This article is intended for current MemberClicks' Atlas Association Management Software(AMS) customers. Please contact email@example.com or visit www.memberclicks.com for more information about the Atlas AMS and its features.
Integrate your Atlas account with an ePly account to unlock the robust registration capabilities of ePly while having your Atlas events and profiles updated.
Connect Atlas and ePly
First, contact firstname.lastname@example.org to setup the initial connection between your Atlas and ePly accounts. Once the connection is established, you can create your form in ePly, and then automatically create a corresponding event in Atlas from within ePly.
Create a form in ePly
Once the connection is established, you're ready to build your form in ePly. Click here to learn more.
Create the corresponding Atlas event
Once your form has been created and configured in ePly, click 'Create Atlas Event' which can be found via Form Setup > Advanced Options > Integrations
All ePly fields with a price will automatically create Atlas Event Items, and any new price field added to your ePly form will also automatically be added as an Event Item in Atlas. Furthermore, at any point you can manually add free ePly fields as Atlas event items by selecting them from the 'Eligible' Items and clicking 'Create'. Be sure to save your settings by clicking 'Save Atlas Settings'.
Confirm Event and Event Item creation in Atlas
Navigate to Atlas to ensure your event was properly by clicking Atlas in the top navigation bar.
Click Events > Select Events to view your newly created Event. It should automatically appear.
Create and publish a URL for registrants to use
Members will need to login with their Atlas credentials in order to complete the form and have their profiles updated appropriately. To accommodate this you'll need to append ?atlassso=true at the end of your form URL e.g. https://events.eply.com/eventname123456?atlassso=true
Publish your Form URL where applicable.
Confirm and review registrants in ePly and Atlas
Once your form is live you'll be able to see registrants information in both ePly and Atlas.
You can view registrants in ePly via Reports > Primary Registrants
You can view registrants in Atlas via Events > Select Events > Event > Registrations