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Member directory

Overview

You can add a member directory to a page on your Wild Apricot site, allowing visitors to see a list of your members, search for members, and view member profiles.

Clicking on a member listing within the directory will display that member's profile (subject to their privacy settings).

Member directories – like other site content – are inserted as gadgets, in this case, a member directory gadget. You cannot add a member directory gadget – or any other singular gadget – to a page template or system page, or to a page containing another singular gadget.

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You can embed a Wild Apricot members directory into another website using widgets.

You can control which members appear in the directory, restricting the list by membership level or saved searches. You can create multiple member directory pages, each with different settings. For example, you could set up different member directories for members and non-members, or for different regions.

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Whether a member appears in the directory also depends on that member's privacy settings.

In addition to controlling which members are displayed in the list, you can control which fields are displayed for each member and the order in which member records are sorted.

You can restrict access to the member directory by membership level or member group as part of the page settings.

Adding a member directory

To add a member directory to a page on your Wild Apricot site, follow these steps:

  1. Go to Sites pages (under the Website menu) and create or begin editing the site page where you want the member directory to appear.
  2. Click the Gadgets icon to display the list of available gadgets.
  3. Drag the member directory gadget from the list, and drop it where you want it to appear on the page. You can insert it into a section within a layout, or above or below a layout.



    When a layout cell or placeholder is empty, a Drop gadget or layout here prompt will be displayed. When you drag a gadget over an empty layout cell or placeholder, it turns green, indicating that you can drop the gadget there. When you drag a gadget above or below a layout, a prompt will appear indicating that you can drop the gadget before or after the layout.
  4. After you have dropped the gadget in the desired location, hover your pointer over it and click the Settings icon.

  5. From the gadget settings panel on the left, choose the desired settings for your member directory. You can control which member records are displayed and in what order, and which fields are displayed for each member and in what order. For more information, see Adjusting member directory settings (below).
  6. Click Save to save the changes to the page.

For instructions on restricting access to the page, see Page access and visibility.

Adjusting member directory settings

Now that you have added a member directory gadget to your page, you can adjust the member directory gadget settings to control – among other things – which member records are displayed and in what order, and which fields are displayed for each member and in what order.

Gadget settings appear in a panel on the left side (which can be hidden to maximize the page design area). To display the settings panel, you position your pointer over the gadget – while editing a site page or a page template – then click the gadget's Settings icon.

Controlling who appears in the directory

To control the kinds of members to be included in the member directory, choose from the following options under Members to include within the member directory gadget settings:

Option

Description

All members

Include all members.

From saved search

Use a saved member search to limit members to those that match the saved search criteria. When you choose this option, you can choose from a list of your saved member searches.

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This option will only appear if you have a saved member search. The ability to save searches is restricted to Community plans and above.

Selected levels

Restrict the list to members at selected membership levels. When you click this option, you can choose one or more membership levels to be included in the directory.

Show bundle administrator only

Indicates whether to include only bundle administrators and exclude individual members of bundles. The profiles of individual bundle members will still be accessible from the bundle administrator's profile even if individual members are excluded.

Setting the sorting order

To control the order in which members are listed in the directory, follow these steps:

  1. Within the member directory gadget settings, click the Customize result layout button.

  2. On the dialog that appears, click the Sort by drop-down under Sorting order and choose the field to sort the member records by. You can choose any common or membership fields except multi-line text, radio button, or multiple choice fields. You can choose to sort in ascending or descending order. To display matching records in random order, select the Random option instead of a field.
  3. Optionally, choose up to 2 more fields to sort by from the Then by drop-downs. The records will be displayed in order according to the values of the first field, then any duplicate values will sorted by the second field, and so on. For example, you might want to sort by membership level then by last name, and finally by first name.

  4. Click Apply to apply your changes.
  5. Click Save to save changes to the page.

Controlling the information displayed for each member

To control what information is displayed for each member in the directory, follow these steps:

  1. Within the member directory gadget settings, click the Customize result layout button.
  2. Within the Search results layout area on the dialog that appears, you can choose up to 4 columns to be displayed for each member, and pick up to 3 database fields to be combined in each column. For example, you could combine first name and last name in column 1; organization and email address in column 2; and city and state in column 3. For each column, you can specify the column width and the column heading.

  3. Click Apply to apply your changes.
  4. Click Save to save changes to the page.
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When searching for members using the simple search, only those columns you choose here will be searched. Information stored for a contact but not displayed on the screen cannot be used to find matching members.

For each column, you can also specify the column heading and control the column width.

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The first field of the first column will automatically appear as a link to the member's public profile page.

Controlling search options

To control how visitors can search the member directory, enable or disable the following options under Search options within the member directory gadget settings.

Option

Description

Enable quick filtering in simple search

Allows visitors to filter the member list by selecting a particular field value.



When you enable this option, you can choose up to 4 contact or membership fields – multiple choice, radio buttons, and dropdown field types only – for the visitor to use to filter the list.

Enabled advanced search

Controls whether an Advanced search option is available from the member directory.



If the advanced search option is enabled, you can choose the fields to be available for visitors to search by.

Show advanced search by default

Choose whether the member directory is initially displayed with advanced search fields rather than a link to the advanced search function.

Other settings

The following settings are also available for member directory gadgets:

Setting

Description

Margins

The amount of space – in pixels – that appears outside the gadget. You can set top, bottom, left, and right margins separately.

HTML ID

A unique identifier by which the gadget can be referenced within custom CSS or JavaScript code. The identifier is automatically generated but can be replaced with a more readable or memorable one (e.g. MyMemberDirectoryGadget).

CSS class

The name of a CSS class defined on the CSS customization screen.

Inline style

CSS code to control the behavior or appearance of the gadget. For example, you could enter width: 250px; to control the gadget width.

Adding a title and description

You can add a title and description for a member directory by inserting a content gadget ahead of the member directory gadget. Within the content gadget, you can format the title and description using text styles.

For more information on inserting text and using text styles, see Using the content editor.

Privacy options

Both members and site administrators can control the kind of information exposed to the public through the member directory. Members can control whether their profile is viewable by others, and if so, which fields are viewable by members and non-members. Members who have set their profiles to private will not appear in the member directory at all. (For more information, see Member privacy settings.)

Administrators can control which fields appear in the member database, and which of these are viewable by members and non-members.

Troubleshooting

Selected fields not appearing in directory

If the fields you have selected within the Search results layout section are not appearing in your member directory, check the following:

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