The Goal: Add a directory listing in bulk to contacts that don’t have one, or add an additional listing to contacts that already do.
Before You Begin:
- You need staff access to Settings.
- The listing is added to the membership owner. When a business owns the membership, the listing goes to the business, not to the individuals associated with it.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
- In the Website section, click Add Directory Listings. The Add Directory Listings window opens.
- Filter the contacts to update: select the Contact Type, Status, and Membership Type (required).
- Select the Directory and Listing Type to assign (both required).
- To add listings for another group of contacts, click the plus
button and repeat steps 3 and 4. Click the minus button to remove a row.
- Click Done.
Common Pitfalls
- Expecting existing listings to be replaced: This tool never overrides a listing. A contact who already has a listing gets an additional one.
- Expecting individuals to get listings: For business-owned memberships, the listing goes to the business only.