How to Search for a Campaign in Xvantage for Associates

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Overview:

This article provides the step-by-step process on how to search for a campaign in Xvantage for Associates.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates and open it.

  3. Within Xvantage for Associates, hover over the left navigation menu and click Marketing Suite.

  4. You will be directed to the Marketing Suite hub.

  5. Select the appropriate region that you want to view from the Region drop-down.

  6. For the Search for Campaign area, there are 4 categories in the drop-down that you can use to search for a campaign:

    • Campaign name

    • Created by

    • Project #

    • Status

  7. Select an option from the drop-down.

  8. Input the information on the search bar and hit enter.

  9. The matching results will be displayed with the following information:

    • Campaign name

    • Status

    • Vendors

    • Start date

    • End date

    • Project #

    • Created by

    • Created on

    • Last modified