Create a directory

Create a directory to publish a live-updating list of either people or organisations from your contact database to a page on your website. 

Create a directory

1. Create a page on which to place the directory
2. Go to Contacts > Segments and create a segment to define which contacts are included (get help on this in the link at the bottom of this page)
3. Go to Contacts > Directories and create a directory
4. On the Settings tab, link the directory to the appropriate segment
5. On the Person fields/Organisation fields tab, specify which fields you want to be visible and which you want to use for filtering
6. Save the directory

Add the directory to a page

1. Create a page to contain the directory
2. On the new page, click Add block and select Directory
3. Click the Directory block that has appeared and choose the appropriate directory to display

Add contacts to the directory

Contacts will appear in the directory if the following two conditions are met: 

• They fit the criteria defined in the segment on which the directory is based. 
• The contact has opted in to Appear in directories. This option can be displayed on forms and people can manage the preference from their My account area.

Video overview

Note: Directories are no longer associated with a page via the directory settings page. Instead go to the page and add a directory block as described above.