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Letter Themes

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Introduction

A letter theme is a graphical layout for your mail merged letters. When you use a template, it’s like a shell that holds your content. When you’re building a theme, you’re not actually building a letter. You’re making the graphical container for your message, which you’ll fill in later.

Neon CRM currently gives you two options for configuring letter templates. You can use:

  1. Neon Theme Builder
  2. Upload a Custom Theme

Standard themes are simple theme with a single editable content area. You can use Neon CRM's theme builder or upload your own custom HTML theme.

Note: We implemented a new email and letter theme builder with our March 30, 2015, feature release. Any existing themes still work. However, since the theme build process has been totally changed, those existing themes can no longer be modified or set as the default. Unfortunately, you won't be able to edit themes created with the old theme builder.

Neon Theme Builder

The letter theme builder is a quick way to generate a simple HTML letter theme. You can find this tool here:

Global Settings cog > Global Settings > Communications > Transaction Acknowledgements > Letter Themes

All your letter themes will be listed here. From this page, you can view, edit or delete existing themes. You can also build new standard themes or upload custom ones.  All Neon systems come with a system Default themes, which uses your Neon header image.

To create a new standard letter theme, select New Letter Theme, and then, New Letter Theme.

Theme Settings

All letter themes have a few basic settings:

  • Theme Name - Name your theme so that you can easily identify it later.
  • Set as Default Theme - If checked, this theme will become your default option when building System Letters.
  • Select a Theme - You can choose to build from an existing theme or create a brand new theme. 

All available settings are available in the left-side menu. The image on the right side of the page is a rough draft of your letter's theme. If, at any time, you wish to view a preview of your letter theme, select Preview in the upper right corner of the page.

 

Letter Settings

In the Letter Settings section of the left-side menu, select the radio dial that best fits your paper. You can print on blank paper or on a letterhead.

Letter Styles

Fonts - In the Letter Styles section, you may control the fonts for the header and body sections of the letter theme.

Header & Footer Heights - To make these adjustments, Select the Heading Font and the Body Font.

Note: You may adjust these later when you are creating the actual letter content. Then, Adjusts the header and footer heights by changing the pixels in the field.

Background Colors - Select the three Background colors: Header, Default Body, and footer color. Note: You may adjust these colors later when you are creating the actual email content.

Content - If you wish to adjust the Padding of the email, or the space between the header, body, and footer, you may do so by adjusting the pixel number in the Padding field.

Margins - Lastly, under letter margins, Select the margins around your Neon CRM letter content. Keep in mind that the appearance of your printed letter may also be affected by your printer settings and margin settings. You can adjust top, bottom, left, and right margins in inches.

When you are finished making all adjustments, Select Save & Close in the upper right corner of the page. Your theme will now appear on the letter Themes page and be available to select when you create a letter in the system.

 

Uploading your own Letter Themes

You can upload your own custom letter themes as an HTML file.

Global Settings cog > Settings > Letter Themes > New Letter Theme > Upload Themes

This article has some general tips for configuring your HTML file.