Apps & Integrations
In this area of the Admin Dash, you’re able to 1) set your platform’s login options 2) add your organization’s social media URLs and 3) integrate with third-party software to automate tasks, improve reporting, and enhance your audience’s experience. Navigate to Admin Dash > Settings > Apps & Integrations
Platform Admin
Frequently Asked Questions
There is a Google Analytics UA code that I don’t recognize on my platform’s instance, how can I have this removed?
If the code you’re seeing is UA-38181101-1, this belongs to Localist and cannot be removed at this time. If this is not the UA code in question, double check 1) the UA code on your Apps & Integrations page, and/or 2) the <head> of your platform via Theme Editor > Global Site Shell for any discrepancies.
Can Google Tag Manager be added to the platform?
Sure can! To add yours, navigate to your instance of Google Tag Manager and copy the GTM embed code snippet. From there, navigate to your platform’s Theme Editor > Wrapper > Global Site Shell and paste your embed code as close to the opening <head> as possible before saving changes. That being said, if you are using a SILK Wrapper, you will need to add GTM directly to your SILK Wrapper file and refresh it.
Login & Social Media
Brand Template Set-Up
Your Brand Template will be the header & footer of your calendar! You’ll need to identify a page with the header & footer you’d like to use and then just follow the steps below.
Platform Admin
Template Clean Up Steps
- When you’re on the page with the header & footer, right click > View Page Source
- (optional) Copy all/paste into Dirty Markup and clean to make it easier to read
- Select all copy/paste into your favorite text editor — here at Localist, Atom is our favorite!
- Remove all content after
</header>
and before <footer>
- If your navigation is below
</header>
locate this content and leave it intact
- Remove title tags
- These are automatically added by Localist
- Remove all
<meta>
content
- Remove Google Analytics reference (you can keep Google Tag Manager)
- This is added by Localist when you specify your UA number in Global options
- Remove anything that says
<base href=””>
and/or ”canonical”
- Make all URLs absolute
- Ensure all references to CSS, JavaScript, images, etc., use complete URLs
Non-absolute URLs: /external/wcpages/styles/styles.css
Absolute URLs: https://yourdomain.com/external/wcpages/styles/styles.css
Adding your Header & Footer to Localist
Step 1: Head
- Once you’ve completed the steps above, navigate to the Admin Dash > Settings > Platform Settings > Appearance
- Click Edit HTML for your Active Theme, which will take you to the Theme Editor
- Go back to the HTML file in your text editor > copy
<head>
content
- Paste
<head>
content into Global Site Shell on the line just before the <!-- begin include javascripts -->
comment > Save Changes
Step 2: Header
- In your HTML file, copy
<header>
content (beginning with the <body>
tag) and paste it into the _header file on the line before the {% if site.show_navigation %}
statement > Save Changes
- Then, go to the _user_menu Theme File and delete the line of code (snippet below) > Save Changes
<a class="em-desktop-menu-title" href="{{ site.home_link }}">
{% if site.has_logo %}
<img src="{{ site.emphasis_logo_url }}" alt="{{ site.name }}" height="{{ site.emphasis_logo_height }}" width="{{ site.emphasis_logo_width }}" {{ site.emphasis_logo_srcset }}>
{% else %}
{{ site.name }}
{% endif %}
</a>
Step 3: Footer
- Back in your text editor, copy
<footer>
content
- In the Theme Editor, paste
<footer>
content into _footer on the line before <div class="em-subfooter">
> Save Changes
Once you’ve completed these steps, navigate to Admin Dash > Settings > Appearance > click on the paint brush icon for your Active Theme to begin corrective CSS + adding colors, fonts, etc.
Theme Editor
You can use Localist’s Theme Editor to access your platform’s HTML to customize how your event data is presented. The template language is Liquid.
Platform Admin
Using the Theme Editor
Creating a New Theme
-
Navigate to Settings > Platform Settings > Appearance
-
Select +Add Theme
On the +Add Theme page you will be prompted to enter a name for the theme, and which existing theme the new theme will inherit.
-
Select Edit HTML to being editing
Actions
Field |
Details |
Activate |
This will tell Localist to make the theme you’re editing live, replacing the previously active theme. |
Delete |
This will remove the entire theme. |
Modifying Files
– HEADS UP –
When new features and upgrades are made available, you can now easily and quickly review the necessary template changes in our public template repository. As a reminder, your platform will be automatically updated with these changes if no customizations have been made to the corresponding template. However, if you’ve edited a template, you will need to apply these updates manually. For access to our template repository, please submit an access request:
Theme Repository Request
When modifying a file, in order for your changes to stick you must Save Changes before you navigate to another file. If you select another file before saving your changes, you will receive a warning prompt that the file contains unsaved changes. After saving a file, it will be blue bold in the file list.
If you are using a SILK Wrapper, then changes made to the Global Site Shell file will not be applied. After you have saved your changes in a file, a Reset to Default link will appear next to the Save Changes button. Selecting this will remove all changes you’ve made to the specific file.
Information
Partial |
Details |
README |
This is an internal file available for you to document any common
changes, or things to keep in mind for your staff as you customize your platform. |
Public Help Page |
This is an open HTML page for you to provide a page of guidelines, instructions or an FAQ for your users. |
Channels
Partial |
Details |
Channel Page Shell |
The base shell for all Channels. |
Add Events Block Component |
The default Share Events and Widget Builder box. |
App Store Buttons Component |
Allows you to link directly to any apps you have in the App Store. |
Channel List Component |
A list of some or all of the Channels on your platform. You are able to select which ones you want to appear. |
Community List Component |
A list of the Communities on your platform. |
Department List Component |
A list of the Department Pages on your platform (with links). |
Description Component |
A description box to add to your Channel. |
Event List Component |
A list of events (each list will have its own label to toggle between lists). |
Event Spotlight Component |
Showcase a specific event. |
Event and Featured Tabs Component |
Each section where the event list or Featured Events Carousel appears. |
Featured Section Component |
Add a Featured Events Carousel(s) to your Channel. |
Filter List Component |
Your platform’s Filter list (you cannot have a Channel specific filter list). |
Google Map Component |
A map of all your events in the Channels with pins at each event location with a list of events happening there. |
Group List Component |
A list of the Group Pages on your platform (with links). |
HTML Component |
Any HTML embed you would like (i.e. a weather bot for a festival). |
Header Component |
The header section of a Channel. |
Hero Image Component |
An image that can link to a website (great for advertisements). |
Mini Calendar Component |
The navigational mini calendar. |
Place List Component |
A list of the Place Pages on your platform (with links). |
Platform Navigation Component |
The navigation buttons to help your users find events (All Events, Places to Go, Groups, Departments). |
RSS Feed Component |
Add an RSS news feed. |
Social Links Component |
Add a Facebook, Twitter, and/or Instagram button linking to your respective account(s). |
Submit Event Button Component |
Takes users to the Public Event Submission Form. |
Website Link Component |
Add a link to an external website, like a festival page or registration form |
Events
Partial |
Details |
Page Shell |
The base shell for all Event Pages: Name, photo, time, dates + instances, place, filters, tags, website, cost, groups, departments, hashtag, custom fields, subscribe links, recent activity (comments, photos, reviews), event owner edit, admin edit. |
Invite Friends |
The lightbox content and messaging that is displayed when a user selects the Invite Friends button. |
Public Event Submission Form |
Name, description, schedule (start date, start time, end time, repeating, summary), location (place, room, address), additional details (hashtag, website, custom fields), photo, filters, departments, groups, ticketing (cost, link). |
User Multi-Date Select |
The lightbox content and messaging that is displayed when a user selects the I’m Interested button on events that have multiple instances. |
_edit_sidebar |
The right sidebar of the Public Event Submission Form. Includes “Adding an Event” and “Batch Event Add” boxes. Often used for custom guidelines, disclaimers and organization specific tips. |
_event_attendees |
The People Interested box on Event Pages. |
_event_buttons |
Buy Tickets/Register, Invite Friends and I’m Interested buttons on Event Pages. |
_event_status |
A user’s “I’m Interested” status and functionality on Event Pages. |
_right_sidebar |
The right sidebar for all Event Pages: Getting Here (map) box, event directions and all other “Event” partials. |
_share_links |
AddThis social sharing options displayed on the left side of the browser on all Event Pages. |
Groups
Partial |
Details |
Page Shell |
The base shell for all Group (and Department) Pages: Metadata, photo, name, website, description, filters, custom fields, upcoming events, recent events, Group feed, recent activity, follow group, followers. |
_group_buttons |
Follow Group, Twitter, Facebook. |
_group_members |
Followers box on all Group (and Department) Pages. |
_group_request_form |
The lightbox and messaging for when a Group requires approval to follow. |
Homepage
Partial |
Details |
_add_event_block |
The default Share Events and Widget Builder box in the right sidebar. |
Message Management
Partial |
Details |
Page Shell |
The base shell for all Users’ messaging center. |
User Contact Form |
Admin contact form for users. Also includes right sidebar guidelines for contacting Admins. |
_compose_form |
Compose a message to friends page. |
_conversation |
View conversation with a friend: select a message, view previous conversations. |
_conversation_list_item |
View conversations within a list: delete conversation. |
Modals
Partial |
Details |
_edit_text |
Group description editor (only appears for Group Officers). Allows Group Officers to edit the description text of their Group without having access to the Admin Dash. |
_login |
The login lightbox including content from _login_message and _login_methods. |
_login_message |
Includes lightbox description copy: “Login to interact with events, personalize your calendar, and get recommendations.” |
_login_methods |
Includes all available login option buttons. |
_ticket_lightbox |
Pop up lightbox that is displayed when a User clicks “I’m Interested,” but the event has an external registration link (i.e. a “you still need to register!” reminder). |
Photo Management
Partial |
Details |
Page Shell |
Landing page for a user’s photos available via “Photos” in the User Menu. |
_album_contents |
List of user uploaded photos available via “Photos” in the User Menu. |
_edit_photo |
Includes caption, photo location, related events and ability to make a photo a user’s default. |
_no_photo |
“Click on a photo” box in the right side column on the “Photos” dashboard. |
Places
Partial |
Details |
Place Page Shell |
The base shell for all Place Pages: Metadata, photo, name, website, description, filters, custom fields, upcoming events, recent events, recent activity, follow place, followers. |
_business_buttons |
Follow Place, Twitter, Facebook. |
_share_links |
AddThis social sharing options displayed on the left side of the browser. |
Register
Partial |
Details |
Registrant Text Page |
This is where you’ll edit subscription ‘terms’ text. |
Review Management
Partial |
Details |
Page Shell |
Landing page for a user’s reviews available via “Reviews” in the User Menu. |
_manage_reviews_list |
Includes a list of events needing review and previously posted reviews. |
_review_form |
The form for submitting a review of an event including these options: “I didn’t like it,” “Meh” and “It was great!” |
Search Results & Month Views
Partial |
Details |
Search Results Page Shell |
The initial landing page displayed after completing a search. This page is available at /search. |
User & Place Calendar Page Shell |
The page resulting from selecting “view full calendar” from a User Profile or Place Page. |
_calendar_filter |
Similar to browse_filter. It’s the filter list that appears on the side of Place/User calendars. |
_event_list |
Event listings on all pages starting with /calendar. |
_minicalendar |
The navigational mini calendar on Search Results pages. |
_result_block |
The initial landing page for all search results. |
_right_side |
The right sidebar for all search results. |
_subscribe |
Google Cal, iCal, Outlook and RSS subscription links on search and filtered results pages. |
Shared Among Multiple Views
Partial |
Details |
_activity_photo |
The photo section of Event, Place, Group and Department pages. |
_browse_filter |
Filter and Community lists on all pages except Channels (including Homepage). |
_comment |
The comment section of Event, Place, Group and Department pages.> |
_comment_form |
The form used for commenting directly on Event, Place, Group and Department pages. |
_event_item |
All Event listings on your Localist platform: Name, Event Type Filters, description, start date, start time, Place, photo, I’m Interested, Register/Buy Tickets CTA. |
_featured_section |
All Featured Event carousels on your Localist platform: Name, photo, description, start date and start time. |
_flash_message |
The alert bar that appears near the top whenever something is saved, a form submission error, etc. |
_minicalendar |
The Mini Calendar on all pages except Channels (including Homepage). |
_nav_after |
The space before the platform nav section (Submit, All Events, Groups, Departments, Places to Go). |
_nav_before |
The space after the platform nav section (Submit, All Events, Groups, Departments, Places to Go). |
_next_page_link |
The pagination containers that include back and next arrows when viewing event’s by Day, Week or Month. |
_platform_nav |
Includes Submit an Event, All Events, Groups, Departments and Places to Go buttons. |
_recent_activity |
This is the interface for Comments, Reviews and Photos included on Event, Group, Department and Place pages. |
_review |
The review section of Event, Place, Group and Department pages. |
_review_form |
The form for submitting a review of an event including these options: “I didn’t like it,” “Meh” and “It was great!” |
_upload_photo_form |
Photo upload functionality included in the Recent Activity section on Event, Group, Department and Place pages. |
User Authentication
Partial |
Details |
Password Forgot Form |
Landing page for starting the password reset process for a local account. This page is available at /auth/forgot. |
Password Reset Form |
Landing page for setting a new password for a local account. |
User Account Verification |
Users are taken to this page after their email address has been verified. |
User Login |
The non-lightbox login page. Viewable at http://calendar.url/auth/login. By default, it includes the files from the login lightbox on a static page. |
User Signup |
Landing page for creating a new account. This page is available at /signup. |
Users
Partial |
Details |
Dashboard Shell |
The base shell for all user dashboards available via User Menu > Dashboard: Welcome message, user’s upcoming events, Widget CTA, Platform Nav and Profile Completeness. |
Public User Page Shell |
The base shell for all user profiles available via User Menu > Public Profile: name, photo, upcoming events, recent activity, places followed and friends. |
Add Digest |
The form used to initially create a new Digest. |
Bulletin Settings |
In the User Menu > Settings > Bulletin tab, this shows a list of all Bulletins the User is subscribed to. |
Calendar Digests |
The Digest management page available via Settings > Digest in the User Menu. |
Digest- _example_widget |
In the Digest form (right sidebar), this is a simple description of a Digest. |
Digest- _form |
The Digest Email builder form available at /digester/summaries/new. |
Digest Edit |
The form used to edit a current Digest. |
Edit Profile |
The base shell for the user settings page available via User Menu > Settings: account settings, notifications, Bulletins and privacy. |
Manage Friends & Places |
Landing page for a user’s Friends & Places available via “Friends & Places” in the User Menu. |
Manage Groups |
Landing page for a User managing the Groups they “follow” available via “Following” in the User Menu. |
Notification Settings |
Interface where users can customize their notification settings available via Settings > Notifications in the User Menu. |
Privacy Settings |
Interface where users can customize their privacy settings available via Settings > Privacy in the User Menu. |
_feed_item |
The individual items in the list of updates and notifications in a User’s Dashboard. |
_feed_list |
The list of updates and notifications in a User’s Dashboard. |
_friends_tab_block |
The “following” page in a User’s Dashboard. |
_pending_event |
A list of pending events in the User’s Dashboard. |
_request_item |
A catch all of notifications a User will get if someone wants to follow them. |
_user_buttons |
User notifications like sending a message or confirming a follow. |
Widgets & Embedding
Partial |
Details |
Widget Builder Form |
Landing page for building Localist Widgets. This page is available at /help/widget. |
_examplewidget |
Includes “Put Events on Your Site” and “Widget Help” boxes in the right sidebar of the Widget Builder page. |
_feed_event |
When using the Widget Builder to generate an RSS feed, this is the file it will use. Allows the admin to change the output of RSS for all RSS widgets on the platform (or they can make a new widget). |
Wrapper
Partial |
Details |
Global Site Shell |
Base shell for all Localist pages. Includes <head> elements and can be used to embed scripts. This file is disable when using a SILK Wrapper. |
_footer |
Localist added footer. Includes “powered by Localist” messaging. This file is disabled when using a SILK Wrapper. |
_header |
Localist added header. Includes logo, user menu and Localist search bar. This file is disable when using a SILK Wrapper. |
_search_bar |
Localist specific search bar. When using a SILK Wrapper this is added to your platform with an HTML comment. |
_user_menu |
Localist specific user menu. When using a SILK Wrapper this is added to your platform with an HTML comment. |
Events
Events are available in two formats:
Format |
Details |
Listing |
event_item
- Listing Example: {% if event_item.is_past == true %}This is a past event!{% end %}
|
Landing Page |
event
- Landing Page Example: {% if event.is_past == true %}This is a past event!{% end %}
|
Details
Property |
Details |
.name |
Full title of the event |
.url |
URL to the event’s unique landing page |
.description_text |
Plaintext event description |
.description |
Full HTML event description |
.place |
Name of the event’s location |
.venue |
Name of the Place Page connected to the event |
.ical_url |
ICS subscription link for the event |
.photo |
The photo assigned to the event |
.tags |
All Localist Tags included with the event |
.keywords |
All Localist Keywords included with the event |
.website |
The external Event Website included with the event |
Date & Time
Property |
Details |
.starts_at |
Full start date and start time |
.ends_at |
Full end date and end time |
.start_date |
Date the event starts |
.start_time |
Time the event starts |
.end_time |
Time the event ends |
.first_date |
Date of the earliest instance of a recurring event |
.last_date |
Last date of the latest instance of a recurring event |
.next_instance |
Next upcoming instance of a recurring event |
.future_instances |
Next 8 instances of a recurring event |
.created_at |
Timestamp of the event’s creation |
.updated_at |
Timestamp of the event’s last update |
Statuses
Property |
Details |
.is_sponsored |
The event has been marked as Sponsored |
.is_over |
The event’s end time has passed |
.is_past |
The event’s start date > today |
.has_many_future_instances |
The event has recurring future instances |
.is_verified |
The event has been approved and is live |
.is_rejected |
The event has been rejected and is not live |
.allows_attendance |
Users can use the “I’m Interested” functionality for the event |
.has_instances |
The event is a recurring event with multiple instances |
.has_tickets |
Localist Tickets are required for one or more instances of the event |
.needs_registration |
Localist Registration is required for one or more instances of the event |
.has_external_tickets |
An external ticket/registration URL is included with the event |
Language Changes
Language Changes refer to any time the default language on the platform is changed to display a different word or phrase. The majority of languages are made by the customer using the Theme Editor to modify the platform’s HTML. However, there are some pieces that need to be changed on Localist’s end. Localist Language Changes include:
- Vocab: All Events, Groups, Places to Go, Submit an Event, I’m Interested, People Interested, Buy Tickets, and Register
- Date + Time Format: capitalization of am/pm (AM/PM vs. am/pm), adding a space after the time (8 pm vs. 8pm), adding/removing zeros at the top of the hour (8:00 vs. 8), and lengthening/shortening the date format ( Sept. 1 vs. September 1 vs. 9/1)
- Localist language changes do not include Filters, Custom Fields, or Homepage tabs.
Changes Implemented by Your Team
The files noted are found in the HTML Theme Editor by navigating to Settings >Platform Settings > Appearance > Select Edit HTML for the appropriate theme.
- Example file: Homepage > _add_event_block
- Homepage is the section in the theme editor and _add_event_block is the actual file.
Localist Platform Homepage
Share Events Box: Homepage > _add_event_block

Public Event Submission Form
Adding an Event + Batch Event Add Boxes: Events > Public Event Submission Form

Landing Pages
Getting Here map header:
- Place Landing Page: Places > Place Page Shell
- Event Landing Page: Events > _right_sidebar

Recent Activity Section (header, comment, review, photo and no recent activity): Shared Among Multiple Views > _recent_activity

Upcoming Events header, Recent Event header & “View full calendar” link:
- Place Landing Page: Places > Place Page Shell
- Group Landing Page: Groups > Page Shell



Custom Domain & SSL
Localist’s custom domain feature is an essential component of your overall brand identity being applied to your platform as it changes the display of your Localist URL to a subdomain of your current website. Once you have your Custom Domain in place, you’ll need to get SSL setup for the most secure browsing experience.
Platform Admin
Frequently Asked Questions
Who do I contact to update our SSL certificate?
SSL is now self-serve right in the Admin Dashboard, so you no longer have to contact the Localist support team for assistance! You can request a CSR, upload your certificate and secure your Localist platform in one convenient location.
When it’s time to update, you’ll just have to navigate to the Settings > Platform Settings > Domain & Security.
Who is the certificate authority? Is it Localist?
Localist is not your certificate authority as we do not provide nor manage your Custom Domain. While we can’t say for sure who each customer’s certificate authority is, in our experience, it’s the same third-party that is providing your domain. Your best bet here is to reach out to your IT team, or the folks that manage your website, to see if they have more information here.
Configuring a Custom Domain
Your calendar’s custom domain is set up by using a CNAME record. Your custom domain will need to be a subdomain to your website, such as events.yourwebsite.com, and not set as a subdirectory, such as yourwebsite.com/events.
Once your custom domain secured through your domain registrar, follow these two steps:
- Create a CNAME record to point your custom domain to your Localist placeholder URL, yourorgname.enterprise.localist.com. This is not a forward or a redirect, but an alias. If you are setting up a redirect for the non-www custom domain, the redirect should be unmasked.
- Once set, navigate to Settings > Platform Settings > Domain & Security and add the new domain to the Custom Domain field. Save Changes.
– HEADS UP –
It can take 24-72 hours for domain settings to propagate across the world. Confirm the domain has fully propagated before taking this step. You can confirm it through websites like https://dnschecker.org/.
Domain Policies
Navigate to Settings > Platform Settings > Domain & Security.
Field |
Details |
Force HTTPS |
All connections requested over http will be automatically redirected to HTTPS sessions. This redirect will occur for every HTTP request. |
Stricter Transport Security |
Similar to “Force HTTPS,” the STS policy, tells a browser to never use HTTP. However, once the first redirect occurs, the user’s browser will never attempt an HTTP connection and will instead go directly to an HTTPS session. Once set, this setting cannot be undone as individual user’s browsers will retain the STS header setting even if turned off by the customer. |
Content Security Policy |
When turned on, this setting blocks JavaScript from third party domains. This should not be turned on if you are using our SILK Wrapper feature or you have added your website’s header/footer template to the HTML Theme Editor.
- Extra Content Security Policy: This allows for deeper control of what third party assets are allowed access. For example, setting img-src https://images.localist.com, would restrict images from only that website being allowed.
|
Referrer Policy |
Tells the browser to include the URL of the page a user is initially on when navigating to another page. Turned on by default. |
Feature Policy |
Turns off computer microphone and camera access, except for those platform’s using Localist Register’s Organizer Check-In scanning for QR codes. Turned on by default. |
SSL Certificates
Generating a CSR
Navigate to Settings > Platform Settings > Domain & Security > + Generate CSR. Fill out the following (fields marked with * are required):
Field |
Details |
Custom Domain |
Enter your platform’s Custom Domain. |
Country (C)* |
Enter your two character country code. Ex: US. |
State or Province (ST)* |
Enter your state. Do not abbreviate. |
City or Locality (L)* |
Enter your city. Do not abbreviate. |
Organization (O)* |
Enter your org’s official name. |
Organization Unit (OU) |
Usually used for something like a Department name. This field is optional. |
RSA Key Size: select either 2048 bit OR 4096 bit.
Once complete, click the Generate CSR button. From here, you’ll need to submit the CSR to your certificate authority. We will need the certificate and intermediates sent back in format X.509, PEM encoded. For some systems, that can be listed as “Apache2 + mod_ssl/ .pem” or “X.509 Certificate Only, Base64 encoded” and “X.509 Intermediates/root only Reverse, Base64 encoded“.
Uploading a New Certificate
Once you have the SSL cert from your certificate authority, navigate to Settings > Platform Settings > Domain & Security > + Upload Certificate. Upload the following:
- Certificate File
- Private Key
– HEADS UP –
The certificate and private key must be in X.509 PEM format, without a password. You’ll need to upload both the Certificate File and Private Key (if this is the first time you’re setting up SSL on your platform).
Intermediate and Root certificates are not required.Localist’s configuration utilizes a database of intermediates and automatically uses the appropriate one based on the certificate that’s been uploaded.
After your certificate is uploaded, you will see it added as an entry to the certificate log on the main Domain & Security tab. 30 days before the certificate expires, the platform’s main contact will receive an email alerting them of the upcoming expiration.
Renewing an Existing Certificate
When it comes time to update your certificate, start by following the previously outlined steps for generating a CSR. Again, you will submit this to your certificate authority to obtain a new certificate. Once obtained, select the linked domain name to update your new certificate. From here you will upload your certificate, no private key required.

Intro to Branding Tools
Localist offers three branding tools (Brand Template, Custom CSS, and the HTML Theme Editor) that work together to achieve anything from a basic theming to extensive customization.
Platform Admin
Brand Template
As your main branding tool, the Brand Template allows your Localist platform to adopt your main website’s header, footer, and base CSS. For organizations looking to achieve a slick, but simple level of customization, implementing a wrapper is the first and only step toward achieving 100% brand adoption.
Custom CSS
Custom CSS allows you to make surface level changes to elements that are already built, whether by the customer or provided out-of-the-box by Localist. You can add Custom CSS to the stylesheet within your wrapper or directly into Localist. With Custom CSS, you’re able to make changes to:
- Colors
- Fonts
- Buttons
- Background, shadows and borders
- Border Radius
- Sizing
- Text decoration
HTML Theme Editor
You can use Localist’s Theme Editor to access your platform’s HTML to customize how your event data is presented.
In the Theme Editor you can:
- Add a link to a platform page
- Move elements
- Add Custom Guidelines to the event submission form
- Change what photo size is referenced
Appearance Interface
Field |
Details |
SILK Wrapper (Brand Template) URL |
If you are using our SILK Wrapper feature, save your wrapper’s URL here. To activate the new wrapper or force an update, select the Refresh Wrapper link below the field. |
Include Localist Styles |
Unchecking this setting will remove all default CSS from the platform. |
User Help URL |
This URL will be posted on your platform’s Admin Dash. |
Default Date Range |
Dictates the time range and amount of events that will be displayed upon selecting a filter so the number on the homepage will always reflect this. Select one of the following:
- Today: Shows events for today.
- This Week: Shows events within the current week.
- Next 30 Days: Shows all events within the next 30 days.
|
Show Event Types on Event Items |
If checked, the Event Type associated with events will display when events are in lists (i.e. Trending, all events, Filtered pages, etc). |
Default Map View |
Select one of the following:
- Standard: Default street-view map.
- Satellite: Google’s Satellite-view map.
|
Logo & Link |
If you are not using a wrapper or header/footer template, you can upload a logo here that will display in the top left corner of the default header. The URL entered will be attached to the logo. |
Platform Themes
Field |
Details |
+ Add Theme |
Click to add a new theme. |
Name |
Name of the themes on your platform. |
Status |
You’ll see either:
- Active: This indicates that the theme is Active.
- Activate: Click this link if you’d like to activate the theme.
|
Actions |
Select one of the following:
|
Legacy: SILK Wrapper
The SILK Wrapper should not be used with Emphasis platforms. If you adopted Localist after October 2019 or have since upgraded to Emphasis, you should be using the Theme Editor and following our Brand Template instructions.
Template Clean Up Steps
Start by identifying the wrapper source you would like to use then follow these steps:
-
Remove body content
All content specific to the page (body) should be removed, so only the head, header and footer remain.
-
Remove title tags
These are automatically added by Localist.
-
Remove jQuery references
This is automatically added by Localist.
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Remove Google Analytics reference
This is added by Localist when you specify your UA number in Global options.
-
Make all URLs absolute
Ensure all references to CSS, JavaScript, images, etc., use complete URLs.
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Responsive Design
If your wrapper does not support responsive design, you must uncheck Responsive Design in Global Options.
- Non-absolute URLs: /external/wcpages/styles/styles.css
- Absolute URLs: https://yourdomain.com/external/wcpages/styles/styles.css
Adding Wrapper Comments
When adding comments to your wrapper file, you must adhere to the following requirements:
- Comments must be on their own line.
- Comments must use double dashes and not emdashes.
- Comment names (head_tags) must remain lower case.
Directly after the opening <head>
<!-- LOCALIST COMMENT - START head_tags -->
…your styles/CSS/JavaScript/etc. will be here.
Directly before the closing </head>
<!-- LOCALIST COMMENT - END head_tags -->
Directly after the opening <body>
<!-- LOCALIST COMMENT - START before_grid -->
…any code related to your page’s header should start after this.
Directly after the final bit of header code:
<div class="content-wrapper">
<div class="wrapper">
<!-- LOCALIST COMMENT - END before_grid -->
<!-- LOCALIST COMMENT - START body -->
<!-- LOCALIST COMMENT - PLACEHOLDER user_menu -->
<!-- LOCALIST COMMENT - PLACEHOLDER search_bar -->
<!-- LOCALIST COMMENT - PLACEHOLDER top_bar -->
<!-- LOCALIST COMMENT - PLACEHOLDER content -->
<!-- LOCALIST COMMENT - END body -->
<!-- LOCALIST COMMENT - START after_grid -->
</div>
</div>
…any code related to your page’s footer should start after this.
Directly before the closing </body>
<!-- LOCALIST COMMENT - END after_grid -->
Configuring a SILK Wrapper in Localist
-
Start by logging into your Admin Dashboard
Navigate to Settings > Appearance
-
Add your wrapper URL to the SILK Wrapper URL field
The URL must be publicly accessible.
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Save Changes
Once you select Save Changes a “Refresh Wrapper” link will appear under the wrapper field.
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Refresh Wrapper
Select the “Refresh Wrapper” link to officially import your new branding. Localist will refresh your wrapper once every 24 hours automatically, but if you need to force an update in the future this link will do the trick.
– HEADS UP –
Here are some helpful troubleshooting tips to try before you reach out to the support team!
- Styles are not displaying as expected: It’s all in the details here — in order for Localist to display the styles in your wrapper the URLs must be absolute. If you are using SSL on your site, then the URLs must begin with https rather than http.
- Fonts are not displaying as expected: If you have purchased a font that can only be used by your organization’s domain then you will not be able to apply it to your Localist platform unless you add your Localist domain to the font license.
- Content is missing: All comments in your wrapper must be on their own individual lines.
- Localist won’t save the wrapper URL: Likewise, all comments in your wrapper must be on their own individual lines. Also make sure the file is public and that the server hosting the wrapper is providing the file as expected.
- I removed the SILK Wrapper but it still applied to my theme: To properly remove a SILK Wrapper, you need to 1) remove the URL 2) click “Refresh Wrapper”, 3) Save Changes. If you removed the Wrapper without completing Step 2, you’ll need to 1) Add the Wrapper URL back 2) Save Changes before following the instructions to properly remove your Wrapper.
Staging Environment
All Localist Enterprise licenses include access to a unique staging environment to be used as a testing sandbox. Staging is accessible to Platform Admins by navigating to Settings > Platform Settings > Access the Platform Sandbox (right side box). The Platform Admin will be redirected to the staging environment homepage as an already logged in user.
Platform Admin
Frequently Asked Questions
Can you sync Staging with Production?
Nope! It is not possible to sync data from Staging to Production. Any additions and custom modifications will need to be manually copied into your Production platform.
When should we use our Staging Environment?
Staging can be used to test branding changes (CSS, HTML, SILK Wrapper, etc) and Feeds. However, please note that if you add a Feed, it will import once but it will not automatically import each night.
Important Notes
- If you add a feed, it will import once but it will not automatically import each night.
- Single-sign on is not enabled on staging, so you will need to access staging via the link in the Settings tab instead of directly visiting the staging URL.
Colors, Fonts & CSS
If you are not using a Brand Template, Localist provides a Custom CSS interface to make basic customizations of surface-level design elements, such as colors, fonts, or sizes.
Platform Admin
Accessing the CSS Interface
-
Navigate via Settings > Platform Settings > Appearance tab
-
In the Appearance tab, select Edit Settings next to the theme you wish to edit.
If you are editing the theme marked as Active then any changes that are made will be live upon saving.
-
On the Edit Colors, Fonts & CSS page you will see three tabs where you can customize your platform:
Global Elements
Controls the overall global styles on your platform. Includes sections for:
Section |
Details |
Branding |
Set global colors for:
- Header: Background, Links, and Search Field Background
- Footer: Text and Background
- Sub-Footer: Text and Background
|
Global Interface Colors |
Controls link and error message colors for:
- Links: Primary, Secondary, and Darkened
- White: Set the desired hex or RGBA for your desired shade of white.
- Error Message: Set the desired error messaging color.
|
Global Fonts |
Controls global font family, color, and size:
- Main Font Family: Set your brand’s font stack.
- Font Size P: Sets the font size for global paragraph text.
- Body Text: Set the font size for global body text.
|
Components
Controls platform-wide colors, borders, and border radius. Sections are as follows:
Section |
Details |
Links |
Set link colors:
- Text Link: Text and Hover
- Light Link: Text and Hover
- Dark Link: Text
|
Buttons & Pagination |
Set colors or borders for:
- Button: Text
- Primary Button: Text, Background, and Hover Background
- Secondary Button: Text and Background
- Secondary White Button: Background
- Secondary Grey Button: Background
- Interested Button: Background, Text, Hover Background, Active Background, and Active Hover Background
- Disabled Button: Background, Text, Hover Background, Hover Text
- Filter Results Button: Background, Border style/width/color, Hover Background, and Hover Text
- Share Button: Text
|
Channel Header |
Controls the Homepage and Channel header area below the search bar:
- Title Text: Header text color.
- Background: Background color as well as background image tint.
- Confetti: By default the Channel headers have confetti. You can control the squiggle, triangle, and the square colors independently.
|
Dropdowns |
Colors and border for dropdown menus across the platform. Includes:
- Background: Dropdown menu background color.
- Border: Set the border style, weight, and color.
- Extra Options Background: Set the background color for additional options menus.
|
Form Elements |
Edit styles for all forms across the platform:
- Background: Background color for each element.
- Text: Form text color.
- Border: Set the border style, weight, and color.
- Focus: Element’s focus background and border color.
- Disabled Background: Set the background color for disabled elements on forms.
- Picked Item Background: Set the background color for selected items in forms.
- Toggle Switch: Form toggle color.
- Checkbox: Checked box background and border colors.
|
Breadcrumbs |
Edit styles for platform breadcrumbs:
- Collapsed Background: Background color for collapsed breadcrumbs.
- Separator Text: Controls breadcrumb separator colors.
- Text: Unlinked breadcrumb text color.
- Link: Color for linked breadcrumbs.
|
Tags |
Edit styles Tags on the Event Details Page:
- Background: Background color for Tags.
- Link Background: Background color for Tag links.
- Link Text: Link text and hover colors.
|
Event Cards |
Controls event listing cards. Event Cards are visible on the homepage, Channels, search results, and on landing pages for Places, Groups, and/or Departments. Includes:
- Card Background: Background color for the entire card.
- Border Radius: Set the desired border radius for event cards.
- Content Background: Background color for the event content on cards.
- Background Tint: Background tint color on cards. On hover, each event card includes a background tint.
- Card Share: Text and button text colors for share options.
- Interested Button Text: Color for the I’m Interested button text.
- Mobile_card: Controls text and button text colors for cards on mobile.
- Tag: Select colors for text and background on card labels. These are the New, Sponsored, and Event Type labels.
|
Featured Carousel |
Set colors for Featured Carousels on the homepage or in a Channel:
- Next Slide: Next slide button text and button background.
- Current Slide: Button background color for the current slide.
|
Content Meta Data |
Controls subscribe options colors:
- Share Subscribe: Subscribe button background, text, and hover background colors.
- Featured Object Container: Background color for featured object such as featured Groups or Users.
|
People Bar |
The People Bar appears on event details pages and on landing pages for Places, Groups and Departments. Set colors for:
- About Follow Background: Set background color on the follow bar.
- Many-Follower Tooltips: Tooltips appear on hover. Set the background and text color for the tooltips in the people bar.
|
“Submit Event” Component |
Controls the look and feel of the “Planning an Event” component on the homepage or in a Channel:
- Banner Text: Set text color on the component.
- Banner Background: Overall component background color.
- Confetti: Similar to the Channel header, the submission components has confetti by default. Set the colors for the squiggle, triangle, and the square confetti independently.
|
User Menu |
Colors for the user dropdown menu:
- Background: Overall background color for the menu.
- Background Tint: Set the background tint.
|
Landing Page Headers |
Controls colors for landing pages for Places, Groups, and Departments:
- Header Background: Header area background color.
- Background: Overall background color for the landing page.
|
Map |
Colors for map components on Places, Events, and in the Map component on Channels and/or the homepage:
- Label: Map label color.
- Label Hover: Hover color for map label.
|
Event Tabs Link Line |
Set the color for the lines below each event tab on your homepage or Channel:
- Link Line: Link line color.
|
Radii |
Set the platform border radius for elements of varying sizes. Element sizes include:
- Tiny
- Small
- Medium
- Large
- Huge
|
Custom CSS
This tab contains the global CSS box for the entire platform. Code added here will effectively override any default CSS rules on the platform. Custom CSS allows you to change the surface-level design elements, such as colors, fonts, or sizes. If you’re new to CSS, or need a refresher, we highly recommend http://www.w3schools.com/css for how-to’s, tutorials, and complete lists of available properties.
To add Custom CSS to Your Platform
-
Navigate via Settings > Platform Settings > Appearance
-
On the Appearance page, select Edit Settings next to the theme you wish to edit > Custom CSS tab.
Mobile + Print CSS:
You can access your platform’s default CSS for mobile view and printing via this URL (if in place, use your custom domain, but if not then use the Localist placeholder): https://customdomain.yourorganization.com/platform/stylesheet.css?expand=1.