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Find What You Need, Faster: Mastering Search on the IEX Portal

The search functionality in the IEX Portal helps you find specific information within your campaigns, inventory, and delivery reports. This saves you time and makes your workflow more efficient.

Key Search Benefits

  • Faster Information Retrieval: Quickly locate the specific data you need.
  • Efficient Navigation: Navigate the Portal more efficiently.
  • Increased Productivity: Save time and streamline your workflow.
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How to Use Search

1. Campaigns and Inventory

To find this section: Navigate to Assets Manager > Campaigns or Inventory.

  • Search Campaigns: Enter the campaign name in the search bar. This function is also available when placing a send.

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  • Search Inventory: Enter the item name or SKU in the search bar.

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2. Delivery Reports

To find this section: From your IEX Portal dashboard, click on Delivery Reports.

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Search by:

  • Order ID
  • Receiver's Information (First Name, Last Name, or Email)
  • Sender's Information (First Name, Last Name, or Email)
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Available Actions: Once a report is located, you can copy the tracking link and view the summary and overview information of the send.

3. Business Reasons

To find this section: Navigate to Assets Manager > Business Reasons .
  • Search by: Enter keywords into the search bar to find specific entries.
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Still Have Questions?

If you get stuck or just want to chat about search (or anything else!), feel free to reach out to us at support@imprintengine.com. We're always happy to help!