The Directory is a great way to showcase your board members or the team organizing an event, for example. It's especially useful for professional associations and alumni organizations.
From your platform, in the Website module, you can create as many Directory pages as you need. Here's how to set them up.
Enable the Directory
Make sure the Directory is enabled in your features list. To do this, go to Settings > Features and click the Enable button.
Create a Directory
The Directory will now appear under Website > Smart pages > Directory pages. Just click New Directory to get started!
Directories can only be created from Smart pages. You cannot embed a Directory on a custom page. However, you can still display people and their contact information on custom pages outside of the Directory format.
Configure the Directory
Choose who to display
Before publishing your Directory, you'll need to configure it. Start by deciding who should appear in it.
- "Community" displays all Persons recorded in your contacts database;
- "Administrators" displays only the Administrators of your platform (defined under Settings > Administrators). This may include your board members, but isn't limited to them;
- "Specific groups" lets you display community members belonging to one or more of your Groups. For example, want to show everyone signed up for a class? Create a Group with those Registrants and select this option;
- "Members" and "Donors" let you display in the Directory the people identified respectively as Members and Donors in your database.
The visibility of your Directory page is set at a later step, when you publish the page.
Choose what information to display
Next, choose what information to show on each person's profile card.
- "Not displayed": the field will not appear in the Directory;
- "On first view": the field is immediately visible when landing on the page;
- "On detail click": the field is only visible once a visitor clicks on a profile card to view the full details.
Click "Save" once you've configured the fields to display.
You can also customize and add information fields — these are the same fields you've set up for your community members' profiles (under Community > Settings).
Learn more: Setting up your contacts database information
Only fields visible to the Registrant themselves are available here. Fields restricted to Administrators only will not appear as options in the Directory page.
Publish the Directory
Go live with your Directory
Once your Directory is created and configured, it's time to publish it!
Go to Website > Menus and pages. The Directory you just created will appear under Drafts.
You can also create a Directory page by clicking "New page" and selecting "Directory" as the page type.
Drag your page from Drafts to the main area, under the menu of your choice, to publish it.
To learn more about publishing and organizing your menus and pages, check out this article: Reordering your website menus and pages
Set and restrict visibility for your Directory
Before or after publishing your page, you can control who can see it. Hover over the 3-dot menu next to your page name and, from the options that appear, click Page name and visibility.
A window opens where you can define your audience and update the page name if needed. If you choose any option other than "Open to everyone", only logged-in members of your Community who belong to the selected Group will be able to access the page.
Choose the Directory layout
You can choose between two display formats, depending on what works best for you: list view or map view.
The map view is only available if the "Mailing address" field is selected among the information to display.
The list view lets you display a visual photo roster on your page, giving your community a human face.
The map view lets you quickly access a profile card based on a person's location (use the +/- controls in the upper-left corner of the map to zoom in or out and see more details).
Now go ahead and enrich your nonprofit's website with Directories of your community members — so everyone can put a face to a name and a role!
Please note: People are displayed in alphabetical order by last name. This order cannot be changed.
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