IQ Congressional Training Calendar

General Information

Our training classes posted below are offered to active Congressional IQ users. These are virtual sessions using Cisco WebEx. For questions regarding Congressional Training or to inquire about Federal, State or Local Training options, please contact our team.

  • IQ5 Courses and Workshops are listed in purple.
  • IQ4 Courses and Workshops are listed in blue.
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2025 Course Recommendations and Agendas

Click to expand each area below to view and register for recommended Trainings based on your role.

IQ5

Interns Trainings

  1. Introduction to IQ5
  2. Workshop: Batching in IQ5
  3. Workshop: Outlook 365 Integration

View & Register for all of these Trainings

Legislative Mail Trainings

  1. Introduction to IQ5
  2. Managing Legislative Mail in IQ5

Workshops for Legislative Mail:

  1. Batching Messages
  2. Creating Form Letters
  3. Outlook 365 Integration

View & Register for all of these trainings

Constituent Services Trainings

  1. Introduction to IQ5
  2. Managing Casework in IQ5

Workshops for Services:

  1. Process a Case
  2. Creating Form Letters
  3. Outlook 365 Integration

View & Register for all of these trainings

Outreach/Communications Trainings

  1. Introduction to IQ5
  2. Managing eNewsletter Activities

View & Register for all of these trainings

Manager Trainings

  1. Introduction to IQ5
  2. Managing Legislative Mail in IQ5
  3. Reports & Codes

View & Register for all of these trainings

What if there are other topics I am interested in learning but are not listed?

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

  1.  Approving Form Letters and Messages Routing messages and Form Letters for approval.
  2. Managing Flag or Tour Requests  Processing and tracking Tour or Flag requests.
  3. Scheduling Requests  Streamlining and managing event requests.
  4. Using Audience Builder Creating an audience list based on common attributes of contact records.
  5. Using LegiStats Module  Using LegiStats module to view bill-related information, biographical data on Members of Congress, and constituents’ demographic information
  6. Creating Surveys and Web Forms Creating surveys and Web Forms that can be used with outreach materials.
  7. Sending 499’s in IQ Creating audience lists for mailings sent during blackout periods.
  8. Texting in IQ5 Sending individual and Mass Texts out of IQ5.

IQ4

Interns & New User Training

Introduction to IQ4

View & Register for this training

Legislative Mail Trainings

  1. Introduction to IQ4
  2. Managing Legislative Mail in IQ4

    View & Register for this training

    Constituent Services Trainings

    1. Introduction to IQ4
    2. Managing Casework Services in IQ4

    View & Register for all of these trainings

    Outreach/Communications Trainings

    1. Introduction to IQ4
    2. Managing eNewsletter Activities

    View & Register for these trainings

    What if there are other topics I am interested in learning but are not listed?

    These workshops are available via an 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. Managing Flag or Tour Requests  Processing and tracking Tour or Flag requests.
    3. Scheduling Requests  Streamlining and managing event requests.
    4. Using Audience Builder Creating an audience list based on common attributes of contact records.
    5. Using LegiStats Module  Using LegiStats module to view bill-related information, biographical data on Members of Congress, and constituents’ demographic information
    6. Creating Surveys and Web Forms Creating surveys and Web Forms that can be used with outreach materials.
    7. Sending 499’s in IQ Creating audience lists for mailings sent during blackout periods.
    8. Texting in IQ5 Sending individual and Mass Texts out of IQ5.

    Cancellation Policy

    • 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.