Forms & Web Pages System Settings

Contents

Front-end Markup Settings
Alternative Web Templates
Custom CSS
Update Logo & Header
Redirect to Custom Error Message
News Layout
Standard Forms Configure Fields & Sections
Encouraged Login Page
Show/Hide Organization Version of Forms 
Show/Hide Social Network Sharing Icons
Recurring Donation Online Form Settings


Forms & Web Pages

Configure your front-end settings here: System Settings tab > Home/Dashboard > Forms & Web Pages.

forms_and_web_pages.png


Front-end Markup Settings

For NeonCRM databases created before 6/13/15, you can select which style of HTML markup is used to present your front-end forms and pages. This setting affects both public forms and the constituent portal. 

System Settings > Home/Dashboard > Forms & Web Pages > Front-end Markup Settings.

Changing this setting may have a dramatic effect how your forms and pages are displayed, but it will not affect the actual content of the fields and labels you have chosen. If you do not like the way the setting looks after making changes, you can always switch it back.

  • Classic Markup works best with fixed-width or legacy websites. It uses tables for structure.
  • Responsive Markup works best with modern, responsive websites. It uses semantic HTML for structure.
Classic Markup Example Responsive Markup Example
neoncrm-classic-markup.png neoncrm-responsive-markup.png

Choosing the Responsive Forms will also enable a payment page that offers each of your enabled payment methods for selection as a radio button at the top of the payment section.

Look familiar? We brought it over from our Social Fundraising forms. Read more here. 

new_payment_page.png

 (Note: The "alternate payment" option, pictured here as "I will mail in a check" will still appear for configuration on the Credit Card section.)


Alternative Web Templates

A web template provides a formatted layout for NeonCRM web content. Your default web template is either synced to your organization's website, or, if you did not opt for the template sync service, your forms and pages use your logo image as the header content.  

An alternate template, once created, can be used to replace the default on different versions of the following types of Neon pages: 

  • Campaigns
  • Events 
  • Custom Forms
  • Social Fundraising Pages

You can build or upload an alternative 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.

Read the full guide about creating, uploading, and applying alternative templates here. 


Custom CSS

System Settings > Home/Dashboard > Forms & Web Pages > Custom CSS

This area is used by Web Developers or by those that are familiar with CSS to make tweaks to your web template's display formatting. You can use the form to add CSS rules that will apply to the Default Template, which is used for all of your front-end forms and pages.

You are welcome to add any CSS rules to your NeonCRM template, but the rules may not be reflected on your NeonCRM pages due to the overriding design of NeonCRM forms.

Additionally, NeonCRM is not responsible for any code added to the Custom CSS section and cannot troubleshoot any code entered in the Custom CSS section. HTML, JavaScript, and other languages are not allowed in the Custom CSS section.


Update the Logo & Header

To add/update your Neon logo and header images, navigate to: System Settings tab > Home/Dashboard > Forms & Web Pages > Update the Logo & Header.

Learn how to update your Neon logo and header images. 


Redirect to Custom Error Page

NeonCRM has a default error screen that constituents using front-end web forms will see in the event that an error occurs. You may specify your own error page to be displayed instead of the NeonCRM error page. To set this up, navigate to: System Settings > Home/Dashboard > Redirect to Custom Error Page

Enter the web address (URL) of the page you want users to be taken to in the event of an error, and click Save.


News Layout

Similar to event listing, NeonCRM offers News integration with your website. You can create news and announcements and manage how news displays in the NeonCRM back office. You can also link the NeonCRM news page to your website. You can configure the layout of your news page using the News Layout settings. There are two ways to integrate NeonCRM News; one way is to replace your existing news link with the NeonCRM News URL, and the other is to insert an inline frame (iframe) to your current news page and let NeonCRM take care of rendering the content in that iframe.

To configure the way your News appears, navigate to: System Settings > Home/Dashboard > Event Settings > Edit News Layout

From here, you have the ability to configure:

Press Room Settings

  • Display date of news posts?
  • Display brief description of news posts?
  • Number of news posts displayed per page
  • Top spacing for news description
  • Spacing between two news posts
  • Link to the news content page
  • Open news content in a new browser?
  • For alternate URL, Open it in a new browser?

 

 News Insert Settings

  • Display date of news posts?
  • Display brief description of news posts?
  • Number of news posts displayed
  • Top spacing for news description
  • Spacing between two news posts
  • Link to the news content page
  • Open news content in a new browser?
  • For alternate URL, Open it in a new browser?
edit_news_layout.png

Configure Fields & Sections (Formerly Customize Front End Pages)

Most NeonCRM Standard Forms can be customized using this web form configuration utility. 

System Settings > Home/Dashboard > Configure Fields & Sections

select_fields_and_sections.jpg


Encouraged Login Page

When enabled, the Encouraged Login Page:

  • Helps prevent duplicates by prompting constituents to log in before filling out your forms
  • Helps reduce form abandonment by displaying all options on a single page and allowing constituents to continue to their selected form without logging in
  • Redirects the constituent to the destination form after they log in or reset their password
  • Eliminates the need to add login prompts with redirect links to the header area of each standard form

*The detailed guide to this feature is found here. 

System Settings > Home/Dashboard > Front-End Settings > Edit Encouraged Login

system_settings_encouraged_login.png


Show / Hide Organization Version of Forms

The Support Organization setting determines if the Organization User? button is available on your Neon forms. The Organization User? button takes the constituent to the organization version of the form. Filling out the organization version of a Neon form creates an organization account for the constituent instead of an individual account. 

ch6-support-org.png

You can enable/disable support for Organization Users on your front-end web forms here:  System Settings > Home/Dashboard > Forms & Web Pages > Standard Forms > Show/Hide Organization Version of Forms. 

Check the box next to the types of forms you want to enable this button for, and click Save when finished.

which_pages_have_organization_versions.png

NOTE: If you disable this setting, the button no longer displays on those types of forms. However, you are still able to link directly to the organization version of a form by appending ?&constTypeFlag=org to the end of the page URL. 


Show / Hide Social Network Sharing Icons

Allow constituents to share your Neon forms and pages to popular destinations like Facebook and Twitter by enabling the social network widget. This setting is enabled here: 

System Settings > Home/Dashboard > Forms & Web Pages > Standard Forms > Show/Hide Social Network Sharing Icons 

enable_social_sharing_widget.png

Once enabled, this widget adds a set of social network sharing buttons to your Neon forms and pages, as shown below. 

social_network_sharing_icons.jpg

Clicking one of these buttons from a NeonCRM form shares the page link to the selected social network. 


Recurring Donation Online Form Settings

This setting determines:

  1. which recurring donation intervals will be shown on donation forms.
  2. whether or not the option to specify an end date will be displayed.

recurring_settings.png

For example, the above settings would look like this on the front end donation form:

make_recurring_donation_front_end.png


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