In this article:

• Where is it?
• Setting up the integration
• Adding an Attendee from PRISM
• Adding a Company from PRISM
• How participants can register themselves

Where is it?

Once the integration is enabled, you’ll see a PRISM Lookup option in your Attendees and Companies tabs:

You’ll also see a PRISM link for participant use on your Reference Links page:

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Setting up the integration

Step 1. Contact Datazoic

Reach out to your Datazoic Representative. They’ll help you get started.

Step 2. Enable the integration in MeetMax

In your MeetMax account, go to the Configure tab. Choose Event Settings, then Enable Features:

On the Enable Features page, scroll down to the Integrations section.

Under Do you wish to integrate with PRISM, choose Yes.

Next, choose how you want your participants to identify themselves to MeetMax. There are two choices:

• By Last Name and email address
• By your unique Event Code and email address

For more details on this, see the section below on How participants can register themselves.

Finally, scroll to the bottom of the page and click the Save button:

Step 3. Add your keys

Datazoic will give you a Bearer Token and an API Endpoint. These need to be pasted into MeetMax.

From the Enable Features page, click on the PRISM tab.

Paste your token and endpoint into the fields. Then click Save:

Step 4. Contact MeetMax Support

Reach out to our Support team for help with one last step: mapping your PRISM fields to the registration form fields in MeetMax. That way, we’ll pull your data to the right locations.

Now you’re ready to use the integration!

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Adding an Attendee from PRISM

From the Attendees tab in MeetMax, you can look up a record from your PRISM account. Then you can use it to register that person for your event.

Step 1. Head to the Attendee PRISM Lookup page:

Step 2. Choose how you want to search your PRISM database. You can use one criteria, like a company name or email address. You can also use multiple criteria together, like a first and last name:

Step 3. MeetMax then displays any PRISM records that match your criteria. You might see one record or many. In this example, since we searched by first and last name, we have one record.

Click the Import button to bring this record into MeetMax:

Step 4. You’ll now see the internal view of your Attendee registration form, with all the details added from PRISM.

You can add other information here if you like. In this example, Username is a required field, so that this attendee will have a username to log into MeetMax. Since we couldn’t have pulled that in from PRISM, you’d add it here.

Click Submit to complete the registration:

Step 5. This Attendee is now registered! You’ll see them in your Attendee List, where you can perform all of MeetMax’s backend tasks:

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Adding a Company from PRISM

You might also need to register participating Companies for your event. Learn more about user types here.

Step 1. Head to the Companies tab, then choose PRISM Lookup:

Step 2. Choose how you want to search your PRISM database. For a company record, using Company Name works well:

Step 3. You’ll see one or more PRISM records that match your criteria. (Here, we searched “Federal.”)

Choose the company you want to register, and click the Import button:

Step 4. You’ll now see your Company registration form, with all the details filled out from PRISM.

You may need to add other information here, like adding a username to log into MeetMax (as in the example below).

Click Submit to complete the registration:

Step 5. This Company is now registered! You’ll see them in your Company List, where you can perform all of MeetMax’s backend tasks:

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How participants can register themselves

Instead of adding registrations internally, you might want to have your contacts register themselves for your event. They can still make use of the data from your PRISM records.

Head to the Configure tab, then choose Reference Links:

On this page, you’ll find the PRISM Validation Link. This is a link to a registration page that can look up records in PRISM:

Clicking Copy URL will copy the link, so you can share it with your contacts. Paste it into any email or messaging you’re using.

What the registrant sees

When someone clicks on the PRISM Validation link, they’re taken to a look-up page that’s branded for your event.

The view here will depend on the option you chose during set-up:

Last Name

If you chose for participants to identify themselves by Last Name and email address, they’ll see a registration page like this. They’ll enter their last name and email address, and then click the Login button:

Event Code

If you chose for participants to use your Event Code instead, you’d need to give your participants the unique MeetMax code for your event, along with the PRISM Validation link.

They’d then see a registration page like this:

They’d enter their email address and the Event Code, and then click Login.

The registrant then sees an event registration form, where MeetMax has already added the details pulled from the PRISM record:

The registrant can fill in any other data they like, and then click the Submit button to complete the registration:

Approving registrations

With this integration, you’ll want to use MeetMax’s registration approval process. That lets you review each new registrant, and once you approve them, they can log into MeetMax. If you decline the registration, they won’t have login access.

Once you approve a registration, MeetMax automatically sends the registrant a confirmation email with login details.

Learn more about approving registrations here.

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What’s Next?

Once you’ve completed registration, you can:

• Manage Attendees through the Attendee List
• Manage Companies through the Company List