Help Center

Search interface overview

The ins-and-outs of Cause IQ's search interface

In this help article...

The Cause IQ search interface is where our customers spend the majority of their time while on Cause IQ. This is where you can put together target market searches, access organizations profiles, analyze market segments, create bulk reports, and more.

Search filter sidebar

Cause IQ's search filter sidebar helps you segment organizations meeting specific search criteria (e.g., 501(c)(3)s, > $2.5M in revenues, in Washington DC). By default, Cause IQ displays a few of the most commonly used filters by all Cause IQ customers and some industry-specific recommended filters based on the industry you operate in. You can also access and view all 460+ organization filters by subcategories and search for filters by name and filter values in the "Advanced search", which is located at the bottom of the search filter sidebar.

Check out this article for more details on the search filter sidebar and adding filters to your search query.

Here's a look at the search filter sidebar within the search interface:

The search filter sidebar

Tools and features

This section of the search interface is where you have access to different tools and features to help you work with your organization segment. Once you create your search query, you can use:

Here's a look at the tools and features section of the search interface:

Tools and features in search interface

Save your searches

You can save your search segment by clicking "Save" at the top-right of the screen. Your future self will thank you for doing this. When you save your search, you won't have to recreate the search from scratch and you can easily open the search with the relevant organizations from the Dashboard.

Click here to learn more about saving your searches and monitoring them for updates.

Here's a look at where you save your search:

Save your search