MemberClicks' AMS Quick Start Guide

Step 1. Is your AMS connected with ePly?

To check, after you've created a form in ePly and are in the Form Setup area, click on Advanced Options > Integrations

If you do not see an "Integrations" tab, please send an email to support@eply.com to establish the connection between your AMS and ePly.

Step 2. Decide if registration data will be collected and payments processed through ePly (step 3a) or your AMS (step 3b).

Step 3a. Registrations through ePly

ePly Registration with Oasis

When using both Oasis and ePly, you're able to record a registration that originates in ePly to an Oasis profile. A member would log into your website, which would automatically sign them into an ePly form with all member pricing logic in tact. Once the attendee completes and submits their form, it records that registration data in their Oasis profile.  Then, the individual can be checked into an event — either in-person via barcode scanning or virtually via Zoom integration — and that registration status changes on the attendee's Oasis profile.

What data writes from ePly to Oasis? 

1. ePly form name & date
2. Registration status (registered, attended or cancelled)
3. CE credits, if applicable

SEE DETAILS

*If you are processing payments through ePly, please email support@eply.com to connect your payment processor.

ePly Registration with Atlas

When using both Atlas and ePly, you're able to record a registration that originates in ePly to an Atlas event and profile. A member would log into your website, which would automatically sign them into an ePly form with all member pricing logic in tact. Once the attendee completes and submits their form, it records that registration data on a newly created Atlas event. Then, the individual can be checked into an event — either in-person via barcode scanning or virtually via Zoom integration — and that records on the Atlas registration.

What data writes from ePly to Atlas? 

1. ePly form name & date
2. Event items
3. Event items cost
4. Initial invoice (if further changes are made to the registration, the invoice must be manually updated in Atlas)
5. Attended

SEE DETAILS

*If you are processing payments through ePly, please email support@eply.com to connect your payment processor.

Step 3b. Registrations through your AMS

ePly Check-In with Oasis

To update an Oasis registration from ePly upon event check-in, members would submit a form via Oasis. Then, the admin would sync the Oasis form to a new ePly form. After the sync,  the attendee can be checked into an event — either in-person via barcode scanning or virtually via Zoom integration — and that records on attendee's Oasis registration.

What data writes from ePly to Oasis with check-in? 

1. Registration status changed to "attended" (note: registration details in Oasis are not unchanged by ePly)
2. CE credits, if applicable

SEE DETAILS

ePly Check-In with Atlas

To update an Atlas registration from ePly upon event check-in, members would submit a form via Atlas. Then, the admin would sync the Atlas form to a new ePly form. After the sync,  the attendee can be checked into an event — either in-person via barcode scanning or virtually via Zoom integration — and that records on attendee's Atlas registration.

What data writes from ePly to Atlas with check-in? 

1. Attended
2. Updates member contact info in Atlas registration and profile if changed in ePly

SEE DETAILS