Integrations
Payment processors, marketing automation, finance automation, events and webinars, learning and communities, embedded analytics, and integration configuration.
Subjects
- Concepts11 articles
What Integrations's records are and how they fit together.
- Tasks9 articles
Day-to-day work in Integrations, one goal per article.
- Portal6 articles
What members and visitors do with Integrations on the Portal.
- Configure24 articles
Setup for Integrations: one article per setting group.
- Troubleshooting3 articles
Symptoms, causes, and fixes for Integrations.
In Preparation: Get Started · Reference
Common Tasks
- Switch Recurring Charges to a New Rhythm Payments Card
Find the memberships, recurring gifts, and installment schedules charged to an old Rhythm Payments card, and move the ones you choose onto a new card.
- Review Your Organization's AI Credit Usage
See how many AI credits your organization's staff used over the last 30 days, what that is estimated to cost, how many people used it, and usage broken down by day and by person.
- Review a Contact's Campaign Activity
See whether a contact opened, clicked, bounced from, or unsubscribed from a Campaign Monitor email campaign, as entries on their activity timeline.
- Ask the AI Dashboard Agent a Question
Open the AI dashboard agent from a Rhythm page to ask plain-language questions about your organization's data on that page's dashboard, when your organization and you personally are both allowed to use it.
- Build Your Own Dashboards on a Page
Open the dashboard builder from a Rhythm page to create or change your organization's own analytics dashboards, once your administrator has allowed building there and you hold the permission to create dashboards.
- View an Embedded Dashboard
See your organization's analytics dashboard on a Rhythm page, understand which dashboard the page shows you, and choose a personal dashboard for that page if you want a different view.