Localist Admin Training Syllabus

This resource provides the calendar team with a starting point for kicking off your own training with new Admins. It includes a suggested path for training, talking points, brainstorming prompts, and relevant resources to help your Admins become Localist pros!

Account Creation

Before training starts, have your Admins create accounts so they can best follow along:

• Provide them with a clear path for account creation and outline their login options, or
• A Platform Admin can manually create their accounts, then escalate Permissions all at once.

Localist Intro

Identify your community’s “what” and “why” for choosing Localist as a calendar solution. This helps establish trust, and allows you to share goals with your team. Use the FAQ below as a starting point for introducing Localist to your new Admins:

What is Localist?

Localist is a SaaS company and our platform is a community events calendar. Our vision is to help connect communities through their events. Our tools balance the needs of the event manager with the ideal audience experience. Organizations turn to Localist when they want to optimize the power and reach of their events. Localist offers the efficiency of a centralized marketing calendar, the power of social sharing tools, and the intelligence of analytics to optimize event marketing performance.

Why did our organization switch to Localist as a calendar solution?

Popular reasons across the Localist customer-base include Centralization, Event Discoverability, and Calendar Adoption.

Here are a few prompts to keep in mind when addressing why your community made the switch:

• What roadblocks were being hit with the previous solution that Localist helps solve?
• What was the turning point that make the calendar team determine a new solution was the answer?
• What major efforts are coming up that will benefit from using Localist? (i.e. upcoming large events, event series, organizational needs that must be met, etc.)

What goals will Localist help our community reach?

Popular goals from the Localist customer-base include:

• Empowering internal organizations to “own” their events (ex. Departments, Stakeholders, Partners, etc.)
• One-stop shop for all event-related tasks
• Brand consistency
• Metric Tracking

Prompts to keep in mind for addressing your goals:

• What goals were top of mind during your onboarding process? Are they still relevant now?
• What ongoing or long-term goals come to mind?
• Is there a reason for adding new Admins? Are they part of a larger goal or initiative?
• What do you hope to accomplish?

Basic Training Resources

Have your new Admins bookmark the following general training resources provided by Localist:

• Concept3D Help Center: Full documentation for every feature Localist has to offer. These articles include step by step how-to’s as well as FAQs.
• Glossary: Localist terms defined. Includes links to correlating features.
• Check out the following entries that include tips, tricks, how-to’s, and more! 
  • Onboarding Admins: How your team can onboard admins who are new to your Localist calendar.
  • Our four-part Common Questions Series 1, 2, 3, 4: Commonly asked questions from our customer base!
  • 8 Heads-Up for New Admins: List of features to share with your new Admins.

Permissions-Based Resources & Tasks

When adding a new Admin in Localist, you’ll need to set them up with the desired Permissions. Below are resources to for your Admins to bookmark based on their assigned Permission, as well as tasks, complete with paths, they can complete with their assignments.

Platform Admin

Admins who can make changes to global platform settings such as adding Users, escalating Permissions, updating your platform’s branding, bulk-adding, and more.

• Platform Settings: Settings available on the global platform.
• Intro into Branding Tools: High-level outline of branding tools available. Includes links to resources to assist with the branding process.
• Permissions: Outlines all available Permissions in Localist.
• Bulk-Add: How to bulk-add events as well as a helpful outline of the CSV headers.
• Feeds: Importing and exporting feeds in Localist.

Event Admin

Admins who are entrusted with adding events directly to the live platform, as well as moderating events in the Pending Queue.

• Event Submissions: Outlines all fields on the submission forms.
• Pending Queue: Actions that can be taken while moderating User-submitted events.
• Event Insights: How to collect insights from event attendees about topic, format, and overall experience during your events.
• 12 Things to Remember When adding Events: LocaList publication with general rules of thumb to keep in mind to ensure event submissions start out on the right foot.

Channel Admin

Admins who create sub-calendars or “homepages” for subsets of events. These folks can control the layout of each Channel on your platform.

• Channels: How/when to use Channels, and an outline of each available Channel component.
• 9 Ways to Make Your Channel Engaging: LocaList publication with tips on how to engage the community through your Channels.

Group Admin

Admins who can create dedicated landing pages (Groups and/or Departments) for the hosts of, or organizations affiliated with your events.

• Groups & Departments: Benefits of, how to add, and the management of Group & Department Pages.

Bulletin Admin

Admins who can create email campaigns, and assign contacts via Localist’s in-house newsletter tool.

• Bulletin: Campaign form fields, adding contact lists, and managing the display.
• 8 Things You Need to Know About Bulletin: LocaList publication that outlines tips on how to use Bulletin to its fullest potential.

Localist Admin Group

Encourage your new Admins to join the Localist Admin Group, powered by LinkedIn. This is a peer space when you can connect, swap tips, share solutions, and provide insights with other Localist Administrators.