See all relevant Cause IQ information in one place and manage your account settingsIn this help article...
Your Dashboard is a one-stop-shop to see all relevant information with your Cause IQ account. You can access all of your exports, saved searches, lists, manage your account settings, and more. Here's an overview video of what you can do on your dashboard:
The "Activity" section allows you to access and view your activity log with Cause IQ. This allows you to quickly find information you were previously looking at, pertinent notifications on downloads, and updates to your monitored searches. The activity section contains the following sections:
The "Searches" section of the Dashboard allows you to see and access all of your previously saved searches and their characteristics. You can see how many organizations match your search criteria, the date you created the search, if you are monitoring the search or not, and the last time Cause IQ checked the search for updates. You can also see the filters that were used to create the search query. You can open a previously saved search in the search interface by clicking "Open search."
The "Lists" section of the dashboard allows you to see and access lists you've manually created, uploaded with our CSV enrichment tool, and the exports you chose to remember. All lists you've created in Cause IQ have a unique profile. From the profile, you're able to "Open" the list in the Cause IQ search interface, "Export" organization and personnel details, "Benchmark" the organizations with Cause IQ's "Benchmarking" tool, and find organizations with similar group "Characteristics" using Cause IQ's "Common characteristics" feature.
The Salesforce section of the Dashboard is where you can set up Cause IQ's Salesforce integration, map your Salesforce objects to the corresponding fields in Cause IQ, and match up records to enrich in bulk. Also, you can open in the search interface Accounts (or Leads) you created or previously matched in Cause IQ's. To do this, click the "Open Accounts in Cause IQ search" button, and Cause IQ will create a new search with a filter automatically added isolating just these organizations.You can choose to filter down on the list further by adding relevant filters from the search filter sidebar. You can also change the filters "Method" dropdown to "Exclude", which will show you all organizations that meet the other criteria, but aren't currently in your Salesforce instance. This is great to identify whitespace opportunities. Here's a look at the Salesforce section of the Dashboard:
Cause IQ's Salesforce integration is an add-on module. If you believe you should have access to the integration and don't, please contact support by clicking on the orange chat widget at the bottom right-hand corner of the screen.