Whenever you create a search for people or outlets, the results page will show you your search criteria as well as the results (contacts).
Save Search Criteria
It is advised that the first thing you do is save search criteria so that you can generate an up-to-date set of results in the future. Agility's Research team will constantly make updates to the data on Agility, and these will automatically be reflected in your saved search results if you have saved the search criteria. This is important because we will never edit or update your saved lists. Saving the search criteria will help you to keep your lists up to date.
To save your search, go to Actions>Save Search Criteria
Then give your Saved Search a name - using the subjects and location criteria of the search will help you identify it in future. E.g. UK Technology Media.
If you want to save your results as a list, click “Actions” drop-down menu, then click “Save Selected as a List”.
Checking for new results
To review your saved search criteria, go to Manage > Targeted LIsts > Saved Searches
As and when your saved search criteria generate new results, this will be reflected by a yellow person symbol next to the contact in the results view
You can select the new results and add them to an existing list, or review their profiles one by one.
Edit an existing Saved Search
Step 1. To edit a saved search you first have to open it by clicking its name.
Step 2. At the top of the results page, click on the link to "Edit your original search".
The search criteria that you set up previously will now be available for edit and you can make any changes you require.
Remember that you can monitor the number of contacts your search towards the bottom of the page where it says "Save and View n Results".
Step 3. Once you are happy with the changes you've made to the search criteria, you can now save the search, overwriting the previous search criteria, and view your results.
Delete a Saved Search
Step 1: From the dashboard click on the "Manage" Tab and select the "Targeted Lists" option from the drop down menu.
Step 2: On the page that appears, click on Saved Searches section. This action will take you to your list of Saved Searches.
Step 3: Select the tick box next to all the lists that you wish to delete.
Step 4: Once all of the lists have been ticked, go to the Actions drop down menu and and select the "Delete Selected" option. This will then delete all the lists that you had ticked.
If you have any further queries, please feel free to contact the Agility Support Team at firstname.lastname@example.org.