Create and Manage Saved Searches

Overview

Saved Searches within the Bid Match allows you to quickly save sets of filters to find specific types of opportunities quickly and easily. GovDash makes it easy to create, manage, and switch between searches, and even control which profile is your main email digest feed.

Creating and Managing Saved Searches

Default Saved Search

Every GovDash team has a default search that contains the NAICS and PSC codes that we use to provide you with relevant results, based on the past performance that you've uploaded to GovDash. This profile is continually updated based on the documentation that you upload.

To see this default profile, click the Past Performance from the list of your searches.

Past Performance Saved Search Note

The default saved search filters cannot be edited, these are entirely based on your uploaded contracts.

Creating New Searches

To create a new saved search, first enter your search criteria through the search options on the left-hand side of Bid Match, such as your keywords, NAICS, organizations, set asides, etc. Then, click the Update Search button at the bottom of the search pane.

Provide your Saved Search with a name to describe your search, set the submission timeline, and optionally select it as your default search, and finally click Create as new Search.

The submission timeline controls the opportunities that are shown based on the due date, relative to the number of days you select.

Setting your search as the default controls which saved search will populate your weekly email digest.

Notification Settings

To learn more about how to control these notifications, check out our article here.

Excluding Terms

You can exclude specific terms from your saved searches by using the Keywords search field, and entering your term with a minus symbol before the term you’d like to exclude from your search.

Once added, you will see that the term is now excluded, as shown below:

Using Saved Searches

To change between your saved searches, click the drop down menu next to Saved Searches to access your list of searches. Your saved search’s criteria will be applied to the search, as shown below.

If you'd like to create a new Saved Search from your search criteria, click Update Search at the bottom of the search criteria window, and Create as new Search in the pop up window with your new name and settings.

Updating Saved Searches

To update your saved search with new or edited criteria, simply make your changes using the search pane (such as adding new criteria, or removing existing criteria), and click Update Search.

This will update the saved search profile and the changes will be reflected when you use the saved search again.

You can remove criteria from your search by clicking the criteria category at the top of the Bid Match search pane, and if multiple selections are made in a category (such as multiple NAICS codes), a menu will appear that will allow you to make your deletions.

Managing Bid Match Notification Schedules

You can adjust the notification schedules per Saved Search, allowing you to subscribe to notifications per profile instead of just your default search profile.

Select the Saved Search drop down and click Manage to manage your Saved Search profiles and notifications.

Using the three-dot action menu to the right of your Saved Searches, select Notifications from the list. Within this menu, you can adjust the interval, time of day you receive the notification, and method of delivery (email, in-app notification).

After creating your notification schedule, you will see that notifications are enabled for that specific profile within the list. You can re-enter the same menu to disable notifications in the future if needed.