Announcements

New! Wednesday Workshops

Check out our Form Letter Workshop starting January 13.  What is the difference between a course and workshop?
An IQ Course is our standard 90 minute session that provides a comprehensive discussion for a particular module (e.g., Messages, Services, Events).
An IQ Workshop is a 30 minute session that focuses on a specific process (e.g., Creating Form Letters).

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Agendas

Course Duration: 90 mins
Audience: All IQ Users 
Market: House, Senate 
Download Agenda 

This is an introductory-level course and is a pre-requisite course for new users of the IQ Tool.

Introduction 
What is IQ?
Overview of Menus, Icons
Overview of Reports

User Profile and Settings
Setting Preferences
Setting Shortcuts
Setting Favorites
Using History Log
Using Help Center 

Search 
Conducting Basic Search 
Conducting Advanced Search

IQ Records 
Creating a Contact Record 
Creating a Message Record 
Creating a Service Record
Creating an Events Record
Using the List, Analyze and Map features 

Library 
Managing Library Files and Folders 
Version Control
Using the Opinion Center

Wrap-Up

Course Duration: 60 mins
Audience: Communications Team or IQ users who manage an office's outreach activities such as eNewsletters, press releases, surveys, Town Halls, etc. 
Market: House, Senate
Download Agenda

Pre-requisite: New users of the IQ Tool are recommended to take the Introduction to IQ course prior to attending this course. 
This content of this course is focused on casework activities associated with the Services module of the IQ Tool.

Introduction
Overview of Outreach Activities:eNewsletters/Press, Surveys, Web Forms and Town Hall Events
Forms and Town Hall Events 

Audience 
Using the Audience Builder 

eNewsletters and Press Releases 
Creating an eNewsletter/Press Release 
Sending an eNewsletter/Press Release 
Creating AB Tests

Surveys
Creating and Managing Surveys 

Web Forms
Overview of Web Forms

Town Hall Events
Setting up Town Hall audience list
Managing Town Hall activities 

Search
Conducting Basic and Advanced Search for Outreach records

Viewing of Outreach Records
Viewing records via lists, graphs, or maps 

Course Duration: 60 mins
Audience: Schedulers/Event Managers or IQ users who manage an office's calendar of events. 
Market: House, Senate 
Download Agenda 

This course will teach the user how to create and manage events in IQ.

Introduction 
What are Events?.
Overview of Events Menus

Event Preferences 
Setting a Default End of Time

Create an Event
New Events
Recurring Events
Unscheduled Events
Quick Events 

Search/View Events
Search Events
View Calendars
Switch Calendars 

Attaching Contacts and Services 
Purpose 
Attach Contacts to Event
Add Existing Service to Event
Attach New/Existing Events to Service 

Event Reports 
Locating Event Reports 

Wrap-Up

Course Duration: 90 mins
Audience: Congressional Legislative Team or IQ users who manage an office's email correspondences 
Market: House, Senate 
Download Agenda 

Pre-requisite: New users of the IQ Tool are recommended to take the Introduction to IQ course prior to attending this course.
This content of this course is focused on the activities and features associated with the Messages module of the IQ Tool.

Introduction
Overview of Concepts: IQ Mailboxes, Digital Mail, Batching Process, Form Letters, Issue Codes

IQ Message Records
Creating a Message Record 
Conducting Searches for Messages 
Managing Multiple and Individual Messages 

Form Letters
Creating and Managing Form Letters

Batching
Creating a Batch
Setting Batches for Advocacy Mail, Bills, and Individual Mail 

Opinions 
Using the Opinion Center 

Campaigns 
Managing Campaign Messages 

Social Media
Integrating Social Media channels with IQ Messages 

Advanced Features
Using the Ready to Sent Tile
Generating Reports
Recording Tally of Issues 

Wrap-Up

Course Duration: 60 mins
Audience: Communications Team or IQ users who manage an office's outreach activities such as eNewsletters, press releases, surveys, Town Halls, etc. 
Market: House, Senate
Download Agenda 

Pre-requisite: New users of the IQ Tool are recommended to take the Introduction to IQ course prior to attending this course.
This content of this course is focused on the activities and features associated with the Outreach module of the IQ Tool.

Introduction
Overview of Outreach Activities: eNewsletter/Press, Surveys, Web Forms and Town Hall Evetns

Audience
Using the Audience Builder 

eNewsletter and Press Releases 
Creating an eNewsleter/Press Release 
Sending an eNewsletter/Press Release 
Create AB Tests

Surveys
Creating and Managing Surveys 

Web Forms 
Overview of Web Forms 

Town Hall Events
Setting up Town Hall audience list
Managing Town Hall activities 

Search
Conducting Basic and Advanced Search for Outreach records

Viewing of Outreach Records 
Viewing recrods via lists, graphs or maps 

Wrap-Up 

Course Duration: 30 mins 
Audience: All IQ Users
Market: House, Senate 
Download Agenda 

Agenda
Creating a Flag Request Record
Searching Flag Request Record(s)
Acquiring a Flag Request 
Attaching a Form Letter to a Flag Request Record
Sending Customized Response to a Flag Request 
Routing a Flag Request for Approval 
Closing a Flag Request Record 

Course Duration: 30 mins
Audience: All IQ Users
Market: House, Senate 
Download Agenda 

Agenda
Creating a Form Letter
Adding Issue Code(s) and Service Code(s) to a Form Letter
Setting a Form Letter to Messages 
Routing a Form Letter for Approval 
Using Form Letters in Messages, Services, and Outreach Activities 
Updating Form Letters 

Course Duration: 30 mins 
Audience: All IQ users
Market: House, Senate 
Download Agenda 

Agenda
Creating a Tour Request Record 
Searching Tour Request Record(s)
Acquiring a Tour Request 
Attaching a Form Letter to a Tour Request Record 
Sending Customized Response to a Tour Request 
Routing a Tour Request for Approval 
Closing a Tour Request Record