Attendee or Member Directory

Overview

The Attendee/Member directory is a listing of attendees in the platform. The directory allows attendees to search other attendees, view contact information, and send messages. Directories are found in the Attendee/Member dashboard and are customized by the site administrator. Site admins can select what information displays in the directory table, search filters, and the attendee contact card.

In this article:

1. Locate Attendee or Member Directory
2. Setup the directory settings
3. Select the attendee (member) contact card fields
4. Select the attendee (member) directory fields

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Step-by-Step Walkthrough

Step 1 - Locate Attendee or Member Directory

From the dashboard, select “Site Options” in the left-hand side bar and then "Directory" and "Member or Attendee".

Step 2 - Setup the directory settings

• Turn the directory "on".
• Select the attendee or member types that will be included in the directory.
  • "Display Directory" determines which attendee/member types are able to view the directory.
  • "List in Directory" selects which attendees/members will appear inside the directory.
    • (Note: you may elect to hide certain types so their information does not appear.)
  • Enable "Opt-In" so that the attendees or members will automatically be listed in the directory. Deselect "Opt-In" so that individuals in those specific types will not appear and must opt-in from their privacy settings to have their contact information displayed.
• Then click the "Select Booths or Catalogs" button to select the booths or catalogs that will have access to the attendee or member directory in their dashboard.

Step 3 - Select the attendee (member) contact card fields

Contact cards are pop up boxes that display additional information about an attendee/member in the directory.

Site administrators can select which fields should appear in the contact card:

• Click in the "Fields Available" column to select the fields.
• Move the fields up or down to change the order in which they will appear. 

Note - Contact card fields are created and managed in setup for attendee and member administration.

Sample Directory View:

Sample Contact Card:

Step 4 - Select the attendee (member) directory fields

Select up to 3 fields that will appear as column headers in the directory. These fields will be used to help sort and organize the list of attendees.

Step 5 - Save

Confirm that your settings are correct.  Click the links to view your selections and select "Back" to go back to a step. Click "Save" to complete the directory setup.