The Goal: Create a new directory so you can organize and display members on your website and Info Hub — for example, a separate directory for each chapter.
Before You Begin:
- You need staff access with permission to manage Website settings.
- Decide on the Category List(s) you want to associate with this directory. You can create one on the fly during setup if needed.
- Know whether this directory should appear on your public website, the Info Hub, or both.
Step-by-Step Instructions
You may create multiple directories as needed. For example, if you have several chapters and want a separate directory for each chapter.
- Go to Settings, Website section, click Directories. A list of the directories currently configured in your system will be displayed.
- Click the Add button.
- In the Add Directory window, configure the following:
- Name: Enter a name for the directory.
- Display Name: Enter the name that you would like to display for this directory on your web-site.
- Description: (Optional) Enter a description of this directory. This description will be displayed on your web-site.
- Display Settings: Select the default listing type you wish to use for this directory. This will affect the directory listing type assigned to a member when the directory is tied to a membership type. You can override this at the contact level.
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Primary Category: Select the Category List (or lists!) to associate to this directory. You can view and/or edit an existing category list by clicking the
icon, or, you can configure a new category list by clicking the blue plus
icon.
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Ordering: Select the desired Order Category Results. This option allows you to define how category results will be displayed in the directory.
- If Randomly is selected, category results will be displayed in random order.
- If Alphabetically is selected, individuals are sorted by the first letter of their last name. NOTE: The Info Hub has its own ordering options so randomization and ranking defined here are not applicable in the Hub.
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Availability:
- Enable the Available to Public option if you want to display this directory on your website. See Publish GrowthZone Content on Your Website for more instructions.
- Enable the Available to Info Hub option if you want to include this directory on the Info Hub pages. You will have an additional option appear:
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Optional Custom Icon: You can customize the icons used for directory(s) in the left hand navigation of the Info Hub using free Font Awesome icons. (If you have multiple directories, this is a great way to differentiate them on the Info Hub.) You will have to set up an account with Font Awesome; simply sign up for the free kit; find the icon you like and enter the code for your custom icon. For example, if you wish to add a restaurant icon to a “Places to Eat” directory, you could enter the code fas fa-utensils and the
icon would be displayed next to your directory link in the Info Hub. Here's how to sign up for Font Awesome and find free icons!
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Optional Custom Icon: You can customize the icons used for directory(s) in the left hand navigation of the Info Hub using free Font Awesome icons. (If you have multiple directories, this is a great way to differentiate them on the Info Hub.) You will have to set up an account with Font Awesome; simply sign up for the free kit; find the icon you like and enter the code for your custom icon. For example, if you wish to add a restaurant icon to a “Places to Eat” directory, you could enter the code fas fa-utensils and the
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Advanced Options: enable the Advanced Options checkbox to display additional Filter Options.
- Always show Advanced Options: enable this to always have the Advanced Options turned on.
- Show City Filter: Enable this to add a search filter for cities to your directory.
- Show State Filter: Enable this to add a search filter for states to your directory.
- Show Postal Code Filter: Enable this to add a search filter for postal codes to your directory.
- Show Country Filter: Enable this to add a search filter for countries to your directory.
- Allow Filtering by Custom Fields: Enable this to add a search filter for any/all/some custom fields to your directory. See how it works!
- Allow Filtering by Category List(s): Enable this to add a search filter for a category list or lists to your directory.
- Click Save to finalize your new directory.
Common Pitfalls
- Directory not appearing where expected: A directory only shows on your public website if Available to Public is enabled, and only on the Info Hub if Available to Info Hub is enabled. Set the correct availability option(s) before assuming the directory is broken.