Skip to main content

Add Custom Filters to Directory Search

Allow website visitors to search for members based on custom fields.

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated this week

Each association's members are unique. So, in addition to being able to sort your directory by Member Type and a few other built-in fields, you can also add custom filters.

How to set up custom directory filters:

Create the Custom Field:

(If your custom field is already set up, skip to #6!)

  1. From the admin, go to Fields > Custom Fields.

  2. Click the Add Custom Field button (top-right).

  3. Add the Field Name, Display Name, and Instructions (as applicable).

  4. Field Type: Choose Checkbox or Set of Options, depending on your filter needs.

    1. AE Tip™ We typically recommend Set of Options instead of Checkboxes.

    2. If you choose Set of Options:

      1. Add all available options in the field settings and choose whether members can select multiple options when filling out the field on their profile.

      2. Directory users will be able to select multiple options in the filter when searching the directory

  5. In the Visibility section, select Members.

Add the field to the Directory Filter:

6. Navigate to Members > Segments > Directories.

7. Choose a directory, and select the custom field as a filter in the Standalone Directory Filters section.

The directory settings will now include the new custom field as a filter option!

Custom field and member type-based directory filters are multi-select, allowing for more tailored searches and opportunities to link to specific searches.

The only caveat is if a field is also driving the Category directory view. Each value in this field has the opportunity to have its own content on its specific page, providing you more ways to bring in some ancillary revenue!

Note: The Member Types filter in directories displays options based on each member type's settings in the "Display Name for Directories" field. If two member types have the same display name, it will only be listed once in the filter drop-down and the members from both types will be displayed together.


Related Articles

Did this answer your question?