Member directory gadget

Using this gadget, you can add a member directory to a page on your WildApricot site, allowing visitors to see a list of your members, search for members, and view member profiles.

Visitors can search for members within the directory, using simple or advanced search functions. Clicking on a member listing within the directory will display that member's profile (subject to their privacy settings). Whether a member appears in the directory also depends on that member's privacy settings.

You can control which members appear in the directory, restricting the list by membership level, member groups, or saved searches. You can also control which fields are displayed for each member and the order in which member records are sorted.

You can create multiple member directory pages, each with different settings. For example, you could set up different member directories for different regions.

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

Note: You can embed a WildApricot members directory into another website using widgets.

Adding a member directory gadget

Note: You cannot add a member directory gadget – or any other gadget – to a page template, a system page, or a page containing another singular gadget.

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

1. Navigate to Admin > Website > Site pages.
2. Select Add page to create a new page for the directory, or select an existing page from your list and click Edit.
3. Click the Gadgets icon to display the list of available gadgets.
4. 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.
   
   Note: If the Member directory gadget is grayed out within the Gadgets list, that means you're editing a page that already has a singular gadget on it.
5. After you have dropped the gadget in the desired location, hover your cursor over it and click the Settings icon.
6. From the Gadget settings panel on the left, choose the desired settings for your member directory. 
7. Click Save to save the changes to the page.

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

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, edit the site page where it appears, position your cursor over the gadget, 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:

All members
Include all members with a membership status of Active or Pending Renewal.

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.

Note: This option will only appear if you have saved a member search in your database.

Selected levels
Restrict the list to members at selected membership levels. When you check this option, you can choose one or more membership levels. If you check the All levels option then all levels – including any levels added in the future – will be selected.

Selected groups
Restrict the list to members belonging to selected member groups. When you check this option, you can choose one or more member groups. If you check the All groups option then all groups – including any groups added in the future – will be selected. 

Show bundle coordinator only
Indicates whether to include only bundle coordinators and exclude individual members of bundles. 

The profiles of individual bundle members will still be accessible from the bundle coordinator'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. In the popup 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 contact or membership fields except multi-line text, radio button, or multiple-choice fields.
   The field you select for Sort by must have its member privacy settings set to Anybody. If you want to restrict access to the field, you can restrict access within its field settings.
   
   You can choose to sort in ascending or descending order. If you want to display matching records in random order, select the Random option instead of a field.
   
   
3. You can select 2 more fields from the Then by drop-downs to apply additional sorting options.
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 popup 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.
   
   
   Note: You cannot choose to display a file attachment field within a member directory.
3. Click Apply to apply your changes.
4. Click Save to save all changes to the page.

Note: When searching for members in a directory using the simple search (see below), 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.

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.

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.

Enable 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:

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 as 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 above the member directory gadget.

Within the content gadget, you can format the title and description.

Changing colors and fonts

Select Colors and styles from the top menu to modify the directory styling.

Any changes you make will be applied to other gadgets that use the same settings.

Privacy options

Both members and site admins can control which information is 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.)

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

Important Note: Displaying email addresses within a member directory on a publicly accessible page can expose those email addresses to spammers and scammers.

Troubleshooting

Selected fields not appearing in the directory

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

• the access settings for the selected field(s)
• the member privacy settings for the field(s)

Members not sorted by selected sorting field

If the members in the directory aren't being sorted by the sorting field you chose, check the member privacy settings for that field. It needs to be set to Anybody to work as a sorting field. If you want to restrict access to the field, you can restrict access within its field settings, but only after checking the field's privacy settings (since privacy settings are not displayed for admin-only fields).

Member directory not sorted in the chosen order

Sometimes when you set your member directory to sort by a particular order, such as alphabetical order, it still displays members in random order. To fix this, change the sorting order to anything else, save your changes, then go back and set the order to your desired option. Once you save this change, the member directory should sort members in the order you chose.

Members not appearing in the member directory

To be listed in the member directory, ALL of the following conditions must apply:

• Member must be in active (or pending renewal) status
• Member has agreed to show their profile to others (see Member privacy settings)
• The member belongs to one of the membership levels you have selected to appear in that directory gadget. 

You can only search for information that appears in your membership directory, so if you are not displaying the membership level, you will not be able to find members by entering their levels in the search box.