How to create a directory page

A directory page is a sortable listings of supporters with configurable display preferences. Only supporters who have opted-in to public profiles will be included. It is a great way to list people actively involved in achieving your mission and there are several ways to determine who will be included in the page.


Requirements

Your site needs to be displaying public profiles. If you create a directory page and public profiles are not being displayed, you'll see a warning message, encouraging you to turn on public profiles in your site settings. A directory page will not work without public profiles turned on. 

The people included in the directory must:


Display options

To create a directory page go to +New page, enter your page title and slug, then select the Directory page type. Decide whether to include the page in your top nav and side nav, then click the "Create page" button.

In Directory settings > Basics, select a particular type of people to display. You can further filter this group by choosing a particular profile tag or set of profile tags. 

directory_settings.png

Types of people who can be displayed:

  • All (supporters)
  • Recruiters 
  • Recruits*
  • Followers*
  • Followings*
  • Volunteers
  • Donors
  • Members
  • Customers
  • Active customers
  • Yes votes
  • Possible votes

Many of these options will only display if you have the enabled the corresponding features at Settings > Defaults > Basics. For example, yes votes and possible votes are displayed when you enable the voter features.

You can further refine the people to display based on tags. If you enter multiple tags separated by commas, a person who has any of the tags will be included in the directory. 

These display options must be used simultaneously. If you want to display everyone with a particular tag, select "All" from the display drop-down, then type the tag name.  Alternatively, you can use these options to refine a category. For example, you can display volunteers with a "greeter" tag to create a directory of people who volunteered to welcome new people into the community. 

The sort by drop-down allows you to define how the directory listings will be sorted on your website. You can choose:

  • Alphabetical (by last name)
  • Highest priority
  • Klout
  • Social capital (your nation's currency)
  • Recently added
  • Recent contact
  • Not recent contact
  • Twitter followers

Once you have defined who to display on the page, click the "Save settings" button. The stat boxes will update to indicate the number of profiles that match your criteria and the number of profiles that will be displayed. 

*If you display recruits, followers, or followings, the page must be viewable by people logged in. To adjust who can view the page go to the settings tab:

page_settings.png

and select logged in from the "Who can view this page?" drop-down menu. You can also make these pages viewable to only members, control panel users, or admins. 

view_page.png

Click the "Save page" button to save your changes.

The directory will display 30 people per page.

Directory settings > Intro

You can create an introduction to your directory in the intro section. Images can be added to the files area and displayed here.


What are public profiles?

Who are supporters?

What is support level?

How to hide public profiles


If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.

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