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How to Set Up Profile Pages (For Use With Member Directories)

When using AccessAlly’s searchable Member Directory, you can customize what information is shown in the profiles that appear in the search.

In this tutorial, you’ll learn how to create the user profiles that appear in the search, allow users to edit them directly.

Part 1: Backend Configuration

The first step in setting up your custom user profile pages (to appear in your user directories) happens in the backend of your website.

Step 1: Locate the User Profile

In the backend of your WordPress membership site, go to: AccessAlly > User Directory > Profile

Step 2: Create a New Profile

Now, click on “Add New Profile”.

Step 3: Customize the Profile Information

After you’ve created a new profile, you can add or delete any number of items to customize what information your users can display on their own profile pages.

To add a new item of information, click on the ADD NEW ITEM button.

You can choose from any of the following options:

First Name

Here, the user can edit how their first name appears. Please note that this will also update the corresponding record in your CRM, if one exists.

Last Name

Here, the user can edit how their last name appears. Please note that this will also update the corresponding record in your CRM, if one exists.

Profile Image

The user can update the profile image that is shown on their profile page (and in the user directory they appear in, if one exists.

This option does NOT change anything in the corresponding CRM contact for this user.

Bio

Here, the user can write a unique bio for their profile. It’s recommended to check the “multi-line input” option if adding this to a profile.

This option does NOT change anything in the corresponding CRM contact for this user.

Website URL

Here, the user can write the website URL that they would like to have appear on their profile page.

This option does NOT change anything in the corresponding CRM contact for this user.

Custom Field in CRM

Here, you can display content from a specific custom field set up in your CRM.

Please note that, if you allow users to edit this field, any changes they make WILL be updated in the CRM. Because of this, it is advised to check the “readonly” option when displaying a custom field.

Also, be aware that this information will also be shown to other users who view the profile, so private information (like passwords) should not be included.

Custom Attribute

The previous options are preset to cover the most common information types that are typically shown in a user profile. The Custom Attribute gives you ultimate flexibility in customization.

This option does NOT change anything in the corresponding CRM contact for this user.

When you’re satisfied with your user profile, click on “save”.
 

Part II: Creating the User Profile Page

At this point, you’ve set up the fields that will be shown on the user profile page. Now, it’s time to set up the page itself so that your logged-in users can access it.

Step 1: Create a New WordPress Page & Designate Access Tags

Create a new WordPress page. In the “AccessAlly Member Permission” section, you have three options:

  1. Require users to log in to view page – if you check the “Visitors must login to view this page.” box, any logged-in visitor access and view this page.
  2. Require log in and specific tags to view page – if you check the “Visitors must login to view this page.” box AND designate permission tags, only logged-in users who have those tags on their account will be able to access this page. (One reason why you might choose to use this setup is if you charge extra for membership site users to appear in your directory.)
  3. Do nothing – if you do not check the “Visitors must login to view this page.” box, any website visitor can view this page. Use this option if you have a public-facing membership directory. (One example use case for this option would be a realtor’s association, who wishes the directory and profiles to be searchable by the general public.)

Step 2: Add the shortcode to the page

Using the AccessAlly shortcode adder, select the “User Profile” option.

If you’ve created multiple profiles, select the one you’d like to add from the second dropdown. Then, click “add shortcode”.

Step 3: Publish page

Now, you’re ready to publish the page. Although you might add more content and styling to this page, a user profile that is set up like this in the backend (Part I of this tutorial):

Will appear like this on the profile page:

Optional: Have Members Add and Remove Tags to Add Themselves to Different Filters (or Opt Out of the Directory)

This is an optional addition, where you could have members tag themselves in or out of different filters or the entire directory. This is done using AccessAlly’s Custom Operations.

We want to add a “Custom Operation” to your user profile so members can click a button to automatically apply a tag to their own profiles.

A) Set Up a Custom Operation to “Add Tag” (or multiple if you want a user to add multiple tags associated with your filters) and select the tag that you want associated with that custom operation (you’ll need to create these tags iny our automation marketing platform first.)

B) Within the Custom Operation set up you must select the “Enable” checkbox to “Trigger Operation within Membership Site”.

This is the button(s) that will be added directly to the user profile for a member to add their own tags to be filtered accordingly.

C) The custom operation(s) need to be inserted directly into your user profile page, so navigate to that newly created user profile page.

Now we want to use the “short code adder” to insert the shortcode for your custom operation to “Trigger the Operation within a Membership Site” button. It should look like this: [accessally_custom_operation operation_id=’#’]

Next we want to make that button conditional – in other words only available to that user who is updating their profile. For this, wrap your custom operation shortcode with the following: [accessally_self] the custom operation shortcode [/accessally_self] so it should look like this: [accessally_self] [accessally_custom_operation operation_id=’#’] [/accessally_self]

Now you have inserted a “custom operation” within the user profile so folks can update their own profile and add the appropriate filter tags.

Updated on May 17, 2018

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