---
title: MERX Saved Search Help
description: merx, saved search
image: og_image
---

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 Saved Search

# **Setting up your Saved Search**

The merx saved search functionality allows you to create an **unlimited amount** of searches for use when you are logged into your account. Also known historically as Opportunity Matching Profile. It is designed to look for opportunities that match your search criteria of interest for your business. It is also designed to send email matches to you, every weekday when a buying organization posts an opportunity that matches your saved criteria.

Here are some quick steps to setting up your merx saved search notifications. 

**Contents:**

- [Working with merx saved search](https://tenders.merx.com/saved-search#Working_Saved_Searches)
- [Create a saved search](https://tenders.merx.com/saved-search#Create_Saved_Search)
- [Edit a saved search](https://tenders.merx.com/saved-search#Edit_Saved_Search)
- [Get notified of opportunities](https://tenders.merx.com/saved-search#Get_Notified)
- [By-invitation tenders **- NEW! -**](https://tenders.merx.com/saved-search#By-invitation)
- [Run a saved search](https://tenders.merx.com/saved-search#Run_Saved_Search)
- [Delete a saved search](https://tenders.merx.com/saved-search#Delete_Saved_Search)
- [History of changes](https://tenders.merx.com/saved-search#History) **- NEW! -**
- [Saved search recommendations](https://tenders.merx.com/saved-search#Saved_Search_Recommendations) 

 

## **Working with merx Saved Searches**

With your merx subscription, you can create, save and be notified of your saved searches. Below is a guide on how to work with the Saved Search functionality.

A wildcard is not required to find more results in the search field as the search engine works with stemming. (i.e.: engineer\* = engineers, engineering, engineered etc…). Using the various category types will give you broader results. You can have an unlimited amount of saved searches, however, you can have a maximum of 10 email notifications.  
 

## **Create a Saved Search**

There are two quick ways to create a saved search.  
 

Once logged into your merx account, you will see the **keywords** field at the top. Enter your search keywords here. Include simple words that relate to what you are looking for and you can include a region if you like. Click on the magnifying glass and your results will appear below.

![savesearch1](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch1.jpg?width=775&name=savesearch1.jpg)

If the results that appear below are satisfactory, then click the** SAVE SEARCH** button

This will open a light box window as shown below.  
 

![savesearch2](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch2.jpg?width=600&name=savesearch2.jpg)

You will notice the **Create a new saved search** is selected.  
Give your saved search a name in the available **Search Name **field.  
If you want this saved search to be your default results each time you login to your account, select the checkbox.

 

**Note**: In some cases, you may receive by-invitation tenders via email from a specific buyers, and are you may be unable to view the tender. In this case, please refer to the section below on by-invitation tenders. In this case, please refer to the section below on [by-invitation tenders](https://tenders.merx.com/saved-search#By-invitation).

---

The second way to create a saved search is to first select your search criteria from the left navigation menu or use the advanced search link.

When you are satisfied with the results, click on the **Save Search **button.

 

## **Edit a Saved Search**

Use the following procedure to edit a saved search. From the top menu, select **Solicitations**, then select **Saved Searches**.

![savesearch4](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch4.jpg?width=775&name=savesearch4.jpg)

1. On the Saved Searches page, use the pencil icon from the **Actions** column to make your edit(s).
2. From the Saved Search page, edit the Search Name, Search Parameters, Default and if you want to receive notifications via email.
3. Click **Save**.

## **Get Notified of Opportunities**

Use the following procedure to turn on your notifications. Receive an email twice per day when new opportunities are posted that match your saved search criteria.

1. On the Solicitation Search page, click on **Get Notified of Opportunities.
   
   ![savesearch6](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch6.jpg?width=200&name=savesearch6.jpg)**  
    
2. This will open the **Saved Searches preferences page**, use the slider from the **Notifications** column to turn on the notification for a specific search.
   
   ![savesearch5](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch5.jpg?width=698&name=savesearch5.jpg)  
    
3. Alternatively, you can select the **Get notified of opportunities** checkbox as shown.
   
   ![savesearch3](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch3.jpg?width=348&name=savesearch3.jpg)  
    

- You will receive **2** email notifications per day only when and if there are new opportunities posted that match your saved search criteria.
- You are limited to **10** notification emails and they will all be within the same email. You will receive up to 5 results per saved search. To view all the results, you will need to click on the **+(number) more** from the email to view results on merx.
  
  ![savesearch7](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch7.jpg?width=400&name=savesearch7.jpg)  
   
- To view a sample image of the notification email, **[click here](https://tenders.merx.com/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch10.jpg?hsLang=en)**.

  

## **By-invitation Tenders**

In some cases, you may be the recipient of a by-invitation email notification from a buying organization. This email will contain a link to the tender description on merx.com. Please note, if you have a default saved search turned on, you may not see the by-invitation tender when you login to your account. Make sure to either unselect a saved search from the pull down menu, or remove your default saved search.

From the SAVED SEARCH menu item, unselect the checkmark from the Default column for the saved search that was previously selected as default.

Proceed to the **Search menu** section and check the **My Invitations Only** box below the Status area to view your invited tenders only, in the search results section.

 ![savesearch13](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch13.jpg?width=175&name=savesearch13.jpg)

## **Run a Saved Search**

Use the following procedure to run a saved search.

1. From the Solicitation Search page, click on the – **My Searches** – pull down menu.
   
   ![savesearch8](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch8.jpg?width=351&name=savesearch8.jpg)  
    
2. Select the saved search you want to run from the menu.
3. Your results will populate in the results area of merx.com.

## **Delete a Saved Search**

Use the following procedure to delete a saved search. From the top menu, select **Solicitations**, then select **Saved Searches**.

1. From the Saved Searches page, use the trash can icon from the **Actions** column to delete.
2. You will be prompted to make sure you want to delete.
3. Click Save.
   
   ![savesearch9](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch9.jpg?width=500&name=savesearch9.jpg)

## **History of Changes**

You can now view a history of all your modifications and optimizations for all your saved searches. Simply click on the clock icon from the Actions column and you can view the history. This is particularly important when you like to make changes to your saved searches to see the types of results you receive over time.

![savesearch15](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch15.jpg?width=78&name=savesearch15.jpg)

Below is a sample of what the changes show. For each revision, you can open the section to view more details about the changes.

![savesearch16](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch16.jpg?width=736&name=savesearch16.jpg)

 

## **Saved Search Recommendations**

At merx we also like to share additional solicitations that may be of interest to you based on your selected Working Category of business. You can access this section from your account profile (the person icon), under *Your Organization.*

You can view your selected category or modify by clicking on the pencil.  
![savesearch11](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch11.jpg?width=700&name=savesearch11.jpg)

If you want to receive additional solicitations that may be of interest to your business and based on your selected categories, simply turn on the notifications slider as shown below under **Recommendations **from the Saved Search menu.  
 

![savesearch12](https://tenders.merx.com/hs-fs/hubfs/MERX%20-%20Images/MERX%20-%20Other%20Images/MERX%20-%20Saved%20Search/savesearch12.jpg?width=700&name=savesearch12.jpg)

 

![img_Questions](https://tenders.merx.com/hubfs/MERX%20-%20Images/MERX%20-%20Icons/img_Questions.png)

### Want help with your saved search?

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