Salespeople

Overview

Salespeople are the reps the Find a Salesperson block searches. Each one has a page built in the block editor, a Featured Image, and a Zipcodes list and Lead email in their own sidebar panel. Create them under Salespeople → Add New Salesperson.

The menu and labels follow Singular Name and Plural Name under Salespeople → Settings, so your site may say Representatives or Dealers instead.

Fields

• Title — the rep's name
• Editor — the rep's page, which is also what appears in search results. New reps start with a layout: featured image, name, a paragraph, and a Contact button. Replace the text, and point the button somewhere or swap it for a Gravity Forms form
• Featured Image — the rep's photo in the starter layout
• Zipcodes — every zip code the rep covers, separated by commas or one per line. The Zipcodes panel in the sidebar shows how many there are and the first few; click Edit to change the list. A search matches when this list holds the exact zip code typed (its first five digits)
• Lead email — where this rep's form entries go when the form's notification is sent to {salesperson_email}, so one form can serve every rep (see One form for every salesperson). Separate more than one address with commas. Empty sends them to the site's admin email. Only people who can edit salespeople can see it
• Excerpt and Categories — for your own organisation; the search does not use them

Editor basics

• Editor: block editor, with revisions
• Search results: the whole page of each matching rep, stacked under the search box
• Rep pages: at /salespeople/rep-name/ (the Slug setting) when Salesperson Pages is on under Salespeople → Settings
• Site search: reps are always left out of site search
• Privacy: the rep list, zip code lists and lead emails can't be read without signing in; a search shows only the reps for the zip code typed

Tips

• Keep rep pages short: a photo, a few sentences, and a way to get in touch.
• Paste zip codes straight from a spreadsheet column. Commas, spaces, and line breaks all work as separators.
• If several reps cover the same zip, turn on Sort by dragging in the Salespeople list to choose who appears first (see the theme's Custom Order).