Navigate to your state association, then click 'Forms' from the lefthand icon menu.
Click 'Member Directory.'
From the Member Directory menu, you can manage your current schools' member directories. The 'Schools' window provides an overview of key directory information, such as City and Conference, with a wide range of filters for precise searching.
Directories that have been recently updated will display a yellow icon. When updated, directories are then set to 'Pending Review.' To review, accept or decline changes, click this icon.
You can also remind schools that required directory information is missing by clicking 'Send Missing Directory Reminder.'
Clicking this button will open a pop up allowing you to add additional details, preview and send the reminder email(s).
Additionally, you can specify to your users if their member directory is either unsubmitted or was rejected and requires changes:
'Messaging' allows you to send messages to directory members.
To send a new message, click 'Send Message.'
In the pop up window, you can customize and preview your message prior to sending to directory members:
Messages must have a Subject and Body, with the optional ability to upload files. File uploads are limited to images and pdfs. Only email recipients will receive your uploaded attachments.
Click 'Review and Send' to review the message before it goes out to directory members.
The 'Reports' window lets you view a comprehensive list of directory contacts, with the ability to filter by things like Role and Activity.
When Member Directories are full set up, you can export a .csv file list of contacts and their associated details.
'Setups' is where you can add or manage directories.
You can copy forward an existing directory or set up a new one by clicking 'New Setup.'
While in 'New Directory Setup,' a box of key information is displayed at the top of the page to assist you in the directory set up process.
Directories can be quickly set up with a Default Temple; pre-populating sections, roles, and fields based on your association. Alternatively, you may set up a new directory from scratch. Whether you opt to use the default template or start from scratch, you can make edits to a directory at any time once it has been set up.
To go back and edit a directory, return to the main 'Setups' window and click the pencil icon next to the directory you would like to edit.
Navigating and Managing the Member Directory
Learn how to navigate and utilize the Member Directory in your Association.
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Written by Avery Petersen