What is the People Plugin?

The People Plugin is a great way to give your users information information about your staff members, leadership, key team members, and more. 

It provides the ability to include pictures, names, position titles, description/bio/text (via a WYSIWYG), videos (via a WYSIWYG), phone numbers, emails, website links and social media links (Facebook, Twitter, Google+, Instagram, LinkedIn, etc.).

What are some use cases of the People Plugin?

The People plugin is a feature that can be used in some creative ways, even beyond displaying actual people. Some use cases of this feature include:

  • Introduce your team members and employees to help your users get to know them better and/or find their contact information.

  • If you have sponsors for an event, a company could be listed as a ‘Person’ within this feature. Use the available fields to catalogue or promote business connections.

  • Create a product catalogue

  • Create an announcements page for a church or community

What are the People Plugin’s primary functions and what are the steps to accomplish them?

The People Plugin provides some amazing functionality as described in the introduction, but read on to see what some of the core features are and how to set them up.

How to Add the People Plugin to Your App

Here are some simple steps get this feature live on your app, but if you’d like more detailed information, we’ve written a dedicated article about how to create and enable Marketplace features.

Step 1: In the left menu, go to “Features”
Step 2:
Search the Marketplace
Step 3:
Click “Add”, give it a title, and click “Add” again to confirm it
Step 4:
Once you’ve created your content, you can make your feature accessible by adding it to a Folder plugin, the side menu, or the footer menu.

Once you've added it, you can change the feature's icon and title, which will be what your users see when they access it in your app.

Working with the Content Tab

The first two sections inside the People Plugin are the image carousel powered by the Media Library and a Text WYSIWYG which stands for What You See Is What You Get. For more information on those areas, we’ve put together dedicated articles, so feel free to check them out.

How to Add an Item

First, let’s work on adding a single item, which is the central function of this feature. Here’s how you can do this:

Step 1: Click on ‘Add New Item’

Step 2: Fill out the item’s information
The first fields allow you to add an image, First Name, Last Name and Title/Position. There’s also a Text WYSIWYG for you to add a description, bio, images, videos, or any other useful content.

How to Add Items in Bulk

The bulk actions section of this feature allows you to import large amounts of records within a few clicks. This can save you a lot of time if you have a large organisation and want to showcase all of your team’s smiling faces!

Step 1: Download our CSV template
Using the template will structure your data so you can import it into the system correctly. You can download the CSV template here.

Step 2: Fill out the CSV template
Fill out the fields with your information. For the image, you can put an image URL that exists on the web or manually add it to the media library so you can use it throughout the app. For the description info, you can use HTML to include embedded videos, images, and formatting.

Step 3: Save it as a CSV file
This step is very important because if you save it as another file type (which your editing program will probably use), the import will not work.

How to Use the Action Builder

The Action Builder is a core component that is utilized across several features to streamline your user experience. You’ll see this component with the image carousel, the footer menu, and when  you’re adding contact information.

Since this is a core component, we’ve created a dedicated article about how to use the action builder here.

How to Change Your Design

In the Design tab, you can choose your feature and item layouts, as well as adding a background if you’d like. Give the different options a try until you find the options that work best for you!

How to Use Plugin Access Security Settings

The Security tab is a core component that is utilized across several features to streamline your user experience. With it, you can make exclusive content by requiring that users login to access it. You can also restrict content to specific users by requiring that they have a tag, or tags, attached to their profile.

Since this is a core component, we’ve created a dedicated article about how to restrict content using the security tab access settings.

What are some tips you should know about?

Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and accomplish your primary goals, here are some tips you should consider.

Pro Tip 1: Utilize the WYSIWYG
Utilize the WYSIWYG (which stands for What You See Is What You Get) in the description to include more than just text, such as videos, images, forms, etc. This is a great way to give your users more insight into who your team is.

Pro Tip 2: Using the People Plugin for more than just people
Some of our clients utilize the People Plugin for more than just staff information. Some of them use it for things like digital bulletins, announcement info, product catalogues, and other things.

Pro Tip 3: Get Creative
Use the available fields in a way that works for you. Information on company or event sponsors could also be added into this feature as an example. Promotional content, along with the sponsor’s contact information, links to websites or promo pages would work great with the People Plugin.

What are some related articles?

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to use the system to its fullest advantage:

Still have questions? No problem! Reach out to us and we’d be happy to help :)

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