Setup Checklist

Setting up your Localist platform is largely a flexible process that can be determined by your priorities and resources. Below you’ll find three setup streams, which can be worked on in parallel in no particular order.

 

 

Stream 1: Choose Your Admin Workflow

Localist Admin Permissions

Feature Details
Small group of core admins Add at any time
Large group of delegated admins You will be using your Classification to lock down admin accounts, so you must complete that step before onboarding admins.

Stream 2: Classification & Event Content

While working on this stream, you must add your Classifications before you move onto adding event content. That said, you may work on adding Classification in any order.

Step 1: Classification

Feature Details Research Action
Filters Types, Topics, Audience, etc. What categories are currently being used? Add potential Filters to your Google Sheet provided by your Onboarding Specialist
Groups/Departments Who is hosting the event? Where can you find a list of event hosts and corresponding details? Add individually or download a CSV template from your Admin Dash
Places Where is the event being held? Where can you find a list of event locations and corresponding details? Add individually or download a CSV template from your Admin Dash
Custom Fields Additional information to collect during event submission Are there specific details you’re currently collecting? Add directly in your Admin Dash
Photo Library Brand approved images for your admins and event submitters Where or who can you provide high quality images? Upload individually in your Admin Dash
Tags/Keywords Short-term or ultra-specific categories What categorical needs do you have that don’t align with Filters? No technical action; consider curating a recommended list to Admins during onboarding

Step 2: Adding Event Content

Feature Details Research Action
Register Payout Account Setup Stripe accounts to distribute ticketing funds. Not required for free events. Who manages your Stripe account for payouts? Connect to a Stripe account directly in your Admin Dash
Feeds & Bulk Adding Start seeding your platform with content; this will be an ongoing process. Identify where you can pull events en masse Individually add Feeds or upload CSVs in your Admin Dash
Submissions Open up the admin and/or public form for one-off event adding. Identify who needs Admin permissions at this time or provided with the URL to the Public Event Submission Form Review pending events as needed
Channels Pull together like-events for important initiatives or short term special events. What events typically receive special promotion? Create a Channel in your Admin Dash
Featured/Sponsored Designate specific events for increased visibility and promotion. What events do you want the most eyes on? Assign on a per-event basis

Stream 3: Apply Your Brand

Choose a Customization Level

Feature Details Research Action
Easy Accent Localist with your brand’s visual identity by adding a logo and updating colors and fonts. Identify and consult your organizations style guidelines Upload a logo and change color and font settings in your Admin Dash
Advanced Add a header and/or footer to all Localist pages using the HTML Theme Editor. Identify a URL that already includes the header and/or footer you’d like to apply to your platform Add corresponding HTML to your Theme Editor in the Admin Dash

Prepare for Promotion

Feature Details Research Action
Widget Templates Provide branded Widget options for your internal units and community to promote their events Identify what specific pages need a Widget and/or types of Widgets you need to provide Implement new Widgets using the template editor in the Admin Dash
Create a Bulletin Setup and brand a Bulletin to be automatically scheduled and sent upon launch. Decide what types of Bulletins you want to send Add and provision new Bulletins in the Admin Dash

Technical Setup

Feature Details Research Action
Single Sign On Add your organizations log-in method alongside social and local login methods What SSO do you use? Who is responsible for integrating SSO at your organization? Follow the corresponding set up steps in our SSO master doc
Custom Domain Lock in a subdomain for seamless navigation What domain will you be using? Who is responsible for managing domains at your organization? Follow set up steps in our Custom Domain master doc
SSL Enable SSL encryption for secure browsing Who is responsible for obtaining SSL certificates at your organization? Upload your SSL certificate directly in your Admin Dash

Customer Onboarding Guide

Welcome to Localist! This guide will serve as your one stop shop for your Localist Onboarding. To get the ball rolling, complete steps 1 & 2 by following the prompts provided before scheduling your Platform Tour.

Step 1: Get Set for Success

Review Our Services

What to expect from the Localist Team.

Appoint a Platform Lead

Assemble your team and review your goals.

Step 2: Kickoff Onboarding

Define Your Game Plan

Set your priorities and project expectations.

Schedule a Platform Tour

High level call to review features & next steps.

Step 3: Set Up Your Platform

Track Setup Progress

Take stock of what you’ve completed.

Join the Community

Connect & swap tips with other Localist Admins.

Step 4: Train Admins & Prepare for Launch

Train Administrators

Help your Admins become Localist pros.

Prepare for Launch

Ready, set, it’s almost time for launch!

Step 5: Rollout to Your Community

Promote Your Platform

Get the word out and grow your community.

Gather Community Feedback

Consider and adjust the platform as needs change.

Success Resources

The Library

Monthly listicles to step up your calendar game.

Customer Bookmarks

Get inspired by platforms in the wild.

Suggestion Box

Share feedback & ideas directly with our Product Team.

Post-Launch Feedback

Congrats on launching with Localist!

As you roll out and promote your platform, you will inevitably receive feedback from your community. We’ve gathered our top pointers on how to navigate this next phase of transitioning to Localist, but please note that these tips are evergreen and can be consulted at any time post-launch.

Rules of Thumb

Before your team starts to accept or work through community feedback, we encourage you to follow our “rules of thumb” that have helped other customers stay grounded during your post-launch phase.

Commit to a “cooling off” period post-launch

Take a step back and give your team a much needed post-implementation breather! Switching to Localist is also a big change, especially for admins, so waiting to dive into making changes helps eliminates moving on reactionary feedback that is rooted in change, not usability or confusion.

  • We recommend at minimum 7 days or up to a 30 day cool off period before turning feedback into action items.

Communicate Your “Why”

Proactively make it clear that there is a team not just behind the platform, but behind the platform’s implementation that thoughtfully made the best decisions for their community and goals with a clear way to contact the team. We encourage you to proactively provide the following to new admins and key stakeholders:

  • What is Localist?
  • Why did you switch to Localist?
  • What goals and initiatives will Localist help support?

Encourage solutions

When gathering feedback, encourage your admins, stakeholders and community to describe solutions, not just the problem they’re experiencing. For example, if a Filter name isn’t clear, ask what they were expecting.

  • Take a page out of our book and consider a similar form to our Suggestion Box.

Focus on the Big Picture

Ultimately, be mindful that once you make a change, it can be even more frustrating to make another change or revert back to the original. Before moving forward with acting on feedback, ask yourself:

  • Is this feedback being driven by an edge case?
  • How many admins and/or events would be impacted?

 

Prioritizing Feedback

Now that you have feedback from your community in hand, ask yourself the following questions to further prioritize or archive the feedback.

Who is providing the feedback?

  • Target Audience → how does this impact feedback? For example, a business owner with a Place Page vs. a tourist browsing a platform.
  • Niche or not? how broadly applicable is the feedback?

Is it an opinion or base expectation?

  • Opinion Ex: “I don’t like the red button”
  • Base Expectation → Ex: The blue text on the red button is hard to read”

Is this a nice-to-have, need or blocker?

To further dig in, consider the urgency behind the feedback being shared.

  • Nice-to-have  wanting to change the time and date formatting
  • Need  a Custom Field specific to including health & safety guidelines
  • Blocker  a Department is missing on the platform so a corresponding Widget can’t be made

Does it require a platform change or added to admin training?

  • Platform change there aren’t enough events showcased on the homepage
  • Review in training outlining what is eligible to be Featured or Sponsored

 

When to Take Action

Immediately

These are the areas that do not need to wait for a cool-off period to end and/or may not need further discussion:

  • Messaging (or lack of) → Ex: adding an expected approval turn around time to your submission form if that becomes a common question
  • Groups, Departments, Places → these can be added at any time
  • Accessibility → Ex: ensuring a high color contrast ratio for text/back ground colors
  • Responsive design → Ex: ensuring that your branded mobile experience is on par with the desktop experience

Wait

These are the areas that we would recommend allowing a cool off period before diving into making changes:

  • Classification → you may receive feedback on the naming (“Arts” vs “Arts & Culture”) or what was included vs. not included. Since these changes impact public submissions, admin management and public browsing, we recommend not making these changes lightly.
  • Branding → simply switching to Localist is enough of a visual change that allowing some time between launch and making changes will help you determine what was reactionary feedback vs. what changes would improve the visual identity of the platform.
  • General Policies → whether it’s workflow/permission related, or how you’re determining what events are included on the homepage, we recommend allowing time for folks to settle in.
  • Features available → during onboarding you may decide to remove the comments section or to not populate a photo library. We recommend outlining any reasoning behind these decisions in admin training and avoiding turning features on then off again.

 

Promote Your Platform

Launching your Localist platform isn’t the end all be all. It’s now time to get to work promoting your events and the features your platform has to offer your community.

What to Keep In Mind

There is no magic switch

You will not see overnight SEO success by virtue of launching Localist. You will need to commit to getting your platform in front of your audience and to adding fresh content as much as possible to establish relevancy.

Create spaces for belonging

If you need buy-in from other units, organizations or stakeholders then make sure there is a direct line from their end to Localist through your Classifications and Channels. Just saying “this platform is for you” will not go as far as showing them that there is a dedicated corner for their needs!

Community Evolution

With each new season, semester or year, comes your chance to grow your community. Use these yearly milestones as key moments to connect new members of your audience with your platform and event offerings.

Captive vs. Competitive Audiences

Your promotion needs and the level of commitment required may vary depending on the age of your organization and how unique your content is. For example, events hosted by campus groups are only available on a school’s Localist platform, while a 5k race in a city may be posted on dozens of local websites.

Events are social (media)

Promote your platform alongside other social media platforms! For example, if you have space dedicated to Facebook, Instagram and Twitter icons, consider adding a unique icon that brings your audience directly to Localist.

Community Influencers

Get creative with pulling in trusted members of your community to help get the word out! “Influencers” can be anyone from a student leader to a well known local fundraiser, or from a respected thought leader to an athlete.

Promotion in Practice

Now that you’re in the promotion mindset, you can start to pull various levers both inside and outside of your Localist platform:

 

How to Promote Externally

Permanent Promotion

1. One click access from your website’s homepage

How quickly can the average user find the events calendar? 

The simplest way to make sure events are seen is to ensure your audience can intuitively navigate to your platform. 

  • Best Practice: Have an entire section of your homepage dedicated to events—a Localist Widget would be perfect for this (see below for more details)!
  • Recommended: Have a top level navigation link.
  • Satisfactory: Have a secondary link in a menu.
  • Not Recommended: Needing 2+ clicks to find events.

2. Once click access from landing pages

How quickly can the average user find specific subsets of events? 

When using Widgets throughout your website, users can discover events passively in their own time and on their own path if they are not actively looking. Here’s some ideas:

  • Do you have a landing page that highlights news? → Include an upcoming events Widget alongside this content. 
  • Do you have landing pages that align with your Event Types? → Include a Widget spotlighting exhibitions.
  • Do you have landing pages that align with your Target Audiences? Include a Widget for alumni.
  • Do you have landing pages that align with your Topics? → Include a Widget promoting sustainability.

 

Ongoing Promotion

1. Newsletters

How often are you including event content in your newsletters? 

Like placing Widgets on landing pages alongside other content, newsletters are an excellent medium for promoting your events with other notable content. Depending on the newsletter, promoting events could look like:

  • A section with events listed, 
  • A call out to a related event, 
  • Or a general call-to-action for the events calendar 

 

Are you providing an events newsletter? 

If you aren’t already providing a newsletter that highlights events then we’ve got you covered with our newsletter tool, Bulletin. Check out our Bulletin LocaList to learn more about this feature here.

Users can also get a personalized list of events in their inboxes weekly with Digest! We highly recommend proactively educating and encouraging your community to use this tool.

2. News articles/blogs

How often are you including event content in your articles/blogs? 

In a similar vein, look for opportunities to highlight or drive traffic to your events or platform when publishing news articles and blogs. 

  • If your article is about a recent event then be sure to include a call-to-action to find more upcoming events.
  • If your article is of a particular theme, such as wellness, highlight upcoming events that align with the initiative like group fitness events.

3. Social media

How often are events highlighted on social media?

Posting consistently about events on social media doesn’t mean you’ll sound like a broken record. Beyond periodically plugging the events calendar in its entirety, you can highlight the diversity of your events and connect with your audience by posting about: 

  • Important one-off events, like a conference or festival,
  • A unique series, like a lecture or exhibition 
  • Topical efforts, like sustainability or outdoor recreation,
  • Or thematic events, like Halloween or 4th of July

Bonus! You can also utilize our convenient Event Promotion tool to post events to social media directly from the Localist Admin Edit an Event form.

4. Digital signage

Are you using digital signage as a promotional tool?

If you’re already utilizing digital signageTVs, digital billboards, video walls etc. then you should consider adding events here too! Using the same strategies as above, look for ways to promote the entire calendar, an individual event, or a special series. 

5. Include events in printed collateral

Are you providing printed collateral to your community?

Last, but not least, don’t forget about any printed materials your organization may circulate. Think of flyers, brochures, playbills, campus newspapers, table-top ads etc. and apply the same promotional efforts listed above for your events.

How to Promote Internally

Individual Events

1. Sponsored Events

Localist’s Sponsored feature is a soft endorsement of your events. When you Sponsor an event it gets a boost in the trending algorithm, which sends it straight to the top of the trending list. 

2. Featured Events

Featured Events will display in a carousel at the very top of your homepage, which means they will be easily discoverable. You can flag an infinite number of Featured Events, so there’s endless opportunity for your users to find the most intriguing events.

 

Multiple Events

1. Tags

The simplest way to promote a unique series is to create a Tag, such as ‘Summer 2022’, which will pull events into a centralized location on your calendar. To get to this centralized location, your users will just need to click the Tag on the Event Details Page. 

2. Homepage Tab

You can also create multiple tabs on your homepage to highlight events. You can easily pull events into the tab using existing classifications or a date range. 

3. Featured Tab

Adding a new tab to your Featured Carousel will showcase some of your most exciting events. Say for example, your organization is hosting a charity concert series. You could make a ‘Charity Concerts’ tab and pull those events into the Featured Carousel. 

4. Channels

If you’re hosting a highly anticipated lecture series you can pull events into a Channel to show them off to your community. They can adopt their own unique CSS and layout to flaunt any brand aesthetic. Additionally, Channels have their own custom URL, which means you can promote these events anywhere you’d like. 

SEO

1. Visibility

Your events should always be Visible—yes, even events that are not necessarily open to the public. Not only will this mean rich content for search engines, but it will also match your community’s expectation to easily find all content in one place, decreasing the likelihood that they will abandon your calendar. 

2. Event Submissions & Feeds

By encouraging users to submit events, you can guarantee that your calendar will always flourish with fresh content. You should also set up Feeds because they automatically import new events onto your calendar and ensure it has a solid base. 

3. Add Content Before an Event’s Start Date

It’s vital to upload events at least 7 days before the start date—this gives users plenty of time to discover new content on your platform. Not to mention, if you get events up on your calendar early, you can guarantee more traffic on various landing pages. 

That said, in order to truly maximize events’ SEO opportunity, it’s also important for your admins to stay on top of approving these submissions. 

4. User Centric Filters

Filters should be digestible and recognizable lists that include a wide variety of events. Otherwise, your users may get confused and abandon searching for events altogether. It’s all about quality over quantity here—you should aim to have a group of solid Filters that will attract clicks from your audience.

5. Landing Pages

Localist offers a variety of unique landing pages, such as Places, Groups, and Departments, which boost content and provide context in a centralized location. The more helpful and quality content, the more credibility your website will get from search engines. 

Likewise, search engines take time spent on a page into account, so we suggest that you fill out all text fields, add photos, and embed videos to ensure that users stay on your landing pages as long as possible.  

6. Rich Descriptions

You should also stray away from using text heavy images for your event photos. Instead, add this info to the event’s description. By doing this, users will ultimately spend more time on the page reading these details. This not only signals to search engines that you have excellent content, but it also helps them find the content in the first place. 

7. Trending

The Trending Algorithm gauges the most interesting events on your platform. If you have Trending as your default event listing, users are likely to find events they find interesting and therefore spend more time browsing your calendar. 

8. Social Engagement

We suggest that you utilize the I’m Interested function, which promotes participation on your platform. You should also keep comments and reviews turned on to encourage users to share event details and interact with one another. A good user experience indicates that people are actively engaging and enjoying your site, which enhances your SEO. 

9. Widgets

Widgets not only promote your events all over the web, but they also direct traffic back to your calendar. With one simple click from a Widget, people will be browsing and checking out other exciting events on your calendar. These clicks signal to search engines that your site is thriving and, as a result, promotes healthy SEO.

10. Custom Domain

A custom domain is a distinctive website name, for example, https://support.localist.com/. You want to make sure that your domain is memorable, recognizable, and consistent with your brand. In addition, it is important to implement SSL with your custom domain to ensure a secure browsing experience. As a result, your calendar will not only be secure, but it will also get a higher ranking from search engines.

If you do not currently have SSL and you’re interested in setting it up for your platform, please check out our documentation to get the ball rolling.

 

 

 

 

Prepare for Launch

It’s almost go-time! You’ll know you’re ready to shift gears and enter this stage of onboarding when you meet the following qualifications:

(1 ) Your platform is finished or in the final stages with regards to setting up Classifications, branding, SSO and Custom Domain

(2) Your platform has been seeded with event content

(3) If applicable, your core group of Platform Admins has completed Event Admin onboarding or is actively training new admins

Indexing

1. Submit domain to Google Search Console

You can give Google a “heads up” about your new platform if a new domain is being used. That said, this is not an instant SEO switch and you will need to follow through with what is outlined in our resource, Promoting Your Platform.

2. Add custom domain to your website’s internal search

While this depends on the exact tool you’re using, this is often as easy as submitting your platform’s Custom Domain as a domain that should be searched within the tool.

Main Website

3. Provision your homepage Widget

A prominent Widget communicates to your audience that events are very important to the organization. If you’re trying to grab folks’ attention and drive traffic back to the calendar, we recommend a Widget with page real estate in its own right.

4. Prepare to switch over links on your website

If your Custom Domain is different than the platform before Localist, be prepared to switch links over in the following corners:

  • Website header/footer or homepage
  • Group/department/place/sub-pages
  • Email newsletters
  • Social media postings
  • Printed collateral
  • Internal resources

Internal Announcements

5. Communicate launch/cutover to internal stakeholders

If you haven’t already, we highly recommend that you dedicate time before launch to informing internal stakeholders and future admins of your timeline and plans for rolling out Localist.

6. Host a training or information session

To ease the transition, we encourage your team to host at least one informational session where you can distribute resources or answer initial admin questions.

Final Check

7. Platform walkthrough

  1. Remove test content
  2. Double check brand customizations (desktop + mobile)

8. Request that the “under development” banner is removed

Let your Onboarding Specialist know that you’re ready for the banner to be removed when launching is on the immediate horizon!

 

Setup Game Plan

Before scheduling a Platform Tour with your Onboarding Specialist, we encourage your team to evaluate your timeline and resources together to set unified onboarding expectations. To jumpstart this process, we’ve outlined the most common influencers and roadblocks that have helped other customers set their eyes on a target launch date.

Internal Assessments

Your Timeline

Get started by determining if there are any objective deadlines that you must meet. A few examples may include:

  • License expiring on current solution
  • Website redesign launch
  • Start of a new semester
  • Planned leave of absence on your team

If YES, you have an objective deadline –> this is your deadline!

If NO, you don’t have an objective launch deadline –> your timeline is flexible and may be dependent on broader priorities and team resources

Your Priorities

Next, determine if the priority level of your implementation aligns with your ideal timeline.

  • What or who is driving urgency? 
    • Is this an organizational wide initiative? Have new goals been set for events with your organization?
  • Is this a priority for just the immediate calendar team?
    • Was selecting a new platform a cross-functional initiative?
    • Will you need to seek approval throughout the process from other teams or units?
  • How much buy-in do you already have from other departments, groups or other units?
    • Were folks representing these sub-organizations involved in the decision to purchase a new calendar platform?

Your Resources

Finally, take stock of team and internal resources.

Is there someone familiar and available to assist with:

  • Technical: Setting up Custom Domain/SSL or SSO?
  • Branding: Applying CSS/HTML customizations and interpreting your organization’s visual identity?
  • External Announcement & Promotion: Your formal launch and cross-channel promotion?

How many people will be involved with:

  • Classification & Event Content: Outlining and adding classifications and event content?
  • Internal Rollout & Training: Bringing new admins into the fold, including permission escalation and training?

Setup Expectations

Below you’ll find on average what is reasonably accomplished in an immediate <7 day launch vs. a standard <30 day launch. That said, beyond 30 days, you can reasonably expect to use all features at their full capacity if your implementation is a priority and the necessary internal team resources are available to you.

< 7 Days to Launch

  • 1 Admin onboarded to manage
  • Custom Domain/SSL
  • Logos/Colors/Fonts
  • Filters
  • 1 Event
  • Register payout account

< 30 Days to Launch

  • SSO
  • Places/Groups/Departments
  • Full Branding
  • Photo Library/Fallback Chain
  • Multiple events
  • Multiple admins

 

What’s Next?

Schedule Your Platform Tour

Now that you’ve assembled your team and defined your game plan, it’s time to schedule your Platform Tour to officially kick off your onboarding process!

 

← Back to the Customer Onboarding Guide

Localist Pre-Onboarding Prep

Are you itching to get a head start on preparing for your Localist implementation? If so, we’ve got you covered! Below we’ve outlined some key pieces of information for you to research, identify who needs to be involved, and actions you can take pre-onboarding. 

Baseline Data

To better track and evaluate your success after adopting Localist, your Onboarding Specialist will work with your team to collect baseline data from your current solution. Examples: 12 month Google Analytics report, total registrations vs. attendees, ticketing revenue, year-over-year retention, social shares, approval response time. This data will be used only for internal analysis.

  • Research: What metrics are you currently tracking? Where are they available and who will need to provide them?
  • Action: Compile applicable data to be shared with your Onboarding Specialist after your Platform Tour call.

Event Hosts

In Localist you’ll have the opportunity to add “Groups, which creates a dedicated landing page on your platform and simplifies the event creation process. You can think of “Groups” as clubs, organizations, departments or even stakeholders in your community who are organizing and hosting events. 

  • Research: Is a list of applicable groups available?
  • Action: Pull these groups into a CSV. 

Event Locations

You’ll also have the opportunity to add “Places”, which creates a dedicated landing page on your platform and simplifies the event creation process. 

  • Research: Is a list of applicable places available?
  • Action: Pull these places into a CSV with their name + address. 

Custom Domain

Your platform’s URL can be its own domain, such as events.com, or it can be a subdomain of your website, such as events.website.com. 

  • Research: What domain will you be using? 
  • Action: Determine who in your organization is responsible for managing domains and loop them into your onboarding plans.

Single Sign-On

Does your organization use SSO for easy account management? Localist can integrate with CAS, LDAP, Shibboleth/SAML2 and OpenID.

  • Research: Will you be using SSO for logins?
  • Action: Determine who in your organization is responsible for managing SSO and loop them into your onboarding plans. To get the ball rolling, check out our SSO documentation here: https://support.localist.com/single-sign-on

Branding

You can use an existing header/footer on your Localist platform, or stick with light branding using your logo and color palette.

  • Research: What pairing of your header/footer would you like to use? What page of your website includes this pairing?
  • Action: Determine 1) who will be responsible for branding and 2) where your branding guidelines are located and 3) whether you’d like to apply a header/footer to the platform. 

Event Content

During onboarding, you can migrate existing event content with feeds or bulk CSV uploads to your Localist platform.

  • Research: How can existing content be exported? Are ICS, RSS, or CSV feeds available?
  • Action: Gather all applicable feed URLs.

Support Bold: Progression Calls

Progression calls are check-in calls scheduled at strategic intervals depending on your team’s onboarding status and timeline.

Call Topics

Required: Call 1

All Support Bold customers will kickoff their progression call series with a Classification review that will be scheduled once your team has completed a preliminary Filter list and sent it to your Onboarding Specialist. During this time your Onboarding Specialist will provide tailored recommendations based on best practices and customer success.

Sample Agendas

Once you have completed your Classification review, you will work with your Onboarding Specialist to determine how to best use the 5 remaining calls. Here’s how other customers have successfully used their call time:

Call 2

Wrap up any loose ends with Classification after your team has made necessary edits based on call #1. Typically this call will address how to start adding events through feeds, bulk-uploads, etc. This is also an ideal time to further discuss Admin Permissions.

Call 3

Once your team has started adding events to the platform, your Onboarding Specialist will guide you through how you can prepare to promote events through Channels and Widgets.

Call 4

At this time you will be wrapping up onboarding action items, so this time is optimal for discussing how you will be rolling out your Localist platform to your community.

Call Preparation

To ensure that your time with your Onboarding Specialist is productive, we kindly request the following:

  • Send specific questions and topics you’d like to review to your Onboarding Specialist ahead of the call.
  • Only include team members who are 100% up to speed on your onboarding process and the platform.
  • If a decision is not applicable to your Onboarding Specialist, please hold these discussions until after the call.

Onboarding FAQ

Curious about your new events calendar? This article answers some commonly asked questions for teams who are just getting started with Localist.

What is Localist?

Localist is a SaaS product that functions as an events calendar. This tool balances the needs of the event manager, with the ideal audience experience making publishing, managing, and promoting your communities events simple.

Where can I find user training materials?

The Localist Knowledge Base includes guides to all features and functionalities! Localist also provides monthly articles centered around specific features and provides workflows for common event management needs. LocaLists answer general questions about how Admins can best manage events on their Platform.

If you’re looking for custom guidelines specific to your organization’s workflows, start by consulting your internal team with any resources they’ve created.

Who is responsible for managing and making changes to the platform?

Your organization will have a team of Platform Admins that will be responsible for overseeing content and customizations. This includes adding Feeds, app integrations, branding customizations, notification settings and adding photos to the Photo Library.

The Localist Team does not manage platforms on behalf of organizations, so if you need assistance, you will need to get in touch with your internal Calendar Team.

What kinds of events can be added?

Any event that is tied to a date such as webinars, concerts, holidays or deadlines. They can be in-person, virtual, or a hybrid of the two.

Need to import these events in bulk? Platform Admins can bulk import events using the Bulk Add feature for a one-time bulk upload, or by setting up a Feed for continuous importing.

How can I share event content outside of Localist?

Widgets, API, Bulletin, Promotion Emails and Social Sharing all allow for sharing event content outside of Localist.

I’m not able to log in, who should I contact for assistance?

If you’re logging in with an SSO account (ex: yourname@yourorganization.com), your organization’s IT department will need to assist with resetting the account password.

If logging in with Social Accounts ( Facebook, Twitter, LinkedIn, Google), the password will need to be changed at the source.

If you’re logging in using a Local account, contact support with the following information for assistance:

  • Email Address
  • Timestamp of most recent log-in attempt
  • If applicable, any error codes or messages that display

How can I contact Localist support and what can I expect ?

Users and Event Admins are encouraged to refer to their internal calendar team for assistance on managing events.

Platform Admins can contact Localist Support directly by filling out the Support contact form:

Contact Support


The Localist Support team can assist with the following:

  • General questions related to using the platform and features ( Event Submissions, Widgets, Register, Bulletin, Department/Group pages, Photos, Feeds etc.)
  • Suggestions for Admin workflows
  • Troubleshooting technical issues related to the software ( bugs, calendar is down, etc)
  • Branding
  • Single Sign On set up
  • SSL/Domain set up
  • User Account help

I have an idea for a new Localist feature or improvement. Where can I submit a suggestion?

Suggestions and ideas submitted using Localist’s Suggestion Box are sent to Localist’s Product team directly for consideration.

Suggestion Box

Implementation Feedback

Congratulations on your Localist launch! While we are looking forward to following your platform’s growth in the coming months, we would like to offer you an opportunity to reflect on your implementation experience. We are grateful for this opportunity to hear your candid thoughts so we can continue to build a better Localist experience together as a community.

Emily Haigis

Director, Customer Experience


Share Your Thoughts