The ins-and-outs of Cause IQ's search interfaceIn 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.
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) and update existing filters. 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 400+ organization filters by subcategories, search for a filter by name, and even customize the filters Cause IQ displays on your search filter sidebar.
Here's a look at the search filter sidebar within the search interface:
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:
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.
Here's a look at where you save your search: