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With over 400 fields available for filtering, Cause IQ helps you quickly find the organizations that are in your company's target market. You can use Cause IQ's search filter sidebar to drill down on organizations based on relevant quantitative (e.g., Total revenues, Total expenses) and qualitative (e.g., Types, Location) information. Once you find the organizations that are a good fit for your products or services, you can save your search queries so you can easily access them for future use and monitor them for changes.

To begin narrowing down on your target market, you first need to open Cause IQ's search interface. You can access the search interface to create a new search from:

• The "New organization search" button on your dashboard
• The spyglass icon on your navigation bar
• The "Start organization search with filters" button below the smart search box

Here's a look at where you can create a new search from your Dashboard:

Cause IQ's search filter sidebar (on the left of the search interface) lets you filter by over 400 fields so you can narrow down on the organizations that matter to you most. By default, Cause IQ displays some of the most commonly used filters by all of our customers and a few industry-specific recommended filters on the search filter sidebar. You can view all 400+ filters by clicking the blue "See more filters..." button where the filters are organized by topical categories.

Once you find the filter(s) you want to add:

1. Click on the name of the filter
2. For qualitative filters, select one or more of the options available OR
3. For quantitative filters, enter the minimum and/or maximum value range
4. For text filters, type the appropriate names/keywords
5. Click "Add filter"

Here's an overview video showing you how to add qualitative, quantitative, and text filters to your Cause IQ search query:

Cause IQ's financial and quantitative filters have different metric options available for filtering. These metrics allow you to find organizations by raw value (e.g., Program Service revenues), annual growth rate (e.g., year-over-year growth in Program Service revenues), and financial percentages (e.g., percent of total revenue from Program Services). For example, you can combine financial filters with different metric options with other quantitative/qualitative Cause IQ filters to create a search query that segments 501(c)(3) nonprofits in the New York City metro area that have more than five million in annual revenues where at least twenty-five percent of that revenue comes from membership fees and dues. Here's the search you would want to create to segment those organizations:

• IRS 501(c)type: 501(c)(3)
• Location: Metro: New York - Newark - Jersey City, NY, NJ, PA
• Total revenues: > $5,000,000,000 (value metric)
• All member fees, dues, etc: > 25% (percent of revenues metric)

The metric options available for Cause IQ's quantitative filters include:

• Value
• One-year growth
• Percent of revenues
• Percent of expenses
• Percent of budget
• Percent of assets

When adding a quantitative filter to your search query, you want to use the Advanced search feature to choose your appropriate metric. Keep in mind that different quantitative fields in Cause IQ have different filter metrics available.

Here's a look at how to add quantitative filters using different metrics in Cause IQ:

Cause IQ's qualitative search filters (e.g., Types, All vendors and service providers) have an include or exclude method option that allows you to get as granular as possible when creating your target search queries. When using the include matches method with a qualitative search filter, Cause IQ includes the organizations that match the selected qualitative criteria in your organization search. When using the exclude matches method, Cause IQ removes the organizations that match the selected qualitative criteria in your organization search. By default, Cause IQ uses the include method when adding qualitative filters, and you can change the method to exclude matches by selecting the "Exclude all organizations with these values" option with the Advanced search pop-up.

Here's a look at how can exclude certain types of nonprofits from your organization searches when adding filters:

Once you find the organizations that are a good fit for your products or services, you can save your search query so you can easily access them for future use. When saving a search, you also have the option to monitor the search for changes (i.e., receive alerts when newly-matched organizations enter the search and when previously-matched organizations no longer meet the search filters). Cause IQ takes a look at your saved and monitored searches on a weekly basis and we provide updates to you via email and within the dashboard.

You can access your saved searches directly from your Cause IQ dashboard. Simply click on the "Saved searches" section on the left and find the name of the search you want to access. You can re-open your saved searches in the search interface by clicking "Open search".

Here's an overview video highlighting how to save your target searches, how to monitor them, and where to access them from your dashboard: