Get Training & Support

Here, you can find documentation and videos to support your needs and to enhance your IQ experience. The resources are grouped by the same modules that are displayed within our IQ CRM.

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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Interns Video Collection

This video collection features videos new Interns will need to get started with IQ4.

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IQ Ready to Send Tile

This video shows more information about using/configuring the Ready to Send Tile in IQ4.

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Boards Video Collection

This video collection features the Boards Module within IQ4.

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IQ4 CRM Overview Video Collection

This video collection features videos that give an overview of the functionalities of IQ4.

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IQ Add Ons

This video shows more information about Add Ons within IQ4.

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Using Social Media within IQ4

This video shows more information about utilizing connected Social Media within IQ4.

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Add a Tile in IQ4

Use this guide to learn how to add tiles 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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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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Save Favorite Searches in IQ4

Use this guide to learn how to create and save Favorite Searches 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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Contacts

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Creating Affiliation Codes 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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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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Messages

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Message Management Video Collection

This video collection contains videos describing how to Manage Messages within IQ4.

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Bulk Update Message Records

This video shows how to quickly update Message Records in mass within IQ4.

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Send SMS Text Messages in IQ4

This video shows how you can send SMS text messages within IQ4 using our third party vendor Twilio.

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IQ4 Messages Tile

This video shows how to add and use the Open Messages tile within IQ4.

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Using the IQ4 Advocacy Center

This video shows how to utilize the Advocacy Center 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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Using the IQ4 Outlook Add in

Use this guide to learn how to use the Outlook Add in for 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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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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Faxing Messages in IQ4

Use this guide to learn how to send a fax as a response within 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 Log Calls in IQ4

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

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Outreach

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IQ4 eNewsletter Video Collection

This video collection shows how create, edit, and publish eNewsletters within IQ4.

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IQ4 Press Release Video Collection

This video collections contains everything you need to know to create and send Press Releases within IQ4.

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Outreach Overview

This video collection contains videos overviewing the various functionalities of the Outreach Module in IQ4.

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Telephone Town Halls in IQ4

This video shows how to utilize Telephone Town Halls within IQ4 via our third party vendor Broadnet.

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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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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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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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Utilizing Hyper Tagging in IQ4

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

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Services

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Caseworker Video Collection

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

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IQ4 Flag and Tour Requests

This video collection contains videos overviewing the creation and management of Flag and Tour Requests in IQ4.

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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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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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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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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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Route Form Letters for Approval in IQ4

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

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How to Set Images as Favorite in IQ4

Use this guide to learn how to set images as favorites in IQ4​.

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Searching for a Form Letter in IQ4

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

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Create a New Version of a Form Letter 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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View Demographic Data in IQ4

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

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