Contents
General Guidelines for Uploading Web and Email Themes
You must follow some general guidelines:
- When designing web themes, 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 theme 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 theme 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 Theme:
<>
</> - Unlike Email Themes, the code snippets shown below have no use in a Web Template.
Web Themes
A theme provides a formatted layout for Neon CRM web content. One theme can be applied 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.
The process for uploading a theme is nearly identical to uploading an email theme. To upload a theme, navigate to:
Settings > Global Settings > Forms & Pages > Web 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.
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
Select the Theme you would like to use from the dropdown menu, then click Submit.
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.
Payment Theme
For Uploaded Themes, security practices require that the payment pages of relevant forms will need to have a separate Theme applied. The rest of your forms' content will still retain the overall appearance.
The Global Settings page, Set Payment Theme, is available for you to apply to the appearance of payment pages in this situation.
If you do not specifically use the Set Payment Theme option to designate a Theme for the payment page, then Neon One will automatically use the Theme created with your branding and colors during Onboarding if it is available.
If this is not available in your system, then the Neon CRM-created Theme titled "Modern" will be automatically applied.
Since your donors will be taken to a page that likely looks different than the previous form page(s), they'll be shown a message "Taking you to a secure payment page..." so they know that this is expected.
Or, if you'd prefer, you could create a different Theme. This will allow all pages of your form to have the same appearance.
Email Themes
To upload a custom Email Template, navigate here:
Global Settings cog > Global Settings > Communications > Email Themes > New Email Theme > Upload Email Theme
Enter a Theme Name to make it easy to identify later.
If you make this theme the System Default, all new emails will use this theme.
Select your HTML file and click Upload.
Neon CRM Email Theme Code
These code snippets enable extra functionality when uploading email themes. All of Neon CRM’s included themes have this code built-in. The default width for these sections is 600 pixels. You are welcome to change this to match your theme.
To enable tracking and subscription features on your custom theme, 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 Neon CRM 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 Neon CRM 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.
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