Getting started

Updated

Add a salesperson

  1. In the WordPress admin, go to Salespeople → Add New Salesperson
  2. Set the title to the rep's name. The editor opens with a starter layout: the featured image on the left, the name, a paragraph, and a Contact button on the right
  3. Replace the paragraph with a short introduction. Point the Contact button at an email address or contact page, or replace it with a Gravity Forms form
  4. In the sidebar, set the Featured Image (their photo). In the Zipcodes panel, click Edit and list every zip code they cover, separated by commas or one per line
  5. Publish

A rep with no Zipcodes never appears in search results.

Place the search

  1. Edit a page and insert the Find a Salesperson block. One page can hold only one
  2. Change the Title, Prompt, and Placeholder if the defaults do not suit
  3. Save

Visitors type a five-digit zip code (ZIP+4 works too) and click Search. Every rep whose Zipcodes include it appears below the box, each shown as their page: photo, name, introduction, and contact button or form. If none match, the block says "No salespeople found in your area."

Tips

  • Keep each rep's page short. Results stack the whole page of every matching rep, so a long page makes a long list.
  • Gravity Forms forms on a rep's page work inside the results, so each rep can have their own contact form.
  • If two reps share a zip code, both appear. Order them with Sort by dragging in the Salespeople list (see the theme's Custom Order); otherwise results are newest first.
  • The menu says Salespeople unless you renamed them in Salespeople → Settings.

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