Next Previous

Global Search

Internal iAd team members may be required to support external Creative Agencies with their projects and ad bundles. As such, the iAd team has the ability to search for projects and ad bundles belonging to other organizations.

Functionality

The functionality is identical to the Ad Bundle Summary except iAd team members are now given a special feature — Global Search — which allows them to search by Project, Advertiser, Creative Agency, or Ad Bundle to find matching ad bundles.

To use this feature:

Find the Global Search functionality on the header bar.
Note: as mentioned above, this feature is only available to iAd team members.
Select the drop-down and indicate the parameter you would like to search. The available parameters are:
- Project — the name of the project
- Advertiser — the name of the advertiser
- Creative Agency — the name of the creative agency
- Ad Bundle — the name of the ad bundle
Enter a portion of the search text
Press the “Enter” or “Return” key

Global Search Summary Table

The resulting table from the search is the Global Search Summary Table. This table is identical to the Ad Bundle Summary except it is specific to a parameter and the resulting data spans multiple organizations (unlike the Ad Bundles Summary which pertains to only one organization).

For Ad Bundles only

The Global Search function finds ad bundles where the parameters match the search criteria. For example, searching for “OMD” as an advertiser might reveal several matching ad bundles where OMD is the advertiser associated with the project. However, if a project existed with OMD as the associated advertiser but currently had no ad bundles in the project, the project would not be listed in the resulting global search table. The solution to this issue is to have the creative agency upload an ad bundle into the project first, then run the global search on the project.

Assigning Advertisers

A significant use of the global search function is to assign Advertisers to projects. As previously noted, an Advertiser with an SAP ID must be assigned to a project before any ad bundles in that project can be submitted for certification. The only individuals who can make that assignment are iAd team members. Third party creative agencies will look to their Account Manager or PS liaison for assistance in assigning advertisers to their projects. Follow the steps below (as noted above, an ad bundle must exist for the instructions below to work):

Selected the parameter to search against (e.g. “Creative Agency”)
Type in the search text for that parameter (e.g. “OMD”)
Press the Enter/Return key
A Global Search tab should now appear to the right of the Ad Bundle Summary tab.
Find the appropriate project and click on the project hyperlink to go to the details of the project
Click on the Edit menu option
Select the “Assign” button next to the Advertiser
In the Organizational Search screen, type in the name of the Advertiser you want to assign to the project.
Select the Advertiser and click the “Select” button.
Click “Save” to save the assignment.

Next Previous