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Search filter sidebar

The search filter sidebar helps you narrow down to organizations in a specific target segment

In this help article...

Cause IQ's search filter sidebar helps you find the filters that are most applicable to your target market and easily update your existing search 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.

Check out this video showing you where to find all the organization filters in Cause IQ and how to customize the filters displayed on your search filter sidebar:

Using different metrics and methods for filtering

Cause IQ's quantitative filters (e.g., Total revenues), have a "Metric" selection that can be changed to a number of different options, like "Value," "Percent of expenses," "Percent of revenues," or "One-year growth." Similarly, Cause IQ's qualitative filters (e.g., Categories), have a "Method" option that can be set to "Include matches" that meet that criteria or "Exclude matches" that meet that criteria.

Here's a video showing how you can add filters using different metrics and methods:

Update and remove existing filters

You can update your existing filters in the search filter sidebar. Upon adding filters, a new "Current filters" section appears up top. To change filters that you have previously added, just click on the filter. The filter opens up and you can update the values. To remove a filter, click the "x" in the top right corner of the filter. 

Here's an overview video on how you can update your search filters: