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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