How to Create a Saved Search Profile

by Zack Cilia

Last updated: 02-Jul-2026

A Saved Search Profile allows you to save a set of affiliate search filters for quick access in the future. This makes it easy to regenerate the same list of affiliates without having to recreate your search criteria each time.
Saved Search Profiles can also be used for:

• Running reports using a pre-saved affiliate list.
• Sending bulk emails to selected affiliates.
• Creating custom manager access rules to control which affiliate accounts managers can view and manage.

Creating a Saved Search Profile

1. Log in to the Admin back-end.
2. Navigate to: Affiliates > Affiliate Search (BETA).

3. Click Advanced Options.

4. Apply the desired search filters.

5. Once your search criteria are complete, click Save.

6. Saving the Profile

• Enter a Profile Name for the search profile.
• (Optional) Select the Share Profile checkbox if you want the profile to be available to all manager accounts.
  • Enabled: The profile is shared with all managers.
  • Disabled: The profile remains private and is only visible to you.

7. Click Save to create the profile.

Managing Saved Search Profiles
All saved search profiles, whether private or shared, are available from the Saved Search Profiles section within Affiliate Search (BETA).
From here, you can:

• Load a saved profile to rerun the search.
• Edit an existing profile.
• Delete a profile.

Note: Editing or deleting a shared search profile affects all manager accounts that use the profile, including any custom manager permission rules that reference it.