Membership numbers are a vital tool for identifying and rewarding your existing community. By integrating these numbers into your registration process, you can offer member-only benefits, unlock special ticket pricing, and generate detailed reports based on membership status. Whether you validate numbers against a pre-loaded list or use an external web service, this system ensures that exclusive perks remain reserved for verified members.
How do I define a validation method?
Before registrants can enter their numbers, you must choose how the system will verify that the information they provide is correct.
Go to the Event Setup menu
Once here, click Registration.
Click Membership Numbers to open the configuration page.
Choosing a validation type
Uploaded List: Select this to verify entries against a CSV list you provide.
Web Service: Choose this to provide a URL for an external service that verifies numbers in real-time.
Regex: Select this to enter a regular expression pattern (POSIX) to validate the format of the number.
Click Save to apply your chosen method.
How do I import membership numbers in bulk?
If you choose the "Uploaded List" method, you will need to upload your database of eligible numbers so the system can recognize them during registration.
Downloading the template
Go to the Actions dropdown menu and select Import Membership Numbers.
Click the Download Membership Numbers Template link.
Fill in the Membership Numbers column (up to 255 characters per entry). Leave other fields blank if data is missing, but do not delete any columns.
Save the file in CSV format.
Uploading the file
Click Browse next to the Upload CSV field.
Select your saved file and click Save.
You will be automatically redirected to the Import Summary page to view the results.
After an upload, you should verify the data to ensure all numbers were correctly added to the system.
The Summary section displays the total count of successful and failed records.
Under Downloads, you can select All Import Rows for a full log or Error Import Rows to see specifically what failed.
If errors occurred, download the error report in XLS or CSV to identify and fix the formatting issues.
To revisit a past upload, use the Select Import dropdown menu to find previous imports listed by date.
Implementing membership number validation is an effective way to protect your member-only benefits and automate tiered pricing. By correctly setting up your validation method—whether it's a simple uploaded list or a complex web service—you ensure a seamless experience for your most valued attendees. Consistently monitoring your import summaries and maintaining an updated list will keep your event data accurate and your registration process secure.