Patrice Wormley
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Getting Started - New Onboarding
Overview Getting Started Guide Getting Started Video Tutorial Help Center Video Tutorial Getting Started Guide There are a few things that you will need to know to get yourself and your team star...
Upcoming Knowlegis Product Training Sessions
Have questions on a particular function in Knowlegis? Want to learn more about best practices, or want to chat with a platform specialist? Choose from the options below to schedule training session...
Person-Based List
Creating a person-based list will allow you to specify which individuals would be the recipient of an email that is being sent, regardless of position, party affiliation or any other unique identif...
Role-Based List
A role-based list is the most commonly created list in Knowlegis. With this type of list, as staffers change, the lists will dynamically update to reflect those changes based on their new, updated ...
Creating Lists
Sending the same single email to various legislators and/or their staff members can be tedious and time consuming. Create lists in Knowlegis to send emails to multiple people at once. To create a l...
Getting Started - New User
Overview Getting Started Guide Help Center Video Tutorial Getting Started Guide There are a few things that you will need to know to get yourself and your team started with Knowlegis. Take a look...
Welcome to Knowlegis
First... What IS Knowlegis? Knowlegis is a relationship management tool for communicating with Capitol Hill. We have staff members on the Hill that verify contact information for legislators an...
How to Add Images and Links to Email Messages
Adding images and hyperlinks can enhance your email message. Images can provide eye catching support to the reader, while links can help drive them to specific websites or documentation for more in...
Best Practices for Emailing Reports
Summary There's a lot that goes into sending a message. You definitely want to see if those messages are being received and read. Use this article to learn how to increase open and click rates of e...
Best Practices for Post Meeting Workflow
Summary Meeting or conference call with Hill members over? Be sure to log meeting details and happenings into Knowlegis. Review this document to make sure that you, and your organization, are up to...