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New Platform Lead

When there’s a change in who is designated as your Localist “Platform Lead,” don’t sweat it! We’re here to help with a smooth introduction to your calendar with a Platform Tour hosted by a Localist Onboarding Specialist.

What is the Platform Tour?

The Platform Tour is a one-hour, high level overview of how each feature connects to one another. Depending on your organization’s industry and goals, your Onboarding Specialist will be prepared to discuss each feature and best practice through that unique lens. That said, while the Platform Tour does include a screen share presentation, this call does not include a breakdown of how-to’s. This information will be provided via email follow up or through our Knowledge Base content.

Who should attend? The purpose of this call is to introduce the new Platform Lead to not only Localist, but to how their organization is currently utilizing each feature and what can be improved to align with their goals. As such, this is not a training call that should be extended to Event Admins or those who are not directly involved in the high level administration of the entire platform.

Scheduling Your Platform Tour

Step 1: Review “New” Customer Resources

While your organization is not new to Localist, it is important that you familiarize yourself with what is to be expected from the Localist team and yours.

  • Support LevelsWhat support is included in your Localist license 
  • Team Prep Overview of your role and how to approach your goals 

 

Step 2: Tell Us About Yourself

Before reserving time for your Platform Tour in Step 3, the following form must be submitted by the new Platform Lead.


 

Step 3: Scheduling Your Platform Tour Call

After submitting the form, an Onboarding Specialist will confirm it’s been received and provide you with their self serve Calendly scheduling tool.

 

Step 4: Preparing for Your Platform Tour

This call will include a tour of your platform, looking at all of the features available, feedback on what you’re using, and what could be used more to better achieve your calendar goals. Please feel free to explore these features within your platform or our Knowledge Base beforehand as your Platform Tour host will be ready to answer questions throughout your tour, so we invite you to ask away!

(1) Categorizing Events

  • Places, Groups and Departments
  • Filters
  • Tags and Keywords

(2) Adding Events

  • Public submissions
  • Pending Queue
  • Admin submissions
  • Bulk adding and Feeds

(3) Admin and User Permissions

(4) Event Promotion

  • Promoting individual events
  • Promoting multiple events

 

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