Summary
Search Templates
Prerequisites
Access to MirrorWeb Insight and relevant permissions for this workflow.
Step-by-Step Instructions
Author: Joe HoltDate: June 11, 2025
🧠 Summary / Purpose
This document explains how to create search templates within Insight.
🔍 Use Case / Scenario
You are able to schedule searches within Insight. Creating a template for your search is a pre-requisite for this
🛠️ Step-by-Step Instructions
Log into Insight at https://my.mirrorweb.com
From the navigation on the left hand side, select the Communications module
Select Templates
Click Create Template
Set your criteria
Select a date range (perhaps last week for example)
Click Save template
Enter a memorable and descriptive name
Click Save
💡 Pro Tips
Take a look at our document on search parameters for a more detailed explanation of the options available to you
🧪 Troubleshooting
If you have any difficulties with creating your templates, just reach out to our Insight Support Team at https://support.mirrorweb.com