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. From articles about our reports and campaigns, to breakdowns of the larger settings areas of the platform, our How-To articles are here to guide you to success. We even have lists of Admin and Retail training articles for new Core iQ users.
List Upload How-To Articles
Admin Training How-To Articles
- How to Use the Outbound Communications Status Area
- How to Manage User Rights for Employees in Core iQ
- How to Create Print Signatures for Core iQ in Photoshop
- How to Create Print Signatures for Core iQ in Illustrator
- How to Configure Your Core iQ Dashboard
- How to Convert a Report into a Campaign
Report How-To Articles
- How to Find Conversions by Template or Timeframe in Core iQ
- How to Find What Products your Customers Have by Age
- How to Find Average Number of Products and Average Balance per Household
- How to Use the Survey Responses Report
- How to Find your Most Valuable Loan Customers
- How to Find HELOC Customers with a Specific Balance
Campaign How-To Articles
- How to Cancel a Campaign Within the My Workplan & History Screen
- How to Find Customers for a HELOC Offer Letter
- How to Find Your Single Service Customers
- Why am I receiving "error writing campaign file" when finalizing a campaign?
- How to Find High Balance Customers for a High Interest Checking Account Offer
- How to Retarget Customers Using the Email Metrics Report
Schedule & Audience How-To Articles
- How to Create an Account Activity Schedule
- How to Create an End of Relationship Audience
- How to Create a Communication Touch Point
- How to Create an Audience Definition for a Core iQ Schedule
- How to Create an Account Closure Audience
- How to Use the New Additional Criteria (SQL) Builder for Audiences
Print How-To Articles & Videos
- Combining a Letter Background Image with Core iQ Merge Fields
- How to Create Postcards
- How to Create Letters
- How to Create a New Customer Welcome Letter
- How to Create a Happy Birthday Postcard
- How to Create an Anniversary Postcard