IQ Congressional Training Calendar

General Information 

Our training classes are offered to IQ users within U.S. Congressional Offices. All posted sessions are EST. For questions regarding Training, please contact our team. 

View Agendas

  • An IQ Course is our standard 60 or 90 minute session that provides a comprehensive discussion on a particular module.
  • An IQ Workshop is a 30 minute session that focuses on a specific process.  These are offered every Wednesday. 

Please scroll down and review the agenda prior to registering into a session.

  • Course: The session is cancelled after 10 minutes if no confirmed attendee is present.  
  • Workshop: The session is cancelled after 5 minutes if no confirmed attendee is present. 

Please register at least 5 to 10 minutes prior to a session to notify the instructor accordingly.

Can't attend a class in which you registered?  Simply decline the session from your WebEx calendar invitation and that will notify us about your cancellation. We request at least a 24 hour cancellation notification.

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2022 Agendas

Intro to IQ4.pdf  Recommended for new IQ users or staff who want to take a refresher course. 

In addition to Intro to IQ4, we offer the following:
  1. Managing Casework Services.pdf  Recommended for District Office Team or staff who manages their office’s casework services.
  2. Managing Messages.pdf  Recommended for Legislative Team or staff who manages their office’s correspondences.
  3. Managing Outreach Activities.pdf  Recommended for Communications Team or  staff who manages eNewsletters/Press Releases, Surveys, Web Forms, etc.
  1. Approving Form Letters and Messages.pdf  Routing messages and Form Letters for approval. 
  2. Assigning Bill Responses.pdf  Responding to messages specific to Bill and their positions.
  3. Batching Messages.pdf  Learning IQ best practices on creating batches to process IQ messages. 
  4. Creating Form Letter.pdf  Creating Form Letters and managing their approval process. 
  5. Managing Campaign.pdf Using Auto Send feature for Campaigns and learning to combine Campaigns. 
  1. Creating Surveys and Web Forms.pdf Creating surveys and Web Forms that can be used with outreach materials.

  2. Using Audience Builder.pdf Creating an audience list based on common attributes of contact records.

  1. Completing Digital Privacy Release Forms.pdf  Using these forms to support casework services.  We have a workshop tailored for House customers and one for Senate customers.

  1. Generating Reports.pdf  Using existing reports or generating reports in IQ Tool.
  2. Managing Contacts.pdf  Organizing and managing contact records within IQ.
These workshops are available via on-demand basis. Please contact your IQ Consultant to request them. The IQ Training Team will collaborate with your office IQ Consultant to support these requests.
  1. Conducting AB Tests for eNewsletters.pdf  Creating “split” tests for eNewsletters.
  2. Creating Event Schedule Cards.pdf  Managing event requests for a Member.
  3. Managing Flag or Tour Requests.pdf  Processing and tracking Tour or Flaq requests.
  4. Scheduling Events Requests.pdf  Creating schedule cards for a Member.
  5. Using IQ with MS Outlook Add-In.pdf  Learning the integration between Microsoft Outlook and IQ
  6. Using LegiStats Module.pdf  Using LegiStats module to view bill-related information, biographical data on Members of Congress, and constituents’ demographic information.