Here, you can find documentation and videos to support your needs and to enhance your IQ experience. The resources are grouped by the same modules that are displayed within our IQ CRM.
Interested in attending a training class? Check out our Training Calendar to register for the sessions that best fit your role and schedule.
For IQ technical support please contact our Customer Support Center (CSC). Send an email to Support@IQServiceDesk.com with a description of your request, your office name and contact information. If you prefer, reach out to us by phone at 703-206-0188 or use our Live Chat option from within your IQ system.
HighlightsWe heard many offices are interested in these topics, so we've highlighted them below!
- Send SMS Text Messages Using IQ Did you know you can send text messages from IQ? Watch this video to learn how. /iq-text-messaging
- Fax Messages Using IQ IQ has the capability to fax messages to your constituents within its Messages module and thus, facilitates the process to send correspondence and create new contact record in IQ. /_cache/files/f/8/f8541fe1-3683-483b-95fe-68db89c449d2/61BD5D484DAB19D09F61A812B2C09DD2.how-to-use-iq-to-send-faxes.pdf
- Use Excel Functions to Support IQ Import Activities Executing this function in Excel prior to importing the data in IQ can help resolve data import issues beforehand. /_cache/files/c/3/c35ed4d0-1380-4755-840c-b99423cb6ba9/80BC9A7389585FB6E2A6E7603A9AB828.how-to-use-functions-in-excel-to-resolve-iq-data-import-issues.pdf
General
- Boards Video Collection This collection shows IQ users how to streamline board management processes like managing rosters, rules, and seat applications. /boards-elearn
- Configuring the Ready-to-Send Homepage Tile View pending outbound mail at a glance from your homepage dashboard. /configuring-the-ready-to-send-homepage-tile
- Interns Video Collection This collection shows you everything you need in IQ for a successful internship on Capitol Hill. /intern-elearn
- IQ Add-Ons Video Collection This collection shows our add-on products and services from Bill Data and Telephone Town Halls to our newly added Slack Integration in IQ, we've got you covered. /iq-add-ons
- IQ CRM Overview Video Collection Learn about the #1 CRM in the public sector in this collection. /iq-crm-overview-gallery
- Using Social Media Within IQ Use IQ to manage Facebook, Twitter, YouTube, and Instagram and track your communications in one place. /iq-social-media-integration
- Add & Use the Quick Intake Feature of the Task Tile This tile enables you to use the Quick Intake option that allows you to immediately create and save a record in IQ that is associated with particular task (e.g., meeting, casework, opinion, tour). /_cache/files/6/2/626a1d2a-22ec-4e48-a2cf-1a64fd7b432c/BCDC1EDD05E20A87098ED40AE6821CFE.how-to-add-and-use-the-quick-intake-feature-of-the-task-tile.pdf
- Order a True Signature Font for a Member This guide provides instruction on how to order a True Type signature font for a Member. /_cache/files/0/6/06cd4365-8017-489a-af01-b5632250d32f/8B9B22C0256A20ED49045273861E31C7.how-to-order-a-true-type-signature-font-for-a-member.pdf
- Use Slack within IQ As a business communication platform to further enhance the sharing of information (e.g., links, events, files, etc.), this integration can accelerate the timeframe to approve documents, Form Letters, Press Releases, eNewsletters or other relevant office materials in IQ. /_cache/files/4/c/4c1b7061-3011-4d5e-8883-803850a508b5/A12635CC52E9EDA01499439A622D51DB.how-to-use-slack-within-iq.pdf
- Add a Tile Tiles are IQ’s powerful analytical features that enable immediate access to information and records. The collection of Tiles and the configuration of each Tile can be configured to an office or role /_cache/files/7/2/72e0a54d-9752-4419-bdb1-5182aad2295f/99B6B6F948559C7C977966DB0F820661.how-to-add-a-tile.pdf
- Save Favorite Searches IQ provides the capability to save searches of IQ records as a “favorite” set of records to reduce the search activity and instead allow these records to be accessible via a single-click. Thus, a time saving technique. /_cache/files/2/4/24a71455-493c-4b7d-9557-636c1b65a859/7C41E14D84463F8BE3903FB17CEB23E9.how-to-save-favorite-searches.pdf
Contacts
- Create Affiliation Codes Affiliation codes are useful for describing a contact. Affiliation codes are used when making contact lists to create outreach or events. /_cache/files/3/d/3d139070-8068-4f8a-a0c0-bf5e48234296/56EE8790255C56402C51D2A38C62CF30.how-to-create-affiliation-codes.pdf
- Import Contact Records into IQ IQ provides the capability to import large sets of contacts (e.g. press contacts, agency contacts, etc.) to avoid the need of adding individual records. Thus, this is a time-saving technique. /_cache/files/3/0/30cb44a0-01d5-409d-9f78-c04fc4ec058f/F855AAC2B3991300819F94D87A6F3925.how-to-import-contact-records-into-iq.pdf
- Use Excel Functions to Support IQ Import Activities Executing this function in Excel prior to importing the data in IQ can help resolve data import issues beforehand. /_cache/files/c/3/c35ed4d0-1380-4755-840c-b99423cb6ba9/80BC9A7389585FB6E2A6E7603A9AB828.how-to-use-functions-in-excel-to-resolve-iq-data-import-issues.pdf
- Create a Contact Record IQ provides the capability to create contact records, which can be used for correspondence, outreach, services, events, and other reporting needs. It also enables the user to track all activities related to the contact all within IQ. /_cache/files/9/c/9c271e85-07d3-4bfc-be79-a18cef7e10d7/D92BCD0FCDE049271AC7F5970D59F98D.how-to-create-a-contact-record.pdf
- Merge Duplicate Contact Records IQ provides the capability to merge duplicate contacts that were inadvertently entered to help maintain the quality of data stored in the system. /_cache/files/3/1/31395b02-53e6-4c9c-8a5b-014f5fce91e6/F6CC1AF46E89895AC23B7B41EA958622.how-to-merge-duplicate-contact-records.pdf
- Use the Audience Builder The Audience Builder feature is used to create an audience list using contact records in IQ that is based on specific characteristics and attributes. As a result, a more targeted audience is created and can be used for specific outreach activities, correspondences, and reports. /_cache/files/b/9/b925d437-c8a4-4c69-b124-6e020fa8fa2a/A17D0A2295E2D025A0DA20290D3E2E98.how-to-use-the-audience-builder.pdf
Outreach
- IQ eNewsletter Video Collection This collection shows IQ users how to create beautiful eNewsletters using IQ's new eNewsletter builder. /iq-newsletter-editor
- Create & Publish an eNewsletter IQ provides a selection of standard or customizable templates to create an eNewsletter. In addition, it offers an eNewsletter Wizard to guide the process from building to publishing the eNewsletter. /_cache/files/8/9/89556e37-73e7-4b20-a93b-1764694c0def/F0E8BBDF142F0C30DF4B954AEC941207.how-to-create-and-send-an-enewsletter.pdf
- Set Up AB Tests for eNewsletters In IQ, one variation of your eNewsletter is sent to one group and another to the other group. The goal of this test is to determine which variation of the eNewsletter garners the best results. /_cache/files/4/f/4fabc263-77cf-49bd-9e8e-033ae756634c/155A6758BA8C0245DCDE33D992BE044B.how-to-set-up-ab-tests-for-enewsletters.pdf
- Outreach Video Collection This collection shows IQ users how to send out printed or emailed bulk mail to 499 or fewer contacts in your database. /outreach
- Press Release & eNewsletter Video Collection This collection of videos show IQ users how to create and send Press Releases and eNewsletters. /press-elearn
- Telephone Town Halls Video Collection This collection shows how IQ integrates with Broadnet, the leading Telephone Town Hall provider, to make it easy for you to schedule, build, and sync Telephone Town Hall data. /telephone-town-halls-elearn
- Access & Manage Voicemails or Audio Files Related to Telephone Town Halls IQ also provides the capability to access voicemail and audio files after a Telephone Town Hall to review and respond appropriately based on the information. /_cache/files/b/1/b1d34196-841a-4879-8220-bf5b82301082/A55158C8B8A0BFFE3F1DE3FAEBE1706E.how-to-access-and-manage-voicemails-or-audio-files-related-to-telephone-town-halls.pdf
- Create & Publish an IQ Web Form IQ Web Forms are forms that can be customized and added to a Member’s website. This feature is helpful when soliciting information from constituents whose contact record is currently not in IQ (i.e. they are referred to as anonymous contacts). /_cache/files/8/b/8b951eba-77a0-4552-a14f-001c8e983486/7A546680CE2F820C301B6B834D9E1BDC.how-to-create-and-publish-an-iq-web-form.pdf
- Create & Publish a Survey IQ provides the capability to create surveys. This feature is helpful when soliciting information/data from constituents to improve processes, streamline communications, and develop statistics /_cache/files/e/2/e278b34b-1896-4f49-9e0a-b0f316bcb9ef/5E288A60397BFB08887EA8AE03249514.how-to-create-and-publish-a-survey.pdf
- Use Hyper Tagging in IQ When generating an eNewsletter or Press Release with a hyperlink, this hyperlink can be now be used to automatically tag your constituent with a particular affiliation code. As a result, your office can use this information to pinpoint and build a more accurate target audience set. /_cache/files/8/0/802f08d6-83d3-4303-ac4b-1b92e98d976f/0663119FCDCF8753B6DF9C8360607E3F.how-to-use-hyper-tagging-in-iq-.pdf
Services
- Casework Video Collection This collection shows IQ users how to use built-in templates to track and complete casework ranging from simple requests to complex processes. /casework
- Flag & Tour Requests Video Collection This collection shows IQ users how to use IQ to track Flag and Tour requests, and handle corresponding with constituents. /flags-elearn
- Set & Access Preferred Service Templates IQ enables you to select service templates that you use frequently and displays them as a set of preferred templates. This reduces your time to search for specific service templates when you are creating a new service records. /_cache/files/d/4/d4bd88e8-8157-45a2-9c6e-4798f94abdc0/80B1AA38CE2F12FD94B7F9C7675D3DF1.how-to-set-and-access-preferred-service-templates.pdf
- Create & Process Casework Record IQ provides the capability to create a casework record using a customized template specific for this service. /_cache/files/d/e/de6734b2-b6c8-4d9e-a9c1-103bfdf1904a/4CB0769A6A224986BD1242668EBF77AA.how-to-create-and-process-a-casework-record.pdf
- Release a Service Record In IQ, the user who creates a new service record is automatically assigned the owner of the service. By releasing ownership, the owner is allowing the service to be acquired by another user so they can further process the service. /_cache/files/b/5/b5d807bf-3e23-4917-a1fa-3bd401bba194/A1D534A79547D7C5729E3834BCBC37B9.how-to-release-a-service-record.pdf
- Assign or Reassign a Service Record IQ provides the capability to reassign a service record to specific users to help streamline the process of completing the service. /_cache/files/1/0/10f8be33-ce1b-4f5d-95fa-7bb81c312f1f/CB29D8D0F991EDED0B3E4CF4C1ADFC6F.how-to-assign-or-reassign-a-service-record.pdf
- Attach a Contact Record to a Service Record By associating contact record(s) with a service record, you can easily create and send correspondence to the individual(s) while processing a service record. Thus, this is a time-saving technique. /_cache/files/f/1/f106353c-a72a-49ef-b02f-419967e96f86/E85E0B4188CA6685620C7A33E079DA51.how-to-attach-a-contact-record-to-a-service-record-.pdf
- Close a Service Record Properly closing a service record in IQ helps inform office staff on the correct statuses of their service records. /_cache/files/e/2/e2438223-c566-452c-8b7c-f9ef342f6570/4A3C7F17374315DA1203D9DDA88AA95B.how-to-close-a-service-record.pdf
- Use a Digital Privacy Release Form This form allows constituents to fill out and all of the information needed for your office to act on their behalf for an agency. Knowing how to find and work Casework created from these Digital Privacy Release Forms will enable your office to take advantage of this time saving feature. /_cache/files/8/d/8d654df0-237a-4997-9c2b-ca0211659f35/2DA9EEDA35C41A415AC6C50523F6C681.digital-privacy-release-forms.pdf
- Add a Service Module in the IQ Menu IQ provides customization in its main menu such as the ability to add a module that is specific to a service. As a result, a user can easily and immediately access all records related to that service. /_cache/files/2/3/23201563-06b5-4870-9167-e69ce0f87585/26510D23ED199F16B7B83658E502B4A1.how-to-add-a-service-module-in-the-iq-menu.pdf
- Create a Service Record IQ automatically provides the user the appropriate service template based on the type of service selected. By having these customizable templates available in IQ, users can complete and process their services properly and more efficiently. /_cache/files/d/5/d5409049-2017-484e-9113-8e1d1f035f50/1B505423BE9EA14B2E9E7B64ED80EF49.how-to-create-a-service-record.pdf
- Acquire a Service Record IQ provides the capability of processing services requested by an office’s constituents. The process of starting and finishing a service may involve several steps and/or the involvement of service agencies. /_cache/files/0/1/01f6378b-15c4-4263-8688-21d2688c0be3/4E308399F31F497E9B24C14A4F2C86D1.how-to-acquire-a-service-record.pdf
- Monitor Service Alerts Monitors are useful if you are responsible for managing the flow of work of other IQ users. You can use the Monitor option to stay current on the progress of a service that is assigned to others. /_cache/files/0/d/0dcba64a-6933-4877-b0ad-6e13610fe40c/009C6065B63892CBDC2F0FE6AC6147D1.how-to-monitor-service-alerts-.pdf
- Use a Form Letter or Customized Response in a Service Record IQ provides the capability to respond to a constituent within a service record so that the user does not have to navigate to different section in IQ. By using a Form Letter, the user can respond using a consistent message to their constituents about a service. By using a customized response, the user can personalize the response as needed. /_cache/files/9/d/9d43a3b3-e599-484a-a573-34c7e8d800e1/8CF5A28AA1520DFCB0A596DDF1FC70BE.how-to-use-a-form-letter-or-customized-response-in-a-service-record.pdf
- ReOpen or Change Status of a Closed Service Record Although IQ provides the option to repen a closed service record, is not a recommended best practice and should only be used in special circumstances. /_cache/files/d/4/d42a0017-5fd4-405e-8b91-4a7e9dc16d78/FE6D0A7335DF6A7BA827D686271F145B.how-to-reopen-or-change-status-of-a-closed-service-record.pdf
Library
- Create a Form Letter Form Letters are customizable letters that you can use/reuse to respond to volume of messages that are similar in nature; thus, reducing the need to create a new response to individual messages that are similar in nature. Form Letters can be created from many modules in IQ. /_cache/files/2/4/24a9fad6-8edf-46f8-af84-10ea7473b72c/77D51E081AFDB412077CF2B2B828572F.how-to-create-a-form-letter.pdf
- Route Form Letters for Approval Form Letters can be sent for approval from one or more IQ users in your office, ensuring the quality of the Form Letter. The same process can be applied to Messages being sent to constituents. /_cache/files/0/5/05c0fd8a-d022-4bfa-a1c8-e6e966038ae6/44073763BF359E1FE0469AC0860422BE.how-to-route-form-letters-for-approval.pdf
- Create a New Vision of a Form Letter Creating new versions of a Form Letter to accommodate the modifications needed to properly respond to messages. /_cache/files/8/1/81334fa5-e8d5-422d-af5f-cb64cf49c37b/3E15D4BC73DA2370547011B93B55AB60.how-to-create-a-new-version-of-a-form-letter.pdf
- Search for a Form Letter IQ Library provides capability to store Form Letters in directory folders that can be shared amongst office staff to expedite the search process. /_cache/files/1/2/12748760-8fbf-4be0-9cff-5688e45d9ca1/D7430F11E3DBEA830A64F4314C661ED1.how-to-search-for-a-form-letter.pdf
Events
- Create & Edit an IQ Event from Eventbrite IQ integrates with Eventbrite to bring you a seamless event management experience. /create-edit-an-iq-event-from-eventbrite
- Incorporate Eventbrite with IQ . IQ has the capability to establish an Application Programming Interface (API) connection with Eventbrite. As a result of this integration, organizations have seamless use and access to Eventbrite data within in IQ, which streamlines the management of their business events. /_cache/files/0/4/04e87387-f8d7-4fd7-9552-b3c158ae1e49/6860980C15B035682452ED1A5159BBEC.how-to-incorporate-eventbrite-events-within-iq.pdf
- Events Video Collection This collection shows you how to use IQ to schedule events and synchronize with Microsoft Outlook calendars. /events-elearn
- Create Schedule Cards Schedule cards are used to keep a physical copy of the member’s schedule for the day. These can be set up to email as background jobs daily. /_cache/files/4/c/4c36688b-a42f-4578-897f-e64328569c8a/946EC1C63FB31CE43DBF168B0EFCB169.how-to-create-schedule-cards.pdf
- Process Schedule Requests A customized Meeting Request Web Form can be added to a Member’s website. The information captured from this form is passed to IQ’s Scheduling Request Template, which then becomes a record in IQ. /_cache/files/5/0/5059bce7-387a-4fd9-bfd0-6c285435d533/03A62ED06025C4623585378AC7F32528.how-to-process-schedule-requests-in-iq.pdf