IQ Congressional Training Calendar

General Information 

Our training classes posted below are offered to active IQ users.  These are virtual sessions using Cisco WebEx.   For questions regarding Training, please contact our team. 

IQ5 Courses and Workshops are listed in green. IQ4 Courses and Workshops are listed in blue. If you are unsure which version of IQ you have, please expland the sections below for more information.

Your Homepage will look similar to this if you are using IQ5:

Your Homepage will look similar to this if you are using IQ4:

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

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

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  • 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.

Need to withdraw from 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.

2023 Agendas

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

Intro to IQ5 Recommended for new IQ5 users or staff who want to take a refresher course. 

In addition to Intro to IQ4, we offer the following:
  1. Managing Casework Services IQ4  Recommended for District Office Team or staff who manages their office’s casework services.
  2. Managing Casework Services in IQ5 Recommended for District Office Team or staff who manages their office’s casework services.
  3. Managing Messages in IQ4 Recommended for Legislative Team or staff who manages their office’s correspondences.
  4. Managing Messages in IQ5 Recommended for Legislative Team or staff who manages their office’s correspondences.
  5. Managing eNewsletter Activities Recommended for Communications Team or  staff who manages eNewsletters/Press Releases.
  1. Assigning Bill Responses  Responding to messages specific to Bill and their positions.
  2. Batching Messages Learning IQ best practices on creating batches to process IQ messages. 
  3. Creating Form Letter  Creating Form Letters and managing their approval process. 
  4. Managing Campaign Using Auto Send feature for Campaigns and learning to combine Campaigns. 
  5. Using LegiStats Module  Using LegiStats module to view bill-related information, biographical data on Members of Congress, and constituents’ demographic information.
  1. Creating Surveys and Web Forms Creating surveys and Web Forms that can be used with outreach materials.
  2. Sending 499's in IQ Creating audience lists for mailings sent during blackout periods.
  3. Texting in IQ5 Sending individual and Mass Texts out of IQ5.
  1. Generating Reports  Using existing reports or generating reports in IQ Tool.
  2. Managing Contacts  Organizing and managing contact records within IQ.

These workshops are available via on-demand basis. To request one of these workshops, or a training for your whole office on these and other topics, fill out our Training Request Form. 

  1.  Approving Form Letters and Messages Routing messages and Form Letters for approval.
  2. Conducting AB Tests for eNewsletters  Comparing the effectiveness of eNewsletters using "split test”.
  3. Creating Event Schedule Cards  Creating Schedule Cards.
  4. Managing Flag or Tour Requests  Processing and tracking Tour or Flaq requests.
  5. Scheduling Requests  Streamlining and managing event requests.
  6. Using IQ with MS Outlook Add-In  Using the integration between Microsoft Outlook and IQ.
  7. Completing Digital Privacy Release Forms Using these forms to support casework services. This workshop is tailored for House customers.
  8. Using Audience Builder Creating an audience list based on common attributes of contact records.