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

Once your page is finalized to your liking, upload it to your website from Website > Menus and pages by dragging it to the left side of your screen, just like this: