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 green. IQ4 Courses and Workshops are listed in blue. If you are unsure which version of IQ you have, please expland the sections below for more information.
Your Homepage will look similar to this if you are using IQ5:
Your Homepage will look similar to this if you are using IQ4:
- An IQ Course is a standard 60 or 90 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 scroll down and review the agenda prior to registering for a session.
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iCalendar Subscriptions
You can use the URLs below to subscribe to updates and future events with an application or website that supports the iCalendar file format.
Click to select a calendar URL below and then copy and paste the link into your calendar subscription form.
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To copy: right-click with your mouse and select Copy or use the keyboard shortcut: cmd + c on Mac or ctrl + c on Windows.
- 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
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.
- 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.
- Batching Messages Learning IQ best practices on creating batches to process IQ messages.
- Creating Form Letter Creating Form Letters and managing their approval process.
- 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.
- Generating Reports Using existing reports or generating reports in IQ Tool.
- Managing Contacts Organizing and managing contact records within IQ.
- IQ4 to IQ5 Transition Assisting users with transitioning from IQ4 to 5 with some quick updates and tips to get started.
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 Flaq 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 Campaign 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.