Saved Searches and Email Notifications
How to save frequently used searches, how to use edit Saved Searches, and how Search Notifications work
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User Guide
How to save frequently used searches, how to use edit Saved Searches, and how Search Notifications work
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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:
To create a Saved Search:
Step 1. Set up the search criteria you wish to save.
Step 2. Click Save Search.
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.
To access and view a Saved Search:
Step 1. Go to: Main Menu >> 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 Scope column in the Saved Searches list indicates the type of search that was saved. For example, both Saved Searches above were conducted on the Federal Contract Opportunities module in GovTribe (Main Menu > Opportunities > Federal Contract Opportunities). Note that you can save searches conducted on any Opportunities or Awards screens.
The Frequency column displays the selected frequency that Saved Search Email Notifications are sent to the Saved Search’s Owner.
The Count column on this screen displays the total number of results that match each Saved Search’s criteria.
Step 2. Click the View button for the appropriate Saved Search in the list.
GovTribe will display the current results for the search criteria, exactly the same way results are displayed when you execute any search.
To edit a Name or Email Notification frequency of a Saved Search:
Step 1: Go to: Main Menu >> Saved Searches, and click the Edit button for the appropriate Saved Search.
Step 2: In the Edit Saved Search pop-over, edit the Name and/or the email notification frequency, and click Save.
To edit the search criteria of a Saved Search:
Step 1. Go to: Main Menu >> Saved Searches, and click the View button for 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 red Save Changes button.
As the Owner of any Saved 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 that looks similar to this:
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. (In the above example, that would be the orange number 2.)
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.
