Campaigns
Ticketing
Ticketing
Channels
Operations
Forms & Waivers
Forms & Waivers
Settings
Getting Help
Campaign Types
Building a Campaign
Configuring Campaigns

Directory Setup

Accessing the Directory

Two things need to be true for a parent to access the directory:

  1. The directory must be enabled
  2. The parent must be granted access to the directory

See the Enabling the Directory and Granting Access to the Directory sections below.

Enabling the Directory

The online directory is off by default. To enable the online directory:

  1. In the Admin, go to Account Settings. Under First Step, click Directory. The Directory Settings page opens.
  2. Check Publish directory.
  3. Click Save.

The Directory Settings page also has:

  • Hide class share option: removes “Families in the same class” from the sharing choices families see. This is a good fit for middle schools and high schools.
  • Ask parents for their address: asks parents for their address during sign up and shows it in the directory. This is the same setting as on the First Step settings page.
  • Appearance: a header image and a Welcome Message, shown to parents on the directory page.

Granting Access to the Directory

Parents will not have access to the directory until access is granted. You manage access on the Directory Entry and Access page: in the Admin, click First Step in the left menu, then the Directory tab.

The list shows each registered student. The Parent Access column shows All Parents, Some Parents, or No Access.

Grant/Revoke Access by Parent

  1. In the Admin, click First Step in the left menu, then the Directory tab.
  2. Click View next to the student.
  3. Under Parents, click Grant Access or Revoke Access for each parent.

Grant/Revoke Access

Grant Access in Bulk

  1. In the Admin, click First Step in the left menu, then the Directory tab.
  2. Click Actions.
  3. Choose one:
    • Grant Access to All Parents: grants access to all registered parents. Parents still in the middle of signing up are not granted access.
    • Grant Access by Campaign Purchase: pick a campaign, and the parents who purchased it are granted access.

Notifications

Parents will receive an email when access is granted, either individually or in bulk. Parents will not be invited twice. You can safely use the bulk options multiple times without filling their inboxes.

Sample Directory Email

Parents can view the directory by visiting the directory site https://YOUR_SITE.futurefund.com/directory on mobile and desktop devices.

Testing

You can test the directory by granting access to yourself.

What Families Choose

When your First Step has a Directory page, each family makes two choices about their listing.

What information can we share? For each parent, the family checks what to show: Name, Address, Phone, and Email. Address only appears when Ask parents for their address is turned on. Everything starts checked.

Who can see your information? The family picks one:

  • Everyone at the school
  • Families in the same grade
  • Families in the same class (not shown when Hide class share option is turned on)
  • Do not share my information

Everyone at the school is picked to start. If your First Step has no Directory page, families aren’t asked, and their listing starts as Do not share my information until they choose otherwise. Adding the Directory page later only changes the starting choice for families who sign up after it.

Changing the Choices Later

Families can change their choices at any time from their FutureFund account:

  1. Open Directory.
  2. Click Edit Sharing Settings to change who can see their listing.
  3. To change what is shared for a parent, click Edit next to that parent’s name.

Adding Directory Page to First Step

Add the directory page to First Step:

  1. In the Admin, click First Step in the left menu, then the Pages tab.
  2. Under the Sign Up column, click Add Page.
  3. Enter the name for the page.
  4. Select Directory as the page type.
  5. Click Save.

The directory page can only be added once in the First Step and must come after the Sign Up page.

Exporting the Directory

  1. In the Admin, click First Step in the left menu, then the Directory tab.
  2. Click Actions, then Export Directory (CSV).

The file has one row for each registered student. If you filtered the list by grade or teacher, or searched for a name, the file only includes those students.

Column What it shows
Student First Name, Student Last Name The student’s name
Student Grade The student’s grade
Student Teacher The student’s teacher
Share Setting Who the family chose to share with (see below)
Parent 1 First Name through Parent 1 Primary Phone The parent’s first and last name, address, city, state, zip code, email, and phone

The parent columns repeat for up to 4 parents (Parent 2, Parent 3, Parent 4).

The Share Setting column shows one of these values:

Value What the family chose
everyone Everyone at the school
in_grade Families in the same grade
in_class Families in the same class
no_share Do not share my information

A parent’s cell is blank for anything that parent chose not to share. Every registered student is in the file, whatever their Share Setting, so check that column before you print or hand out the list.

Promoting in Print

A QR Code is provided to promote the directory in print materials. It can be added to mailers, flyers, and posters.

QR Code

To get the QR Code or the directory link:

  1. In the Admin, click First Step in the left menu, then the Directory tab.
  2. Click Share. The Share Directory window opens.
  3. Copy the Directory Link, or click Download under QR Code.

Families who open the link are asked to sign in before they can see the listings.

Was this helpful?