Kelli Catts

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Recent activity by Kelli Catts Recent activity Votes
  • Release Notes 06-01-2021 to 06-30-2021

    Thanks for reading! These are our release notes from June 1, 2021 through June 30, 2021.   Platform-Wide 💡 NEW Easily preview emails in the console without creating a record in the system. Once a ...

  • Create a Form

    Use forms to gather important information about your members and other organizational contacts. In Rhythm, you can easily create forms in multiple apps to use in your online portal. Create a Form ...

  • Drop Expired Members

    Membership Billing Runs are a critical part of maintaining your association's members in Rhythm. However, not all of your members will renew their membership each renewal cycle. Through billing run...

  • Release Notes 05-01-2021 to 05-31-2021

    Thanks for reading! These are our release notes from May 1, 2021 through May 30, 2021.   Platform-Wide 💡 NEW You can now use "relative" dates in queries instead of specific dates. This includes we...

  • Assigning a Form to a Process

    Once you’ve created a form, you must assign it to a process to make it functional.   Assing a Form to a Process From the Rhythm console, navigate to your chosen app: Membership > Setup > Applicat...

  • Connect Your Domain to Rhythm

    Connect your website domain to Rhythm to publish your content on Rhythm-hosted portals and microsites. Connecting to your domain will also allow you to send emails to your constituents from the Rhy...

  • Release Notes 04-01-2021 to 04-30-2021

    Thanks for reading! These are our release notes from April 1, 2021 through April 30, 2021.   Platform-Wide 💡 NEW Console users can now update order-related info for manually created memberships, e...

  • Training Webinar: Membership Billing

      What We Covered Order of operations in the process Generating orders + invoices for members approaching renewal Processing credit cards for auto-renewals Sending reminders of the renewal date ...

  • Chapter Leaders Overview

    Chapter Leaders Overview No matter the region, associations need a way to manage all their members on a global scale. Chapters are a subset of a membership organization associations use to help fac...

  • Email Preview

    The Email Preview function allows association staff to quickly preview an email they’ve drafted and ensure merge fields are displayed correctly. Generate a preview in seconds, then check it off you...