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Third Party Web Developer Guidelines for Deploying Membee's Website Widgets

Table of Contents

What is Membee?

Membee is a web-based membership management system designed to permit client organizations to manage their membership base in a professional and efficient manner. 

Can Members and Anonymous Site Visitors Use Membee?

Yes. Membee's Widgets are almost always placed on public pages. When a "members only" feature such as member event pricing or the member's Profile is accessed, Membee will prompt the site visitor to login. This allows powerful flexibility in that information in the Widgets can be visible to anonymous site visitors such as the event's description while access to members only features can be restricted.

How to Get Membee Features on Your Client's Site

Membee uses a "Widget" driven model. Membee's Widgets are iFrames that provide all our advanced functionality in a simple copy and paste format. In general, the widget is configured in Membee and will generate a script that you use to display the widget on a webpage.

All you need to do is copy the script from Membee and paste it onto a page on your site - Membee does the rest. 

Minimum Content Area Width

You should allow for a displayable content area width of 630 pixels in the template for a page where you plan to embed a Membee feature. Once the widget is embedded, the feature can be revised in Membee without the need to re-embed the widget in the site. For example, a decision to allow a member to update a new field in their member profile is a simple process of exposing that field to the member by changing a setting in Membee.

Override Membee's Default CSS to Match Your Site

We also expose the CSS in each widget so you can customize them to match your client's website. Once your client has subscribed to Membee, they'll be able to give you login credentials so that you can view our help document on how to customize customize the styles

 

What Membee Features Are Common on a Client Organization's Website?

**Note: Links are protected by login. In order to access the information you will need to have been granted access to Membee by your client.

Events

Membee's Events functionality is designed to make event registration really easy for both members and non-members.

Membee users also have the option to open a small "Online Store" using Membee's Event's widget.

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Online event display and registration

The Events feature also gives users the option to dynamically display feeds on their site or Facebook page.

  • Event Feed(s) - create events in Membee and have them automatically listed on the client organization's site with a link to full event details and registration
  • Special offer Feed(s) - members can provide special offers as a component of their listings in Membee's member directories. This feed pulls all of those special offers into a concise rotating list of special offers that can be placed anywhere in the client organization's site - typically in sidebars.  A click on the special offer takes the site visitor to the member's directory listing and the full details of the special offer. A member "referral" stat is automatically trapped by Membee.
  • Sponsored Listing Feed(s) - A keyword can be assigned to each member listing.  This marks the listing as being a "Sponsored" listing.  For example, if you assigned the keyword "Bank" to a listing that listing is now a sponsored listed.   The sponsored listing feed includes all listings that have been assigned a keyword. 
  • Featured Listing Feed(s) - any member directory listing can be designated as "featured" often to further reward a member for other contributions such as financial sponsorship. Such listings are emphasized whenever they are returned in search results. This feed allows a client to place a list of featured listings anywhere on their site to further promote such members.
  • New Member Feed(s) - when a new member is created in Membee' this feed automatically displays a rotating list of new members. Settings in the feed determine how long a new member is listed.

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Member Directories

You can create unlimited searchable member directories and within any directory a member can have multiple listings.

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Create Public or Private “Members Only” Directories:

If your organization has a mandate to promote its membership then you are going to want to make your member directory(s) public so they are easy to get to. With the checking of a checkbox inside the widget, Membee’s directories can require member login before they can be accessed. This makes you member directory a true “members only” benefit since only members can search it and contact fellow members.

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Tight integration with Google Maps allows the directory to instantly generate a map listing all members returned in search results.

Searchable Member Directories

Mobile Integration

New Member Signup

New member application form integrated with Membee to allow new members to sign up online and upon acceptance create the record for the user in Membee

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Member Profile

With Membee's login capabilities organizations members are able to login from the organizations website.

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Literally, every field in Membee is available on the member profile so you have field-by-field control over which fields you allow a member to see and which fields you allow them to update. Membee’s Card Vault feature makes it easy for you to permit members to store and reuse their credit card.

 

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Financial Setup and Processes

Use Membee to collect membership renewals and event registrations with Membee.

Setting Up eBilling - Access to outstanding membership and event invoices.

Can I Secure Other Content & Features on My Site Using Membee-Managed Usernames and Passwords?

Yes. In fact, this is the preferred methodology since it provides the best experience to the member in the form of a true "single-sign-on" regardless of what secured feature the member accesses first on the site. This approach also provides the essential capability for membership-based organizations to grant and remove access based on the state of the member's membership. Membee provides you with a couple of options:

WordPress Plugin

The plugin's purpose is remove the hassle and additional work related with managing member access (activating/deactivating login access, controlling which members see what content). Once you have the plugin working, you're done and from there, you manage your members in Membee knowing that the member's access to content is managed via the plugin WITHOUT additional effort on your part. While the plugin synchronizes a member's access to your WordPress site content, it does not provide the ability for you to designate on a page-by-page basis which members can see which pages. Thankfully, there is a plugin for that! :-)  You can find the information on how this is implemented by clicking here.

Other CMS Systems

Membee's Member Single-Sign On (MSSO) service is a free service, is cross-platform compatible, and is standards driven. A developer with exposure to either Oauth 2.0 (Facebook uses this) or OpenID (Google, Yahoo, etc.) will be able to implement Membee's method on their site regardless of programming language or Content Management System (CMS) used. Detailed supporting documentation for the web service is available by clicking here.

Can I Secure Content for Viewing By a Specific Subset of Members?

Yes. Inside Membee, the client organization can define an "Access Role" and assign that role to a group or committee. In turn, the people in that group inherit the "role" and we make that role information available via the Member Single Sign-On Service described above. As a result, a content page(s) can be made visible only to a specific list of members. A common example would describe the creation of a "Board of Directors" page on the new site where the contents of the page are visible only to the client organization's Board members.

Can I Support Social Network Login for Use By Members?

Yes. Membee's features and its Member Single Sign-On Service allow the client organization, at their option, to permit their members to access secured features and content by using the member's Facebook, Twitter, Google, Yahoo, or LinkedIn usernames and passwords. The member's preferred social network username and password is associated with their record in Membee allowing the client organization to maintain control over granting and removing member access while allowing the member to enjoy a hassle-free login experience. The social network credentials are included in the Member Single Sign-On Service stream allowing you to extend the member's use of their social network credentials to secure content areas of the new site. For the business case supporting the use of social network login, see this post in Membee's Latest Buzz blog.

Commonly Asked Questions

Can I Use Wix as my CMS?

No. To the best of our knowledge, Wix is the only CMS on the planet that does not support the industry-standard methodology used by Membee's Widgets. Unfortunately, this requires a Wix-based website to be migrated to any other CMS before utilizing Membee's Widgets.

 

Got a question?

We're here to help. Just drop us a note with your contact info to support@membee.zendesk.com and we'll get right back to you.

 

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