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How to Create An Ontraport Member Directory With AccessAlly

screenshot of ontraport member directory
AccessAlly includes a built-in membership directory feature that works when integrated with Ontraport (or any of our integrated CRMs). With this directory, users can search for and connect with each other.

The member directory compiles each WordPress user on the site, displaying select information from each user’s profile (to set up the profile pages, please see this tutorial).

How The Member Directory Works When Using Ontraport

AccessAlly isn’t “just” a membership and online course plugin. It also serves as the integration link between your WordPress site and Ontraport account.

Users with an account on your membership site have a corresponding contact inside Ontraport. When setting up the member directory, you can simply use Ontraport tags to decide what logged-in users appear in your member directory.

Since each member can control their own profile appearance, the directory is easy to manage and maintain.

How to Create Your Member Directory

Creating an Ontraport member directory with AccessAlly is a three-step process.

Step 1: Set up Profile Pages

First, you need to create the user profiles that appear in the search. This step allows users to edit them directly. (Full tutorial here.)

Step 2: Set up Directory Filters

When you’re setting up a searchable Member directory, it is possible to designate who appears in the search. Adding filters to the directory increase the simplicity of user experience.

One possible example would be to set up filters that allow users to search the directory by location. n example use case of this feature is if you wish members to be able to search the directory by location… in which case you would set up filters so that the searcher can simply check which location (State, Province, etc.) they’d like to see results for.

(Full tutorial here.)

Step 3: Create a New Directory

To find the directory settings, go to: AccessAlly > User Directory > Directories.

Here, you can create multiple directories if you wish for your membership site. To create a new directory, simply click on the yellow ADD NEW DIRECTORY button.

Once created, you can name your directory (if you wish), and then click the dropdown arrow to reveal additional settings.

Step 4: Configure the Directory Filter(s)

The first tab you see inside the directory dropdown is the “User Filter” area. Here, you can decide which of the filters (that you created in the previous tutorial here) you want to be applied in the directory. Add as many as you’d like.

Step 5: Configure User Directory Appearance

There are three options that you can choose from to help customize your directory appearance, as shown below:

Option 1: Pre-Built Display

Choose from three different pre-designed styles for your user directory profile appearance.

Option 2: Custom User Profile Using Templates

To customize the appearance of user profiles beyond what’s offered in “Option 1: Pre-Built Display”, you can use this option.

First, select the profile from Option 1 that is most similar to how you’d like your profiles to appear. Then, change the dropdown to “Custom User Profile Using Templates”. The customization options will be pre-set from the Option 1 design, so you can simply tweak the design style parameters instead of having to start from scratch.

Advanced Custom Code Option: There is a profile display option called “Custom Code”, where you can use AccessAlly shortcodes and other HTML to display user-specific badges or create a featured member designation.

For example, you can show a badge if they have completed a course or program, like this:

Or use this functionality to display featured members, founding members, or assistant coaches like this:

How do you do it? Using the “Custom Code” option, you’ll enter in the conditional tag logic shortcode from AccessAlly. The reason this is an advanced option is that you’ll need to do a little bit of copy and paste and code editing.

First, open up any WordPress page on your AccessAlly site and use the AccessAlly shortcode adder to create a “Has Tags” conditional shortcode, like this:

Next, enter in the image HTML or any other conditional code you want to show. In our examples above it’s an image. Then inside of the directory settings, choose “Custom Code” and paste the code you just created into this section like this:

Example code: [accessally_has_any_tag tag_id='TAGID']<img src="LINK">[/accessally_has_any_tag]

Option 3: Raw HTML - Developer Only

If you have an in-house developer who is familiar with AccessAlly, this final option may be chosen, since it offers full customization flexibility.

First, select the pre-designed profile (from Option 1) that is most similar to how you’d like your profiles to appear. Then, change the dropdown to “Use raw HTML code to create User Profile (Developer Only)”.

The customization options will be pre-set from the Option 1 design, so you can simply tweak the design style parameters instead of having to start from scratch.

Step 6: Misc

The final tab in the Directory setup is the “Misc” tab.

Here, you’ll find the following options:

  • Max number of users to show per page
  • Search box label
  • Filter dropdown label
  • Search button text

Step 7: Create Your Member Directory Page and Add Shortcode

At this point, you’ve configured the parameters and appearance of your Member Directory. Now, it’s time to set up the page itself so that your users can access it.

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 can 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 access to your user 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.)

2: Add the shortcode to the page

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

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

Step 8: Publish page

Now, you’re ready to publish the page.

Updated on August 23, 2018

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