YourMembership + EdgeReg Member Lookup

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
Member ID
Username and password

Required Credentials:

Client ID
API Username
API Password

Field Mapping

The following data is transferred from YourMembership to EdgeReg.

EdgeReg Field	Source Field	Notes
Status	Multiple Fields	Active if “IsMember” is true or if not expired when using username and password lookup; Expired if “MembershipExpires” is true and “MembershipExpiresDate” has expired; Non-member otherwise.
Category	Member Type Code
Member ID	Customizable	Profile ID or Constituent ID (must be a number)
Username	Username
Salutation	Prefix
First Name	First Name
Middle Name	Middle Name
Last Name	Last Name
Suffix	Suffix
Company	Employer Name
Address 1	Work Address Line 1
Address 2	Work Address Line 2
City	Work Address City
State	Work Address Location

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.

Last modified Aug 28, 2024