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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 yesterday

Create and arrange filters based on certain member fields (member type, city, state/province, zip, county/parish, country), custom fields, groups and committees.

How to set up custom directory filters:

📌 Before You Get Started – If you need a filter that doesn’t exist yet, create the custom field or group first. Custom fields must be checkboxes (shown in directory as "any/yes/no") or a set of options (shown in directory as a drop down). Groups and committees will be shown with "any/yes/no."

  1. Navigate to Members Segments Directories

  2. Select the directory you need to edit. In the Standalone Directory Filters section, and select the custom field, group, or committee that you want to use as a filter.

Your new custom field will now appear as a filter in Directory settings! 🎉

📌 Items of Note:

  • Multi-select filters: Custom-field and Member Type filters are multi-select, so visitors can combine filters. You can also share links to pre-filtered results.

  • If the field also powers your Category View: Each value becomes its own category page with dedicated content. That gives you extra space for highlights or sponsorships to drive ancillary revenue.

    • As an example: Let's say you have a custom field called Service Specialty with values Accounting, HR, IT. From the Category View, you can copy the direct link to the Accounting page. This page could include a short intro (“Find vetted accounting partners”), a sponsor banner at the top (“Sponsored by LedgerLabs”), and 3 Featured profiles – creating a new, recurring revenue stream!

  • Member Types naming matters: The Member Types filter uses each type’s Display Name for Directories. If two types share the same display name, they’ll appear as a single option and show members from both. To keep them separate, give each member type a unique display name.


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