Help Center

Best practice article

Find personnel and contact information

Identify relevant personnel by job levels and functions, view identified personnel working at an organization, export contact information in bulk, and see all the details we have for one person

In this help article...

When you're looking to grow your nonprofit client base, it's crucial that you have access to accurate and up-to-date personnel information so you can introduce your products or services. That's why Cause IQ has multiple data sources dedicated to identifying the staff and board members at organizations. Combined with this personnel data, our purpose-built tools can help you identify the most relevant personnel by title levels and functions, view all identified staff and board members at a given organization, and export contact information in bulk.

The video and article below walk you through all of the ways to find personnel and contact information in Cause IQ:

Personnel levels and functions

To help you find relevant contacts, Cause IQ classifies personnel by their job levels (e.g., Chief, Director, Vice President) and functions (e.g., Executive, Finance). You'll see title levels and functions used multiple places, including choosing which people to include in a bulk report, finding specific individuals with the people search, and on a person's dedicated profile page.

Job levels represent how high up in a given organization's hierarchy a position is. Since there's great variation in the nonprofit sector with the title structures organizations use -- charities typically use directors whereas associations use vice presidents and chiefs -- we recommend selecting multiple levels when searching and exporting personnel. This will help you isolate the right personnel across all types of organizations.

Job functions represent the general responsibilities and activities for a position. To help our customers find the right personnel we have grouped similar job functions, such as Marketing / Communications. The selected job functions are combined with the levels, so any combination of level and function will result in a match. For example, if you select Chief, Director, and Vice president as your levels and Executive, Development / Fundraising / Giving / Advancement / Philanthropy, and Finance as your functions, you can expect to return personnel with the following job titles: 

  • Chief Executive Officer
  • Director of Development
  • Director of Finance
  • Director of Individual Giving

Here's a screenshot of the title level and function selector when choosing the types of contacts you want included in a bulk export report:

Position levels and functions

View identified staff and board at specific organizations

When researching specific organizations, You can view all the personnel that Cause IQ has identified working at organization in the personnel section of their organization profile page. The information available in the personnel section includes an individual's:

  • Name
  • Job position(s)
  • Email address (if available)
  • Direct phone number (if available)
  • Form 990 compensation (if available)
  • LinkedIn profile (if available)

All personnel in Cause IQ are stamped with a Date of data. This date represents the last time one of our data sources confirmed the individual working at the organization. Check out the personnel section of an organization's profile below:

Personnel section

Export personnel records to a CSV

You can use Caus IQ's export tool to generate CSV files of relevant organization and personnel records. Once the information is out of Cause IQ, feel free to share the information with their colleagues and/or load the details back into your CRM or marketing automation software. Here are the general steps:

  • Step 1

    Choose the organizations whose personnel you want to export

    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). To open a list:

    1. Go to the "Lists" section on the left of your dashboard
    2. Select the name of the list that contains the organizations you want to export
    3. Click the "Open" button on the right 
  • Step 2

    Access the export tool

    Select the "Export" tab from the search interface to access the export tool.

  • Step 3

    Select your export type

    Since you're looking to export personnel records, choose "Personnel, with organization details" in the "What to export" section of the "What" step.

  • Step 4

    Select your personnel settings

    In the "Personnel" step of the export process:

    1. Choose the appropriate position levels and functions for the personnel you want to include in your export
    2. Set the maximum number of contacts you want to export from a given organization (Cause IQ exports the highest-ranking personnel first)
    3. Select the appropriate contact information criteria (if you're looking only to export personnel with email addresses, we suggest you choose the first and second options)

    Pro tip: Choose to "Preview" your matching personnel, so you can check to make sure you're exporting the right type of contacts and see how many personnel records your CSV file will contain.

  • Step 5

    Choose the organization and personnel details you want to include in your export

    In the "Columns" step of the export process, select the organization and personnel details you want to export

  • Step 6

    Check your export settings and generate your report

    In the "Confirm" step of the export process, we suggest that you review the information your export will contain and when ready, select "Create spreadsheet" and Cause IQ begins processing your export

  • Step 7

    Download your CSV file

    Once Cause IQ processes your export, you can download the CSV file directly in the website from the blue pop-up notification. Additionally, your report is available for download from your dashboard and Cause IQ emails you the file.

  • Step 8

    Load your personnel records for future use

    Now that you have your CSV file containing organization and personnel records, follow your CRM's, email marketing software's, etc. data loading process to load the information for future use.

Here's an overview video that takes you through the process of generating a bulk export report with personnel and organization details:

View dedicated profiles for individuals

All personnel in Cause IQ have a unique profile that you can access to view all their information in one place. Cause IQ's personnel profiles contain descriptive, contact, and compensation information. The specific fields available for a given person vary based on the data sources we have for that person. You can access an individual's personnel profile by clicking on their name from the personnel section of the corresponding organization's profile. If you're looking for information on a specific person, you can use Cause IQ's people search to access the individual's profile. Here's a look at an individual's profile page in Cause IQ:

Individual's profile page