Tasks
Day-to-day work in Integrations, one goal per article.
9 articles shown
- 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.
- Find, Review, and Delete Lockbox Files
List your account's lockbox files, open one to see its settings and column mapping, review the result recorded for each cheque, and delete a file you no longer need.
- Import Lockbox Payments
Turn the previewed rows of a lockbox file into payments in Finance & Billing, one payment per cheque, and read the counts of rows imported and not imported when it finishes.
- Preview What a Lockbox Import Will Do
See, row by row, which invoice each cheque in a lockbox file matched and what an import would do with it, before any payment is created.
- Set Up or Change a Lockbox File
Register a bank's lockbox spreadsheet with Rhythm, name the bank account, batch, and payment type its payments will use, and map each column to a Rhythm field.