# Saved Searches and Email Notifications

## About Saved Searches

The Saved Search feature allows you to save commonly needed search queries, to save time and effort in searching. Saved Searches are accessible to all users on an account.

Furthermore, when new items meet the criteria in a Saved Search, GovTribe sends the creator of the Saved Search an email notification with the search results either instantly, daily, or weekly.

The Save Search feature is available on the following search pages:

* [Federal Contract Opportunities](https://docs.govtribe.com/user-guide/what-is.../opportunities/federal-contract-opportunities)
* [Federal Grant Opportunities](https://docs.govtribe.com/user-guide/what-is.../opportunities/federal-grant-opportunities)
* [State and Local Opportunities ](https://docs.govtribe.com/user-guide/what-is.../opportunities/state-and-local-contract-opportunities)
* [Federal Contract Awards](https://docs.govtribe.com/user-guide/what-is.../awards/federal-contract-awards)
* [Federal Contract IDV Awards](https://docs.govtribe.com/user-guide/what-is.../awards/federal-contract-idv-awards)
* [State and Local Awards](https://docs.govtribe.com/user-guide/what-is.../awards/state-and-local-contract-awards)
* [Federal Grant Awards](https://docs.govtribe.com/user-guide/what-is.../awards/federal-grant-awards)

<h2 align="center">Creating a Saved Search</h2>

***To create a Saved Search:***

**Step 1.**  Set up the search criteria you wish to save.

{% hint style="info" %}
See [Search 101](https://docs.govtribe.com/user-guide/getting-started-understanding-the-basics/search-101) for details.
{% endhint %}

**Step 2.**  Click **Save Search (button will show a floppy disk)**.

**Step 3.**  Type a name for your search in the **Name** field.

**Step 4.**  Select how frequently you would like to receive Email Notifications if the results change. The options include:

| Option      | Description                                                                             |
| ----------- | --------------------------------------------------------------------------------------- |
| **Instant** | A separate email for each update against the search parameters within about 15 minutes. |
| **Daily**   | One email each morning at 9am EST summarizing the activity from the previous 24 hours.  |
| **Weekly**  | One email every Friday at 10am EST summarizing the activity from the previous 7 days.   |

**Step 5.**  Click **Save**.

## Accessing and Viewing Saved Search Results

***To access and view a Saved Search:***

**Step 1.**  Go to:  **Capture**  >>  **Saved Searches**.

The *Saved Searches* screen displays a list of all Saved Search that have been created for your account. Note that only the Owner of a Saved Search can Edit or Delete a Saved Search.

At the top of the screen, you can conduct a search to find a specific Saved Search and filter your Saved Searches by Owner or Last Sent.

The **Type** column in the Saved Searches list indicates the data type of the search that was saved. For example, if a saved search was made from a Federal Contract Opportunity  (Main Menu > Opportunities > Federal Contract Opportunities) then Federal Contract Opportunties will show under this column. Note that you can save searches conducted on any Opportunities or Awards screens.

The **Results** **Count** column on this screen displays the total number of results that match each Saved Search’s criteria.

The **Frequency** column displays the selected frequency that Saved Search Email Notifications are sent to the Saved Search’s Owner.

**Step 2.**  Click the **title of** the appropriate Saved Search in the list you want to view.

GovTribe will display the current results for the search criteria, exactly the same way results are displayed when you execute any search.

## Editing a Saved Search

### Editing a Saved Search Name or Email Notification Frequency

***To edit a Name or Email Notification frequency of a Saved Search:***

**Step 1:** Go to:  Capture  >>  **Saved Searches**, and click the **Edit** button for the appropriate Saved Search (will look like a pencil and paper).

{% hint style="info" %}
The **Edit** button is only available to the Saved Search Owner (creator).
{% endhint %}

**Step 2:**  In the *Edit Saved Search* pop-over, edit the Name and/or the email notification frequency, and click **Save**.

### Editing a Saved Search’s Search Criteria

***To edit the search criteria of a Saved Search:***

**Step 1.**  Go to:  Caputre  >> **Saved Searches** and click the **Title of** the appropriate Saved Search to display its current search results.

**Step 2.**  Make any changes to the search criteria using the fields provided.

For example:

* edit the key words
* add or remove filters
* click Edit to change the Name or Email Notifications frequency
* click Delete to delete the Saved Search

**Step 3.**  Click the **Save Changes** button once you are finished. It will display in a blue banner towards the top of the page.

{% hint style="info" %}
The **Save Changes** button only appears **after** changes have been executed.
{% endhint %}

## Using Saved Search Email Notifications

As the Owner of any Saved Search you will receive email updates instantly, daily, or weekly, depending on the Frequency setting of the Saved Search.

When there is new activity, you will receive an Email Notification. The content of the email provides recipient(s) with a list of Saved Searches that have new activity, as well as the number of new results for each updated Saved Search.

***To view the new updates:***

**Step 1.**  Click on the **colored number badge** for the associated Saved Search.

A browser window opens and loads the Saved Search results in GovTribe. A status bar at the top of the page indicates the displayed Saved Search.

The search results shown on the page will be only the "New Results" that were indicated in the notification email you received.&#x20;
