eventScribe - Registration & Access Grid Instructions

eventScribe Website and Mobile App login integrations can pull over information about a registrant such as registration type and ticketed items.

Instructions

Please review the information below to familiarize yourself with how access works within the eventScribe and Survey Magnet products. If this is a new integration, it's a good idea to start working on this prior to your kick-off call so we can discuss it on the call and provide additional guidance. 

Use the template at the bottom of this page to compile your registration grid and test accounts. Please submit this information in its ENTIRETY, along with your technical requirements, by the requirements deadline provided by your integration services project manager. A developer will not begin working on your integration until ALL information has been received, including test accounts. Thank you!

Access Levels

Registration type is typically used for groups of users and translates to access levels within eventScribe - Basic, Standard, or Premium. Your membership or registration vendor would include this in the user data via the API made available to Cadmium.

Levels can be used to restrict access to:

• Navigation menu items
• Tiles on the homepage
• Attendee list 
• All content in the presentation popups such as:
  • Handouts
  • Slides
  • Videos
  • Evaluations
  • Live Streams
  • "Other" Buttons
  • ePosters and audio
  • Audience Response System (ARS)

Example:

Unlock Codes

Show items are typically used for a la carte or ticketed items and translate to unlock codes in eventScribe, which control presentation-level access to content. Your membership or registration vendor would include this in the user data via the API made available to Cadmium. 

Unlock codes can be used to restrict access to:

• Navigation menu items
• Specific presentation content in the presentation popups such as:
  • Handouts
  • Slides
  • Videos
  • Live Streams
  • "Other" Buttons

Example:

In the Education Harvester, in the worksheet titled 'PDF Unlock Codes', you would then assign the corresponding unlock codes to the presentations. The 'PDF' and 'Audio' columns should match. Separate multiple unlock codes with @@@.

For example, in the screen shot below (Fig. 1):

• The first presentation would be open to anyone with unlock code FULL = full conference and anyone with unlock code VIR = virtual
• The second presentation would be open to anyone with unlock code FULL = full conference and anyone with unlock code INP = in-person
• The third presentation would be open to anyone with unlock code WKS_01 which means they purchased ticketed workshop #1

Fig. 1 - Worksheet with PDF Unlock Codes.

Registration Items

This field is only used to filter tasks in Survey Magnet and is can be viewed in the eventScribe worksheet called 'Integration - User Profile Field Verification'.

Registration items can be mapped to match the registration type field OR the unlock codes field. In the example below, we are mapping the registration type code from the membership/registration vendor API to the registration item field in eventScribe/Survey Magnet. 

Example:

Survey Magnet

We do not integrate directly with Survey Magnet unless only the Survey Magnet is contracted. In most cases, the integration point is with eventScribe. When a user is logged into the website or mobile app, they click a link to launch into the Survey Magnet which will sync the user account with the Magnet.

Access Levels

Access levels do not exist in Survey Magnet. 

Unlock Codes

Evaluations can be restricted within Survey Magnet using unlock codes; however, only one unlock code can be assigned to an evaluation. If you only need to assign one unlock code per evaluation, then this is a great option. If you need to assign more than one unlock code, like the example above (i.e. FULL and VIR), then you'll want to consider using registration items.