Concept3D

If you are a Concept3D customer, Localist can replace the standard Google Maps with your custom 3D maps on your place and event landing pages.

Platform Admin

Setting Up Your Custom Maps

  • Email support@localist.com to request that this functionality is turned on and provide your Concept3D ID.

    This ID is found at the end of your map URL: http://www.domain.edu/about/maps-travel-options/campus-map/?id=148. Only 1 Concept3D ID is allowed per platform.

  • After being turned on, you will see a Concept3D ID field in your place landing page forms.
  • In this field you just need to add the numerical ID for the specific location.

    This ID is found in your URL marked mrkIid=146943

  • Once a place landing page is saved with a Concept3D ID, the landing page will begin to display your custom map instead of Google Maps.

    If an event is connected to a place landing page then it will also display your Concept 3D map.

Bulk Uploading

Concept3D ID’s can be included in an initial places bulk upload or a bulk upload can be used to update existing place landing pages. If you download a bulk places template, you will see a Concept3D ID column, or you can simply just add a new column with the header Concept3D ID to an existing file. As long as the place names have not changed, the ID will just update existing landing pages.

Customer Spotlight

Custom Fields

Custom Fields are flat text fields that can be assigned to:

  • Events
  • Places
  • Users
  • Groups or Departments

Platform Admin

Frequently Asked Questions

What format can Custom Fields be in?

They can either be in text or HTML format.

Can Custom Fields be made required?

Yup! When adding a Custom Field check off Display on Submit Form and then you will have the option to also check off Make Required.

Adding Custom Fields

These fields are 100% customizable and controlled by Platform Admins. The process for adding a Custom Field is the same for all options.

  • In the Admin Dashboard, navigate to Classifications > Custom Fields

    Select Events, Places, Users, or Groups to add a Custom Field

  • Select +Add Custom Field
    • Name: This is what will be displayed to the left of the field on the submission form and on the event details page to identify the information.
    • Tooltip: This allows you to add further instructions or communicate extra details about how the information will be used.
    • Type:  You can create an HTML field, which will be a larger text box with editing options (boldness, embedding, etc.) or a basic text field.
    • Display on Submit Form:  If checked, this field will be displayed and available to regular end users who use the Public Submission Form.
    • Required Field:  If Display on Submit Form is checked off then you will have the option to mark the field as required.
    • Display on Details Page:  If checked, this field’s information will be displayed on the event’s details page.
  • If you have more than one Custom Field, you can use the blue arrows on the Custom Field landing page (in the Admin Dashboard) to rearrange the order of how the fields display on the submission forms.

    In the Admin Event Form Custom Fields will be displayed and marked as Custom Fields under the Classifications section. On the Public Submission Form they will be listed under Additional Details.

Tags & Keywords

Tags & Keywords are great for short-term categories, ultra-specific categories, promoting, or for SEO purposes. Functionally, Tags & Keywords are the same, the main difference is the display – Tags are seen by the public whereas Keywords are hidden and only seen by search engines.

Event Admin

Frequently Asked Questions

I tried adding a Tag to an event, but it was removed after saving? What am I doing wrong?

If you take a look at the Additional Details section in the event form, you will see that the text field for Tags and Keywords says, ‘Type a keyword/tag and press Enter’. Just make sure you are hitting enter after you type each Tag and it will save to the event.

Tags

Tags allow grouping with a like identifier that doesn’t warrant an entire unique Filter. For example, if your organization has a Filter called “Holidays & Celebrations” and you’re adding a Halloween Gala, the event could be tagged with “Halloween”, “Halloween Gala,” etc.

  • Tags are created in a free-text field and are not selected from a pre-determined list.
  • Tags are displayed on the Event Details Page below your Filters.

Keywords

Keywords are effectively hidden tags as they are only used for internal purposes. They are not displayed anywhere on the calendar. There are two common uses for keywords:

  1. SEO & Misspellings:  If any detail of an event, such as a speaker’s name or the location, have common misspellings or other monikers, noting them as a Keyword will ensure that the most possible queries will pull the event in Localist.
  2. Widget & Channel Filtering:  Keywords (and Tags) are available as a filtering parameter for Widgets and Channels. Since Keywords are hidden, they are commonly used for admins to mark specific events for a Widget/Channel. For example, “HomepageWidget,” “AthleticsChannel,” or “PartnerWidget.”

 Assigning Tags & Keywords

These items are available only to Platform and Event Admins in the Additional Details section of the event creation form. Just start typing and hit enter on your keyboard after each Tag or Keyword.

In order for general users to use these fields effectively on the Public Submission Form, they would have to be knowledgable of Localist functions and terminology. Our goal is to keep the Public Submission Form as simple and fool-proof as possible. Since these are open text there could be an excess of different inputs if made available on the Public Submission Form. Instead, users are provided with Filters to label their event. This decreases confusion and clutter on the calendar.

Feature Face-Off

 

 

Related Articles: Widgets | Channels | Event Submissions

Group & Department Pages

Group & Department Pages provide users with context around who is hosting your events! Using Group & Departments will add a directory to your calendar homepage so users can search via a particular Group or Department, or as a quick way to obtain extra information. Groups and Departments are used to bring disparate members of your audience together by highlighting events that happen at different places, but share a common host. Functionally, Group and Department Pages are the same, the information is simply hosted in separate directories.

Group Admin

Frequently Asked Questions

What’s the difference between Groups & Departments?

Groups and Departments are functionally the same, they just live in separate directories within Localist. We see a lot of Localist customers use Groups for student organizations or community clubs. While on the other hand, Departments are usually used for academic or internal departments.

What are Group Types?

If you have sizable directories, Group Types allow users to narrow down these lists to quickly browse the most relevant pages.

Benefits of Groups & Departments

Beyond just serving as another means to classify events, they’re a huge SEO boost! Here are some benefits of using Group & Department Pages:

  1. Users can see both upcoming and recent events on one page.
  2. Group Officers can approve or reject a Group/Department’s followers, edit the description, or send messages to the Group/Department’s followers.
  3. Users can upload photos and add comments to the Group or Department Page.
  4. Users can follow a Group or Department Page so that all events/upcoming events are added to their Localist calendar. Group Admins can decide whether or not to require follow requests by selecting skip officer approval in the Group or Department’s edit page.
  5. Connect and display an RSS feed for Group/Department related news and blog posts.
  6. Finally, simply get more eyes on your diverse list of Groups/Departments and their culture. Group and Department Pages also add another layer to how effectively your calendar can showcase your campus’ active community.

Adding Group & Department Pages

To add a Group Page: Navigate to Classifications > Groups > + Add Group

To add a Department Page: Navigate to Classifications > Departments > + Add Department

  • If you’re not already using Department Pages and would like to turn them on, email Localist Support at support@localist.com

Group & Department Page Fields

Field Details
Name No character limit. This will be displayed as the Group/Department’s name in the directory listing, on the event list, and on Event Details Pages.
Description No character limit, but only around 150 characters will be displayed before being truncated on the main listing.
Group (or Department) Website This website will be linked under the Group or Department’s name on the landing page as View Group (or Department) Website.
Twitter Username This will be linked in a Twitter icon next to the Follow and Facebook icons on the right side of the page.
Facebook Page This will be linked in a Facebook icon beside the Follow and  Twitter icons on the right side of the page.
Custom URL This will give the group landing page a custom URL.

  • For example “The Fine Arts Cooperative” will be .edu/the_fine_arts_cooperative, but it can be changed to .edu/fac, etc.
Group Type Select all that apply. This refers to Group Type Filters that are assigned to Group Pages and live in the Groups directory.
News Feed RSS URL This feed will be displayed under Upcoming Events on the Group or Department Page.
Skip Officer Approval When checked, users who select Follow Group or Follow Department will automatically be added as a follower.

  • This does not equate to official group membership.
Photo This photo will be displayed on the listing and landing page for the Group or Department. It may be used as a part of the Fallback Chain when an event does not have a unique photo.

Assigning an Event to a Group or Department

When in an event’s edit/create form, you will see a section titled Classifications. Group/Departments are listed with a corresponding drop-down. The Upcoming Events section of the Group or Department Page displays the 5 closest future events, starting with the closest.

Managing Live Groups & Departments

Group Officers

Group Officer is a Localist permission level. It is not an administrator permission – which means the user will not be able to access the Admin Dashboard. That said, from the public-facing interface, the Group Officer permission allows the user to:

  1. Use the Public Submission Form to submit events related to that Group or Department for approval
  2. Edit the Group/Department description
  3. Send messages to Group/Department members
  4. Approve membership requests.

To view a complete list of all Group Officers and their respective Groups/Departments, navigate from the Admin Dashboard to Classifications > Groups (or Departments) > Officers.

Approving Group & Department Follow Requests

Platform Admins and Group Admins can manage follow requests in the Admin Dashboard. Navigate to Groups > Follow Requests OR Departments > Follow Requests. 

This page displays a list of all pending requests and can be filtered per Group or Department by using the drop down.

Field Details
Reject This user will not be allowed to follow the Group.
Verify as Officer This user will be allowed to follow the Group/Department and will be an officer for the Group/Department.
Verify This user will be allowed to follow the Group/Department.

+ Bulk Adding Group & Department Pages

Navigate to Classifications > Groups (or Departments) > + Bulk Add Groups (or Departments). On this page you will see a link to download a CSV template. To populate a CSV, the field data will need to be entered the same way you would enter it manually in the edit/create form.

Populating a CSV

Field data will need to be entered the same way you would enter it manually in the edit/create forms. Available Fields for Groups and Departments:

Field Details
Name No character limit. This will be displayed as the Group/Department’s name in the directory listing, on the event list, and on Event Details Pages.
Description No character limit, but only around 150 characters will be displayed before being truncated on the main listing.
Type* This refers to Group Type Filters that are assigned to Group Pages and live in the Groups directory.
URL This website will be linked under the Group or Department’s name on the landing page as View Group (or Department) Website.
Photo URL To include a photo with the Group (or Department), you will reference it using a URL that is hosted by your organization.
Photo Caption This is where you’ll note the photo’s alt text.
Skip Officer Approval Enter 1/y/yes/true
Twitter This will be linked in a Twitter icon next to the Follow and Facebook icons on the right side of the page.
Facebook URL This will be linked in a Facebook icon beside the Follow and Twitter icons on the right side of the page.

*Type is referring to the default Group Type Filters. However, if you create a custom Filter to be applied to Groups then another column with the Filter’s name, such as “Campus,” will automatically be included when downloading your template. After you are finished building your spreadsheet you must export the file as a CSV. On the pages where you downloaded the templates you will see a file button to select your CSV.

Group Types are also assigned to Department Pages and live in the Group/Department directories. The Group Types will rearrange themselves in each directory based on the number of pages assigned to each Filter (i.e. the number in the parenthesis next to the Group Type).

Place Pages

Place Pages provide users with context surrounding the location of your events. Using Places will add a directory to your calendar homepage so users can search via a particular place, or a quick way to obtain additional information. Saving a location as a Place Page also enables smart venue matching when you add an event. This means you’ll no longer need to remember or re-enter a full address in the future.

Is your organization using Concept3D (formerly CampusBird)? Learn how to integrate your custom maps here: https://support.localist.com/concept3d/.

Platform Admin

Frequently Asked Questions

What should be a Place?

A Place can be any location that has an address or is easily recognizable by your community. So, for example, a formally named performing arts center would be a perfect Place in Localist. For other generic buildings or rooms, you can put the location information in the event’s description or room field.

What are Place Types?

If you have sizable directories, Place Types allow users to narrow down these lists to quickly browse the most relevant pages.

Will an event still be linked to a Place Page if it’s Virtual?

When an event is marked as Virtual, you can no longer link to a Place Page because it’s being hosted online/virtually — i.e. not at a physical location.

Just as a heads up, the Virtual feature is not equivalent to a Place in Localist. So Virtual events will not be linked to any location. However, you can have a virtual event + a location with our Hybrid Experience option.

Can an event be hosted at two Places?

Nope! An event can only be hosted at one Place in Localist.

Who can manage Places?

Anyone who has User + Platform Admin Permissions.

Adding a Place Page

Navigate to Classifications > Places > + Add Place. After saving, Localist will automatically geocode the address you have entered.

Place Page Fields

Field Details
Full Name No character limit. This will be displayed as the Place’s name in the directory listing, on the event listing, and Event Details Pages.
Description No character limit, but only around 150 characters will be displayed before being truncated on the main listing.
Keywords This field can be used to maximize SEO and ensure that queries pull the desired results by specifying common misspellings or if a place goes by other names.

  • For example, for “Cooke Library” you could keyword “Cook Library” or for “The Jefferson Arts & Culture Center” you could keyword “JACC.”
Place Website This website will be linked under the Place’s name on the landing page as View Place Website.
Twitter Username This will be linked in a Twitter icon next to the Follow and Facebook icons on the right side of the page. The Twitter handle is also used by Localist to track any event related tweets coming from a Place’s account, which is taken into consideration in the trending algorithm.
Facebook Page This will be linked in a Facebook icon beside the Follow and Twitter icons on the right side of the page.
Place Type Select all that apply. This will be displayed on the Place Page and on the Places to Go list.
Internal Notes This information will not be displayed on the Place Page. This space can be used to communicate any unique directions/information for Admins.
Address Enter the street address, city, state and zip code all in this field.
Phone This is a text field.
Hours Ex: Mon-Fri: 6am-12pm, Sat: 10am-2pm
Parking Use this field to communicate any extra directions that may not be provided by Google.

  • For example, whether or not parking is free or the name of a nearby parking structure.
Photo This photo will be displayed on the listing and landing page for the Place. It may be used as a part of the Fallback Chain when an event does not have a unique photo.
Custom URL This will give the place landing page a custom URL.

  • For example “The Smith School of Business” will be .edu/the_smith_school_of_business, but it can be changed to .edu/ssob, etc.

Emphasis Exclusive

A more prominent display of Google Maps is now available for Place Pages! This also includes quick links for public transit, car and walking directions. Upon clicking on these links, users will be directed to the corresponding Google Maps results page.

Want access to this feature? Learn more about upgrading here!

If you are using Localist Communities, then you will see a drop-down labeled Community to select.

Assigning an Event to a Place Page

1. When in an event’s edit/create form, you will see a section titled Location. In the Event Place field, start typing the Place Name.

  • Use:  By selecting this option, you will not connect to a Place Page, instead, you’ll be using a custom location.
  • If Use is not displayed before the name, it means that what’s listed is a Place Page and can be connected to an event.

2. If you select to use a custom option, such as Use: Madison Square as shown above, then fields for Address and Directions will appear for you to fill in. Using a custom location does not automatically create a new Place Page on your platform.

+ Bulk Adding Place Pages

Navigate to Classifications > Places > + Bulk Add Places. On this page you will see a link to download a CSV template. To populate a CSV, the field data will need to be entered the same way you would enter it manually in the edit/create form.

Populating a CSV

Field data will need to be entered the same way you would enter it manually in the edit/create forms. Available Fields for Places:

Field Details
Name No character limit. This will be displayed as the Place’s name in the directory listing, on the event listing, and Event Details Pages.
Description No character limit, but only around 150 characters will be displayed before being truncated on the main listing.
Type This refers to Place Type Filters that are assigned to Place Pages and live in the Places to Go directory.
URL This website will be linked under the Place’s name on the landing page as View Place Website.
Address Enter the street address, city, state and zip code all in this field.
Phone This is where you’d enter the Place’s phone number.
Photo URL To include a photo with the Place, you will reference it using a URL that is hosted by your organization.
Photo Caption This is where you’ll note the photo’s alt text.
Directions This is where you’d note specific directions to the Place.
Parking This is where you’d note the closest parking accommodations to the Place.
Hours Ex: Mon-Fri: 6am-12pm, Sat: 10am-2pm
Twitter This will be linked in a Twitter icon next to the Follow and Facebook icons on the right side of the page.
Facebook URL This will be linked in a Facebook icon beside the Follow icon and Twitter icons on the right side of the page.
Custom URL This will give the place landing page a custom URL.

  • For example “The Smith School of Business” will be .edu/the_smith_school_of_business, but it can be changed to .edu/ssob, etc.
Internal Notes This information will not be displayed on the Place Page. This space can be used to communicate any unique directions/information for Admins.
Keywords This field can be used to maximize SEO and ensure that queries pull the desired results by specifying common misspellings or if a place goes by other names.

  • For example, for “Cooke Library” you could keyword “Cook Library” or for “The Jefferson Arts & Culture Center” you could keyword “JACC.”

Communities

Communities are essentially another form of filtering that is location-specific. The most common use of Communities is for higher ed organization that have satellite campuses or non-profits that have chapters located in different regions.

Platform Admin

Communities vs. Filters

Unlike Filters, Communities can be assigned to a different timezone than the platform’s main timezone. For example, if an organization’s main location is on the East Coast, but a chapter or division is on the West Coast, the events for the West Coast Community would match the West Coast audience’s timezone when added to their external calendars. If your organization is located in areas with the same timezone, filters on places or events would effectively offer the necessary layer of filtering for communicating an events location.

Example of Location-based Filtering:

  • Region / Campus = Filter Family
  • State / Campus name = Parent Filter Item
  • City = Child Filter Item

Adding Communities

Communities are added on the Localist side and not through the Admin Dashboard. To inquire about adding Communities, please email support@localist.com with the following information:

  1. Display text for each Community
  2. Timezone for each Community

Assigning Places to Communities

Places are assigned to Communities so that when an event is attached to a Place Page, it will be included in the Community automatically.

  • Navigate to Classifications > Places > Add Place or select a Place from the list

    When in the Place Page create/edit form, you will see Community listed under Settings.

  • Select a Community from the drop-down list
  • Save Changes

 

Related Article: Filters

Filters

Filters are a large piece of your calendar’s overall taxonomy that enable you to divide and assign events to various broad categories or types. Filters provide Users with information surrounding the format (Event Types), the information covered (Topics), who can attend (Target Audience), etc. They are 100% customizable which means you can easily match the expectations of your audience by categorizing events in terms they’re already familiar with.

Platform Admin

Frequently Asked Questions

How many Filters should I have?

This answer is less about a specific number and more about ensuring that your Filters are AUDIENCE centric. What does it mean to be audience centric? They need to be succinct, clear, and match the expectations of your users. They should also be short, broad, and digestible lists – no one should have to scroll and scroll to find what they’re looking for! Create or audit your Filters list with best practices in mind using our Filter Best Practices guide here.

How are Filters ordered?

Filters are sorted by the number of events within the Default Date Range (Today, This Week, or Next 30 Days) and then alphabetically. Localist sorts Filters by the number of events first, rather than alphabetically, so users will easily be able to find events on your platform.

Why is the count next to the Filter different than how many events there are assigned to the Filter in the system?

The number that is displayed in parenthesis next to Filters corresponds directly to your platform’s Default Date Range. This dictates the time range and amount of events that will be displayed upon selecting a Filter.

For example, say you have a total of 50 “Athletics” events on your platform, but only 25 of them are set to take place in the current month. If your Default Date Range is set to “This Month”, the number in parenthesis will be 25.

Adding Filters

Filter Language Details
Filter Family Title of a unit of Filters.

  • Event Type, Target Audience, Topic, etc.
Filter Item Broad categories under each Filter Family.

  • Parent (Filter Item) – a Filter Item that includes Child Filter Items nested beneath it (Arts & Culture).
  • Child (Filter Item) – a Filter Item nested beneath a Parent Filter Item (Exhibits).

1. In your Admin Dashboard, navigate to Classifications > Filters. On the Filters page, you will see three Filter Families available by default:

Filter Family Details
Event Types Filters that categorize Events.
Group Types Filters that categorize Group Pages and Department Pages.
Place Types Filters that categorize Place Pages.

These Filter Families cannot be removed, but if no Filter Items are added to these families, they will not display on your calendar. If you would like to use these Filter Families, but need to assign them a different name, please email support@localist.com.

2.  To add a new Filter Family, click + Add Filter or, to add a Parent or Child Filter Item, select the Filter Family to which it belongs.

3.  If adding a new Filter Family, you will have three application options:

Field Details
Events The Filter Family will be available for selection on the Public Submission Form and the Admin +Add Event forms. It will be displayed on the Calendar Homepage, in Channels, the All Events page, the Event Landing Page, and the Results page.
Places The Filter Family will be available for selection when creating a Place Page (Place Page creation form) and will be displayed on the Places to Go directory and on the Place Page.
Groups The Filter Family will be available for selection when creating a Group or Department Page (Group or Department Page creation form). It will be displayed on the Group Pages directory, Department Pages directory, on Group Pages, and on Department Pages.

4.  Next, select the new (or existing) Filter Family from the list. Here, you will see two options:

Field Details
+ Add Item This option will allow you to enter one Filter Item at a time.
+ Add Multiple Items This option will allow you to enter an unlimited number of Filter Items at a time. You may enter up to two levels of Child Filter Items per Parent Filter Item. The first level Child Filter Item is specified with one dash. To specify a second level Child Filter Item, add two dashes.

Editing Filters

Moving — Filters can be moved (reordering their display) or can be updated (for spelling, etc.) Spelling updates will change everywhere on your platform, that said, if you change the Parent Filter for a Child Filter, it will only update for new events.

For example, let’s say you have Athletics as a Parent Filter Item, and you have Play as a Child Filter Item nested beneath Athletics. If you assign Play to an event, the event will be give both the Child Filter Item (Play) and the Parent Filter Item (Athletics). If you later move Play to be under another Parent Filter Item (such as Sports), your event will still have Athletics (Parent Filter Item 1) and Play (Child Filter Item) – it will not show up when looking at Sports (Parent Filter Item 2). However, when adding new events, the Child Filter (Play) will display beneath + will be connected to the new Parent Filter (Sports).

Editing — Here’s just what will happen when you edit your Filter list:

  • If you change the name of a Filter, this change automatically updates throughout the platform.
  • If you remove a Filter, any event assigned to a Filter that was removed will remain in the system, but lose this assignment (and only this assignment).
  • When you remove a Child Filter, events previously assigned to it will remain under the Parent Filter.

Assigning Filters to Events, Places, Groups & Departments

There are a few different ways to assign Filters to Events, Places, Groups & Departments in Localist. In your Admin Dashboard, navigate to Classifications > Events, Places, Groups, or Departments > +Add or Live

For Events, you will see a drop down per Filter Family with its corresponding Parent and Child Filter Items listed in the drop-down.

  • You can select as many Filter Items items as desired.
  • You can select either just the Parent Filter, just the Child Filter, or both – keep in mind, if you select just the Child Filter, the corresponding Parent Filter will automatically be assigned to your Event.
  • For Group, Department, and Place Pages, you will see one drop-down called Place Type or Group Type.

Include in Bulk Uploading

1. In your Admin Dashboard, navigate to Events > Bulk Add Events

2. While on the Bulk Add Events page, select Download CSV Template

  • This will download a spreadsheet with pre-populated headers to match the Filter Families you have entered on your platform, such as Event Types. When entering Filters in the spreadsheet the terms must match exactly. If the Filter Item is Athletics then you cannot use Athletic.
  • After you have completed your spreadsheet, export the document as a CSV and upload into Localist.

Assign a Filter to a Feed

1. In your Admin Dashboard, navigate to Events > Feeds

2. Select +Add Feed or an existing Feed’s title.

3. Under Content Overrides you will see the same drop downs that are available in the Public Submission Form and the Admin Event Form. Selecting a Filter on this page will assign the Filter to all of the events that come in via the Feed during the nightly import.

Default Date Range

The number that is displayed in parenthesis next to Filters corresponds directly to your platform’s Default Date Range, which you can find on the Appearance page. The 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.

Example Breakdown:

  • 50 “Athletics” events overall
  • 25 this month
  • 10 this week
  • 2 today
  • 15 in the next 30 days

If your Default Date Range is set to:

  • This Month: the homepage will display – Athletics (25)
  • This Week: the homepage will display – Athletics (10)
  • Today the homepage will display – Athletics (2)
  • Next 30 days the homepage will display – Athletics (15)

After clicking a filter, if a user selects a different “view by” option than what is shown by default, then the Filter list on the results page will update accordingly. For example, if the default is this week  with (10) events and a user selects month then the list will show the 25 “Athletics” events for the month and the filter count on the right hand side will also update to match.

– HEADS UP –

This presentation is the result of us trying several presentation methods, including keeping the number the same no matter what view/page you are on. The current functionality (number displayed = the number of events you will see when clicked) is by far the best solution.

It can be more confusing for Users to display 50 “athletics” events on the homepage, but only have a fraction of that number show when they click the Filter. Since Users are unaware of the overall number of events per Filter, seeing (25) displayed on the homepage and then seeing 25 events listed upon clicking will not be confusing even if there are more events posted further down the road.

 

Changing Your Default Date Range

1. In your Admin Dashboard, navigate to Settings > Platform Settings > Appearance

2. On this page, you will see Default Date Range

Ordering of Filters

Filters are sorted by the number of events then alphabetically when the count is the same to ensure that users are shown the most popular or prolific event types first. It is not possible to change the list to be 100% alphabetic. Sorting the entire list alphabetically would cause Filters with the highest count to possibly be hidden under show more while other Filters without any upcoming events would get a prime spot.

Here is a list of filters sorted by the default of # of events then alphabetically:

Fitness and Recreation (29)

Athletics (16)

Information Session (10)

Fair (3)

Academic Calendar (2)

Entertainment (1)

» Exhibit (0)

» Movie (0)

» Performance (0)

» Reading (0)

Show More ↓

 

For comparison, here is how they would be sorted 100% alphabetically. Note how “Fitness and Recreation,” which has the highest amount of upcoming events would be hidden below “show more” and there are now six Filters with zero events listed at the top.

Academic Calendar (2)

Admissions (0)

Athletics (16)

Celebration (0)

Ceremony (0)

Community Service (0)

Conference (0)

Discussion/Debate (0)

Entertainment (1)

Fair (3)

Show More ↓

Filters FAQ

Q:  How many Filters can we create?

A:  While there is technically no limit to how many Filters you can create, it is extremely important that you do not get too specific when defining Filters. For example, having Event Types like “meeting”, “colloquium”, “conference”, and “assembly” can cause a disconnect between your Users and the platform because they may not take the time to check each Filter or when submitting an event they may not know exactly which Filter their event belongs under.


Q:  Why aren’t there longer options for the Default Date Range such as 3-6 months or a year?

A:  The longest view available is a month because longer time ranges would pull an overwhelmingly long list that Users do not want. Requesting three months to a year of data would also negatively impact the performance of the calendar. Additionally, traffic is highly concentrated within the current month. For example, the mini calendar sees a significant drop in traffic for the next month and beyond the next month, there is minimal activity for 1+ months away for the current month.


Q:  Can users Filter by time?

A:  This functionality is not provided by Localist, but you can always set up Filters for “evening” or “weekend.” However, we strongly recommend that these are kept to a minimum to avoid user confusion and overlooked content. For example, “evening”, “afternoon”, “midday”, etc. can have overlaps depending on the user.


Q:  Is is possible to apply a fallback image to a Filter category?

A:  You’re able to assign a fallback image to the Event Type Filter Family. Beyond this, it is not possible to apply fallback images to every category. Many events have multiple Filters, so Localist won’t be able to tell which Filter image should be used. Instead, Localist has a Photo Fallback Chain to ensure that all events have a photo assigned to them!


Q:  How can a User view two Filters from different Filter Families at once? For example, “General Public” (Target Audience) + “Arts & Culture” (Event Type)?

A:  After a User selects an initial Event Type, if they select a Filter from another category while on the Event Types’ results page, the Filters will be combined upon page load.

 

– HEADS UP –

Here are some helpful troubleshooting tips to try before you reach out to the support team!

 

  • Events are not populating Filters: The number next to Filters is directly linked to your Default Date Range, which will display the number of Events for Today, This Week, or the Next 3o Days. So, if Events are not populating your Filters make sure your Default Date Range is set up properly.

Intro to Classification

– BEST PRACTICE –
Setting up your Classification (also known as your platform’s Taxonomy) is your first step when implementing a new platform.

 

Localist offers several tools to help you classify your events. These include your Landing Pages (Places, Groups, & Departments), Filters, Keywords, and Tags — each of which serve a distinct purpose on your calendar.

Platform Admin

Classification Puzzle

Before we break down each piece of your classification, lets review a sample event to identify all of the initial pieces:
 

An organization called Cities for a Cure is hosting a holiday concert festival at the City Arena in the Inner Harbor to raise money. The event page needs to reflect that the concert will be only open to 21+ with ID’s shown, tickets are expensive but free parking is available and that doors will close at 7. Cities for a Cure would also like this event to feed into their homepage’s event widget.

 

Here’s how these details should be entered in Localist:

  • City Arena → Place Page
    • Where is the event hosted (address)?
  • Cities for a Cure → Group Page
    • Who is hosting the event?
  • Concert → Filter (Event Type)
    • What is the format of the event?
  • 21+ → Filter (Audience)
    • Who can attend the event?
  • Fundraiser → Filter (Topic)
    • What information is being covered during this event?
  • $$$ → Filter (Cost)
    • How much does the event cost?
  • Inner Harbor → Filter (Neighborhood)
    • Which neighborhood will the event take place (non-address specific)?
  • Festival / Holiday → Tag
    • Short-term, temporary, and/or ultra-specific event details seen by the public.
  • Homepagewidget → Keyword
    • Short-term, temporary, and/or ultra-specific event details seen only by search engines.
  • Free Parking / Must show ID / Doors Close at 7 → Description or Custom Field
    • Event-specific description.

What’s a Landing Page?

First and foremost, Landing Pages are your starting point for your platform’s Classification (taxonomy). Landing Pages include Group PagesDepartment Pages, and Place Pages – this powerful, yet flexible tool houses events by Location (Places) or Host (Groups/Departments) while providing all-important context to your Users. What kind of context, you say?

Landing pages provide your audience with:

  1. A description:  this details what each location or host is all about
  2. A photo:  events can inherit this photo via the Photo Fallback Chain
  3. A list of upcoming and recent Events:  so your Place, Group, or Department can shine even if they’re still planning an event
  4. A newsfeed:  To show off each Place, Group, or Department’s clout
  5. An inheritable map (Places):  So users know exactly where to go for an event and event planners don’t need to look up addresses

Once added to a platform, these Landing Pages roll neatly into separate, filterable directories (Place Types and Group Types) which limits clutter on your platform!

What’s a Filter?

As users enter the calendar they often think “How do I get the calendar to show only the events I’m interested in?” Enter Filters. These 100% customizable text labels sit on the right side of your calendar to offer users a few quick ways to limit the events they see to a single topic that interested them.

Filters provide your audience…

The second most commonly used navigation tool on your platform – second only to the “All Events” button. Since Filters can be used for Place Pages and Group/Department Pages in addition to events, Filters are the perfect second step in organizing the calendar.

Filters and Administration

Keeping your filter list simple, self-explanatory, broad, and user-centric not only helps users find events, but it also helps event submitters quickly locate the best possible categories for their event. This limits the time it takes to submit an event and limits the possibility of missed categorization opportunities.

When to use Filters

Filters’ simplicity makes them a great quick-access, organizational tool as long as they’re user-centric. Not sure where to start? Check out our filter best practices to strategize the best possible uses.

– BEST PRACTICE –

Filters must always be AUDIENCE centric. What does it mean to be audience-centric? They need to be succinct, clear, and match the expectations of your users.

 

View our Filter Best Practices guide here!

What’s a Community?

Does your organization have multiple or satellite locations outside of your current timezone? We’ve got you covered with Communities! A Community is another way to filter your events based on location. For instance, if your organization is located on the East Coast, but you have a chapter on the West Coast, the events for the West Coast Community will reflect their timezone.

How does it work?

  1. You’ll need to contact Localist Support via support@localist.com to add your Community. It is not available via the Admin Dashboard.
  2. Assign a Place Page to your Community.
  3. Assign your Events to your Place Pages. The event will then populate the Community in which the Place is assigned.

What Are Tags and Keywords?

Tags and Keywords are free text labels that Event Admins can add to an event. Unlike Landing Pages and Filters, an Event Admin can create these on the fly. Tags and Keywords are functionally the same, EXCEPT Tags are visible on the public calendar whereas Keywords are only visible to search engines.

Tags and Keywords provide your audience with…

  1. An ultra-specific way to classify events that may not otherwise make sense for Landing Pages or Filters
  2. Boosted SEO
  3. A tailored way to promote events for Channels and Widgets

Tags and Keywords and Administration

Tags and Keywords can only be added by Event Admins, which helps keep them consistent throughout your platform. Admin permissions cannot be limited by Tags and Keywords.

When to use Tags and Keywords

Are you looking to create a Widget or Channel for an event series, annual festival, or administrative department? Since Tags and Keywords don’t clutter up your Filter list, you can get as specific with them as you like. Once you’ve set up your Landing Pages and Filters, use Tags and Keywords for any other labels your community may need.

Other ways to Promote events

You might be thinking, “Hey! Aren’t there other ways to organize events?” and you’d be right! Using your calendar’s existing taxonomy, you can build Channels (customizable landing pages that live on your platform) or Widgets (customizable curated lists of events that can be embedded on external web pages). While you shouldn’t think of these two tools as part of your taxonomy, they may influence your taxonomy a bit. For instance, you may create Tags and Keywords for the sole purpose of displaying events. In fact, you may use this solution instead of creating a Filter or Landing Page in order to keep your calendar’s taxonomy clean and organized.