Overview
Membership integrations are optional, for clients who would like the convenience of validating a registrant’s membership status with their CRM provider during registration.
Description
The registrant stays on the EdgeReg form throughout validation. They enter credentials, which are then sent to the CRM provider via a secure connection. The CRM sends details for that member back to EdgeReg.
Supported Lookup Methods:
- Email address
Supported Lookup Modes:
*Check for organization, then individual
- Individual
- Organization
- Dual
Required Credentials:
- Username
- Password
Field Mapping
The following data is transferred from NetForum Pro to EdgeReg.
EdgeReg Field | Source Field | Notes |
Status | MemberFlag | 1 = Active; 0 = Non-member |
Category | Customizable | Can be set to any field NetForum returns |
Member ID | CustomerID | |
First Name | ind_first_name | |
Last Name | ind_last_name | |
Company | cst_org_name_dn | |
Title | IndividualTitle | |
Address 1 | adr_line1 | |
Address 2 | adr_line2 | |
City | adr_city | |
State | adr_state | |
Zip Code | adr_post_code | |
Country | adr_country | |
Phone | PhoneNumber |
DISCLAIMER
For this integration, Cadmium does the development to connect to the third-party system. It is the Customer's responsibility to verify development needs and associated costs with the third-party to allow Cadmium to connect to their system. The required credentials Cadmium needs from the third-party to develop the integration are noted above.
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