Emphasis

Emphasis is an all new platform wide theme that has been designed so that your events can shine through as your brand. To check out Emphasis in the wild, start here:

Frequently Asked Questions

Expand FAQ

Is there a cost associated with upgrading to Emphasis?

No! Upgrading to Emphasis and taking advantage of the new included features is 100% included in your license.

How can we tell if our platform is already using Emphasis?

If your platform is set up with event listings on the left with an exposed right content sidebar, you are using Legacy. If your platform is a one column layout with event cards, congrats — you’ve already upgraded to Emphasis!

What role will the Localist Team play in upgrading from Legacy to Emphasis?

The Customer Experience Team is here to do the heavy lifting for you! We will spin up Emphasis in your Staging Environment and adapt the colors, fonts and overall styling to align with your brand. Once you’re ready to upgade your production platform, the CX Team will put everything in place on your behalf.

Will we be able to provide feedback before our production platform is upgraded?

Absolutely! Once a final draft point has been reached, you will receive an email inviting you to review the mockup. The CX Team will also provide a collaborative Google Sheet for you to log feedback and track progress.

Can we upgrade our platform to Emphasis instead of the Localist Team?

Of course! While you will still need to coordinate with the CX Team to get started and eventually transition the theme from staging to production, your team is more than welcome to take the reins on reimagining and implementing your branding with Emphasis.

Can we pick and choose which elements of Emphasis to adopt?

Emphasis is a platform wide theme and as such, it is all or nothing. To use any of the new features/styles highlighted below, you will need to upgrade your platform in its entirety.

Can we schedule a time to upgrade to Emphasis?

Yes! The CX Team is available to transition the approved Emphasis theme from staging to production any weekday from 9-5 ET. Upgrading your production platform takes only a few minutes and no downtime is required.

Will the Admin Dashboard change when we upgrade?

The only changes to the Admin Dash are in place to support the new features. For example, a “Card Size” option has been added to the Event List component in Channels. However, the overall layout and general back end management tools, such as editing Filters, adding Places or approving events will not change when you upgrade to Emphasis.

Will upgrading to Emphasis impact our Widgets, the API or feed data and displays?

Not at all! Emphasis is a platform-only upgrade only and will have no impact on how you are displaying or ingesting content on other websites.

Where can I see customer examples/customizations of Emphasis?

You can find find these in our Emphasis bookmarks doc: https://support.localist.com/bookmarks/!

What impact does Emphasis have on my calendar’s existing content?

What you see is what you get display-wise, but populated with your platform’s content such as events and Classification. Migrating to Emphasis will not remove any of your platform’s existing content, just an update to how it displays your content.

Setting Up Emphasis

Expand Instructions

Process Overview

  • Submit the “I’m Ready for Emphasis” form below to let the CX Team know you’re ready to explore Emphasis.

    A team member will be in touch to confirm your submission and will begin transitioning your Staging Environment to Emphasis.

  • Review your Emphasis mockup

    Once a final draft point has been reached, you will receive an email inviting you to review the mockup. The CX Team will also provide a collaborative Google Sheet for you to log feedback and track progress.

  • Schedule your Emphasis upgrade

    After finalizing your new Emphasis theme, the CX Team will coordinate a date/time to migrate the new design to production.

I’m Ready for Emphasis!

Emphasis Exclusive Features

Channels

Channel Cover

A more prominent display is now available for Channel cover photos. Channel Admins also have the option to add a bold, solid background in the color of their choice.

Solid Channel Background

Channel Cover Photo

Channel Cover Photo With Color Overlay

Channel View

Users can now choose from 3 different layouts for displaying events on a Channel. Admins can now set a different display for each Channel by making a selection in the Card Size drop-down option in the Channel Layout Editor for each event list.

Small Card

Medium Card

Large Card

Card Size Field In Channel Layout Editor

Navigation

Pop-Out Drawer Navigation

Platform navigation is now housed in a clickable drawer to allow more focus on event listings. Users can easily access all additional Channels, Widget Builder and Group/Department directories.

Event Filtering Options

In addition to filtering by specific event Classifiction, users can now filter events by when they are occurring. Select from Today, Next 7 Days, Next 30 Days or choose a date from the Mini-Cal.

Users can select multiple Filter items to sort by for each Filtering option by clicking on the box next to each Filter item they wish to include in their search.

Submit An Event Component

Your calendar’s homepage now comes equipped with a more prominent call to action to encourage your community to submit events. This comes in the form of a component in the Channel Layout Editor.

Layout Editors

Global Event Layouts

The Global Event Layout Editor allows for a streamlined layout for all Event Detail Pages on your platform. Select as many components as you feel necessary to provide users with the maximum amount of event details. Just like with Channels, you can arrange these components by dragging and dropping them to the desired position on the page.

Global Event Layout

Global Event Layout Components

Per Event Layouts

Per Event Layout Editor allows Admins to set a custom layout for any single event regardless of what the Global Layout is set to. This is great for events that may not require certain components or for the addition of more complex components such as custom HTML.

Customize Layout Tab on Admin Event Form

Per Event Layout Editor

Event Layout Editor Components

Featured Speaker + Group Components

The addition of the Featured Speaker and Featured Group Components in the Event Layout Editor allows Admins to select a User and/or Group to be highlighted on the Event Details Page. For example, the Featured Speaker component can be used to highlight a set of speakers that will be presenting at an event. Just add each speaker as a User then they’ll be eligible to be selected as a Featured Speaker.

Featured Speaker

Featured Speaker on the Event Details Page

Featured Group

RSS

Previously only available on the Channel Layout Editor, the RSS component is now available for all events on your platform using the Global Event Layout Editor. This allows Admins to include an RSS feed of events to each Event Details Page.

Hero Image

The Hero Image component allows Admins to set an eye-catching photo to display alongside event details.

Social Links

Facebook, Twitter, and Instagram links are now available to display on individual Event Details Pages using the Social Link Component. The prominent display allows users to easily share events on social media and spread awareness of events happening in your community.

Website Link

Add a link to an external website, like an addiitonal information page right on invididual Event Details Pages.

Events

Public Event Submission Form Editor

The Submission Form editor allows Admins to pre-set the options they would like displayed to their users on the Public Event Submission Form.

Google Maps Quick Links

The Google Map component now 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.

“New” Tag

To give users more insight on new and interesting events on your platform, a “New” Tag is now automatically included on event cards for events that have been approved within the last 30 days.

New Feature Log

Welcome to the Localist Feature Log, your stop for learning what new features and enhancements have been made available to your admins and community.

Permission required to turn on a new feature
Permission required to use the new functionality or features containing the update
Area of the platform and themes impacted. Some updates are exclusively available on our Emphasis theme

March 9, 2021

Update: HTML in Feeds & CSV Uploads

The following HTML tags are now supported when included in an event’s description in CSV/ICS/RSS Feeds and CSV bulk uploads: strong, em, b, i, p, code, pre, tt, samp, kbd, var, sub, sup, dfn, cite, big, small, address, hr, br, div, span, h1, h2, h3, h4, h5, h6, ul, ol, li, dl, dt, dd, abbr, acronym, a, img, blockquote, del, ins, iframe, u
Automatic
Platform Admins
Admin Dashboard

Update: Feed Error Reporting

Errors related to failed Feed imports will now be displayed in the status column on your Feeds management page.
Automatic
Platform Admins
Admin Dashboard

February 5, 2021

Feature: “New” Event Label

For events that have been approved within the last 30 days, a “NEW” label will automatically display on the event card. This label will be automatically removed when the event has reached 31 days since approval.
Automatic
Emphasis Exclusive

Troubleshooting

If your event cards are not displaying the “NEW” label as expected, your platform customizations have prevented Localist from automatically applying this new feature. A Platform Admin will need to review the following Theme Editor file(s) and manually put in place the required code. To access this code, you can create an inactive theme with no customizations to review the default code. Alternatively, you can reset these files then re-apply your customizations, but this is only recommended if you have lightly modified the theme file AND a copy of your customized theme file code is saved outside of the platform.

  • Event Card: Shared Among Multiple Views > _event_item

January 11, 2021

Feature: Zoom Integration

When creating Virtual or Hybrid events, you can now connect to your Zoom account to generate meeting details without leaving the Localist event form.
Platform Admin
Event Admins + User Submissions
Emphasis + Legacy

Troubleshooting

If your Public Event Submission Form is not displaying the Zoom fields as expected, your platform customizations have prevented Localist from automatically applying this new feature. A Platform Admin will need to review the following Theme Editor file(s) and manually put in place the required code. To access this code, you can create an inactive theme with no customizations to review the default code. Alternatively, you can reset these files then re-apply your customizations, but this is only recommended if you have lightly modified the theme file AND a copy of your customized theme file code is saved outside of the platform.

  • Submission Form: Events > Public Event Submission Form

January 4, 2021

Update: Personal Payout Accounts

When using Localist Register, Event Admins can now add their own personal Strip payout account so that their event funds are directly deposited to their Stripe account. Previously, Stripe accounts were only added at a global level and managed by Platform Admins.
Automatic
Event Admins
Admin Dashboard

Managing Events During a Crisis

During a crisis, your organization may find itself grappling with the logistics of transitioning in-person events to virtual, postponing until a later date or ultimately canceling planned events. In these times of uncertainty, your Localist platform can not only be used to manage changing event details, but it can also aid in providing important updates as your community moves to remote interactions. Below you will find ways customers have customized their platform in service of community awareness. If the Localist Support Team can be of assistance in expediting the implementation of any of these customizations, please reach out to support@localist.com.

Canceling Events in Your Platform

When canceling or postponing events, do not delete them from your platform! You can apply a “status” to your events so that content is not lost on the admin side and your community remains up-to-date.

HEADS UP: This feature required an update to the _event_item theme file. As such, any previous customizations you’ve made to this file may prevent the statuses from displaying as expected. If this is the case for your platform, please contact support@localist.com for assistance.

In your Admin Dash event forms, you will see the following option below the event’s description:

When selected, the status phrasing will be applied to the event’s title, such as Canceled: Ice Cream Social. This change to the title will be reflected on all event listings and landing pages.

If you need to bulk apply statuses, follow these steps:

  1. Navigate to Events > Live > Export CSV (top bar) and you will receive an email with a download link.
  2. Enter Canceled, Postponed or Sold Out in the Status column.
  3. Once complete, you can re-upload by navigating to Events > Bulk Add.

IMPORTANT: If you’re using Excel, be sure to check that you see the full numerical Localist ID and not something like “918+”. If you do see an incomplete number like that, you should not use Excel in this workflow. Uploading a sheet with shortened IDs will result in duplicates. Google Sheets and Numbers are both working alternatives if you encounter this!

Global Notice

SILK Wrapper


If you are using our SILK Wrapper feature, start by adding the necessary code to your SILK Wrapper file. Once added, navigate to Settings > Platform Settings > Appearance > select the Refresh Wrapper link.

 

No SILK Wrapper

If you are not using a SILK Wrapper, you can still apply a banner or message that will apply to every page of your platform using our HTML Theme Editor. To do so, navigate to Settings > Platform Settings > AppearanceEdit HTML for your active theme > open the file Global Site Shell file under Wrapper at the bottom of the theme file list.

To add a message above the default header, add your code to line 51 or just before {% partial ‘shared/header’ %}. To add a message below the default header (pictured), add your code to line 53 or just before {% partial ‘shared/header’ %}. 

 

Homepage Notice

Informational Box

Adding informational boxes to your Homepage is done through your Channel editor. Navigate to Content Channels > select Edit Layout for your Homepage Channel > +Add ComponentDescription. Drag and drop this component where desired.

 

Website Link

Adding a call-to-action button to your Homepage is done through your Channel editor. Navigate to Content Channels > select Edit Layout for your Homepage Channel > +Add ComponentWebsite Link. Drag and drop this component where desired.

 

Featured “Event” or Sponsored “Event”

For both a Featured or Sponsored “Event” notice, start by creating an event that starts with today’s date. Next, select Every day in the Repeating drop down and enter the desired future date in the Repeating Until field. After filling out the remaining details, you will either check off Sponsored or select the appropriate Featured carousel for the event to be included in. For Homepages, most are labeled Homepage – Featured Event.

 

Canceled Events Tab

Customizing your Homepage tabs is done through your Channel editor. Start by navigating to Content Channels > select Edit Layout for your Homepage Channel. Next, select +Add Component>Event List within the already present Event Tabs component. You’ll see an editor appear to the right where you can designate a title and how you’d like to include events in the list, such as by a Tag.

 

Event Notices

Event Page

Adding messaging to all Event pages is done through our HTML Theme Editor. To do so, navigate to Settings > Platform Settings > AppearanceEdit HTML for your active theme > open the file Page Shell under Events.

To add a message above the event content, add your code to line 43 or just before <div class=”grid_8 alpha”>.

 

Event Submission Form

Adding messaging to the Public Event Submission Form is done through our HTML Theme Editor. To do so, navigate to Settings > Platform Settings > AppearanceEdit HTML for your active theme > open the file Public Event Submission Form under Events.

To add a message above the form, add your code just after <div class=”grid_8 alpha”> on line 16.

Shape Our Support Efforts

Here at Localist, we understand that learning a new product is not a one size fits all experience–nor should it be! The purpose of this survey is to gauge the individual learning styles of folks like you who work with Localist the most to ensure that our efforts are best suited for our community of administrators.

The form you are trying to view has been unpublished.

Platform Tour

What follows is an outline of the content and best practices reviewed during the second stop of your Localist Implementation: a Platform Tour.

Classification

Setting up your Classifications is the first step in implementing Localist, and they’re all connected in providing users with context surrounding your events.

Localist Classifications are in three parts:

  1. Landing Pages for Places, Groups, and Departments
  2. Filters
  3. Tags & Keywords

Landing Pages

These create a directory in your calendar that allows Users to search via a particular Place, Group, or Department.

  • Place Pages – every event is hosted somewhere, so these landing pages provide users with context around where events will be hosted.
    • On this page, you’ll add an address for a location once. When you add an event, you’ll start typing the name of the Place Page and select it from the dropdown that appears. When a Place Page is assigned to an event, it will link it to a map for this location.
  • Group and Department Pages – give events hosted by Student Groups, Academic Departments, Partners, etc. a place to live on your platform. Similar in structure to Places, Groups & Departments will also display all context such as descriptions, website URLs, and a photo.
    • Functionally, Groups and Departments are the same, they just live in separate directories. Groups are typically used for student organizations such as clubs, intramural sports, Greek Life, etc. whereas Departments are used for Academic Departments, Centers, etc. The common denominator here is that these pages are meant to provide additional information about the hosts of your events.

 

Additionally, all landing pages display Upcoming Events and Recent Events. This is useful to your Users browsing the calendar  — if they come to this page and there are no upcoming events, they’ll be able to see the recently held events to get an idea of the kinds of events they can expect from a Place, Group, or Department.

Following a Landing Page

If a User is interested in the events on a Landing Page, they can follow the Place, Group, or Department. Once they click follow, they will populate the Followers box and all events assigned to the Landing Page will be added to their plans.

Adding an event to your Plans triggers two notifications. One the day before the event as a reminder, and one the day after the event to review their experience.

Filters

The next part of Classification are your Filters. Filters divide and assign events to various broad categories and provide context such as:

  • Event Types  format of the event 
  • Target Audience – who the event is targeted towards 
  • Topics – information covered during the event 

Filters should be broad, audience-centric, and digestible lists that encompass a large variety of events, and you can assign as many Filters to an event that apply!

Here are a few best practices to keep in mind:

  • They should be permanent to your calendar. If a Filter is only relevant for part of the year or for a weekend, they’re too specific and will sit empty for the rest of the year, which can have a negative impact on your SEO. Localist has other means of categorizing events on your calendar to avoid temporary Filters.
  • Avoid overlapping Filter Items. Your Users may not know the difference between a lecture, talk, or colloquium. To keep that broad, you can consolidate all those events into the “Lectures & Presentations” Filter Item.
  • Avoid duplicate Filters. If you have “General Public” in the Audience Filter Family, you do not need “General Public” in Event Types. This Filter Item fits best in Target Audience because it outlines who the event is targeted towards. Duplicates can create confusion not only for the User browsing, but also for the User submitting events. If they aren’t sure which one to assign to their event, they may abandon using it all together.

 

Tags & Keywords

The final part of your Classifications are Tags & Keywords. Tags and Keywords are free-text labels that are assigned to events. These are best for temporary or ultra-specific categories – in comparison, Filters are broad and permanent to your platform. Tags & Keywords can reflect things like a concert series, convention, festival, etc.

Functionally they’re the same, they’re just displayed differently.

  • Tags  are seen by the public on the Event Details Page. When you click on a Tag, you’ll be taken to a Search Results Page for all events that have been assigned to that Tag.

  • Keywords – are hidden from the front-facing platform and are only seen by search engines such as Google. They’re great for common misspellings for SEO purposes – for example, if you have a guest lecturer who has a uniquely spelled name, you can type those common misspellings as Keywords on your event. This way, if a User uses the search bar on your platform to type the name of the lecturer, but they spell it incorrectly, they’ll still be able to find the event.

 

– HEADS UP –

Getting Classifications set up FIRST during implementation is important so when you’re ready to add events to your calendar, you’ll know they’ll be properly classified to make them discoverable!

 

Event Approval & Promotion

Now that you know how to classify your events, let’s talk about how to get those events onto your platform! There are four ways to add events to your platform: In the Admin Dashboard, you can use the Admin Event Form, Bulk-Add Events or Upload Feeds. On the public side, Users can submit their events via the Public Submission Form.

Admin Dashboard

  • Admin Add Event Form This is accessible by admins only and it has additional fields, such as Tags & Keywords and Visibility options that base-level Users do not have access to.
  • Bulk-add– If you’re looking to add a bunch of events at once, you can use a CSV template. This is a one-time upload of your events and each header matches the fields on your Admin Event Form.
  • Feeds–  Localist supports CSV, ICS, and RSS feeds. CSV feeds are preferred since they provide the most amount of event data, followed by ICS, and RSS provides the least amount of event data. Feeds are updated once daily, overnight between about 2am – 5am EST.
    • When adding your feed into Localist, you have the option to assign Content Overrides to ensure your events are properly classified! These are your already set Filters, Groups, Departments, and even a photo that you can assign to every event in the feed. This is helpful if you have a feed of all music events, you can assign the Filter “Arts & Culture” to every event in the feed!

Public Submission Form

The last way to get events on your calendar is via the Public Submission Form (Submit an Event). All logged-in Users have access to the form to submit events to your calendar for approval.

On this page, you’re able to add Guidelines Boxes above, within, and to the right of the form. Customers use these to communicate with Users how they should be filling out this form.

Also on this form, you can add Custom Fields to gather more information from Users. The Contact Email field is popular with customers because the person who submits the even isn’t necessarily the point of contact for the event. To ensure your Admins know who to contact with any questions about the event, you can also mark Custom Fields are required.

Once a user clicks add event from the Public Submission Form, the event goes to the Pending Queue where an Event Admin can approve, reject, or edit events. When an event is rejected, the admin can give a specific reason in the text box.

That said, if the event only has minor errors such as spelling mistakes, instead of rejecting the event, Event Admins can click on the name of the event to make edits before pushing it to the live platform.

Keep in mind that if an event is rejected, it’s gone forever. That means the User will not be able to click back into the same event to make any changes, they’ll need to start over with a fresh submission.

Promotion

Now that we covered how to classify and add events to your platform, Localist helps you promote those events directly on your platform by Featuring and Sponsoring them!

Featured & Sponsored

Featuring and Sponsoring events are great ways to give events extra attention on your platform and events can be flagged as both.

  • Featured – events get a prime spot on your calendar homepage or Channel in the Featured Carousel. These are events that appear to be endorsed by your org. The Featured Carousel displays 10 events at a time and you’re able to flag an infinite number of events as Featured. Once one event is over, the next chronological event hops into the carousel.

  • Sponsored – If you’re looking for a softer endorse of an event, you can flag it as Sponsored. Once flagged, the event will be given a boost in Localist’s propagated trending algorithm, and the event will be pushed to the top of Trending list. The event is also given different styling to bring more attention to it. This styling stays the same throughout your platform, and you’re able to use custom CSS to match this styling to your unique brand!

 

Trending vs Upcoming

While we’re on this page, let’s talk about Trending and Upcoming:

  • Trending – is based on Localist’s propagated algorithm to find not only the most popular, but the most unique and interesting events based on User data. We don’t release the exact details of this algorithm, but things like clicks, amount of time spent on the page, shares, etc. are all taken into account. Trending is always learning — as interests change around the community, the algorithm keeps up with User trends!
    • Having Trending as the default view is an industry standard. Thinking along the lines of how social media such as Twitter or Instagram, and even news outlets such as the New York Times display content, you’ll see information in order of relevance rather than chronological order.
  • Upcoming – a chronological view of events.

Event Details Page

Let’s switch gears and take a look at the Event Details Page. This is a dedicated page for events that provide your Users with event context — which includes all the Classification assigned to the event.

I’m Interested

On this page, users can mark themselves as I’m Interested in an event. Similar to following a Place, Group, or Department Page, the User will populate the people interested box plus it will add the event to the User’s plans. This triggers the two notifications — one the day before the event as a reminder, and one the day after the event to review their experience. The community is social, and we found that seeing who is attending an event actually boosts event attendance.

Of course, we understand there are events that don’t necessarily require the I’m Interested function such as a candlelit vigil, so you’re able to turn I’m Interested off on a per-event basis.

User Permissions & Workflow

Now that your events are classified and on the calendar, you can start thinking about admin permissions and strategizing a workflow to handle event content on your platform.

Localist Permissions are not a hierarchy which means Platform Admins don’t automatically have control over entire platform without all other Permissions checked.

Permission Types

  • User – everyone is a user including admins — this allows everyone to login to interact with your platform. Without this checked, you cannot Submit an Event, mark yourself as I’m Interested, etc. on the calendar.
  • Trusted User – This is a non-admin permission that allows the User to submit events to calendar via the Public Submission Form and skip the pending queue. Keep in mind that this permission doesn’t give the User access to the Admin Dashboard or the additional Admin fields such as Tags, Keywords, or Visibility.
  • Event Admin – If you do want the User to have access to Admin fields, you can make them an Event Admin. They can add, approve, reject, and edit events on your platform. As an admin, they’ll also have access to the Admin Dashboard.
  • Featured/Sponsored – Event Admins have an additional permission to promote events directly on your platform on your homepage or Channel with the Featured/Sponsored permission.
  • Channel Admin – can add & edit Channels in the Admin Dashboard to change the general look and feel of your additional calendars.
  • Group Admin – can add and & edit  both Groups and Departments in the Admin Dashboard.
  • Group Officer – is our other non-admin permission. For the Group or Department they’re assigned to, these Users can edit the description, accept follow requests, and send messages to everyone in the Group or Department. They cannot access the Admin Dashboard, so they won’t be able to add additional Groups or Departments to your platform.
    • This is great to give to student leaders, heads of departments, or partners so they have a small slice of your Localist calendar. While they can’t moderate the events assigned to their Group or Department without other permissions checked, they can use this permission to connect with the community that follows their page.
  • Platform Admin – can add users, escalate permissions, add Places, upload feeds, edit global settings, and change the general appearance of platform.

Allowed & Excluded Workflow

On top of Permissions, Localist also has an out-of-the-box way of restricting content moderation for Event Admins with the Allowed and Excluded workflow. Here’s how it works:

If I am an Event Admin who is Allowed to a Classification (which are your Filters, Groups, or Departments) this means that:

  1. Any event that I am adding to your platform must include the Classification to which I’m allowed. If I want to add an event that doesn’t include my Allowed Classification, it will go to the Pending Queue where an Event Admin with the proper permissions can moderate my event.
  2. When I go to the Pending Queue, the only events that I will be able to see to moderate will be events that include the Classification that I’m allowed to.

In comparison, if I am an Event Admin who is Excluded from a Classification, this means that:

  1. When I add an event to your platform, I won’t be able to see or access that Classification Item from any of the dropdowns. I am unable to interact with that Classification item at all on the platform.
  2. When I go to the Pending Queue, I am unable to see events that include the Classification to which I’m Excluded.

One caveat of this workflow is that if the Classification isn’t included in the event, the Event Admin won’t be able to see the event for moderation in the Pending Queue. To ensure that events that don’t slip between the cracks, we suggest having at least one or two Event Admins Allowed to everything, which would be to leave this section blank.

Promotion

Now that you know how to classify and add events into Localist, you’re ready to start Promoting these events! Localist Promotion tools include Channels and Widgets. These tools use already existing Classifications or Date Ranges to pull events.

Channels

First up we have Channels. Channels are a Localist Promotion tool that generate a new page on your platform sort of like a “calendar within a calendar”. Channels are a great way to implement brand and layout changes since customization is as simple as dragging and dropping components around the page.

You can make your Channel as decked out or toned down as you like. Additionally, your homepage is a Channel so anything you can move around here can be done to your Homepage. 

Channels are great for pooling short-term events such as festivals, homecoming, graduation, or they can be used for pooling like-events such as athletics, academic calendars, exhibitions, or conferences.

Widgets

Widgets are similar to Channels in that you can pull events into the Widget using already existing Classification or Date Ranges. The main difference between Channels and Widgets is that the Channel actually lives on your calendar platform whereas a Widget is generated to be placed on an external page to direct traffic back to your calendar. Widgets are a great tool to set and forget — add events once in Localist and display them anywhere you like!

Out of the box, Localist provides three basic Widget templates and they’re designed to inherit the styles of the page they live on. If you’re looking for a more unique look and feel, you’re able to create custom Widget templates in the Admin Dashboard.

Branding

Localist allows you to use your organization’s unique branding to create a seamless transition between your website and your new calendar. Having that transition builds trust with your Users — they won’t feel like they left your website!

Colors, Fonts, & CSS

You can accomplish this seamless transition by simply changing the colors and fonts of your platform. This is an out of the box Localist platform with added colors, logos, and fonts. It’s clean, effective, and requires little to no knowledge of CSS and HTML to accomplish. Additionally, Localist is responsive out of the box, so Users on smartphones and tablets will be able to navigate your platform!

Brand Template

A Brand Template is your header, footer, and base styles that gives Users that seamless transition from your website to your calendar. You’ll need experience with CSS and HTML in order to get set up with the wrapper. You’ll typically use a basic page on your current website, remove the body content, add Localist comments, and clean up with CSS.

Theme Editor

The Theme Editor gives you access to your platform’s HTML to customize how data is presented. For instance, you can add guidelines boxes etc. Keep in mind that your Homepage is a Channel, so if you want to move or add components to your Homepage, you can do so in the Homepage Channel Layout Editor in the Admin Dashboard.

Custom Domain

The last part of your branding is to set your Custom Domain. All platforms are in a subdomain format so you can create a CNAME record to point your Custom Domain to your Localist placeholder URL.

Once you know what domain name you’ll be using, let your Implementation Specialist know so they can get a CSR generated to set up SSL for your platform.

SSO

Localist offers its own local account and social logins including Facebook, Twitter, Google, and LinkedIn. In addition, Localist has Single Sign On integrations with:

  • CAS
  • LDAP
  • Shibboleth/SAML 2

Wrap Up & Next Steps

Here are the next steps for Implementation:

  1. Once you have access to your platform, start working on your Classification.
    • You’re able to bulk-upload your Places, Groups, and Departments so try to access a list of all Places, Groups, and Departments for your organization. 
    • To get started, for Places all you need is a name + address and for Groups/Departments you’ll only need a name. The other information such as a description or photo can be added later!
    • If there are any additional Filters that your Users will be expecting, you can add them. 
  2. In parallel with your Classification, start working on Branding.

The Classroom

Welcome to The Localist Classroom! This space is dedicated to eLearning videos to give you inspiration and tips you can use to put your best calendar forward. What other topics would you like to see included here? Feel free to submit ideas through our Suggestion Box!

Localist Lessons

Quick Takes

Not quite sure what tool is best for your needs? In these Quick Takes, we’re putting some of Localist’s most popular features head-to-head.

How-To’s

If you’re new to coding, these simple step-by-step videos will have you implementing customizations like a seasoned pro.

Webinars

Making the Most of Your Event Content Series

This 3-part series will focus on industry best practices to refocus your event content strategy and kick your Localist platform up a few (or several) notches.

Other Topics

Release Notes (6/28/18)

Tags & Keywords: Smart Matching

Assigning Tags & Keywords just got a whole lot easier! Start typing and Localist will suggest already existing Tags or already used Keywords:

You can now refine event lists according to Tags & Keywords in your admin dashboard:

Default Date Range: Rolling 30-Day

This is a Global Options setting, and it controls what date range is shown when “All Events” or a filter is selected from your calendar homepage. Before this option, it displayed as “This Month” and was a static view that always showed the entire current month, regardless of the date. With this updated option, these pages will show today+30 days worth of events.

Admin CSV Exports

Admins can now exports full CSV’s of events, Places, Groups and Departments. Once you’ve selected the desired link in the left nav, you will find the CSV export button in the top right corner:

If you are exporting events, you can first choose to refine the list then export so the CSV only includes specific events.

Widgets: Call-to-Action

A small, but powerful addition! The default “Classic” and “Modern” templates now include a “View all events” call-to-action at the end of the event listings.

Filters to Landing Pages Conversion

Want to take advantage of all of the benefits landing pages have over filters? This is the tool for you!

What will automatically update?

  • Events and user permissions tied to the original filter will carry over to the landing page.
  • All widgets, feeds and API calls using the original filter will now reference the landing page moving forward.
  • Once converted, the original filter will be permanently deleted.

What will not automatically update?

  • Since filters are just a word/phrase, the landing page will be created with that as the title. All additional details such as the description and photo will need to be manually added. TIP: you can use our new CSV export tool to export your landing pages, edit the CSV and re-upload to easily update all landing pages at once.

 

Release Notes (3/22/2018): Multiple Groups

What has changed

  • Previous functionality: only one Group or Department page can be assigned to an event.
  • New functionality: an unlimited amount of Group and Department pages can be assigned to an event.

Assigning multiple groups or departments

  • Per-event: Admins and users can individually select as many Groups or Department pages as needed.
  • Bulk uploading or Feeds: To designate multiple Group or Department pages, just separate each with a comma. What is entered must still match exactly to what is saved in Localist.
  • Widgets: Admins and users can individually select as many Groups or Department pages as needed. An event must match at least one of the selected Groups or Departments to be included in the widget.

Permissions

Multiple group designations will work the same as filters with regards to allowed/excluded permissions:

  • Adding events: The admin only needs to select at least one of the allowed Group or Department pages to access the event again in the future.
  • Editing events: Events only need to have at least one of an admin’s allowed Group or Departments in order for them to access and edit the event.

 

Suggestion Box

Localist is here to connect communities through your events. To work towards this vision of more connected communities, we build products and features that make your events discoverable while balancing the needs of the event manager with the ideal audience experience. Have an idea that would make Localist even better for you and fulfills this mission? Share your idea directly with our product team here:

Glossary

We’ve rounded up all of the Localist terms you’ll need in your admin tool belt below:

Name Description
Admin Dashboard The page where the admins can make changes to the platform and review events. Synonyms: the “back end”
Allow User Activity Allows comments, reviews, and user-added photos; checked by default.
API Application Programming Interface (API); a way Localist exports raw event data for custom tools created by the customer.
Attendee Report A list of all users who selected “I’m Interested” on Localist, Facebook, or bought tickets/registered through Eventbrite.
Automatic Photo The photo an event takes following the Photo Fallback Chain if a unique photo is not uploaded or assigned.
Place You can either select to manually enter a place name + address (Use:option) or you can select a place page, which will automatically link it and pull in the saved address. “Use”: By selecting this option, you will not be connecting a place page and will instead be using a custom location.
Bulk Upload Uploading multiple data point at once using a CSV or XLS spread sheet; available for users, events, groups, and places.
Bulletin Localist’s own native newsletter tool that allows effortless email Event marketing for your community.
Calendar Homepage The main page of an organization’s calendar. Synonyms: the “front end”
Campaigns WHEN your audience will receive Bulletin content.
Channel Page that features events based on specific parameters.
Channel Admin Overall administrator of Channels on the platform.
Contacts WHO will be receiving Bulletin content.
CSV Feed The best type of feed for importing calendar, user, or group data into Localist.
Custom CSS Allows changes to surface-level design elements, like colors, fonts, and sizes.
Custom Domain Unique URL for your Localist calendar match the rest of your site.
Custom Event Rejection Message sent by Admin to the event submitter explaining why the event was rejected.
Custom Field Any field you have added to the event submission form that is not standard. Synonyms: unique field
Custom Submission Form Guidelines Guidelines highlighted in Custom Resources Box that inform the users submitting events. Synonyms: special instructions
Department Page A box on the calendar homepage or event submission form that holds information and is added using the Theme Editor.
Digest Localist tool that allows Users to create their own custom email of Events sent straight to their inbox.
Event Admin Can approve events in the Pending Queue and can add events to the platform.
Event Page A dedicated page for an event that allows for a description, photo, map, I’m Interested, newsfeed, and additional information. Synonyms: event page, event listing
Eventbrite ID The unique number at the end of Eventbrite’s listing URL used for importing events.
Event Experience Allows Admins to specify whether an event is in-person or virtual.
EventReach A metric to measure the expected audience awareness, or the “reach” of an event. Synonyms: audience awareness
EventScore Localist’s algorithm to determine the most popular and interesting events to put in Trending by analyzing dozens of factors.
Event Status Allows Admins to change the status of events to either Live, Cancelled, Postponed or Sold Out.
Exclude from Trending Prevents an event from appearing in the Trending list.
External ID A number assigned to an event that is used in importing from feeds. Synonyms: event number
Featured Events Events selected by Admins to receive a prime spot on the calendar in the Featured Events carousel.
Featured Events Carousel The box at the top of the page that slides through up to 10 featured events in upcoming order. Synonyms: featured box, featured banner
Feeds A way to pull external event content into Localist for centralized management.
Filters Classification tool to divide and assign events to various categories.
Group Admin Overall administrator of Groups on the platform.
Group Officer The user can edit the Group description on the group landing page, approve Group members, and send messages to Group.
Group Page A dedicated page for a group that allows for a description, photo, map, events associated, newsfeed, and additional information. Synonyms: group page
I’m Interested A button for users to express interest in and receive information about an event. Synonyms: I’m Going
ICS/iCal Feed A type of feed that is designed for sharing calendar data; preferable over as RSS feed for Localist.
Implementation Guide The guide sent by the Localist team to help you set up and maintain your platform. Synonyms: on-boarding guide
Keyword Hidden tags that are only used for internal purposes; great for SEO, common misspellings, and widget filtering.
Knowledge Base A series of articles that Localist writes to help users and admins better navigate the platform. A great go-to for usage questions. Synonyms: help section
Live Events Events that are on the calendar that have not happened yet.
Mini Cal The 30 day calendar visible to help users view events for a specific date.
Owner The user that submitted the event.
Pending Digest Daily email to admins about events awaiting approval in the Pending Queue. Synonyms: awaiting approval
Pending Queue Where events submitted by non-admins or trusted users await approval. Synonyms: approval queue, approval page
Pending Submitted Events The events found in the Pending Queue awaiting approval. Synonyms: events-in-limbo, unapproved events
Photo Fallback Chain The process that ensures each event has a photo that is a relevant as possible. Synonyms: automatic photo, inherited photo
Photo Library A collection of pre-selected photos for users to choose from when submitting an event.
Place Page A dedicated page for a place that allows for a description, photo, map, events associated, newsfeed, and additional information. Synonyms: place page, venue page
Platform Admin Overall administrator of the platform. Synonyms: overall admin, super editor
Production Platform The live platform that will makes changes in real time to your site.
Public Event Submission Form The form where users or admins input event details to submit or create an event on the platform. Synonyms: approval form, public form
Public Help Page A page created by an admin to help their users navigate their specific platform from a blank theme file.
Register An internal tool that allows for managing tickets alongside events.
Repeating Events that recur on a regular basis or have multiple opportunities in a short time. Synonyms: recurring
Restricted to Place Pages The event will only appear on the place’s landing page.
Restricted to Widgets The event will only appear in the applicable widgets and not directly on the platform.
RSS Feed A type of feed for importing calendar data that adheres to the Calendar standard; least preferable for Localist.
Brand Template Allows Localist to apply the same header, footer, and styles to every calendar page.
Social Activity This report lists all social media activity on the calendar and the popularity of each service. Synonyms: shares
Sponsored Events Events that have received a boost by an Admin, which can display different formatting, if selected. Synonyms: boosted events
Staging Environment A parallel platform that allows admin to test and experiment with changes without impacting the live platform. Synonyms: sandbox, trial, test platform
Tag Free text labels to assign to events in a temporary or ultra-specific category.
Templates WHAT content you will be sending and how it displays in Bulletin.
Theme Editor A way to access the platform’s HTML to customize how event data is presented.
Theme File A file including the basic layout of a page that is customizable to include any type of content.
Public Help Page A page created by an admin to help their users navigate their specific platform from a blank theme file.
Trending An algorithm that sorts events according to EventScore which factors in the uniqueness of event and popularity among users. Synonyms: popular
Trusted User A non-administrator permission, but allows user to skip the pending queue when submitting events through the public submission form.
Unlisted Events that are only viewable to users with the URL.
Upcoming Events are sorted chronologically. Synonyms: chronological view, up next, soonest
User Any person interacting with a Localist calendar. Admins, registered users, and people browsing the calendar without an account all qualify as users.
User Dashboard A page for the user to see a feed of all the events they are interested in, as well as their activity on the platform.
Vanity URL A URL customizable for your event.
Visibility How many many users can see an event depending on permission levels.
Visible Events displayed on the calendar to anyone who visit the calendar. Synonyms: public
Visible Only When Logged In Events displayed on the calendar only to users who have logged in through SSO, Facebook,Twitter,LinkedIn,Google or a Localist account.
Widget Enables admins or users to embed and display a series of events on pages other than the main calendar.
Widget Builder The tool on the Admin Dashboard that allows a users to create a Localist widget for use on an external site or platform.
Widget Templates The different ways to display a Localist widget on an external site or platform.