Uploading Your Own Email and Web Templates

Contents

General Guidelines for Uploading Web and Email Templates
Alternate Web Templates
Assigning Alternate Web Templates to Campaigns & Events
Email Templates
NeonCRM Email Template Code
Configuring Email Code Snippets
Related Guides

General Guidelines for Uploading Web Templates and Email Templates

  • When designing web templates, 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 NeonCRM image server, then build your template 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 template must contain this tag in the code: <<content>> This tag tells NeonCRM 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 <<content>> tag should be at least 600 pixels wide, with no defined height value. Below is an example of a very simple Email Template:
    <table width="600" border="0" cellpadding="0">
    <tr>
    <td>
    <<content>>
    </td>
    </tr>
    </table>
  • Unlike Email Templates, the code snippets shown below have no use in a Web Template.

Alternate Web Templates

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 only be applied to specific events, campaigns and custom forms/surveys.

The process for uploading an alternate web template is nearly identical to uploading an email template. To do this, you must first:

  1. Design the template.
  2. Upload it to NeonCRM.
  3. Assign the template to the specific campaign, event, or custom form.

To upload a web template, navigate to: System Settings > Home/Dashboard > Forms & Web Pages > Alternate Web Templates. 

From this page, either build a new template, or click Upload Template to upload your own HTML template.

upload_template.png

Give your template a Name to make it easy to identify later. 

If you choose the option to Set this template as System Default, then all new campaigns will use this web template.

Select your HTML file and click Upload

upload_new_alternate_web_template.png

Once created, alternate web templates can be used for the following types of Neon pages:

  • Campaigns
  • Events 
  • Custom Forms/Surveys

Assigning Web Templates to Campaigns & Events

This must be done within the settings for each campaign or event. 

To edit a fundraising campaign, navigate here: Fundraising > Campaigns.

Click View next to the campaign you want to edit

template-a-2.png

Under the Basic Information section, click Edit.

template-a-3.png

Select the Web Template you would like to use from the dropdown menu, then click Submit.

template-a-1.png

You can also assign a custom template to a specific event. 

To edit an event, navigate here: Events > Event List > Edit.

Select the Web Template you would like to use from the drop-down menu, then click Submit.

event_web_template.png


Email Templates

To upload a custom Email Template, navigate here:

System Settings > Home/Dashboard > Communication Settings > Email Templates > Upload Template

Enter a Template Name to make it easy to identify later.  

If you make this template the System Default, all new emails will use this template.

Select your HTML file and click Upload

upload_email_template.png

NeonCRM Email Template Code

These code snippets enable extra functionality when uploading email templates. All NeonCRM standard templates have this code built-in. The default width for these sections is 600 pixels. You are welcome to change this to match your template.

To enable tracking and subscription features on your custom templates, 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 NeonCRM e-mails.

<p>If you're having trouble viewing this email, you may <a href="<<View Email Online URL>>">see it online</a></p>

Unsubscribe Email Code

This is the Unsubscribe E-mail code. It should be the last code snippet in the document.

<p>This email was sent to: <<Constituent Email>>. To ensure that you continue receiving our emails, please add our email to your address book or safe list. To unsubscribe from future mailings <a target="_blank" href="<<Unsubscribe URL>>">please click here</a>.</p>

Tell a Friend Code

Use this code to add a link for sharing the email.

<p>To share this email with a friend, <a href="<<Tell Friend URL>>">click here.</a></p>

Email Tracking Code

This code enables NeonCRM to track the statistics for this email. It should be below the Unsubscribe code.

<IMG HEIGHT=1 WIDTH=1 SRC="https://www.z2systems.com/nps/servlet/DisplayLink?orgId=[enter your org id here]&<<emailTrackingId>>&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 test. 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=test


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