All about the Directory smart page

Before starting

Directory is a feature linked to the Website that allows you to add a list of contacts with details such as name, address, email, phone number, and many more, to your site. 

In this article we cover the following:

• Create a directory smart page
• Set up your directory
  • Contacts to include
  • Information displayed
• Preview your directory
• Publish your directory

Create a directory

From now on, the directory will appear in Website > Smart Pages > Directory Pages. Click on New Directory.

You can only create a directory on specific pages. It is not possible to include a directory on a custom page. However, you can display people and their contact details on them without using the directory format.

Set up your directory

To consider: the Directory page is linked to your Community, therefore any parameter can be modified only based on its contacts and the available fields and information.

Contacts to include

Go to Website > Directory pages, hover the cursor over the desired directory and click on "Manage".

This takes you to the settings page. At the top of this page, you'll see "Contacts to include in the directory".

Select the category of contacts to be displayed from the following options:

• Community: all people registered in your community
• Administrators
• Some groups: choosing one or more groups of your choice.
• Members
• Donors

Finally, click on at the bottom of the page.

Information displayed

The Directory page offers two views:

• The first page displays directly a list of all the contacts you have selected.
• The second, a detailed view of the person's information, when the profile is clicked on from the first page.

The system will let you choose among all fields from your Community: default (mandatory and optional) as well as custom. For each, you can decide to:

• Hide the information
• Display on the front page
• Display on click on details

Don't forget to save your choice at the bottom of the page.

Preview your directory

To access the preview, go to Website > Directory pages, hover the cursor over the desired directory and click on "Preview".

Here's an example of a rendering for a directory displaying :

• A group containing 7 people
• First name, last name, email address, phone number and photo at first view
• Date of birth and extra custom fields (Prime country of residence, professional sector, and interest in volunteering) at detailed view

First view:

Detailed view:

Publish your directory

Before or after publishing your page, you can choose which audience it will be visible to. To do this, hover your mouse over the three dots next to the name of your page and, in the options that appear, click Page name and visibility.

A window will open, allowing you to define who you want to display this page to, and to change the name if needed. If you choose an option other than “Open to everyone”, only people registered in your Community, who are logged in and members of the selected group, will be able to access your page.

Set the directory format

You can choose between two formats for displaying your directory, depending on what is most relevant for you: list format or map format.

The list format allows you to display a nice photo directory on your page and give a human face to your community.

The map format allows you to quickly access a profile card based on the person’s geolocation (use the +/- in the top left corner of the map to zoom in or out of a location and see more details).

All that remains is to enrich your association’s website with the directories of your community members, so that everyone can easily identify faces and roles!

Note: People are displayed in alphabetical order by last name. It is not possible to change this order.

Enable or disable the map display

You can now choose whether or not to enable the map display, independently of the information shown on the profiles. To do this, in the settings of your directory page, select the desired option in the “Display your contacts on a map” section:

• Show the map: an interactive map is displayed with geolocated contacts shown as pins.

• Do not show the map: only the list of contacts is visible.

Display the map without revealing addresses

It is possible to show contacts on the map without displaying their full address.

To do this:

1. Enable the “Show the map” option.

2. Set the “Postal address” field to “Not displayed” in the information to display.