However, if you'd like to take advantage of the customization options available within our theme builder, you'll need to create a new theme.
A web template provides a formatted layout for NeonCRM web content. You can create your own alternate web templates that can be used for specific campaigns, events, or custom forms in place of your default web template. Your default web template is either matched to your organization's website, or, if you did not opt for the template matching service, your forms and pages use your logo image as the header content.
Your default web template is used for ALL Neon forms and pages, whereas an alternate template can be applied to specific page. Once created, alternate web templates can be used for the following types of Neon pages:
- Campaigns
- Events
- Custom Forms/Surveys
- Social Fundraising Pages
This type of web template can also be called a "Hero Form".
You can build or upload alternate web templates. This can be helpful when you have a campaign or event with a different look than the rest of your website. When you’re building a template, you’re not actually building the web page. You’re making the graphical container for your content.
NeonCRM currently gives you two options for configuring web templates. You can use:
Standard templates are simple templates with a single editable content area. You can use NeonCRM's standard template builder or upload your own custom HTML template.
Standard Template Builder
The web template builder is a quick way to generate a simple HTML web template. You can find this tool here: Settings cog Global Settings Alternate Web Templates
All your templates will be listed here. From this page, you can view, edit or delete existing templates. You can also build new standard templates or upload custom ones.
All Neon systems come with a Default template, which uses your Neon header image.
To create a new standard web template, click Build New Template.
Anatomy of a Web Template
A web template has three sections:
- Header
- Content
- Footer
This diagram explains how they fit together:
Template Settings
All web templates have a few basic settings:
Template Title - Name your template so that you can easily identify it later.
Preview Section
Preview Screen Size - Changes the WYSIWYG to match the display of a desktop computer, tablet, or smartphone.
Header Section
The header section appears at the top of the template.
Logo - Select an image for the top of the page to replace the "your logo here" text.
Header Background Color - Click the box to select a background color.
Clear - Click this button to remove any background colors selected for this template.
Form Content Section
The main content section appears in the middle of the template, but some of the configurations here will affect the entire form (e.g. Background Image). This is merely a template for the form; the content itself is added later.
Background Image - Click to choose a background image for your form.
Highlight Color - Click the box to select a color for the buttons on your form (including Submit).
Highlight Text Color - Click the box to select a color for the text in the buttons on your form.
Fonts: Heading + Button Font - Changes the font used for the heading and the buttons on your form.
Fonts: Body Font - Changes the font used for the main body of the form.
Footer Section
The footer section appears at the bottom of the template.
Footer Text - Add any text that will display at the bottom of the form.
Applying the Web Template
To individual pages or forms
Once created, alternate web templates can be applied individually to the following types of Neon pages:
- Campaigns
- Events
- Custom Forms/Surveys
- Social Fundraising Pages
To apply the alternate web template to your page, navigate to the desired event, campaign, social fundraising or custom form configuration page.
Edit the event and select the desired web template to use for this event registration form and web publish page.
Edit the campaign and choose the web template you want to use for this campaign donation form.
You can also use an alternate web template for a custom form/survey. To change the web template, the form must be unpublished.
As your default template design
If you did not opt for the template matching service, you will see an option to make any of your Alternate Web Templates your new default template.
At this point, the new default template will be applied to all of your standard Neon forms and pages not currently using another alternate template.
To undo the alternate default and go back to the original template that came with your system, click Clear Default Selection at the top of the page.
