Getting started
Add a salesperson
- In the WordPress admin, go to Salespeople → Add New Salesperson
- 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
- 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
- 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
- Publish
A rep with no Zipcodes never appears in search results.
Place the search
- Edit a page and insert the Find a Salesperson block. One page can hold only one
- Change the Title, Prompt, and Placeholder if the defaults do not suit
- Save
Visitors type a five-digit zip code (ZIP+4 works too) and click Search or press Enter. Every rep whose Zipcodes list that exact zip code appears below the box, each shown as their page: photo, name, introduction, and contact button or form. The block's heading and instructions then step aside, leaving "Your salesperson for", the box and Search in one row above the result. If none match, the heading comes back and 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. A map shows compact in results; put it in a column under the rep's contact details rather than full width at the end.
- Gravity Forms forms on a rep's page work inside the results. One form can serve every rep, with each lead sent to the rep the visitor found: see One form for every salesperson.
- 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.
What visitors can see
A search shows the reps for the zip code typed, and nothing more. The list of reps, their zip code lists and their lead emails can't be read without signing in: the site's REST API answers only people who can edit salespeople, and reps never show in site search. With Salesperson Pages off under Salespeople → Settings, reps have no pages, list or feed either.
