General Information
Our training classes posted below are offered to active Congressional IQ users. These are virtual sessions using Cisco WebEx. For questions regarding Congressional Training or to inquire about Federal, State or Local Training options, please contact our team.
- IQ5 Courses and Workshops are listed in purple.
- IQ4 Courses and Workshops are listed in blue.
If you are unsure which version of IQ you have, please expand the examples on the right for more information.
Course vs. Workshop
- An IQ Course is a standard 60 minute session that provides a comprehensive discussion on a IQ module and/or process.
- An IQ Workshop is a 30 minute session that focuses on an activity. These are offered every Wednesday.
Please review the agenda prior to registering for a session.
IQ5 Example Dashboard
Your homepage will look similar to this if you are using IQ5:
IQ4 Example Dashboard
Your homepage will look similar to this if you are using IQ4:
Cancellation Policy
- Course: The session is cancelled after 10 minutes if no confirmed attendee is present.
- Workshop: The session is cancelled after 5 minutes if no confirmed attendee is present.
Please register at least 5 to 10 minutes prior to a session to notify the instructor accordingly.
Need to withdraw from a class in which you registered? Simply decline the session from your WebEx calendar invitation and that will notify us about your cancellation. We request at least a 24 hour cancellation notification.
2024 Agendas
Please review the agenda prior to registering for a session. Click to expand each area below to review the Agendas.
What class is recommended for Interns or new IQ users?
Intro to IQ4 Recommended for new IQ4 users or staff who want to take a refresher course.
Intro to IQ5 Recommended for new IQ5 users or staff who want to take a refresher course.
What are the Standard IQ courses?
In addition to our Introductory trainings, we offer the following:
- Managing Casework Services IQ4 Recommended for District Office Team or staff who manages their office’s casework services.
- Managing Casework Services in IQ5 Recommended for District Office Team or staff who manages their office’s casework services.
- Managing Messages in IQ4 Recommended for Legislative Team or staff who manages their office’s correspondences.
- Managing Messages in IQ5 Recommended for Legislative Team or staff who manages their office’s correspondences.
- Managing eNewsletter Activities Recommended for Communications Team or staff who manages eNewsletters/Press Releases.
What are the workshops for Messages and Legislation?
- Batching Messages Learning IQ best practices on creating batches to process IQ messages.
- Creating Form Letter Creating Form Letters and managing their approval process.
What are the workshops for Outreach?
- Creating Surveys and Web Forms Creating surveys and Web Forms that can be used with outreach materials.
- Sending 499’s in IQ Creating audience lists for mailings sent during blackout periods.
- Texting in IQ5 Sending individual and Mass Texts out of IQ5.
What are the workshops for general IQ activities?
- Generating Reports Using existing reports or generating reports in IQ Tool.
- Managing Contacts Organizing and managing contact records within IQ.
What if there are other topics I am interested in learning but are not listed?
These workshops are available via on-demand basis. To request one of these workshops, or a training for your whole office on these and other topics, fill out our Training Request Form.
- Approving Form Letters and Messages Routing messages and Form Letters for approval.
- Conducting AB Tests for eNewsletters Comparing the effectiveness of eNewsletters using “split test”.
- Creating Event Schedule Cards Creating Schedule Cards.
- Managing Flag or Tour Requests Processing and tracking Tour or Flag requests.
- Scheduling Requests Streamlining and managing event requests.
- Using IQ with MS Outlook Add-In Using the integration between Microsoft Outlook and IQ.
- Completing Digital Privacy Release Forms Using these forms to support casework services. This workshop is tailored for House customers.
- Using Audience Builder Creating an audience list based on common attributes of contact records.
- Managing Campaigns Using Auto Send feature for Campaigns and learning to combine Campaigns.
- Using LegiStats Module Using LegiStats module to view bill-related information, biographical data on Members of Congress, and constituents’ demographic information
- Assigning Bill Responses Responding to messages specific to Bill and their positions.