Quick Reference Guides

Interested in attending a training class? Check out our Training Calendar to register for the sessions that best fit your role and schedule. Need training for your whole office or for a topic not listed on the calendar? Fill out our Training Request Form and a representative from the IQ Training Team will get in touch to get it scheduled.

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.

General

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Add a Tile in IQ4

Use this guide to learn how to add tiles in IQ4​.

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Utilize Slack in IQ4

Use this guide to learn how to connect and use Slack in IQ4​.

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Order a True Signature Font

Use this guide to learn how to order a True Signature Font for a Member in IQ4​.

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Using the Quick Intake Tile in IQ4

Use this guide to learn how to create and use the Quick Intake tile in IQ4​.

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Save Favorite Searches in IQ4

Use this guide to learn how to create and save Favorite Searches in IQ4.​

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Contacts

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Using the Address Checker in IQ4

Use this guide to learn how to create Affiliation Codes in IQ4​.

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How to Merge Duplicate Contacts in IQ4

Use this guide to learn how to merge duplicate Contact records in IQ4​.

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Using the Audience Builder in IQ4

Use this guide to learn how to use the Audience Builder in IQ4​.

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Updating Individual Contact Record

Use this guide to learn how to use the Audience Builder in IQ4​.

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Updating Multiple Contact Records

Use this guide to learn how to use the Audience Builder in IQ4​.

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Creating Contact Records in IQ4

Use this guide to learn how to create Contact Records in IQ4​.

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Importing Contact Records in IQ4

Use this guide to learn how to import Contact Records with Microsoft Excel in IQ4​.

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Exporting Contact Records in IQ4

Use this guide to learn how to import Contact Records with Microsoft Excel in IQ4​.

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Exporting IQ Contact Records into Facebook

Use this guide to learn how to import Contact Records with Microsoft Excel in IQ4​.

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Tagging a Contact in a Discussion

Use this guide to learn how to import Contact Records with Microsoft Excel in IQ4​.

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Messages

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How to Log Calls in IQ4

Use this guide to learn how to use the opinion center to log calls in IQ4​.

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Batching Individual Messages in IQ4

Use this guide to learn how to create and manage batches for individual messages in IQ4​.

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How to Analyze Messages in a Campaign in IQ4

Use this guide to learn how to use the Analyze Messages feature for Campaigns in IQ4​.

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How to Create Bill Response Rules in IQ4

Use this guide to learn how to use create Bill Response rules in IQ4​.

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Combining Campaigns in IQ4

Use this guide to learn how to combine Campaigns in IQ4​.

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Create Auto Response Rules for Campaigns in IQ4

Use this guide to learn how to create and utilize auto response rules for campaigns in IQ4​.

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Faxing Messages in IQ4

Use this guide to learn how to send a fax as a response within IQ4​.

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Using the IQ4 Outlook Add in

Use this guide to learn how to use the Outlook Add in for IQ4​.

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Outreach

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Create and Publish eNewsletters in IQ4

Use this guide to learn how to use create and publish eNewsletters in IQ4​.

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Create and Publish Surveys in IQ4

Use this guide to learn how to use create and publish Surveys in IQ4​.

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Utilizing Hyper Tagging in IQ4

Use this guide to learn how to utilize Hypertagging in eNewsletters in IQ4​.

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Voicemails/Audio Files from Telephone Town Halls in IQ4

Use this guide to learn how to use access and manage the voicemails and/or audio files from Telephone Town halls in IQ4​.

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Set up AB tests for eNewsletters in IQ4

Use this guide to learn how to create and send AB tests for eNewsletters in IQ4​.

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Services

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How to Create a Service in IQ4

Use this guide to learn how to create a Service in IQ4​.

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Releasing a Service in IQ4

Use this guide to learn how to release a Service in IQ4​.

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Reassigning a Service in IQ4

Use this guide to learn how to reassign a Service in IQ4​.

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Attach a Contact to a Service in IQ4

Use this guide to learn how to attach a Contact to a Service in IQ4​.

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Closing a Service in IQ4

Use this guide to learn how to close a  Service in IQ4​.

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Using a Digital Privacy Release Form in IQ4

Use this guide to learn how to utilize Digital Privacy Release Forms for Services in IQ4​.

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Track Changes Made to Services in IQ4

Use this guide to learn how to track when changes are made by others to a Service you own in IQ4​.

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Setting Preferred Service Templates in IQ4

Use this guide to learn how to set and access preferred service templates in IQ4​.

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Adding a Service Module to the Big Menu in IQ4

Use this guide to learn how to add Services as their own modules to the Big Menu in IQ4​.

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How to Create and Process Casework in IQ4

Use this guide to learn how to create and process cases in IQ4​.

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How to Acquire a Service in IQ4

Use this guide to learn how to acquire a Service in IQ4​.

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Using the Monitor within a Service in IQ4

Use this guide to learn how to use the Monitor within a Service in IQ4​.

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Responding to Messages within a Service in IQ4

Use this guide to learn how to respond to constituent/agency message within a Service in IQ4​.

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Reopening a Service in IQ4

Use this guide to learn how to reopen a Service in IQ4​.

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Library

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Create a Form Letter in IQ4

Use this guide to learn how to create a Form Letter in IQ4​.

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Requesting Approval and Approving a Form Letter

Use this guide to learn how to route Form Letters for approval in IQ4​.

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Requesting Approval and Approving a Message

Use this guide to learn how to route Form Letters for approval in IQ4​.

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Searching Form Letters in IQ4

Use this guide to learn how to search for a Form Letter in IQ4​.

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Creating a Form Letter Template

Use this guide to learn how to create a New Version of a Form Letter in IQ4​.

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Setting Images as Favorites in IQ4

Use this guide to learn how to create a New Version of a Form Letter in IQ4​.

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Events

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IQ4 Events Video Collection

This video collection contains everything you need to get started creating and managing Events within IQ4.

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IQ4 Eventbrite Events

This video shows how to create and manage Eventbrite Events in IQ4.

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Creating Schedule Cards in IQ4

Use this guide to learn how to create schedule cards in IQ4​.

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Incorporate Evenbrite Events in IQ4

Use this guide to learn how to incorporate Eventbrite Events in IQ4​.

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Process Schedule Requests in IQ4

Use this guide to learn how to process schedule requests in IQ4​.

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Legistats

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View Congressional Voting Information in IQ4

Use this guide to learn how to view congressional voting information in IQ4​.

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Create a New Legislative Action in IQ4

Use this guide to learn how to create and manage legislative actions in IQ4​.

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Reviewing Bill Information in IQ4

Use this guide to learn how to create and manage legislative actions in IQ4​.

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View Demographic Data in IQ4

Use this guide to learn how to view demographic data in IQ4​.

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Managing Member Information in IQ4

Use this guide to learn how to view demographic data in IQ4​.

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