Recommended Reading Before You Start
Content
Instructions
- Campaigns
- Events
- New Account Forms
- New Donation Forms
- New Membership Forms
- Peer-to-Peer Fundraising
- Surveys
Themes List
1. Navigate to Settings Cog and select Global Settings.
2. Under Forms & Pages, select Themes.
3. Once on the Themes list, you'll be shown all of your themes and the various actions you can take.
You can select different filter options if you'd like to refine the list based on different types of themes, when the themes were last updated, and which users last updated them. You can also search for themes by name.
There are four different types of themes:
- System Themes: Themes designed by Neon CRM for you to use right out-of-the-box.
- My Themes: Themes created by you and other users at your organization.
- Uploaded Themes: Uploaded HTML files - see this section for details.
- Classic Themes: Previously known as Alternate Web Templates - see this section for details.
You can click on the ellipsis in the bottom right of a theme's tile to take any of the following actions:
- Preview
- Edit Theme
- Copy Theme (only available for new themes)
- Delete Theme (only available for non-system themes)
What happened to my Alternate Web Templates?
If you previously created Alternate Web Templates, they're still available within the Themes list. They're now labeled Classic Themes, and you can select that from the Type filter in order to view them:
You can still edit Classic Themes via the legacy editor, and they can still be applied to your forms & pages.
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.
Creating a Custom Theme
1. Navigate to Settings Cog and select Global Settings.
2. Under Forms & Pages, select Themes.
3. Select New Theme.
4. Fill in Theme Name and select New Theme or select an existing theme.
5. When finished, select Next
The theme builder consists of the following sections:
Colors and Fonts
6. Complete the fields in Colors & Fonts tab.
|
Field Name |
Description |
|
|
A. |
Page |
Adjust the font, font color, and theme color |
|
B. |
Background |
Adjust background color. Add background image with URL, upload from your server, or browse from Unsplash. You can also align or mirror background images in this section. |
|
C. |
Header & Footer |
Adjust the header and footer colors |
Header Content
7. Complete fields in the Header Content tab.
|
Field Name |
Description |
|
|
D. |
Logo |
Upload your company logo and and adjust logo width |
|
E. |
Navigation Links |
Add Navigation Links. You can add up to three. |
Footer Content
8. Complete fields in Footer Content tab.
|
Field Name |
Description |
|
|
F. |
Columns |
Decide how many columns you would like to display. Add content to text boxes for each column. |
|
G. |
Social Media |
Display social media links, determine alignment, decide on icon style, and add social media URLs |
9. After building your theme, you can click Preview in the top right to see how it will appear on various types of devices. You can then click Save & Close to return to the Themes list.
Uploading Themes
If you have experience with HTML and CSS, you can upload .html files to use as themes within Neon CRM. Uploaded themes cannot be edited via the theme builder.
1. Navigate to Settings Cog and select Global Settings.
2. Under Forms & Pages, select Themes.
3. Select Upload Theme.
For more information see: Uploading Custom Web Themes & Email Templates
Applying Themes to Forms and Pages
After you've created themes, you can then apply them to any of the forms & pages mentioned above.
For campaigns, events, surveys, and peer-to-peer fundraising, you can edit the item in question and use the Theme dropdown to select your desired theme.
For new account, donation, and membership forms, you'll select a theme at the beginning of the form creation process. Additionally, you have the ability to create or edit themes during this process, if needed.
To change an existing form's theme, simply edit the form.