The listings menu is just a shortcut link to the Directory->Directory menu item. The documentation there covers all options available.
Many designers and developers struggle with creating a better User Experience (UX), both for their own websites and for their clients.
The trouble with UX is that there are many different elements involved – websites must be accessible, usable, valuable, and, above all, desirable.
There are thousands of ways that UX could go wrong. If the copy of the website is off, visitors won’t click. If the button they’re supposed to click doesn’t work, they can’t click. If the page the button leads to doesn’t load, that’s the end of the journey.
Every interaction on a website matters.
One of the most nuanced components of UX, however, is microinteractions – those tiny, pesky little actions that no one notices when they work correctly but that can significantly harm UX when they’re broken.
For WordPress designers, these microinteractions can cause a lot of trouble, but getting them right is essential.
What are Microinteractions?
Microinteractions are “single-case interactions that revolve around the use of a product or technology.”
One example of a familiar microinteraction is the hyperlink, or links that change when you hover over them, like the example below.
Everyone who has been on the Internet has clicked on a hyperlink at some point. It’s an action so micro that you wouldn’t consider it an action at all.
But what if that link doesn’t work? What if the link doesn’t change color when you think it would or the underline doesn’t show up? You might start to wonder if the link works at all.
Some other common microinteractions you might have experienced in WordPress include menu hovers:
Microinteractions also include things such as liking blog posts or posting a comment on the blog, logging in to a site, or even signing up for a newsletter.
While some might consider these “conversions,” the functionality of the action – the clicked link or button, for example – is a microinteraction.
Why Microinteractions Matter for UX
So how do microinteractions impact UX?
For one, they serve as sensory cues. They tell the user where to go, why to go there, and what they will get on the other side.
If the microinteraction is unsuccessful – the linked page is a 404 page, for instance – then the visitor is more likely to click away from the site instead of retrying the microinteraction.
The less a user interacts with a site, the less likely they are to convert on a larger scale. Think of it this way: If a user can’t get to your sign up page, how will they buy from you?
They also serve as a basis for judgment about the website (or business, or brand) itself.
Would you view the owner of the site as reputable? Or would you consider them “cheap” for not maintaining their site?
Microinteractions also provide direction.
If you were to click on an embedded video, for example, but no music was playing, what would you do? Most people might look for an audio symbol that indicates that the video is muted.
What Developers and Designers Should Know About Microinteractions
So what should you do about microinteractions as a designer or developer?
For one, it’s important to be aware of all the minute aspects of a site’s UX. While it sounds like a big task, consider that most of your job already revolves around the creation of microinteractions.
When you create a link, for example, double check to make sure it works properly. Easy, right?
Most microinteractions will take care of themselves in the design process, but that doesn’t mean you can turn off your brains. There’s a reason why they’re important, so it’s equally important to pay attention.
Here are a few things you can do in WordPress to ensure your microinteractions are not negatively impacting your UX.
1. Know your end user.
Microinteractions are all about the end user – who is interacting with the site and why?
Use the WordPress guidelines to make sure you understand why someone would click on your button (or interact with your site) and what they would expect from it. If someone expects a link to change in some way on a hover over, for example, make sure it does.
2. Double check for errors.
Errors are a death sentence for a microinteractions (and UX).
Do your best to ensure that that the process of a microinteraction doesn’t break the flow of an entire action. For instance, if someone clicks a button to “go to the next step” on a form, that “next step” button needs to work.
3. Avoid adding extra features or unnecessary elements.
The key to a good microinteraction is simplicity.
Elements like hover overs and scroll bars are expected to behave in a particular way, and while it might be cool or trendy to make things perform differently than expected, it can also ruin the interaction for the user. Consider getting feedback if you want to change a microinteraction to something a little different.
4. Use human-oriented language.
Along with simplicity, microinteractions and any associated text should be easily understandable to most people (particularly the end user). This means using short, clear words wherever possible and using visual cues, like arrows or symbols, to help specify an action.
6. Keep animation to a minimum.
Again, simplicity is key. Animation is great for certain microinteractions, but can be over the top for others. When it doubt, go with simplicity, and get feedback for more interactive elements. You don’t want the design to hinder the functionality of the action.
7. Prepare for microinteractions to evolve over time.
The functionality of the Internet continues to grow and change, and that won’t stop anytime soon.
Pay attention to how others are using microinteractions in creative ways, and watch how they develop over time. Update your WordPress sites to make sure they support any new features, too.
You don’t want to get stuck with a beautiful and innovative microinteraction that doesn’t work and tanks your UX.
Like all UX, the microinteractions on your site will be specific to your end user.
Some users might prefer a simple link (as long as it does what they expect), while others might appreciate something with a little animation.
When in doubt – or when designing for a picky client – it’s important to keep things functional. If you have to choose between innovation and functionality, choose the latter.
While the creation of most microinteractions might escape your notice (they are micro, after all), pay close attention to the ones that could affect UX the most, like links, images or visual cues.
The last thing you want is a simple link hover over to ruin the user experience.
Manage Form Fields
This screen is perhaps the first and most important screen of Business Directory. Here you manage all the fields you wish to display in the listings themselves. You can set the order of display, whether the fields are shown in the excerpt (list view), the listing (detail view), search form or any combination of the above. You also set field attributes like type (text, URL, etc) and whether a field is required/optional.
You can preview the form at any time by clicking the “Preview Form” button at the top to see how your changes will look on the Submit Listing screen.
When you select the menu item under Directory Admin->Manage Form Fields, you see this main screen:
Your field names may be different than the ones shown. The right hand column shows at a glance, whether field is:
- Optional or Required
- Displayed in the “list view” (In Excerpt) or in the “detail view” (In Listing)
You can find additional information about the field by hovering over the field name and clicking “Edit”.
You can do a number of actions from here:
- Add New Form Field
- Edit an existing Form Field
- Delete an existing Form Field
- Preview Form
- Manage Theme Tags
Adding a New Form Field
- Click the Add New Form Field button at the top of Manage Form Fields screen
- Enter the data shown below
- Click “Add Field” and the field will be saved
Form Field Settings and What They Mean
Field Association (required): This is the meaning of the field in the eyes of WordPress. Only certain associations are allowed in WP, so you must pick from this list. Your options are as follows:
- Post Title: Select this option for the (top) Title field for your listings. Can only be used for one field in your set of fields
- Post Content: Select this option for the “main content” of your listing. Usually, this is the Long Description field for your listings. Can only be used for one field in your set of fields
- Post Category: Select this option for the “main content” of your listing. Used by the Business Genre field (by default) for your listings. Can only be used for one field in your set of fields
- Post Excerpt: Used by the Short Description field for your listings (for displaying in the list view). Can only be used for one field in your set of fields
- Post Tags: Used by the Tags field for your listings. Can only be used for one field in your set of fields
- Post Metadata: The type used by all other fields. Can represent any other type of field (e.g. URL, LinkedIn, Facebook, Email, etc). Can be used as many times as you want
You may see other associations when viewing certain fields like Regions or Ratings. These associations are internal for BD and are not editable.
Field Type (required): The type of control used to display and enter your field data. Select from:
- Textfield: A basic one-line text field for text entry
- Select list: A drop-down field with limited choices and a single selection option
- URL field: A web link with additional configuration options
- Textarea: A multi-line text entry control
- Radio button: A set of exclusive choices presented in a bulleted list
- Multiselect List: A listbox field with limited choices and multiple selection option (by using Ctrl or Shift clicking)
- Checkbox: A set of inclusive choices presented in a bulleted list
- Social Site (Facebook): Allows entry of a Facebook page to create a Like button pointing to that page
- Social Site (Twitter): Allows entry of a Twitter handle (e.g. @handle) or a full URL to a Twitter account to create a Follow button on the profile
- Social Site (LinkedIn): Allows the entry of a Business LinkedIn profile (only business profiles supported, personal ones do not work) SEE NOTE BELOW ABOUT USING THIS FIELD
- Image Upload: A field that accepts a file upload (usually used for logos)
- Date Field: A field that uses a calendar control to accept formatted dates.
- Phone Number: A field that usually uses a phone number validator to accept formatted phone numbers. The field will attempt to use the Phone metadata tags so that mobile browsers will render this as a link and allow users to call the number directly.
IMPORTANT NOTE about LinkedIn: The LinkedIn field is very particular about what you put in there (because of their API). It’s not an URL of your profile. What needs to go into the LinkedIn form field of the listing is the company number assigned by LinkedIn.
Example: If you follow the link https://www.linkedin.com/company/1480
You will go to the company page for Apple, Inc and 1480 is the LinkedIn identifier for Apple. To add Apple’s page for LinkedIn, put 1480 into the LinkedIn form field of the listing and the button will appear, and let you “follow” the company. If you click it it will take you to the LinkedIn company page.
Field Label (required): The text label used with this field on the forms (can be hidden, see below)
Field description (optional): A description that can be displayed under or next to the field (depending on your theme) for additional info regarding how to use it
Field validation options
Field Validator: The type of validation to be performed on the field prior to submitting the data.
- No validator: performs no validation on the field (default)
- Email: Ensures the entered data conforms to a standard email address of the form [email protected]
- URL: Ensures the data is a standard web URL of the form http(s)://site.ext/sub-url/
- Whole Number: Ensures the entered data is a valid integer value
- Decimal Number: Ensures the entered data is a valid floating point or integer value
- Date: Ensures the entered data will parse as a date
Fields that fail validation will prevent the listing from being saved/submitted.
Is field required?: Whether this field must be always be filled in or not.
Some fields have additional settings that depends on the type of the field. These additional options are explained below:
|Field Type||Setting||What it does|
|Select List, Radio Button, & Checkbox fields||Field Options||The list of options to choose from, using comma (,) separated list of options. Example: Red,Blue,Green|
|Select List, & Multi-select fields||Allow empty selection on search?||Turning this on allows this field to be optional during searches from the Advanced Search screen|
|Multi-select fields||Number of options visible without scrolling?||Adjusts the height of the list box on the Advanced Search screen by setting the number of visible options|
|URL Field||Open link in a new window?||Determines whether clicking on the link will open a new browser tab or not.|
|URL Field||Use rel=”nofollow” when displaying the link?||Adds the nofollow directive to the link to prevent web crawlers from following it. Can be overridden by Featured Levels|
|Date Field||Date format||Allows you to select a number of common formats for dates|
Field display options
Show this value in excerpt view?: When turned on, the field will show in the excerpt (list) view.
Show this value in listing view?: When turned on, the field will show in the listing (detail) view.
Include this field in the search form?: When turned on, include this field in the search form.
Hide this field’s label?: Allows you to turn off this particular field label on the forms if you don’t want it.
Editing an existing Form Field
- From the Manage Form Fields screen, hover over the plan you wish to edit
- Click the Edit link
- Edit the data noted above
- Click “Save Field” and the data will be saved
Deleting a Form Field
- From the Manage Form Fields screen, hover over the plan you wish to remove
- Click the Delete link
- You will be asked to confirm the deletion on a new screen
- Click the Delete button to complete the process
Previewing the Listing Form
Clicking on the “Preview Form” button will create a rough idea of what the form will look like on the Submit Listing section. It’s not an exact display because it doesn’t apply the final CSS to the form but it will show you the labels, order and basic layout. An example is shown below:
Managing Theme Tags
Theme Tags are the way Business Directory maps a field to a display area in the BD Directory Theme (not your WP theme!). For example, you might identify 3 fields like “Customer Address”, “Customer State”, and “Customer City” to map to “Address”, “State” and “City” in the directory theme. This allows BD to “understand” what the field means in your mind, and allows us to do things like special formatting. It’s the difference between the unformatted address, and a formatted one.
Unformatted (no theme)
Formatted (using Tabbed theme from BD Directory Themes)
The email tab consists of two sub-tabs:
The settings area configures email options, like admin notifications to send out, who gets CC’d on certain emails, and so on. The templates sub tab is where you change the actual text of messages that users will receive.
General Settings Sub Tab
The settings sub tab looks like this:
General Settings Section
Display email address fields publicly?: Turning on this setting will show any field that is of type “Email” under Directory Admin->Manage Form Fields and display the email in the data.
How to determine the listing’s email address: If you have Contact forms enabled for BD to use to contact the owner of the listing, BD can use EITHER the author’s email associated to the listing (the WP user) or the email actually included in the listing data (the listing email). This setting allows you to pick which one to use “first”.
Email Notifications Section
Notify admin via email when: This is a series of notifications the admin can opt-in to receive for various events in the directory. Including:
- New listings
- Edited listings
- Expired listings
- Renewed listings
- Contact messages sent
CC this email address too: You can enter an email address that is carbon copied on the notifications above (generally someone else besides the admin of the site, to observe the directory traffic)
Notify users via email when: This is a series of notifications the users can receive for various events in the directory. Including:
- Listing submitted
- Listing approved/published
The exact text of the emails is handled under the Templates sub tab below.
Templates Sub Tab
This section is where you configure all outgoing email messages from Business Directory sent to the users. The administrators can also receive copies of these messages depending on your settings under the General area. These notices include:
- Email confirmation message (Sent after a listing has been submitted)
- Listing published message (Sent when the listing has been published or approved by an admin)
- Listing Contact Message (Sent to listing owners when someone uses the contact form on their listing pages)
- Payment abandoned reminder message (Sent some time after a pending payment is abandoned by users)
- Renewal – Expiration notices (Sent when a listings expire or renew, only used for NON recurring listings)
It looks like this:
If you wish to edit the content of the email, click on the “Click to Edit” box, which expands the email editor like so:
Each section has a unique editor, with different field codes that are available for that email. Each email is sent as Plain Text and you can edit the Subject and Body, inserting any valid field codes for that email (only).
Here is a list of all field codes:
- [listing-url] – Listing’s URL
- [listing] – Listing’s title
- [name] – Sender’s name
- [email] – Sender’s e-mail address
- [message] – Contact message
- [date] – Date and time the message was sent
- [link] – Checkout URL link
- [[site-title]] – The name of your site as configured under Settings->General. This is available in EVERY email.
Most of the email editors are self-explanatory but the last one merits some additional explanation:
This section allows you to define more than a single email to send to users depending on two events:
And two different types of listings:
- One-time (non-recurring)
There are a variety of ways this can be configured–by default, we provide you with an expiration notice that only applies to non-recurring (one time) listings so you can remind them to renew. However, you are free to define as many messages as you want, and set for different types of listings. For example:
- For Recurring listings, you might send a “Thank You” email on renewal where you remind the user their payment was just processed and thank them for their business
- For Non-Recurring (one time) listings, you might send a series of emails after expiration (an email campaign) asking them to renew
- For Non-Recurring (one time) listings, you might have a separate renewal email thanking them for their payment and reminding them it will expire again shortly.
The email notices section allows you to define any or all of these depending on your situation.
When you open the Email Notices section, it’s a bit different than the others:
Not only can you define the body and subject, but the timing of the email and what kind of listings it applies to. Opening “Applies to” gives you these options:
You can pick the options that make the most sense for you.
This area is used primarily to assist with troubleshooting issues you might be having with Business Directory Plugin by surfacing a number of settings and versions that exist on your server as well as within the plugin itself.
The Debug area is broken into three tabs:
- BD Info
- BD Options
The BD info tab provides some general overview about your installed plugin, premium modules, premium themes and general versions of all the above in one place, like this:
The BD Options tab has every setting in Business Directory that is available, EXCEPT SENSITIVE INFORMATION, like those settings that might include personal information such as:
- Public or secret keys for payment gateways
- Payment gateway usernames/emails
The Environment tab allows Support to quickly determine what key libraries and OS versions exist on your server. Like so:
You may be asked to send screenshots of these, or send a downloaded file of the settings. You can click in the upper right of the Debug area to download a copy of these settings to send via email.
This tab is where you manage ALL of the license keys for BD–both premium modules and premium themes. It will only appear when one or more premium modules or premium BD themes that require license keys are installed.
The default tab appears like this when you have a single module installed (in this example, Discount Codes is the module currently installed. You may have different ones installed and many more than just one if you’re using the Combo Pack)
The license key you need to use here is found the Purchase Email you received after buying a premium module or theme from BD. Copy that key, removing any leading or trailing whitespace, and then paste the key into the correct field.
Clicking Activate will authenticate the key and you’ll receive confirmation:
The key in this case is blocked out for security reasons. Once the key is active, you can click “Deactivate” if you wish to move the license key to another site or domain. Single site licenses allow you to have the license key active on a single production domain.
If your key is invalid, or you’re using the wrong key for the wrong product, you’ll receive a different message:
If you are having trouble with your license keys, be sure to contact Support right away–most license key issues are the result of one of the following:
- The license key expired and you need to renew. You can read the full support policy here.
- The license key has been “overactivated”, meaning you’re using it on more domains than you’re allowed to
- Your local cURL library version is too out of date, and your server can’t securely contact our server to authenticate the key. You can find your current cURL library version using the Debug menu
Most of the important settings regarding the listings themselves are handled on this tab.
Listings per page: This setting is used for pagination–it indicates the number of listings that will show on a directory page (search, category, or main listings) before a “Next” or page number link will display. It’s important to set this to a reasonable number for your site–too many and your users will groan while they wait for the page to load, too few and they have to keep clicking to browse through everything. A good number is usually around 10.
Listing duration for no-fee sites (in days): When your directory is in free mode ONLY, this setting indicates the length of time before a listing expires after being placed. Use a value of “0” to prevent a listing from expiring ever or enter a number less than 10 years (3650 days) as the listing “run time”.
Turn on listing renewal option?: If checked, listings can be renewed by the users. Expiration notices will be sent, if the notification is turned on (see below).
Open detail view of listing in a new tab?: If checked, when you click on detail link for a listing on the list views (from search results, categories, or from the main directory page), this will open in a new tab instead of the same tab in your browser.
Include comment form on listing pages?: If active, the comment form is present at the bottom of the Detail view of listings. Comments can be submitted by users as long as the form is active. Comments are posted to the bottom of the listing. There are three options:
- Don’t include comment form (default)
- Include comment form defined by the WP theme (your theme may have a specific look or template for a comment form, we can use it if this is the case)
- Include comment form defined by BD (if your theme doesn’t have a special comment form template, you can use our default)
We recommend trying option 2 first, and if you don’t have it or don’t like it, try option 3.
Show listings under categories on main page? : If checked, on the main Directory page, you will see categories at the top, and then all listings underneath them. Leave this OFF if you only want categories shown on the main directory page.
Status of listings upon uninstalling plugin: When the plugin is uninstalled, your listings will remain as posts in the blog. This indicates their status. They can be Draft or Trash.
Status of deleted listings: When you administer the listings and click on the Delete link, like WP posts, your listings will be moved to a “holding area”. This setting indicates which holding area you want–they can be Draft or Trash.
Submit Listings instructions message: This is a convenient way to put a message at the top of the Submit Listing form to give your users some instructions about what to do or what to expect. If you need more than just simple text here, you can also use our page hooks to add any HTML you like to the header and footer of the page.
Include listing contact form on listing pages?: If checked, the contact form is present at the bottom of the Detail view of listings. Contact forms will send an email to the owner of the listing and (optionally) the admin, depending on your settings under Email tab.
Require login for using the contact form?: Checking this option means that users must be registered and logged into your site in order to post a contact form request to the listing owner. This helps reduce spam on your site.
Maximum number of contact form submits per day: Another anti-spam measure. This setting allows you to restrict the number of times a listing can be contacted in a day. If you leave it as 0 (the default), there is no limit to the number of contacts per day.
Default new post status: Status of a listing immediately after users complete the listing on Submit Listing form OR when the admin creates a new listing from the dashboard.
Edit post status: Status of a post immediately after a non-admin user edits it.
Order categories list by: The data used to sort categories in your directory–you can sort categories by name, the slug (URL), or number of listings in the category (count).
Sort order for categories: Sort ascending (A->Z) or descending (Z->A)
Show category post count?: If checked, your Directory and Search results will show a count of listings in the categories next to the name, like “Software (4)”. New directories may wish to uncheck this to make the site look less empty.
Hide empty categories?: If checked, any category without listings in it will not show up in the directory page or search results until a listing is posted there. This setting will not affect the Submit Listing form, as you must always be able to see ALL categories to submit a new listing.
Order directory listings by: The data used to sort the listings–you can choose from any of these below:
Sort directory listings by: Sort ascending (A->Z) or descending (Z->A)
Enable sort bar?: If checked, a sorting link bar appears at the top of your list views, like this:
What displays depends on what you check in the next setting.
Sortbar fields: Check the fields you think the users of the directory will find to be the most useful in helping sort the listings while they are browsing them. You probably don’t want to have TOO many fields checked, as this will clutter the interface and make it confusing to use. This setting is only enabled when Enable Sort bar? is checked.
The Appearance tab is where you handle miscellaneous display settings for the Directory. This includes menu options, images and the directory theme (skins).
There are 3 sub-tabs on Appearance:
General Settings Sub Tab
Show the “Submit listing” button: If checked, the Submit Listing button will appear on the Directory, Category and Listings pages
Show “Search listings”: If checked, the Search Box, Advanced Search Link and button will appear on the Directory, Category and Listings pages
Show the “View Listings” button: If checked, the View Listing button will appear on the Directory, Category and Detail pages
Show the “Directory” button: If checked, the Directory button will appear on the Category, Detail and Listings pages
Theme Settings Sub Tab
These settings control some options that are allowed in the Directory Theme. The Directory Theme, again, is NOT the same as your WordPress theme. It is a skin that affects the directory pages and styles ONLY. You can manage which Directory Theme you use under Directory Admin->Directory Themes menu. The settings you can control here are:
Theme button style: There are two choices for a theme button style–a default style included by BD or use the button class included by your theme. You can choose either as an option for your directory. For consistency, you may want to use the WP theme style for buttons. If you find that you have conflicts or the style isn’t quite right, you can adjust that with custom CSS.
Include CSS rules to give their own style to View, Edit and Delete buttons?: This setting was added to allow admins to disable the CSS rules that give a special appearance to the View, Edit and Delete action links that appear on every listing on the frontend when a user with enough privileges is logged in. When the option is not checked, no styles will be included and those action links will use whatever style is defined by the active theme. Some will make them look as buttons, while others will leave them as links. Turning this on will use the BD-included styles for buttons.
Image Settings Sub Tab
These settings control the way your images appear in listings within the directory.
The settings you can control here are:
Allow images?: If checked, users are allowed to upload images to their listings, based upon either their fee plan restrictions (paid sites), or the restriction set for Number of free images below (free sites). You must turn this setting ON if you want to have any listings with images (free or paid).
Min Image File Size (KB): The smallest size of image to allow BD to store for upload. Images smaller than this size are automatically rejected during upload. If you want to accept ALL files regardless of size, set this to 0.
Max Image File Size (KB): The largest size of image to allow BD to store for upload. Images larger than this size are automatically sized downward to this size to save on space.
Min image width: The narrowest width of the enlarged image you allow on the site, in pixels. This width is the “detail image” width, which is the width of the image as displayed by clicking on the thumbnail. This setting does NOT affect the thumbnail of the image shown in the list or detail view.
Max image width: The widest width of the enlarged image you allow on the site, in pixels. This width is the “detail image” width, which is the width of the image as displayed by clicking on the thumbnail. This setting does NOT affect the thumbnail of the image shown in the list or detail view.
Min image height: The shortest height of the enlarged image you allow on the site, in pixels. This height is the “detail image” height, which is the width of the image as displayed by clicking on the thumbnail. This setting does NOT affect the thumbnail of the image shown in the list or detail view.
Max image height: The tallest height of the enlarged image you allow on the site, in pixels. This height is the “detail image” height, which is the width of the image as displayed by clicking on the thumbnail. This setting does NOT affect the thumbnail of the image shown in the list or detail view.
Turn on thickbox/lightbox?: Turns on the Lightbox feature, if not present in your theme or plugins. Uncheck if it conflicts with other elements or plugins installed on your site. The “lightbox” is the effect when you click on an image and the background dims and the image appears in a popup with a small frame around it. This is a common feature of many themes (and other plugins) that can be enabled by WordPress. BD supports adding it to images if you turn on this setting.
The settings you can control here are:
Thumbnail width: The width of the thumbnail used in the list view and gallery view of a listing. The height is computed automatically, maintaining the aspect ratio (width:height).
Thumbnail height: The height of the thumbnail used in the list view and gallery view of a listing. The height is computed automatically, maintaining the aspect ratio (width:height).
Crop thumbnails to exact dimensions?: Thumbnails can be created using one of two possible algorithms: Create a thumb based on an exact image size (150×150), ignoring the source image size completely, or you can create a thumbnail that is 150x(something) where (something) is calculated by the aspect ratio of the source image. For example, if the source image was 1000×500 (a 2:1 aspect ratio), the thumbnail would be created at 150×75 if this setting is NOT checked.
The settings you can control here are:
Number of free images: The number of images allowed to be uploaded to a listing when no payments are accepted. This setting does NOT have any effect if you have Paid mode enabled on the Payment tab! Make sure that you configure your FEE PLANS and their images instead.
Use default picture for listings with no picture?: When checked, will display a “No Image” picture in the thumbnail position for a list view. Improves layout by keeping the listing consistently positioned across the page by maintaining a consistent text/image position for each listing.
Show Thumbnail on main listings page?: When checked, display the thumbnail on the main directory list view.
The Payments tab is where you will handle the configuration of all general payment settings, including your Payment gateway which will handle the collection of payments made with the directory.
Business Directory Plugin comes with one gateway integrated (Authorize.net) but supports a number of others. They include:
- PayPal (if premium module is installed)
- Stripe (if premium module is installed)
- 2Checkout (if premium module is installed)
- PayFast (if premium module is installed)
The generic payment settings can be found under the Payment->General settings sub tab:
Turn on payments: Check this setting if you want to accept paid listings. The directory operates in one of two modes: Paid or Free. Free mode means this setting is OFF. Paid or Mixed means it’s ON. You may also need to check this setting if you want MULTIPLE plans to offer your users, even if you don’t collect fees for the basic listings.
Put Payment Gateways in test mode: Check this to test your directory’s full workflow from start to finish using the test mode of your preferred gateway. Using this mode requires that you configure the appropriate test keys in your gateway as well. See the specific settings of your gateway from the top of this page to know what those are.
The remaining settings including currency code and currency code placement are left up to you, depending on your preferences and needs.
You can also configure payment reminders for those who attempted to place a listing, but never complete the process (“Abandoned Cart Emails”):
Thank you for payment message: This text will appear on the screen after the user successfully completes a payment for a listing. You can alter it here.
Ask users to come back for abandoned payments: Check this setting if you’d like BD to try and send emails to users who start a listing, but fail to pay for it. A listing is considered ‘Abandoned’ if the user submits the data for a listing but fails to complete payment after 24 hours. You can send any number of emails in sequence for users to come back (they are configured under the Emails tab, and there’s a link on this page that allows you to navigate there easily).
Listing abandonment threshold: The time (in hours) when you consider a listing that has not been paid for but has data to be “Abandoned”. Default is 24 hours. This setting is only active when you check the previous setting (Ask users to come back for abandoned payments).
The last option (Enable Discount System) is only available when you have the Discount Codes module installed. If you wish to offer coupons to users when placing a listing, you must turn this setting on before adding coupons under Directory->Manage Coupons.
General Settings Sub Tab
Permalink Settings Section
These indicate what values will appear in various URLs used by Business Directory.
Directory Listings Slug: The slug used in the directory URL. This is the main directory URL. Must not contain spaces or remain empty. Avoid common terms which are likely already in use.
Categories Slug: The slug used in the category display URL, to which the category name will be appended. Example: http://site/wpbdm-category/manufacturing/ where “Manufacturing” is the category, and wpbdm-category is the category slug. Must not contain spaces or remain empty. Avoid common terms which are likely already in use, like “category”
Tags Slug: The slug used in the tag display URL, to which the tag name will be appended. Example: http://site/wpbdm-tags/red/ where “Red” is the tag, and wpbdm-tags is the tag slug. Must not contain spaces or remain empty. Avoid common terms which are likely already in use, like “tag(s)”
Remove ID from directory URLs? This SEO friendly option is something we added in 3.5.1 to allow you to remove the ID from the URL of the directory listing. It’s on by default to ensure that you have the most searchable URLs in BD. We don’t recommend turning this off anymore.
Terms & Conditions/Data Collection section
Display and require user agreement to Terms and Conditions: Checking this box will display the Terms and Conditions on checkout. The user must agree to what you put in the next text box in order to proceed with completing a listing. Turn this on if you have some special agreement you need the users to agree with before posting listings.
Terms and Conditions: Here you can enter specific text for the user to read OR you can place a link (starting with http) to a page on your site that we will use in an anchor tag.
Allow BD to anonymously collect information about your installed plugins, themes and WP version? BD has the optional setting where you can send us information about your server so we’re better able to test and prepare each release to avoid breaking your site! We have a full writeup on what we collect and do with that data here. TL;DR: We don’t collect private data like site URL, usernames, passwords or keys, but do gather general info like PHP version etc to help our testing efforts.
Directory Search section
Search form display: Where BD puts the search form after we return results from the Advanced Search page. 3 choices–above, below, and don’t show it at all.
Quick search fields: What fields should be used in the Quick Search box for looking at matching listings? Your list of fields will likely be different than what you see above. The Quick Search box (for review) looks like this in BD:
And is displayed at the top of the directory. When you enter something in the Keywords field, the fields that are checked in this setting will be searched. Not checking ALL fields in your directory helps improve the performance of searches (mostly because many users have shared hosting plans, and their database bandwidth/query time is limited).
Enable high performance searches?: This option is a hack added for Shared Hosting plans where limiting the fields is not enough to make their directory perform as expected. Enable this if you find Quick Search to be too slow, or if you get database errors on query timeouts. It trades speed for accuracy, however, and it removes some of the “wildcard” matching clauses and reduces the number of listings that match your query.
reCAPTCHA Settings Sub Tab
These are the settings for configuring reCAPTCHA that is used on the BD comment and submission forms.
Use reCAPTCHA for contact forms: If checked, a captcha will appear on the contact form and will be required
Turn off reCAPTCHA for logged in users: If checked, logged in users will not be required to fill out ANY captcha on any page if you have them enabled.
Use reCAPTCHA for listing submits: If checked, a captcha will appear on the submit listing form and will be required
Use reCAPTCHA for listing comments: If checked, a captcha will appear on the comment form and will be required (only works when comments are turned on for listings)
reCAPTCHA Public Key: The public key from http://recaptcha.com that you obtain for your domain
reCAPTCHA Private Key: The private key from http://recaptcha.com that you obtain for your domain
Registration Settings Sub Tab
The Registration section is where you manage whether users are required to have a WordPress user account to post listings or not, along with membership plugin configuration so that BD can use their URLs instead of the default WP ones.
Require login to post listings: If checked, users must have an account on your site to create a listing.
Allow anonymous users to edit/manage listings with an access key: If checked, this allows users to manage their listings without an account and instead, use their email and an access key (emailed to them when the listing is placed, or one you can manually send from the Directory->Directory area) to edit or delete the listing. Do not turn this on at the same time as “Require Login to post listings”.
Login URL: If you are using a Membership plugin such as s2member, MemberMouse, Restrict Content Pro, WishList member or others, you will need to enter their Login Form URL they provide you here. If you don’t do this, BD will use the default WP login form instead.
Registration URL: If you are using a Membership plugin such as s2member, MemberMouse, Restrict Content Pro, WishList member or others, you will need to enter their Registration Form URL they provide you here. If you don’t do this, BD will use the default WP registration form instead.
Login URL: If you are using a Membership plugin such as s2member, MemberMouse, Restrict Content Pro, WishList member or others, you will need to enter their Login Form URL they provide you here. If you don’t do this, BD will use the default WP login form instead.
Advanced Settings Sub Tab
Disable Advanced CPT Integration: Some themes that we’ve encountered have incredibly complex implementations and use of hooks and filters that are not entirely compatible with BD’s use of a shortcode to output content in a page. For some themes like Elegant Theme or X, we’ve added this feature which uses a simpler mode of output for a theme that works better under these circumstances. Enable it if you have one of these themes and you are having issues with your directory output on all pages. DO NOT TURN THIS ON unless you are certain you need to.
Enable AJAX Compatibility Mode: BD heavily relies on AJAX callbacks to complete certain actions, such as CSV import and export. If you are having some difficulty performing an import or export and a conflict test seems to help, you may benefit from turning this on to help finish the export or import. Conflicts are serious and you should consider finding and eliminating them, rather than just hide them with this workaround.
Disable Frontend Listing Submission: Turn this on if you only want the admin to post listings and prevent users from doing so. Helpful for curated or private directories.