Rhythm Payments
Platform
- Mass Updating Multi-Select Picklists
- Making Mass Changes in Security + Settings
- Delete Records in Bulk
- Update Records in Bulk
- Query Basics
- Designing + Running Queries
CRM
- Reset a Contact's Portal Password from the Console
- Create a Targeted Profile Update Form
- Creating and Managing Tasks
- Using Geographic Regions
- Configuring Parent-Child Organizations
- CRM Configuration
Finance
- How to Set Up Recurring Batches
- Create + Configure Departments in Finance
- Configure Installment Plans
- Perform a Month-End Close
- Financial Settings
- Batch Management
Membership
- Setting up Embedded Membership Applications in Event Registration or Certification Application Forms
- Adding Your Membership Directory to the Portal
- Configuring Membership ID Cards
- Configure Group Membership Applications
- Enable the Membership Auto-Renewal Option on Applications
- Enable Installment Plans for Membership Packages
Member Engagement Scoring
Events
- Configure Exhibitor Categories
- Configure an Exhibitor Registration Form
- Configure + Setup Abstract Reviews
- Setting Up Abstracts
- Enable Installment Plans for Exhibit Booths
- Create + Configure an Event Microsite
Certifications
- Certification Billing Basics
- Configuring the Ability to Edit Certification Activities in the Portal
- Configuring the Certifications App
- Create a Certification Billing Run from Scratch
- Create a Certification Billing Template
- Create a Course Offering
Orders + Inventory
- Coupon Set Up
- Setting Up Taxes in Rhythm
- Configure the Universal Shopping Cart
- Order Settings
- Order Contact/Organization 360 Screens
- Processing an Order
Fundraising
Career Center
Awards + Nominations
Submissions + Reviews
Directories
Integrations
- Google Civic Integration Guide
- Higher Logic Thrive Communities Integration Guide
- BlueSky eLearn Path LMS Integration Guide
- Zoom Webinar Integration Guide
- WordPress Integration Guide
- Canvas LMS Integration Guide