Recommended Reading Before You Start

• Classic Web Themes

Content

Instructions

• Campaigns
• Events
• New Account Forms
• New Donation Forms
• New Membership Forms
• Peer-to-Peer Fundraising
• Surveys

Web Themes List

1. Navigate to Settings Cog and select Global Settings.

2. Under Forms & Pages, select Web Themes.

3. Once on the Web Themes list, you'll be shown all of your web 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 web themes, when the web themes were last updated, and which users last updated them. You can also search for web themes by name.

There are four different types of web 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 Themes?

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 Web Theme

1. Navigate to Settings Cog and select Global Settings.

2. Under Forms & Pages, select Web 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. 

Header Content

7.  Complete fields in the Header Content tab.

Footer Content

8. Complete fields in Footer Content tab.

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 Web 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.

Recommended Related Articles

• Uploading Custom Web Themes & Email Themes
• Creating Account and Donation Forms
• Creating a Membership Form
• Peer-to-Peer Fundraising Donation Form