Home

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

→ Review the Support Bold 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

Was this article helpful?