Catholic Health Initiatives

Support Bold is an optional paid service that provides your organization with a dedicated Implementation Specialist to assist throughout the setup process. If you’re interested in upgrading your support services, please connect with CHI’s dedicated Customer Success Manager, Zach Garfinkel, at zach@localist.com

Scope of Work

What follows is a high-level comparison of what actions and services are included and excluded as a part of the Support Bold package.

Action Included Excluded
 Bulk uploading of events from customer-provided spreadsheets  Bulk uploading any event spreadsheets that are provided by the customer, according to the customer’s specifications  Individually adding, editing or approving events
 Calendar setting changes  Configuring settings according to the customer’s needs  n/a
 Channel management  Building Channels according to the customer’s specifications, including HTML blocks for architecture  Custom JavaScript development and building features on demand for a Channel
 Custom CSS/Theme Editor  Implementing CSS and Theme Editor changes per the Support Bold Branding Guidelines  Anything outside of information architecture, building features on demand and custom JavaScript development
 Custom Domain  If given access to registrar, configuring appropriate CNAME record for domain  Purchasing a custom domain or purchasing on behalf of a customer
 Feed configuration  Configuring feeds provided by the customer  Identifying and curating feeds from external sources, approving feed events and managing content in external applications
 Landing page management  Reviewing and uploading any customer providing spreadsheets.  Identifying and curating info from external sources.
 Newsletter creation and design  Building and designing newsletters to the customer’s specifications  Managing recipients and scheduling/sending newsletters
 Photo Library management  Updating the Photo Library per the customer’s request  Creating or curating images.
 Informational boxes  Creating boxes or CTA’s to the customer’s specifications  Building out linked content or scripting copy
 SILK Wrapper  Building and designing a SILK Wrapper off an already existing web page. See “Branding” tab for more information.  Designing from scratch, changing the customer’s main website and JavaScript development. See “Branding” tab for more information.
 Single sign-on setup  If given access, Localist will cover all steps involved. If not, coordinating with customer to set up.  n/a
 Submission Guidelines  Localist will draft the copy based off of customer’s workflow and policies that are shared through a short survey. Once approved by the customer, Localist will implement. Styling is included with Custom CSS/Theme Editor action.  Drafting guidelines for the customer.
 Tailgate configuration and asset design  Designing and implementing icons, a splash screen and colors.  Custom feature development.
 User permissions  Updating existing user’s permissions.  Manually adding users.
 Widget creation and design  Building and designing widgets to the customer’s specifications. If given access to CMS, Localist will add a homepage widget.  Localist Widget Builder only (no API development), changes to the containing page and embedding widgets outside of the website homepage.

The Branding Process

  • Branding Survey

    Branding development will not commence until Localist receives a completed survey.

    • Localist can only guarantee a 30 business day turnaround for a complete branded platform starting from the day the survey is submitted.
    • All styles must be clearly defined in the survey or available in the SILK Wrapper template or web page URL. Branding cannot be based off of customer created mock ups.
  • SILK Wrapper

    Localist applies the customer’s SILK Wrapper. This tools is what adopts your website’s header and footer around your Localist content.

    • The header and footer to be used in the SILK Wrapper must already be fully built, styled and available together in the same template or web page URL. Localist will not build, customize or piece together header and footers from different pages.
    • All assets provided in the wrapper source (CSS, images, etc.) must be served over secure (https) links if SSL is to be implemented on your Localist platform.
    • If requested, Localist will add a customer provided hero image to the wrapper if the template does not include one.
    • JavaScript development and/or modifications of any kind are not included. These include, but are not limited to, drop-downs, pop-ups or expands.
  • Styles

    Localist will remedy any CSS conflicts and apply the following CSS customizations where applicable to the customer’s brand:

    • Font families and sizes
    • Colors and background colors
    • Borders
    • Shading

    Responsive Design
    Localist will maintain the responsiveness of the SILK Wrapper and Localist platform only if the SILK template is responsive. If the template or web page is not responsive, corrective CSS will not be implemented.

    Theme Editor
    In addition to the above CSS customizations, Localist may also complete the following HTML Theme Editor customizations per the customer’s request.
    Change photo sizes for listings and landing pages.

    • Add customer drafted guidelines to the public submission form.
    • Replace and/or add customer provided links and/or content to the “Share Events” box on the platform’s homepage.
    • Language and time format changes.
  • First Draft

    Once the SILK Wrapper and style clean up has been completed by Localist, the customer will receive a completed draft. At this time the customer may request changes to only the above mentioned CSS and Theme Editor customizations.

  • Final Approval

    After the requested changes have been implemented and approved, the branding portion of Support Bold will be complete.

Brand Survey