Add new records to your CRM and monitor your target markets for new entrants
In this help article...Organization and personnel details in the nonprofit sector change regularly, and Cause IQ understands that it's important to stay up-to-date with these changes. That's why we have purpose-built tools to help you export records that you haven't previously exported and monitor your target markets for new entrants. Cause IQ customers use our:
Cause IQ's export deduping feature helps you export records that are new to your CRM and is helpful when exporting information from multiple searches that have overlapping results.
To use the deduping feature, you need to do two things:
Here are the general steps that take you through how to dedupe records from previously tracked exports and how to name your exports for future deduping purposes:
Either create a new search for a desired target market, load a saved search, or open a list (from scratch or an uploaded CSV file) in the search interface. To open a list of specific organizations:
In the "What" step, choose:
In the "What" step, the "Dedupe this export?" section is where you choose the previously tracked exports you want to dedupe from your current export. You can choose to:
Your current export won't include any of the records that were included in the tracked exports that you choose to dedupe.
When choosing the tracked exports you want to dedupe, the options change whether you're exporting personnel or organizations. If you're exporting personnel, only tracked exports that included personnel records will appear. If you're exporting just organizations, tracked exports containing only organization records will appear.
If you're exporting personnel, choose the appropriate personnel settings (e.g., Position levels and Position functions) in the "Personnel" step. In the "Columns" step, choose the details you want to include in your export.
The "Name this export, for future deduping (optional)" section in the "Confirm" step is where you tell Cause IQ to remember the records that you're currently exporting. To tell Cause IQ to track your export, simply type a name in the "Enter name for this export" textbox.
When tracking exports, we recommend naming the exports something that will allow you to know what records the exports contain (e.g., "NYC prospects, > $10M in revenue, Convio users"). This will help you to stay organized with all your tracked exports.
Since you named and tracked your current export, you'll be able to exclude the records from your future exports.
Select "Create spreadsheet" in the "Confirm" step, and Cause IQ will begin processing your export. Since you chose to exclude records from previously tracked exports, your file will only contain new records
Once the export is complete, you can download the file from the blue pop-up box, from your Dashboard, or from the email Cause IQ sends you with the file attached.
Here's an overview video that shows you how to exclude personnel records from previously tracked exports and where you name your exports for future deduping purposes:
For customers using the Salesforce integration, Cause IQ's internal Salesforce deduping proactively queries your Salesforce instance to make sure we don't override or create duplicate Account, Contact, or Lead records.
For Accounts, we identify existing records by a couple of organization characteristics, including:
For Contacts, we identify existing matching records by a couple of personnel characteristics, including:
For Leads, we identify existing records by a couple of personnel and organization characteristics, including:
In addition to our internal Salesforce deduping, Cause IQ will respect your Salesforce deduping rules when creating new objects. The process of creating new Account, Contact, or Lead records in your Salesforce instance is very similar to the steps above. Check out this article for more details.
Cause IQ's Salesforce integration is part of our Data Enrichment Add-on. If you're using Salesforce as your CRM and are interested in learning more about the integration, please contact the Cause IQ team from the orange chat widget at the bottom-right of the screen.
Cause IQ's saving and monitoring search feature helps you stay on top of changes in your target markets. Organizations change constantly -- with updated financials, different vendors, and new locations -- and knowing which new organizations meet your target criteria is important. Here are the steps to monitor your target markets in Cause IQ:
Add both quantitative (e.g., financial) and qualitative (e.g., categorical) filters from the search filter sidebar to narrow down on relevant organizations in your target market.
Select the floppy disk icon on the right of the screen to access the "Save this search query" webpage. From there:
When you select to monitor your searches, Cause IQ will notify you when new organizations match your criteria and have been added to the saved search, and when previously-matching organizations no longer meet the criteria.
Please note that you can still save a search and choose not to monitor it.
Once a week Cause IQ takes a look at your saved and monitored searches. You can view any updates to your monitored searches right from your Dashboard. Additionally, Cause IQ sends you an email that overviews the changes to your monitored searches.
Here's a summary video showing you how to save and monitor your searches and where you can view their updates from the "Searches" section of the Dashboard:
Cause IQ lets you save and monitor as many searches as you want. This way you can stay up-to-date on all your target markets. Please note that you can only monitor searches that contain 2,500 or fewer organizations.
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