• Contents
  • Search
  • Overview
    • Market Specific Terminology
  • Support
    • Training Resources
  • Account Settings
    • Dialing Phone Numbers via Browser
    • HidingDisplaying Features in a Module
    • Managing Act As User Profiles
    • Managing Passwords
    • Managing Preferences
    • Setting a Preferred IQ Home Page
  • Shortcuts
    • Creating and Viewing Announcements
    • Creating and Viewing Favorites
    • Managing and Viewing Alert Notifications
    • Viewing Dashboard Reports
    • Viewing History Log
  • Home
    • Using IQ Tiles
    • Using the Task Tile
    • Using SLACK in IQ
  • Contacts
    • Creating a Contact Record
    • Exporting IQ Contacts into Facebook
    • Exporting IQ Contact Records
    • Importing Contact Records
    • Merging Duplicate Records and Managing Household Contacts
    • Tagging a Contact in a Discussion
    • Updating Individual Contact Record
    • Updating Multiple Contact Records
    • Using the Address Checker
    • Using the Audience Builder
  • Messages
    • Batching Messages
    • Creating and Sending Fax Messages
    • Managing Bill Messages
    • Managing Campaign Messages
    • Previewing and Printing Messages
    • Requesting and Granting Approval of Messages
    • Sending Messages
      • Enabling Auto Send for Batches, Campaigns, and Bills
      • Processing Messages Without a Response
      • Sending a Basic Email Message
      • Sending Messages from a Batch
      • Sending Messages from a Bill
      • Sending Messages from a Campaign
      • Sending Messages from a Contact Record
      • Replying to a Message using Custom Letter
      • Replying to a Message using a Form Letter
      • Email Review Center
    • Using Record Sets
    • Using the Opinion Center
  • Outreach
    • Creating and Publishing a Survey
    • Creating an eNewsletter Template
    • Comparing eNewsletters
    • Creating and Printing an Outreach Postal Mail
    • Creating and Publishing Web Forms
    • Creating and Sending an eNewsletter
    • Importing Telephone Town Hall Data
    • TTH Audience Builder
    • Inserting Comment Section in an eNewsletter
    • Inserting Survey and Salutation Merge codes in an eNewsletter
    • Managing Voicemails or Audio Files for Telephone Town Halls
    • Modifying an eNewsletter Template
    • Republishing Modified Form Letters, eNewsletters, or Images
    • Setting IQ Images as Favorites
    • Setting Up AB Tests for eNewsletters
    • Viewing Survey Results
  • Services
    • Overview of Services
    • Acquiring a Service Record
    • Adding Service Codes and Agency Contacts
    • Assigning and/or Reassigning a Service Record
    • Closing and Reopening a Service
    • Completing a Service Record
    • Creating a Service Record
    • Reassigning a Service Record
    • Releasing a Service Record
    • Sending a Message via a Service Record
    • Setting Preferred Service Templates
    • Tracking Your Assigned Service Records Modified by Other Users
    • Using Digital Privacy Release Forms for Casework Services
    • Add Agency Contact Mail
  • Library
    • Creating a Form Letter
    • Requesting and Granting Approval of A Form Letter
    • Searching Form Letters
    • Setting Images as Favorites in IQ
  • Events
    • Attaching a Contact to an Event
    • Attaching a Service to an Event
    • Creating a New Event
    • Creating and Managing Schedule Cards
    • Creating Recurring Events
    • Creating Unscheduled Events in IQ
    • Incorporating Eventbrite Events in IQ
    • Processing Schedule or Event Requests
  • Boards
    • Creating a Board
    • Creating a Board Member
    • Creating a Board Seat
  • Legistats
    • Managing Member Information
    • Reviewing Bill Information
    • Reviewing Voting Information
    • Viewing Demographic Data
  • Reports
    • Creating Customized Reports in a Module
    • Generating or Emailing IQ Reports
    • Viewing Reports in a Module
  • Administrator
    • Adding User Accounts
    • Configuring a Threat Affiliation Code
    • Configuring Taskbuilder
    • Installing and Uninstalling IQ Outlook Add-In
    • Create a Read-Only Document when Letter Printing
  • Techniques
    • Applying Personal Tags to IQ Records
    • Creating Codes
    • Creating Saved Search and Saved Lists
    • How to Use Outlook AddIn with IQ
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