Setup Checklist

Setting up your Localist platform is largely a flexible process that can be determined by your priorities and resources. Below you’ll find three setup streams, which can be worked on in parallel in no particular order.



Stream 1: Choose Your Admin Workflow

Localist Admin Permissions

Feature Details
Small group of core admins Add at any time
Large group of delegated admins You will be using your Classification to lock down admin accounts, so you must complete that step before onboarding admins.

Stream 2: Classification & Event Content

While working on this stream, you must add your Classifications before you move onto adding event content. That said, you may work on adding Classification in any order.

Step 1: Classification

Feature Details Research Action
Filters Types, Topics, Audience, etc. What categories are currently being used? Add potential Filters to your Google Sheet provided by your Onboarding Specialist
Groups/Departments Who is hosting the event? Where can you find a list of event hosts and corresponding details? Add individually or download a CSV template from your Admin Dash
Places Where is the event being held? Where can you find a list of event locations and corresponding details? Add individually or download a CSV template from your Admin Dash
Custom Fields Additional information to collect during event submission Are there specific details you’re currently collecting? Add directly in your Admin Dash
Photo Library Brand approved images for your admins and event submitters Where or who can you provide high quality images? Upload individually in your Admin Dash
Tags/Keywords Short-term or ultra-specific categories What categorical needs do you have that don’t align with Filters? No technical action; consider curating a recommended list to Admins during onboarding

Step 2: Adding Event Content

Feature Details Research Action
Register Payout Account Setup Stripe accounts to distribute ticketing funds. Not required for free events. Who manages your Stripe account for payouts? Connect to a Stripe account directly in your Admin Dash
Feeds & Bulk Adding Start seeding your platform with content; this will be an ongoing process. Identify where you can pull events en masse Individually add Feeds or upload CSVs in your Admin Dash
Submissions Open up the admin and/or public form for one-off event adding. Identify who needs Admin permissions at this time or provided with the URL to the Public Event Submission Form Review pending events as needed
Channels Pull together like-events for important initiatives or short term special events. What events typically receive special promotion? Create a Channel in your Admin Dash
Featured/Sponsored Designate specific events for increased visibility and promotion. What events do you want the most eyes on? Assign on a per-event basis

Stream 3: Apply Your Brand

Choose a Customization Level

Feature Details Research Action
Easy Accent Localist with your brand’s visual identity by adding a logo and updating colors and fonts. Identify and consult your organizations style guidelines Upload a logo and change color and font settings in your Admin Dash
Advanced Add a header and/or footer to all Localist pages using the HTML Theme Editor. Identify a URL that already includes the header and/or footer you’d like to apply to your platform Add corresponding HTML to your Theme Editor in the Admin Dash

Prepare for Promotion

Feature Details Research Action
Widget Templates Provide branded Widget options for your internal units and community to promote their events Identify what specific pages need a Widget and/or types of Widgets you need to provide Implement new Widgets using the template editor in the Admin Dash
Create a Bulletin Setup and brand a Bulletin to be automatically scheduled and sent upon launch. Decide what types of Bulletins you want to send Add and provision new Bulletins in the Admin Dash

Technical Setup

Feature Details Research Action
Single Sign On Add your organizations log-in method alongside social and local login methods What SSO do you use? Who is responsible for integrating SSO at your organization? Follow the corresponding set up steps in our SSO master doc
Custom Domain Lock in a subdomain for seamless navigation What domain will you be using? Who is responsible for managing domains at your organization? Follow set up steps in our Custom Domain master doc
SSL Enable SSL encryption for secure browsing Who is responsible for obtaining SSL certificates at your organization? Upload your SSL certificate directly in your Admin Dash