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Uploading Custom Web Themes & Email Templates

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General Guidelines for Uploading Web and Email Templates

You must follow some general guidelines:

  • When designing web templates, you must create them as a single HTML file. All of the code must be contained within this document, including any CSS you want to use.*
  • You must host your images on a web server. The easiest way to do this is to upload them to your Neon CRM image server, then build your template to reference the new location of these images. 
  • If you host your images on an external server, be aware you could compromise the security certificate, which will display warnings on some browsers. 
  • Your template must contain this tag in the code: <></> This tag tells Neon CRM where to put the content of the message within your email template or the campaign or event information within your web template. 
  • The region in which you have placed the <></> tag should be at least 600 pixels wide, with no defined height value. Below is an example of a very simple Email Template:

    <>
    </>
  • Unlike Email Templates, the code snippets shown below have no use in a Web Template.
* Note: Pages designed using Wix, or that otherwise rely heavily on references to proprietary Javascript or JQuery elements, are very likely not to work when upload as alternate web templates.

Themes (Previously known as Web Templates)

A theme provides a formatted layout for Neon CRM web content. One theme can be appplied as the default theme for your CRM system (the default theme appears on all Constituent Login Portal pages, Legacy membership and account forms, and volunteer forms). Additional themes can also be applied to specific Events, Campaigns, and Forms in place of your default template. To do this, you must first design the theme, upload it to Neon CRM, then assign the theme to your campaign, event or form.

Note: when assigned to a specific event or campaign, a theme only applies to the public version of these pages. The constituent (logged-in) version of the page will adjust to the default theme in order to match the design of your Constituent Login Portal.

The process for uploading a theme is nearly identical to uploading an email template. To upload a theme, navigate to:

Settings > Global Settings > Forms & Pages > Themes

From this page, click New Theme and either  build a new theme or click Upload Theme to upload your own HTML template.

Give your theme a Name to make it easy to identify later. 

You will see an option to set this theme as your system default. If you select that option, the uploaded theme will be applied to all of your Neon CRM pages and forms.

Confirm that your html file includes the token <<content>> to mark the location where Neon CRM should populate the main content of the form or page.

Select your HTML file and click Upload. 

theme_ss.jpg

 

Assigning Themes to Campaigns & Events

This must be done within the settings for each campaign or event 

To edit a fundraising campaign, navigate here: Fundraising > Fundraising Campaigns

Click ... > Edit to the right of the campaign you want to edit.

 

Under the Basic Information section, click Edit

mceclip3.png

Select the Theme you would like to use from the dropdown menu, then click Submit.

Snag_6833d7.png

You can also assign a custom theme to a specific event. 

To edit an event, navigate here: Events > Edit

Select the Theme you would like to use from the dropdown menu, then click Submit

mceclip5.png

Email Templates

To upload a custom Email Template, navigate here:

Global Settings cog Global Settings Communications Email Email Templates Upload Template

Enter a Template Name to make it easy to identify later.  

If you make this template the System Default, all new emails will use this template.

Select your HTML file and click Upload. 

upload_email_template.png

NeonCRM Email Template Code

These code snippets enable extra functionality when uploading email templates. All of NeonCRM’s included templates have this code built-in. The default width for these sections is 600 pixels. You are welcome to change this to match your template.

To enable tracking and subscription features on your custom templates, add these code sections:

“View Email Online” section code

This is the code for the "View e-mail online" section that you see at the top of the regular NeonCRM e-mails. The code should be placed just below thetag.

If you're having trouble viewing this email, you may <>"see it online</>

 

Unsubscribe Email Code

This is the Unsubscribe E-mail code. It should be the last code snippet in the document, just before the tag.

This email was sent to: <>. To ensure that you continue receiving our emails, please add our email to your address book or safe list. To unsubscribe from future mailings <>"please click here</>.</>

 

Tell a Friend Code

Use this code to add a link for sharing the email.

To share this email with a friend, <>"click here.</>

Email Tracking Code

This code enables NeonCRM to track the statistics for this email. It should be below the Unsubscribe code, just before the tag.

<>&targetUrl=https://www.z2systems.com/np/images/s.gif"</>

Configuring the Code Snippets

When you see [enter your org id here], this means you need to replace this section with your organization’s Instance Name. Your Instance Name is found in the URL bar of your browser while looking at your login page.

mceclip6.png

In this case, the instance name is “training”. In a code snippet, you’d start with:

https://www.z2systems.com/nps//servlet/DisplayLink?orgId=[enter your org id here]

and change it to:

https://www.z2systems.com/nps//servlet/DisplayLink?orgId=training