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Quick Reference Guides

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Quick Reference Guides
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Want to review or print the steps to conduct a process? These Quick Reference Guides provide detailed step-by-step instructions and/or techniques to support the use of IQ features. Need more information? Visit our comprehensive IQ Help Library that is accessible within your IQ Tool.

General Contacts Messages Outreach Services Library Events Legistats

General

Add and Use the Quick Intake Feature of the Task Tile (343.6 KBs)
Add a Tile (175.9 KBs)
Order a True Signature Font for a Member (60.0 KBs)
Save Favorite Searches (276.1 KBs)
Use Slack within IQ (557.6 KBs)

Contacts

Create Affiliation Codes (197.2 KBs)
Create a Contact Record (85.3 KBs)
Import Contact Records into IQ (274.1 KBs)
Merge Duplicate Contact Records (340.8 KBs)
Use Excel Functions to Support IQ Import Activities (410.8 KBs)
Use the Audience Builder (564.0 KBs)

Messages

Combine Campaigns (525.7 KBs)
Create Auto Response Rules for Campaign Messages (492.5 KBs)
Create, Search, and Use Batches to Respond to Individual Messages (1.6 MBs)
Fax Messages Using IQ (572.6 KBs)
Send Text Messages using IQ (1016.2 KBs)
Use Analyze Text for Campaign Messages (329.1 KBs)
Use Form Letters and Set Responses Rules to Respond to Bill Messages (495.8 KBs)
Use Opinion Center (472.0 KBs)
Use Outlook Add In with IQ (1.1 MBs)

Outreach

Access and Manage Voicemails or Audio Files Related to Telephone Town Halls (233.1 KBs)
Create and Publish an eNewsletter (654.8 KBs)
Create and Publish an IQ Web Form (373.1 KBs)
Create and Publish a Survey (435.7 KBs)
Set Up AB Tests for eNewsletters (384.9 KBs)
Use Hyper Tagging in IQ (317.6 KBs)

Services - The list is displayed in the order of activities to process a service.

Set and Access Preferred Service Templates (174.1 KBs)
Add a Service Module in the IQ Menu (153.1 KBs)
Create and Process Casework Record (475.1 KBs)
Create a Service Record (197.5 KBs)
Release a Service Record (72.5 KBs)
Acquire a Service Record (250.0 KBs)
Assign or Reassign a Service Record (81.5 KBs)
Monitor Service Alerts (135.0 KBs)
Attach a Contact Record to a Service Record (237.3 KBs)
Use a Form Letter or Customized Response in a Service Record (219.8 KBs)
Close a Service Record (81.7 KBs)
ReOpen or Change Status of a Closed Service Record (206.1 KBs)
Use a Digital Privacy Release Form (360.8 KBs)
Track Your Assigned Service Records Modified by Other Users (206.7 KBs)

Library

Create a Form Letter (783.9 KBs)
Create a New Version of a Form Letter (381.3 KBs)
Route Form Letters for Approval (935.0 KBs)
Search for a Form Letter (295.4 KBs)
Set Images as Favorites in IQ (57.7 KBs)

Events

Create Schedule Cards (263.6 KBs)
Incorporate Eventbrite with IQ (1.3 MBs)
Process Schedule Requests (904.2 KBs)

Legistats

View Congressional Voting Information (180.5 KBs)
View Demographic Data (181.1 KBs)
Create New Legislative Action (440.8 KBs)

CONTACT US

CUSTOMER SERVICE

support@IQservicedesk.com
703-206-0188

CAPITOL HILL OFFICE

iq.info@leidos.com
703-206-0030
499 South Capitol Street SW
Suite 400
Washington, DC 20003

HEADQUARTERS

iq.info@leidos.com
703-206-0030
7990 Quantum Drive
Second Floor
Vienna, VA 22182

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