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Quick Reference Guides

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  • How to Access Voicemails After a Telephone Town Hall
    Find voicemails left for your office in the Broadnet platform.
  • How to Build an Audience
    Use the Audience Builder tool in IQ to build custom contact lists based on criteria in your system.
  • How to Create a Follow-Up eNewsletter Campaign
    Follow-up campaigns allow you to define subsequent actions after sending out an enewsletter, based on the actions of the recipients.
  • How to Create a Form Letter
    Create, publish, and edit form letters in your IQ library.
  • How to Create and Process Casework
    IQ makes managing casework streamlined and easy.
  • How to Create Events in IQ
    Learn how to view or add a new event to the daily schedule in IQ.
  • How to Customize IQ for You
    Configure IQ to fit your unique needs and preferences by customizing tiles on the homepage.
  • How to Edit HTML Formatting in User Defined Fields
    A new type of user defined field (UDF) allows users to format text.
  • How to Find and Process Emails in the Exception Set
    Learn how to find and process emails in the IQ Exception Set
  • How to Find L2 Universes in IQ
    L2 integrates with IQ to make it easy to leverage constituent universes for outreach.
  • How to Import Contacts into IQ
    You can upload any list of contacts into IQ from a variety of formats.
  • How to Manage Batches
    Review and respond to messages that have been batched.
  • How to Manage Do Not Call Lists
    Learn how to manage "do not call" lists for telephone town halls and other outreach
  • How to Manage Flag Requests in IQ
    Receive and respond to flag requests from web forms on your website.
  • How to Manage Tour Requests
    Learn how to manage tour requests in IQ.
  • How to Map Service Record Locations
    Service records can be graphed on a map or heat map.
  • How to Process Digital Mail
    Find, review, and process digital mail in your IQ CRM.
  • How to Process Mail in IQ
    Manage individuals messages and campaign mail.
  • How to Request Contacts from the Department of Veterans Affairs
    Use this guide to request names and addresses from the VA.
  • How to Send an eNewsletter
    Learn how to use the multi-step "Wizard" to create and send an eNewsletter.
  • How to Set up an A/B Test
  • How to Set Up Security Alerts
    Enabling Security Alerts allows IQ administrators to quickly identify when a User’s IQ Account has been locked out.
  • How to Set Up System Warnings
    Configure IMA and SMTP system warnings in IQ.
  • How to Use the Opinion Center
    Log telephone calls, mail, and faxes.

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