Kelli Catts
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Articles
Recent activity by Kelli Catts-
Create a How-To Video for Your Member Portal Login Process
While change is exciting, it can also be intimidating! For members who weren’t involved in the process of switching AMS providers, the new portal may take some time to get used to. Not to fear — yo...
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Query Basics
WHAT ARE QUERIES? The query engine in Rhythm allows you to create a list based on record types and fields that are tracked within the system. This empowers you to easily and quickly segment the inf...
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Process Membership Applications in the Console
In Rhythm, your association’s prospective members will have the ability to self-serve and apply for membership using the Rhythm portal. However, a member of your association's staff may need to pro...
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Email Templates for Announcing the New Rhythm Portal to Your Members
You’ve spent the last several months implementing Rhythm, and the finish line is in sight! Use the following language to invite members to the portal as you’ve pre-determined is best. Helpful Hint...
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Designing + Running Queries
Use queries to pull lists of records based on criteria. Once you understand the filtering options, you can set criteria to build lists that help you achieve your goals. DESIGNING A NEW QUERY WIT...
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Membership Billing Basics
WHAT IS MEMBERSHIP BILLING?In Rhythm, Membership Billing is the workflow engine that allows you to streamline membership renewal and drop processes with bulk actions and recurring templates. WHEN ...
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What to Consider When Designing Your Portal Welcome Page
The welcome page is the first page your users will see before logging into your member portal. This is an opportunity to introduce them to the new system for the first time and guide their next ste...
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Saved Queries
Saving a query is useful when you need to repeatedly pull a list. You can name the query with a brief description and save it for future use. You can also save the query under a specified folder. ...
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Contact Role Compliance
Contact Role Compliance allows associations to set specific parameters for contact roles in their system, maintaining data hygiene and quality. Configure Contact Role Compliance View all your org...
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Create a Membership Billing Run from Scratch
When creating a Billing Run in Rhythm, you have the option to select one of your preconfigured templates (you create these yourself based on common billing run actions you perform often) or you can...