Legacy Support Bold
Platform Setup
Standard Support
The customer is solely responsible for all actions required during setup. This includes, but is not limited to, adding Events, Filters, Groups/Places, Channels, Widgets and Settings. During your time with Localist, you can expect the CX Team to provide the following:
- Product navigation help.
- Recommendations tailored to your goals.
- Advice grounded in industry best practices.
- Inspiration from other successful Localist customers.
That said, The CX Team are not experts in using external application interfaces or products. If you are exporting content to other services (feeds or widgets) or importing content to Localist (feeds or stylesheets), The CX Team can only guarantee guidance and trouble shooting directly within the Localist platform. To ensure that you receive the most accurate instructions and best advice you may be directed to reach out to the other service’s dedicated CX Team in these scenarios.
Available with Support Bold
The following actions may completed by your Implementation Specialist on your behalf. The customer has full access to complete actions as they see fit.
| 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. |
| User permissions | Updating existing user’s permissions. | Manually adding users. |
| Widget creation and design | Customizing 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. |
Branding
Standard Support
The customer is solely responsible for developing and maintaining all customizations. This includes, but is not limited to the Brand Template (header/footer), Theme Editor (HTML), CSS and JavaScript solutions.
The Localist CX Team are experts on only the out-of-the-box Localist platform and default Localist features and functionalities, as such, we do not guarantee assistance or guidance on customizing the platform with CSS, HTML or JavaScript. If you customize the platform through these methods, please not that the CX Team may no longer be able to guarantee guidance or full troubleshooting.
Available with Support Bold
INCLUDED
Your Onboarding Specialist can apply the following customizations to your platform:
- Customer header/footer
- Logo (customer provided if no header/footer)
- Font families, colors, sizes and weights
- Background colors, borders and shading
- Text-decoration and hover styles
EXCLUDED
Support Bold does not include the following:
- HTML Theme Editor modifications. Your Onboarding Specialist is available to apply your brand’s aesthetic elements to the default, out-of-the-box platform. As such, your team will be responsible for any edits that require HTML modifications. These changes include, but are not limited to changing the structure of Localist content and language.
- Building features on demand. Example: a 30-day grid view of events.
- Changing the default functionalities. Example: event feed import times.
- Custom JavaScript development. Example: checkboxes, radio buttons or pop-ups.
Branding Process
What’s Next?
Preparing Your Team
Ensure your team is on the same page with regards to goals, expectations and roles during the onboarding process. Once you have reviewed and submitted the corresponding Onboarding Survey, your next step will be to schedule your Platform Tour.
← Back to the Customer Onboarding Guide