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:
š Before You Get Started āĀ If you need a filter that doesnāt 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."
Navigate to Members ā Segments ā Directories
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! š
š 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 (āFind vetted accounting partnersā), a sponsor banner at the top (āSponsored by LedgerLabsā), and 3 Featured profiles ā creating a new, recurring revenue stream!
Member Types naming matters: The Member Types filter uses each typeās Display Name for Directories. If two types share the same display name, theyāll 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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