Basics
- What is Original Customer/Member Date?
- Where can I see the individual communications a customer has received?
- Can I Approve/Reject/Reassign in bulk?
- Do I have to be behind my financial institution’s firewall to use Core iQ?
- How do I 'activate' a template?
- How do I 'turn off' or disable a schedule touch point?
- How do I assign a Branch Manager in Core iQ
- How do I change the default sender email address in Core iQ?
- How do I edit my default social media, app download, and enrollment URLs?
- How do I filter templates in the Design Library?
- How do I keep Core iQ from sending duplicate communications to a customer/member?
- How do I log into Core iQ?
- What does 'Clear # Unprocessed' mean?
- What phrases can I use in the Core iQ account search box?
- What statuses are considered 'Inactive' for products?
- When should I set up a campaign vs automation in Core iQ?
- Why use the Help Center as opposed to emailing Onovative staff directly?