Banner Body Body with Search Feature To select more than one article type, hold CTRL or SHIFT while making your selections.
Page Size	Enables you to specify the number of records to display per page returned in the results.

To search for and select an article, complete the following:

1. Enter the desired search criteria in the appropriate fields in the search articles group box.
2. Click 'Search'.
   The system returns all of the articles matching your entered search criteria and displays them in the search results display box.
   If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
   You cannot select items across multiple pages. If the two or more items that you want to select do not appear on the same page, you can:
   1. Increase the 'Page Size' to search again.
   2. Narrow your search by modifying your search criteria.
3. Click the radio buton beside the desired article.
4. Click 'Apply'.

The Find Articles Dialog Box - Messages|Build Page

When you click the 'Build Link' button on the Correspondence application Messages|Build page and select Article from the dropdown, the following Find Articles dialog box appears. You can use this dialog box to search for articles, and then create links to them in emails.

The following image illustrates the Find Articles dialog box when it is accessed from the Messages|Build page:

When accessed via the Messages|Build page, the Find Articles dialog box contains the following properties:

Field	Description
Name	Enables you to filter the search based on the name of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Description	Enables you to filter the search based on the description of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Article Type	Enables you to filter the search based on the article type: Banner Body Body with Search Feature To select more than one article type, hold CTRL or SHIFT while making your selections.
Article Context Type	Enables you to filter the search based on the 'Default Context' of the article: Bundle Performance Miscellaneous Item Gift Stored Value Item To select more than one article context type, hold CTRL or SHIFT while making your selections.
Permalink	Enables you to filter the search based on the article's permalink.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Base Site URL	Select the base URL that you would like to associate the link with from the dropdown. Information The 'Base Site URLs' are defined in the Site URLs list. For more information, refer Configuring Lists.
Language	Select the language with from the dropdown.
Link	Once an article has been selected, the link to it appears in this field.
Link Name	Enables you to categorize the links that you embed in messages. For example, you could select a 'Link Name' of Electronic to any links that are related to electronic music articles. Then you can create a Correspondence BI query using the Response Link Name criteria or a Customer BI query using the Correspondence Response Link Name criteria to target customers who clicked on an Electronic link. For more information, refer to Business Intelligence and Reports - Business Intelligence. Information The 'Link Names' are defined in the Link Name list. For more information, refer to Configuring Lists. Caution When users click on more than one link from an email in the same session, only the first link is registered in the audit; however, if they take further action after clicking the link (e.g. purchase the item) then the click-through is registered in the audit. Because users have to log in to check Internal messages, links included in Internal messages are not added to the audit unless users log out or take further action after clicking the link (e.g. purchase the item).
Permalink	Displays the friendly URL that will be used for the selected article, if one has been configured in the Articles|Basic page 'Permalink' field. Caution Special characters (-, ., ', ", /, etc.) and spaces cannot be used in the 'Permalink' field. The corresponding article will not render properly Online.
Communication Pref. Unsubscribe	Select an opt-out option from the dropdown. For more information, refer to Creating a Single Click Unsubscribe Link. This dropdown menu will not appear unless the Customer Communication Preferences list has been populated.
Marketing Pref. Unsubscribe	Select an opt-out option from the dropdown. For more information, refer to Creating a Single Click Unsubscribe Link. This dropdown menu will not appear unless the Customer Marketing Preferences list has been populated.
Message Sources Unsubscribe	Select an opt-out option from the dropdown. For more information, refer to Creating a Single Click Unsubscribe Link and Customer Associations and Message Sources. This dropdown menu will not appear unless the Associations list has been populated.
Campaign	Enables you to enter a name for the email marketing campaign (e.g. Fall 2013 Newletter) for use with Google Analytics. This field does not appear unless Analytics has been enabled for the Correspondence application.
Content	Enables you to enter a brief description of the content of the email (e.g. 20%-off Fall 2013 Events) for use with Google Analytics. This field does not appear unless Analytics has been enabled for the Correspondence application.
Medium	Enables you to enter the medium used to communicate with customers for use with Google Analytics. In most cases this will be Email. This field does not appear unless Analytics has been enabled for the Correspondence application.
Source	Enables you to enter the name of the company/list used to send the email to customers for use with Google Analytics. This is particularly important if your organization also uses an outside email marketing company. This field does not appear unless Analytics has been enabled for the Correspondence application.

To create a link to an article in a message, complete the following:

1. Enter the message text for the link (e.g. 'Click HERE for more information').
2. Highlight the text you want to build the article link upon (e.g. 'HERE' in 'Click HERE for more information').
   If no text is selected, the link will be created using the article name. The link will be inserted at the position of the cursor.
3. Select Article from the 'Build Link' dropdown.
   The Find Articles search box appears.
4. Enter the desired search criteria in the appropriate fields in the search articles group box.
5. Click 'Search'.
   The system returns all of the articles matching your entered search criteria and displays them in the search results display box.
   If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
   You cannot select items across multiple pages. If the two or more items that you want to select do not appear on the same page, you can:
   1. Increase the 'Page Size' to search again.
   2. Narrow your search by modifying your search criteria.
6. Select the desired article.
   The link for the article is displayed in the 'Link' field.
7. If information was entered in the selected article's Articles|Basic page 'Permalink' field, then the 'Permalink' field will also be populated.

   Caution Special characters (-, ., ', ", /, etc.) and spaces cannot be used in the 'Permalink' field. The corresponding article will not render properly Online.

8. If Google Analytics has been enabled for the Correspondence application, complete the 'Campaign', 'Content', 'Medium' and 'Source' fields.
9. If you want to use the article/link only for AudienceView Online, click 'Insert Link'.
   The article link is inserted.
10. If you want to use the friendly URL, click 'Insert Permalink'.
    The article permalink is inserted.
11. Click 'Apply'
    A window confirms that the application updated the message.
12. Click 'OK'.

The Find Articles Dialog Box - Articles|Text Page

When you click the 'Build Link' button on the Content Management application Articles|Text page and select Article from the dropdown, the following Find Articles dialog box appears. You can use this dialog box to search for articles, and then generate URLs and friendly URLs.

The following image illustrates the Find Articles dialog box when it is accessed from the Articles|Text page:

When accessed via the Articles|Text page, the Find Articles dialog box contains the following properties:

Field	Description
Name	Enables you to filter the search based on the name of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Description	Enables you to filter the search based on the description of the article. To add additional fields, click or press CTRL+TAB once you have made an entry.
Article Type	Enables you to filter the search based on the article type: Banner Body Body with Search Feature To select more than one article type, hold CTRL or SHIFT while making your selections.
Article Context Type	Enables you to filter the search based on the 'Default Context' of the article: Bundle Performance Miscellaneous Item Gift Stored Value Item To select more than one article context type, hold CTRL or SHIFT while making your selections.
Permalink	Enables you to filter the search based on the article's permalink.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Language	Select the language with from the dropdown.
Link	Once an article has been selected, the link to it appears in this field. If you want to only use the article/link for Online sales, then select click 'Insert Link'.
Link Tag	Once an article has been selected, a link tag to it appears in this field. If you want use the article/link in the AudienceView Desktop and online, then click 'Insert Link Tag'.
Link Name	Enables you to categorize the links that you embed in messages. For example, you could select a 'Link Name' of Electronic to any links that are related to electronic music articles. Then you can create a Correspondence BI query using the Response Link Name criteria or a Customer BI query using the Correspondence Response Link Name criteria to target customers who clicked on an Electronic link. For more information, refer to Business Intelligence and Reports - Business Intelligence. Information The 'Link Names' are defined in the Link Name list. For more information, refer to Configuring Lists. Caution When users click on more than one link from an article in the same session, only the first link is registered in the audit; however, if they take further action after clicking the link (e.g. purchase the item) then the click-through is registered in the audit.
Permalink	Displays the friendly URL that will be used for the selected article, if one has been configured in the Articles|Basic page 'Permalink' field. Caution Special characters (-, ., ', ", /, etc.) and spaces cannot be used in the 'Permalink' field. The corresponding article will not render properly Online.

To create a link to an article in an article, complete the following:

1. Enter the message text for the link (e.g. 'Click HERE for more information').
2. Highlight the text that you want to build the article link upon (e.g. 'HERE' in 'Click HERE for more information').
   If no text is selected, the link will be created using the article name. The link will be inserted at the position of the cursor.
3. Select Article from the 'Build Link' dropdown.
   The Find Articles search box appears.
4. Enter the desired search criteria in the appropriate fields in the search articles group box.
5. Click 'Search'.
   The system returns all of the articles matching your entered search criteria and displays them in the search results display box.
   If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
   You cannot select items across multiple pages. If the two or more items that you want to select do not appear on the same page, you can:
   1. Increase the 'Page Size' to search again.
   2. Narrow your search by modifying your search criteria.
6. Select the desired article.
   Links to the article are displayed in the 'Link' and 'Link Name' fields.
7. If information was entered in the selected article's Articles|Basic page 'Permalink' field, then the 'Permalink' field will also be populated.

   Caution Special characters (-, ., ', ", /, etc.) and spaces cannot be used in the 'Permalink' field. The corresponding article will not render properly Online.

8. If you want to use the article/link only for AudienceView Online, click 'Insert Link'.
   The article link is inserted.
9. If you want use the article/link in the AudienceView Desktop and online, then click 'Insert Link Tag'.
   The article link tag is inserted.
10. If you want to use the friendly URL, click 'Insert Permalink'.
    The article permalink is inserted.
11. Click 'Apply'
    A window confirms that the application updated the article.
12. Click 'OK'.