Profile Pages can now be created and linked to your Membership Directory, allowing visitors to view a member’s information in a full-screen layout. Before a member’s profile can be displayed, you must first create the Profile Page.
To set up a page, navigate to: Workspace > General Membership > Member Profile Pages
Here you’ll find the Profile Pages grid, which displays all previously created pages. To create a new page, hover over the “+ New” menu and click “Membership Profile Page.”
Profile Page Setup (4 Steps)
Step 1: Acknowledgement Info
In this step, you’ll name the profile page and select the Constituent Type: Individual or Organization.
There is also an “Enabled” toggle to control whether the page is active and available for use.
Once you’ve entered your settings, click the green “Save & Next” button to continue.
Step 2: Select Template
Here, you may choose from a variety of pre-designed templates, either for your final layout or as a starting point for your own design. Under “Please Select a Template,” choose a template name. Preview images for that template will appear on the right, showing different color themes. Once you’ve selected a template, click the blue “Use” button. If you’d prefer not to use a template, simply click the green “Save & Next” button to continue.
Step 3: Page Designer
Customize the design and layout of your profile page. Content is organized into widgets that can be dragged and dropped onto the design board for full control over your layout.
Learn more about how the designer works and the available widgets by clicking here.
Step 4: Setup Complete
Once you reach this final step, your Profile Page setup is complete.
Return to the Profile Pages grid by navigating to:
Workspace > General Membership > Member Profile Pages
From the grid, you can:
Edit an existing page by selecting it, hovering over “View/Edit,” and clicking “Membership Profile Page.”
Copy an existing page by selecting it, hovering over the “Actions” menu, and clicking “Copy Profile Page.”
Delete a page by clicking the trashcan icon next to the page’s row.
Connecting Profile Pages to Membership Levels
Once your Profile Page is complete, you can link it to membership levels within your online membership forms.
Navigate to:
Workspace > General Member > Membership Pages
From the Membership Pages grid:
Select the desired membership form.
Hover over “View/Edit” and click “Membership Page.”
In the setup area, go to the “Membership Setup” page.
Click to edit any existing membership level.
In the edit dialog, open the “Advanced” tab.
Toggle “Allow Profile Page in Directory” to “YES.”
Once enabled, you can:
Choose which Profile Page to use for that membership level.
Select different Profile Pages for Individuals and Companies/Organizations.
Click the blue “Update” button and repeat for other membership levels as needed.
Directory View
Visitors browsing your Member Directory can now click a member’s name to view their full-screen Profile Page.
