--- title: Search and Filter in Promotions Planning description: How to use filtered search in promotions planning --- [Skip to content](https://knowledge.govividly.com/filtering-in-promotions#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new?hsLang=en) [Open the Vividly portal](https://knowledge.govividly.com/support?hsLang=en) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. [Vividly Knowledge Base](https://knowledge.govividly.com/?hsLang=en) 2. [Promotions](https://knowledge.govividly.com/promotions?hsLang=en) 3. [Search & Filters](https://knowledge.govividly.com/promotions?hsLang=en#search-filters) September 29, 2026 # Search and Filter in Promotions Planning ## How to use search in promotions planning using filters ### **Overview** ![New Filters](https://knowledge.govividly.com/hs-fs/hubfs/New%20Filters.gif?width=670&height=320&name=New%20Filters.gif) The **filtering** feature in Vividly's Promotion Planning module is a powerful tool that allows users to quickly narrow down potentially thousands of promotions to a specific subset based on multiple search criteria simultaneously. Unlike the basic text search bar—which requires exact matches and only searches promotion names or promotion line IDs—filtering provides granularity across numerous promotion attributes including customer, product group, promotion type, month and year, status, tags, attachments, and many more. This capability is essential for users who need to find specific promotions without manually scrolling through extensive promotion lists, especially in large organizations with hundreds or thousands of promotional events each year.  ### **To Use Filtering:** - Navigate to **Promotions \> Planning.** - Select the filter controls to view the available options: **Status, Tags, Approval Role, Product, Product Group, Duration,** and **Event Date**. - Choose the filter you want to apply, then select one or more values. For example, you can select a specific status, product group, or promotion tag. - Add additional filters as needed to narrow the results. Filters can be combined, such as selecting a product group, a promotion tag, and a specific event-date range. - Review the filtered promotion results. The page will update to show only promotions that match the selected criteria. - If you are working in the **Submission** or **Approval** view, use the **Approval Role** filter to find promotions associated with the spend thresholds for a specific approval role. The roles available in this filter are managed in **Account Settings \> Roles**. - To return to the full promotion list, clear or reset the filters. If you regularly use the same filter combination, save it as your default view for easier access in the future. ### **Tips & Best Practices** - **Check all the columns:** If you are in the Columns view and don't see your promotion, you may need to scroll to the right view the Completed status column. - The filters are **pre-set** to the current, previous, and future year. - To share the filtered results, copy the page URL from your browser. The selected filters are automatically saved in the URL, so anyone who opens the link will see the same filters and results. - To download the filtered results, use the export option. 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