Under Attendee Info > Active questions
Ensure the Welcome page questions uses the Other Identified field, but it must be named Member Type
Under Categories, ensure each of the member types is listed as a category name
The Category name field must EXACTLY match what the membership type name is in the CRM
Category short name can be a different, friendly label
Registration > Registration Settings > Integrations
Advanced Settings > Integrations
Open ID Settings
Enable OIDC
Fill in needed settings (copy from previous event, or the endpoints are listed here:
Enable Initiate OIDC for Registration
Click Save
Click Update Metadata
Setup Attendee field mapping
Save and Stay
Go to Pre-Approved Data
Place a check next to each of the member types that are included in the SSO
For each member type, click Manage Pre-Approved Data
In the section ‘Paste approved data…’ type in the memberType name exactly as it passed in the API
Click Upload
The Member Type will appear un the View/Edit Existing Data section.
Click Save & Exit
Do this for each of the member types
- Professional
- Professional - Premier
- Professional - Emeritus
- Student
- Professional - Global
- Honorary
- Non-Member
Continuing under Pre-Approved Data
Set ‘Pre-Approve based upon the following field:’
Select Member Type
Check ‘Automatically select the category for the attendee…’
Set ‘If a pre-approved category is not found…’
Select Non-Member
Save & Exit
Go to Pre-load Data
Select ‘Pre-load via OIDC SSO’
Save & Exit
Attachments (15)
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article