Saved Searches & Alerts

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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

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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

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Creating Saved Searches

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From Search Results

1. Perform a Search: Use the search feature with your desired criteria
2. Review Results: Make sure the results match what you’re looking for
3. Save the Search: Click the “Save Search” button
4. Add Details: Give your search a descriptive name and notes
5. Set Alerts: Choose whether to get notifications for new results

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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

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Managing Saved Searches

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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

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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

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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

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Email Alerts & Notifications

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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.

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Setting Up Email Alerts

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Email Alert Features

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Alert Management

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Alert Types & Triggers

Show New Opportunity Alerts

When triggered: New opportunities that match your search criteria Email content:

• List of new opportunities with smart summaries
• Direct links to each contract posting
• Key details like due dates and agency information Action items: Click to view full details, save to leads, or start a journey

Show Updated Opportunity Alerts

When triggered: Existing opportunities with significant changes Email content:

• What changed and when the update occurred
• Updated requirements or deadlines
• New attachments or modifications Action items: Review changes and update your assessment

Show Deadline Reminders

When triggered: Opportunities approaching response deadlines Email content:

• List of opportunities closing soon
• Days remaining until deadline
• Priority recommendations based on your profile Action items: Prioritize review and response activities

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Best Practices for Email Alerts

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Search History

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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

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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

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Best Practices

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Creating Effective Searches

1. Be Specific: Use precise terms and filters to get relevant results
2. Test First: Run searches before saving to ensure good results
3. Use Filters: Apply relevant filters to narrow results
4. Balance Breadth: Don’t be too narrow or too broad
5. Regular Review: Periodically review and update saved searches

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Managing Your Searches

1. Organize by Purpose: Group searches by business objective
2. Use Descriptive Names: Make it easy to identify searches
3. Regular Cleanup: Remove searches you no longer need
4. Monitor Performance: Track which searches are most effective
5. Share with Team: Collaborate on search strategies

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Optimizing Alerts

1. Set Appropriate Frequency: Don’t overwhelm yourself with too many alerts
2. Review Alert Content: Make sure alerts provide useful information
3. Act on Alerts: Respond quickly to new opportunities
4. Adjust Settings: Fine-tune alert preferences based on results
5. Test Regularly: Ensure alerts are working as expected

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Advanced Features

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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

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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

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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

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Getting Help

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Saved Searches Support

If you need help with saved searches:

1. Check the Help Button: Use the help icon for guided tours
2. Review Documentation: Refer to this guide for detailed information
3. Contact Support: Reach out to our support team
4. Watch Tutorials: Access video guides and demonstrations

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Common Questions

Q: How many searches can I save? A: There’s no limit to the number of searches you can save. Q: Can I share saved searches with my team? A: Yes, you can share search criteria and results with team members. Q: How often should I review my saved searches? A: Review monthly to ensure searches are still relevant and effective. Q: What happens if I delete a saved search? A: Deleting a search removes it permanently, but you can always recreate it. Q: Can I export my saved searches? A: Yes, you can export search criteria for backup or sharing purposes. Q: How do I know if my alerts are working? A: Check your alert settings and test them by running searches manually. Saved searches and alerts are powerful tools for staying on top of government contracting opportunities. Use them to automate your discovery process and never miss a relevant opportunity!