This article is intended for current MemberClick's Oasis Association Management Software(AMS) customers. Please contact firstname.lastname@example.org or visit www.memberclicks.com for more information about the Oasis AMS and its features.
Integrate your Oasis account with an ePly account to allow your members to single sign-on(SSO) to ePly forms.
Allow your members with profiles in your Oasis account to single sign-on from Oasis to ePly forms pre-populated with their built-in and system attributes. Create ePly form logic based on these fields, e.g. pricing logic based on member status or member type.
First, contact email@example.com to setup the initial connection between your Oasis and ePly accounts. Once the connection is established, you can enable member SSO for any ePly form by simply adhering the following text to the end of any ePly form link: "?oasissso=true"
Next, consider where to place this SSO link and what the member experience will be.
- If the SSO form link is placed in Oasis behind the member's login, the member would click the link and be automatically directed to the ePly form pre-populated with their profile built-in attributes.
- If the SSO form link is placed in Oasis outside of the member's login, at a different website like a standalone event webpage or within an email like an invitation, the member would click the link and be directed to an Oasis login. Once logged in, the member would immediately be shown the ePly form pre-populated with their profile general built-in attributes.
If applicable, create ePly form logic based on profile general contact fields including the Oasis member status and/or member type. Visit this help article for more information about form logic: https://help.eply.com/hc/en-us/articles/360016293071-Logic and contact firstname.lastname@example.org for help setting up pricing logic specifically based on Oasis member status and/or member type.
Oasis built-in and system attributes: (read-only)
- First Name
- Last Name
- Organization Name
- Zip Code/Postal Code
- Phone Number
- Member Status (true or false)
- Member Type
Test the SSO link, confirm form pricing logic and submit the form.
You are now ready to place the SSO link in its final location for members.