IQ4 Help Page

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. If you need technical assistance reach out to our Customer Service Center via email at support@IQservicedesk.com or by phone at 703-206-0188. Our Customer Service Center is open Monday-Friday 7am to 7pm EST.

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Need live training? Sign up for a training on our Congressional Training Calendar. If you are a Federal/State/Local customer, reach out to us to request training.

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Miss a live training? Check out our IQ4 eLearning videos on our eLearning Video Page

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Need more customized training? Fill out our Training Request Webform.

General

Account Settings

Dialing Numbers via Browser

Hiding/Displaying Features in a Module

Managing Act As Profiles

Changing Passwords

Managing Preferences

Setting a Preferred IQ Home Page

Tips & Techniques

Analyzing IQ Records via Graphs and Maps

How to use the Outlook Add in for IQ4

Applying Personal Tags

Creating Codes

Home Page

Using IQ Tiles

Using the Task Tile

Using SLACK in IQ

ShortCuts

Creating and Viewing Announcements

Creating Favorite Searches

Managing and Viewing Alerts

Viewing Dashboard Reports

Viewing History Log

Contacts

Creating and Searching Contact Records

Exporting IQ Contacts

Exporting IQ Contacts into Facebook

Using the Address Checker

Merging Contact Records

Tagging a Contact in a Discussion

Importing Contact Records

Updating Multiple Contact Records

Using the Audience Builder

Messages

Batching Messages

Logging Calls in IQ5

Managing Bill Messages

Managing Campaign Messages

Sending Messages

Using Record Sets

Printing Messages

Requesting and Approving a Message

Sending an Electronic Fax via IQ

Sending Text Messages via SMS

Outreach

Creating and Sending an eNewsletter

Creating an eNewsletter Template

Creating and Printing a Postal Mail Outreach

Importing Telephone Town Hall Data

Inserting Comment Section in an eNewsletter

Managing Voicemails & Audio Files for Telephone Town Halls

Republishing Modified Form Letters, eNewsletters, or Images

Setting IQ Images as Favorites

Viewing Survey Results

Creating and Publishing a Survey

Modifying an eNewsletter Template

Comparing eNewsletters

Creating and Publishing Webforms

Telephone Town Hall Audience Builder

Inserting Survey and Salutation Merge Codes in an eNewsletter

Setting up AB tests for eNewsletters

Creating/Managing 499 Mailing Lists

Services

Acquiring a Service Record

Adding Service Codes and Agency Contacts

Assigning/Reassigning a Service Record

Creating a Service

Closing and Reopening a Service

Completing a Service Record

Releasing a Service Record

Sending a Message via a Service Record

Setting Preferred Service Templates

Tracking service records modified by others

Add Agency Contact Mail

Using a Digital Privacy Release Form

Library

Creating a Form Letter

Preview, Edit and Add New File

Requesting Approval and Approving a Form Letter

Events

Attaching a Contact to an Event

Creating a New Event

Creating an Unscheduled Event

Processing Schedule/Event Requests

Attaching a Service to an Event

Creating a Recurring Event

Integrating Eventbrite with IQ

Creating and Managing Schedule Cards

Legistats

Creating a Legislative Action

Reviewing Bill Information

Viewing Demographic Data

Managing Member Information

Reviewing Voting Information

Boards

Creating a Board

Creating a Board Member

Creating a Board Seat

Admin

Creating Customized Reports in a Module

Generating or Emailing IQ Reports

Configuring a "Threat" Affiliation Code

Configuring Task Builder

Installing/Uninstalling MS Outlook with IQ

Adding User Accounts

Create a Read-Only Document when Letter Printing