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Help Articles

Want to know how to do something on Core iQ? Whatever you are interested in learning how to do on the platform, our How-To area will help you find answers.

FAQ’s

Have a question about Core iQ? This section of our Knowledge Base holds all of the important questions that our customers are curious about.

Version History

Keep up-to-date with Core iQ. See what features have been added and what pesky bugs have been terminated.

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Internal Documentation

Where you can find internal, Onovative only documentation on Core iQ. This section is completely open by default for all Admins and Agents to be able to create and edit documents.

Beginners Guides

  • Core iQ Beginners Guide - Retail Training

    Retail TrainingBeginners GuideLearning Track

  • Core iQ Beginners Guide - Marketing/Admin Training

    Admin TrainingBeginners GuideLearning Track

  • Core iQ Beginners Guide - Our Implementation Process

    ImplementationsBeginners GuideLearning Track

  • Core iQ Beginners Guide - Knowledge Base Basics

    ZendeskBeginners GuideLearning Track

Promoted articles

  • How to Use the Outbound Communications Status Area

    BasicsRetail TrainingAdmin Training

  • How to Find Conversions by Template or Timeframe in Core iQ

    ReportsConversions

  • How to Find What Products your Customers Have by Age

    Reports

  • How to Find Average Number of Products and Average Balance per Household

    Reports

  • How to Cancel a Campaign Within the My Workplan & History Screen

  • How to Find Customers for a HELOC Offer Letter

    ReportsHELOCProduct OffersUse Case

  • How to Find Your Single Service Customers

    ReportsProduct OffersUse CaseReboarding

  • How to Create a Customer Satisfaction Survey

    OnboardingSurveysTemplates

  • Print Marketing Made Easy – Top Postcard Templates of 2024

  • How to Add a Print Alternative to Your Electronic Communications

    BasicsTemplatesAdmin Training

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