General
Add a Tile in IQ4
Use this guide to learn how to add tiles in IQ4​.
Utilize Slack in IQ4
Use this guide to learn how to connect and use Slack in IQ4​.
Order a True Signature Font
Use this guide to learn how to order a True Signature Font for a Member in IQ4​.
Using the Quick Intake Tile in IQ4
Use this guide to learn how to create and use the Quick Intake tile in IQ4​.
Save Favorite Searches in IQ4
Use this guide to learn how to create and save Favorite Searches in IQ4.​
Contacts
Creating Affiliation Codes in IQ4
Use this guide to learn how to create Affiliation Codes in IQ4​.
How to Merge Duplicate Contacts in IQ4
Use this guide to learn how to merge duplicate Contact records in IQ4​.
Using the Audience Builder in IQ4
Use this guide to learn how to use the Audience Builder in IQ4​.
Creating Contact Records in IQ4
Use this guide to learn how to create Contact Records in IQ4​.
Importing Contact Records in IQ4
Use this guide to learn how to import Contact Records with Microsoft Excel in IQ4​.
Messages
How to Log Calls in IQ4
Use this guide to learn how to use the opinion center to log calls in IQ4​.
Batching Individual Messages in IQ4
Use this guide to learn how to create and manage batches for individual messages in IQ4​.
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​.
How to Create Bill Response Rules in IQ4
Use this guide to learn how to use create Bill Response rules in IQ4​.
Combining Campaigns in IQ4
Use this guide to learn how to combine Campaigns in IQ4​.
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​.
Faxing Messages in IQ4
Use this guide to learn how to send a fax as a response within IQ4​.
Using the IQ4 Outlook Add in
Use this guide to learn how to use the Outlook Add in for IQ4​.
Outreach
Create and Publish eNewsletters in IQ4
Use this guide to learn how to use create and publish eNewsletters in IQ4​.
Create and Publish Surveys in IQ4
Use this guide to learn how to use create and publish Surveys in IQ4​.
Utilizing Hyper Tagging in IQ4
Use this guide to learn how to utilize Hypertagging in eNewsletters in IQ4​.
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​.
Set up AB tests for eNewsletters in IQ4
Use this guide to learn how to create and send AB tests for eNewsletters in IQ4​.
Services
How to Create a Service in IQ4
Use this guide to learn how to create a Service in IQ4​.
Releasing a Service in IQ4
Use this guide to learn how to release a Service in IQ4​.
Reassigning a Service in IQ4
Use this guide to learn how to reassign a Service in IQ4​.
Attach a Contact to a Service in IQ4
Use this guide to learn how to attach a Contact to a Service in IQ4​.
Closing a Service in IQ4
Use this guide to learn how to close a Service in IQ4​.
Using a Digital Privacy Release Form in IQ4
Use this guide to learn how to utilize Digital Privacy Release Forms for Services in IQ4​.
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​.
Setting Preferred Service Templates in IQ4
Use this guide to learn how to set and access preferred service templates in IQ4​.
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​.
How to Create and Process Casework in IQ4
Use this guide to learn how to create and process cases in IQ4​.
How to Acquire a Service in IQ4
Use this guide to learn how to acquire a Service in IQ4​.
Using the Monitor within a Service in IQ4
Use this guide to learn how to use the Monitor within a Service in IQ4​.
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​.
Reopening a Service in IQ4
Use this guide to learn how to reopen a Service in IQ4​.
Library
Create a Form Letter in IQ4
Use this guide to learn how to create a Form Letter in IQ4​.
Route Form Letters for Approval in IQ4
Use this guide to learn how to route Form Letters for approval in IQ4​.
How to Set Images as Favorite in IQ4
Use this guide to learn how to set images as favorites in IQ4​.
Searching for a Form Letter in IQ4
Use this guide to learn how to search for a Form Letter in IQ4​.
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​.
Events
IQ4 Events Video Collection
This video collection contains everything you need to get started creating and managing Events within IQ4.
IQ4 Eventbrite Events
This video shows how to create and manage Eventbrite Events in IQ4.
Creating Schedule Cards in IQ4
Use this guide to learn how to create schedule cards in IQ4​.
Incorporate Evenbrite Events in IQ4
Use this guide to learn how to incorporate Eventbrite Events in IQ4​.
Process Schedule Requests in IQ4
Use this guide to learn how to process schedule requests in IQ4​.
Legistats
View Congressional Voting Information in IQ4
Use this guide to learn how to view congressional voting information in IQ4​.
Create a New Legislative Action in IQ4
Use this guide to learn how to create and manage legislative actions in IQ4​.
View Demographic Data in IQ4
Use this guide to learn how to view demographic data in IQ4​.