Product Blog

If you work at an association, you’ve likely experienced this moment: you're mid-email to a member when you realize you need to check their membership status. Their renewal is coming up, they've asked about an upcoming program, and you want to make sure you have the full picture before you reply.

So you stop. Open a new tab. Log into your AMS. Search for their record. Copy what you need. Switch back. Then finish the email.

Now imagine doing all of that without ever leaving Outlook.

Introducing the Rhythm + Microsoft Outlook Integration

The Rhythm Assistant for Outlook brings your membership database directly into your inbox, and now it lives right alongside the conversations you’re already having.

With our Outlook integration, you can:

• Search the AMS without leaving Outlook — contacts, organizations, members, chapters, sections, committees, and event registrants
• Add contacts to any message — pull email addresses right from your sidebar, either one at a time or in bulk
• See what matters — membership status, engagement scores, custom fields, and activity history
• Log activities in real time — write notes back to your Rhythm directly from the assistant
  

Your Member Data, Right When You Need It

When you need context on a constituent, pull up their record in the Rhythm Assistant sidebar — you'll find membership information, custom fields, engagement score, activity history, and more, pulled live from Rhythm so you're always working from the most current data.

If engagement scoring is enabled for your organization, scores and color coding appear right alongside the contact info. Meaningful context, right where the conversation is happening.

Search for constituent records right from Outlook — no tab switching required.

Reach the Right People Without Leaving Your Inbox

Not every email starts with someone writing to you first. With Rhythm’s Outlook integration, you can search the membership database from inside Outlook — contacts, organizations, memberships, and more. And when you need to get more targeted, the integration goes there, too.

Need to get in touch with members of your board? Search by committee. Want to send an email to members of a specific chapter? Just filter by chapter.

No matter who you need to reach, you can find them and email them from the same place you're already working — no tab switching, no file exports.

Search by contacts, organizations, members, chapters, sections, committees, and events — with the ability to multi-select records for emailing.

Keep Your CRM in Sync — Without the Back-and-Forth

After a great member conversation, logging it usually means opening your AMS. Not anymore. Log activities and notes directly from Outlook, and they appear in Rhythm in real time, so your whole team has a complete picture of every member interaction, even the ones that started in email.

Log activities and notes to Rhythm right from the Outlook add-in.

Your constituents are already in your inbox. Now Rhythm is, too. Want to see it in action? Join us for a live demo on July 16th. Reserve your spot.