The Goal: Understand how to set up and manage one or more online directories so you can offer members a listing as a benefit and tailor display levels to different membership types.
Before You Begin:
- You need staff access with permission to manage your organization’s website and directory settings.
- Have your membership types in mind so you can decide which directory listing level each type should receive.
One of the benefits you can offer to your members is a listing in your online directory. With your software, you will be able to have multiple directories to display on your website. Additionally, you can create different directory listing levels for different membership types.
Microlearning Overview
Step-by-Step Instructions
- Go to Settings, Website section, click Directories.
- Watch the webinar above for a full walkthrough of creating directories, adding listings, and configuring directory display levels for each membership type.
Common Pitfalls
- Listing levels not mapped to membership types: If you create a directory but don’t assign listing levels to your membership types, members may appear with the wrong level of detail. Decide on the level for each membership type before publishing the directory.