WordPress Member Directory Plugin (CMED) - Use Case - How to Offer Products On the Expert Page


Use Case - How to offer products on the Expert page

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Note: This guide requires:

Video Use-Case


Introduction

WordPress Member Directory plugin allows you to create a site with a comprehensive directory of experts. Each expert has a profile page with detailed information. It is also possible to offer products on expert pages.

Use Case Front-End

Use Case Assumptions

In this example use case guide we will consider how to add products to the expert page and offer them to clients. We will not go through the whole process of creating an expert page, you can learn more about it in this use case: WordPress Member Directory Plugin (CMED) - Use Case - Creating an Expert Directory From Scratch

We assume that you have already bought the plugin and add-on, but not installed them yet.

It follows:

Installing the Plugin

The process is the same for all CM plugins and add-ons.

CreativeMinds Customer Account Dashboard - Downloads tab
CreativeMinds Customer Account Dashboard
  • Download the plugin from your customer dashboard.
  • Log in to WordPress and navigate to the WordPress Admin → Plugins settings.
  • Click on Add New.
  • Activate it and add the license.

Learn more: Getting Started - Plugin Overview


Quick Recap

If you still have questions about these:

  • Adding the first expert
  • Configuring the directory
  • Changing expert page
  • Expert Page - Additional links and taxonomies
  • Translating the interface

Please, read this use case guide first: WordPress Member Directory Plugin (CMED) - Use Case - Creating an Expert Directory From Scratch

Adding Products From the Back-end

You can add products to the new expert page or to already existing expert page. Let's consider the process on the example of existing page. Navigate to Admin Dashboard → CM Expert Directory Pro → Expert.

Navigation to the experts dashboard - WordPress Staff Directory Plugin
Navigation to the experts dashboard

Hover on needed expert page and click Edit.

Editing the expert - WordPress Plugin for Member Directory
Editing the expert

Scroll down to the box Manage Products and click the button Add New to add a product.

Adding new product - WP Member Directory Plugin
Adding new product

There will appear a form for adding a product. The form items are:

Form for adding new product - WordPress Employee Directory
Form for adding new product
  • Product Name - Add here the name of the product that will appear on the expert page on the front-end.
  • URL - Add here the URL that will refer to the product.
  • Add Image - Click it to add the image for the product.
  • "X"-icon - Click it to remove this product.

Example of the filled form:

Example of the added product - WordPress Members Directory
Example of the added product

Let's add a couple of more products in the same way. To add each new product, click the button Add New.

Adding a few products - WordPress Staff Directory Plugin
Adding a few products

The products will appear on the front-end in the same order as on the back-end. You can change the order by clicking on the product header, holding the button and dragging it to the needed place, then drop it.

Changing the order of products - WordPress Plugin for Member Directory
Changing the order of products

When you finished adding products, click the button Update in the Publish metabox.

Saving the changes - WP Member Directory Plugin
Saving the changes

Now let's see the result on the front-end:

Result on the front-end - WordPress Employee Directory
Result on the front-end

Adding Products With the Community Add-on

If you use the Member Directory Community add-on, you can also let your users add products to their expert pages. Users can edit expert pages that they own from the front-end. We will not go through the whole process of configuring the add-on and how it looks like on the front-end, you can learn more about it in this guide: WordPress Member Directory Plugin + Community (CMEDC) - Use Case - Creating Directory Where Users Suggest Experts

Here we will consider only a few moments that are relevant to the product offering.

Configuring the Community Add-on

Navigate to Admin Dashboard → CM Expert Directory Pro → Settings → Community Expert Labels tab.

Community expert labels tab - WordPress Members Directory
Community expert labels tab

Scroll down and locate two labels "Add Products" text field and "Add Products" field instructions. You can edit their text that will be visible on the front-end. And there are two checkboxes:

  1. Visible - Enable this option if you want to allow your users to add products to their expert pages. If disabled, the functionality of adding products won't be visible in the expert editing form.
  2. Mandatory - Enable it, if you want adding products to the expert pages to be required.
Labels for adding products - WordPress Member Directory Plugin
Labels for adding products

Then scroll down to the bottom of the page and click the button Update to save the changes.

Saving the changes - WordPress Staff Directory Plugin
Saving the changes

Adding Products From the Front-end

When the user starts editing his expert page, he can see a section called Products (or somehow else, if you changed its label). The process is quite similar to the adding products on the back-end. Here the user can:

  1. "+"-icon - Click it to add new product to the expert page.
  2. Name - Add here the name of the product name that will appear on the expert page on the front-end.
  3. URL - Add here the URL that will refer to the product.
  4. Choose File - Click it to add the image for the product.
  5. "X"-icon - Click it to remove this product.
Adding products on the front-end form - WordPress Plugin for Member Directory
Adding products on the front-end form

After adding products, the user needs to click the button Update at the bottom of the page to save the changes. The result will work the same as for adding products from the back-end.

End Result

Following instructions found in the plugin and guides, you should be able to add products to the expert page and offer them to clients.

Use Case Front-End

Result on the front-end - Member Directory Plugin for WordPress
Result on the front-end

More information about the WordPress Member Directory Plugin

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