The Saved Searches feature helps you automate your opportunity discovery by saving your search criteria and setting up alerts for new opportunities that match your interests.
Watch the Video Tutorial
Learn how to use saved searches effectively:What are Saved Searches?
Saved Searches are search queries you’ve saved for future use. Instead of recreating the same search every time, you can save your search criteria and:- Re-run Searches: Quickly search with the same criteria
- Set Up Alerts: Get notified when new opportunities match your search
- Track Changes: See how results evolve over time
- Share Searches: Share search criteria with team members
- Analyze Patterns: Understand what types of opportunities you’re finding
Benefits of Saved Searches
- Save Time: No need to recreate complex searches
- Stay Current: Automatically find new opportunities
- Consistent Results: Use the same criteria every time
- Team Collaboration: Share searches across your organization
- Strategic Planning: Track market trends and opportunities
Creating Saved Searches
From Search Results
- Perform a Search: Use the search feature with your desired criteria
- Review Results: Make sure the results match what you’re looking for
- Save the Search: Click the “Save Search” button
- Add Details: Give your search a descriptive name and notes
- Set Alerts: Choose whether to get notifications for new results
Search Criteria You Can Save
- Search Terms: Keywords and phrases you’re looking for
- Search Type: Federal, SLED, Grants, SBIR, etc.
- Search Mode: Semantic or lexical search
- Filters: All applied filters (agency, location, set-aside, etc.)
- Sort Order: How results are organized
- Date Ranges: Specific time periods for opportunities
Managing Saved Searches
Saved Searches Dashboard
Access your saved searches from the Saved Searches tab. Here you’ll find:- All Saved Searches: View every search you’ve created
- Search Details: See the criteria and settings for each search
- Last Run: When the search was last executed
- Result Counts: How many opportunities were found
- Quick Actions: Run, edit, or delete searches
Search Organization
Organize your saved searches by:- Search Type: Group by opportunity type (Federal, SLED, etc.)
- Search Method: Organize by semantic vs. lexical searches
- Last Run Date: Sort by when searches were last executed
- Custom Names: Use descriptive names to identify searches
- Tags: Add custom tags for better organization
Search Actions
For each saved search, you can:- Run Search: Execute the search with current criteria
- Edit Search: Modify search criteria and settings
- Delete Search: Remove searches you no longer need
- View History: See previous search executions and results
- Set Alerts: Configure notification preferences
Email Alerts & Notifications
Schedule Bid Alerts
Transform your saved searches into powerful email alerts that deliver contract opportunities directly to your inbox. By leveraging your company profile, we ensure that results are tailored to your business needs.Smart Email Delivery 📧
Receive contract opportunities with:
- AI-generated smart summaries for each contract
- Direct hyperlinks to full contract postings
- Tailored results based on your company profile
- Professional formatting for easy scanning
Flexible Scheduling ⏰
Choose your preferred frequency:
- Daily alerts for active opportunities
- Weekly summaries for comprehensive coverage
- Monthly reports for strategic planning
- Custom schedules for specific needs
Setting Up Email Alerts
1
Create Your Search
Build a search query with specific criteria for the contracts you want to track.
2
Save the Search
Click “Save Search” and give it a descriptive name for easy identification.
3
Enable Email Alerts
Toggle on email notifications and choose your preferred frequency.
4
Customize Settings
Set conditions for when alerts should be sent (minimum results, etc.).
5
Test Your Alert
Run a test to ensure your alert settings work correctly.
Email Alert Features
Each email includes AI-generated summaries that provide:
- Key contract details and requirements
- Important deadlines and response requirements
- Agency information and contact details
- Quick overview to help you prioritize opportunities
Alert Management
Modify Alerts ✏️
- Edit search criteria to refine results
- Change frequency (daily, weekly, monthly)
- Update conditions for when alerts are sent
- Adjust thresholds for minimum results
Pause & Resume ⏸️
- Temporarily pause alerts without losing settings
- Resume alerts when ready to receive notifications
- Bulk management for multiple alerts
- Quick toggle for individual searches
Alert Types & Triggers
Best Practices for Email Alerts
Pro Tips for Effective Alerts:
- Be specific with your search queries for better results
- Set appropriate frequency to avoid email overload
- Review and update your search criteria regularly
- Test your alerts to ensure they’re working correctly
- Use descriptive names for easy identification
Important: Treat your search query as a search bar for accurate results. Specific and detailed queries yield better contract matches and more relevant email alerts.
Search History
Tracking Search Activity
Monitor your search activity and results over time:- Execution Logs: See when each search was run
- Result Changes: Track how results evolve
- Performance Metrics: Measure search effectiveness
- Usage Patterns: Understand your search behavior
- Optimization Opportunities: Identify ways to improve searches
Historical Analysis
Use search history to:- Track Market Trends: See how opportunities change over time
- Optimize Searches: Identify which criteria work best
- Plan Strategy: Understand seasonal patterns and trends
- Measure Success: Track how many saved opportunities become leads
- Improve Efficiency: Refine your search approach
Best Practices
Creating Effective Searches
- Be Specific: Use precise terms and filters to get relevant results
- Test First: Run searches before saving to ensure good results
- Use Filters: Apply relevant filters to narrow results
- Balance Breadth: Don’t be too narrow or too broad
- Regular Review: Periodically review and update saved searches
Managing Your Searches
- Organize by Purpose: Group searches by business objective
- Use Descriptive Names: Make it easy to identify searches
- Regular Cleanup: Remove searches you no longer need
- Monitor Performance: Track which searches are most effective
- Share with Team: Collaborate on search strategies
Optimizing Alerts
- Set Appropriate Frequency: Don’t overwhelm yourself with too many alerts
- Review Alert Content: Make sure alerts provide useful information
- Act on Alerts: Respond quickly to new opportunities
- Adjust Settings: Fine-tune alert preferences based on results
- Test Regularly: Ensure alerts are working as expected
Advanced Features
Search Templates
Create reusable search templates for common scenarios:- Industry Focus: Templates for specific industries or services
- Geographic Coverage: Templates for different regions
- Contract Types: Templates for different opportunity types
- Team Roles: Templates for different team members
- Project Types: Templates for specific project requirements
Bulk Operations
Manage multiple searches efficiently:- Bulk Edit: Modify multiple searches at once
- Bulk Delete: Remove multiple searches
- Bulk Alert Management: Update alert settings for multiple searches
- Export Searches: Download search criteria for external use
- Import Searches: Load searches from external sources
Search Analytics
Track and analyze your search performance:- Success Metrics: Measure how many saved searches become leads
- Efficiency Metrics: Track time spent on search activities
- Trend Analysis: Identify patterns in your search behavior
- Optimization Insights: Find ways to improve search effectiveness
- ROI Measurement: Calculate the value of your search activities
Getting Help
Saved Searches Support
If you need help with saved searches:- Check the Help Button: Use the help icon for guided tours
- Review Documentation: Refer to this guide for detailed information
- Contact Support: Reach out to our support team
- Watch Tutorials: Access video guides and demonstrations