Registration Member Lookup - Overview

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 registration form throughout validation. They enter credentials, either email address or member ID, and we query the CRM's endpoints to pull the information needed for membership validation and registration pricing. 

You are able to use member category and status, so long as it's available by the CRM, to set the registration pricing structure.

Lookup Methods:

• Email address
• Member ID

Lookup Modes:

• Individual

Supported Fields

The following fields are available to be populated in Registration. Specific configurations will be based on the customer's CRM and needs.

• Email (Required) 
• Status
• Category
• Sub-Categories
• Expiration Date
• Member ID
• Company ID
• Salutation
• First Name
• Middle Name
• Last Name
• Suffix
• Company
• Title
• Phone Number
• Address 1
• Address 2
• City
• State
• Zip
• Country