Member Filter Builder Plugin

Created by Ana Gomez, Modified on Tue, 7 Mar, 2023 at 5:05 PM by Ana Gomez

Plugin Section on Manage My Directory

Go to the Plugins section on the sidebar of Manage My Directory and look for the “Member Search filters” button.

When you click on "Member Search filters", you will be directed to the page below. Here you need to click the top right button: “+Add Questions”.

When you click the “+ Add Questions” Button a new pop-up module will appear, where there are several sections:
- Select a type of question: Where you can select radio (when only 1 option can be selected), Checkbox (members can select several options) or Dropdown (members can select 1 option from a dropdown menu).
- Type of Visibility: You can choose if the answer to the question is available to be seen only by Admin Users (Select “Only Admin”) or if any user can see it (Select “Public”).
- Order: you can choose the order of the question by typing "1", "2", "3", etc. according to the order you want.
- Required: You can select if this question will be required or not with the toggle button ON/OFF.
- Select a Subscription: when clicking on "Select an option", a dropdown menu with the different memberships will appear. So, you can choose to what membership you want the new question added to. You can also select more than 1 if you want to add the question to other memberships.

On the same pop up there is another section where you will find the following:
- Question: where you can type in your question.
- Question Label: on the member's profile, instead of the question, you will see a label of the question. For example, if the question is "What is the maximum capacity of the venue?", the label could be "Maximum capacity" as shown here to the right. However, you can choose whatever you want as the label, even if you want to keep it the same as the actual question.
- Database Variable: this is only for Data Base purposes and it's completed automatically when you type the “question label” field (This field only allows words, not numbers or different characters). Just remember all database variables need to be different, no 2 questions can have the same one.
- Answers: The last section of this pop-up module where you add the answers, you need to add at least 2 answers. You can also click on the “+” icon and add more answers for the question. The squares on the left on each answer is to select the specific answer as preselected answer and save it accordingly.

When you add questions, the section will look like the following images. You can see different columns for each question: “Order”, “Question”, “Question Label”, “Type” (Radio, Checkbox or Dropdown), "Subscriptions", “Edit”, “Delete” & “Settings”.

The Edit section of each question has the same options as when you add a new question. Here you can change any field or delete answers as needed.

When you click on “Delete” you will get the following pop-up, where you can confirm if you want to delete it or not.

When you click on “Settings” on the top right of the page, the following pop-up shows where you can set up some functionalities of the plugin such as:
- Member Profile Page Fields Title: This is the title that will be shown above the questions on the members' public profiles.
- Enable homepage search: turning this ON will allow the plugin to show our custom search on the homepage and the sidebar search.
- Expanded Filter option: Shows the answers on the sidebar search expanded. If it is turned off, they appear collapsed.
- Strict Search Results: when this option is turned on only the results that have ALL the answers you select on the search will show, if it is turned off it will show the members that have at least one of the answers you select.
- “Keyword search”, “Location Search”, “Top Search”, “Sub-Search” & “Sub-Sub-Search”: allows adding each of these searches to the search box, this applies to both search box homepage and sidebar one.

Contact Details (Form)

This is the view of the members' contact details (Basic information) form, where they can answer the new questions. They only need to click the answers they choose as correct. Below you can see the different ways a member sees the question (radio, checkbox or dropdown).

Public Member Profile

Here is how the users of your directory can see what each member answered. Also, notice the title “Other Attorney Details”, this is the title that you can edit on the “Settings” section on the plugin, on the section "Member Profile Page Fields Title ".

Homepage Search

This is the design of our homepage search where users will be able to search with any of the following options.

What do you need: search by name or keyword
Search by location: to search by city or postal code
Select a category: to search by top-category
Specializing in: to search by sub-category
More options: to search by sub sub-category
On “Language Spoken”, “Years of Experience”, “Licensed” and “Payment Options" those are examples of questions added.

After this you can click on “Search Now” to view your results.

Sidebar Search

This is the design of our new sidebar search box, where users can search by any of these options. REMEMBER, you can select what type of search will appear on the sidebar search on the plugin, so for example, if you don't want members to search by categories, you can turn off this option on the plugin section on “Settings” button.

Form Manager

Here, you can allow the memberships you want to answer the questions that you will add on the plugin.

First, you need to know what form of “Contact Details” uses the memberships you want to allow to answer the questions. You need to go to the sidebar on “Manage My Directory”, hover on “finance” and click on “Membership Plans”.

After, click on the “Edit” button on the membership that you want to edit.

Next, you need to click on the “Member's Dashboard” section. On the “Contact Details Form” you will see the name of the form that this membership is using, in this case it's “Listing - Contact Details - Member”.

When you know the form that is being used on the specific membership plan, you need to search for this form: on the sidebar, hover over “Toolbox” and click on “Form Manager”

When you are on this section, you can search the name of the form on the “Keyword search” on the top right of the page. The form will appear, in this case “Listing - Contact Details - Member” now you can click on the “Edit” button of this form.

When you are on the form, you need to add some fields:
1. First, you need to add one field to add one title if you want to separate the other questions with the new ones. In this example, you can see in the red square you need to select “Section Title” on the “Type of field” section, where you can type the name of the title you want to show on the form that the member will fill.

Below, you need to add a field and select “Custom HTML” on the “Type of field”, after you need to type this “[widget=Save Question Answers]" on “Field Label”, you need to type “save_question_answers” on “Database Variable”. Finally, on the section "Display Settings" you need to turn ON only “Input View”.

You then need to add another field, select “Custom HTML” on the “Type of field”, after you need to type this “[widget=Member Search Filters Plugin - Member Profile Page - Answers]" on “Field Label”, you need to type “member_profile_answer_widget” on “Database Variable”. Finally, on the “Display Settings” section, you need to turn ON only “Display View”.

Lastly, remember to click on “Save Changes” button, and now the members that use this form are able to answer the questions of the new plugin.

**Remember, you can not use the same Database Variable in the questions section within the same membership or other memberships**