Forms & Web Pages System Settings

Contents
Front-end Markup Settings
Alternate Web Templates
Custom CSS
Update the Logo & Header
Redirect to Custom Error Page
News List Layout
Recurring Donation Online Form Settings
Google Analytics Tracking
Configure Fields & Sections
Encouraged Log In
Show/Hide Organization Versions of Forms
Show/Hide Social Network Sharing Icons
Related Guides and Videos

Introduction

NeonCRM allows you to configure several settings that affect how your forms and pages appear to your constituents and the public.

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

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Front-end Markup Settings

Note: This setting is only available for NeonCRM systems created before 06/13/2015.

With this setting, 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.

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

Alternate Web Templates

A web template provides a formatted layout for NeonCRM web content. Your default web template is either a copy of 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 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.

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

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 your front-end forms and pages.

Note: Custom CSS will only affect the style of your default web template. It will not affect any alternate web templates you may be using.

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 and cannot troubleshoot any code entered in the Custom CSS section. HTML, JavaScript, and other languages are not supported.


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 List 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 press room list. 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.

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
zd_news_list_settings.jpg

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.

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

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Google Analytics Tracking

Google Analytics code can be added to your NeonCRM template so that you can track NeonCRM page activity along with the pages on your own website. If your organization purchased a Web Template Copy, this code may already have been added to your template.

To add or edit this code, go to System Settings > Home/Dashboard > Google Analytics Tracking.

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On this page, you can do the following:

  1. Enter your Google Analytics Tracking ID into the field shown
  2. Toggle Google Analytics Tracking on or off as needed
  3. Click the Save button to save your changes.

Configure Fields & Sections

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

System Settings > Home/Dashboard > Configure Fields & Sections

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Encouraged Log In

When enabled, the Encouraged Log In:

  • Helps prevent duplicates by prompting constituents to log in before filling out your forms
  • Helps reduce form abandonment by displaying all options in a single window 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
  • Embeds additional "Have an account? Click here to log in" links in the header area of each enabled form
The detailed guide to this feature is found here.

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

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Show / Hide Organization Version of Forms

The Support Organization setting determines if the ability to complete a form as an Organization button is available on your Neon forms. If enabled, a button appears on the form that allows the constituent to toggle between the individual and organization versions.

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Filling out the organization version of a Neon form creates an organization account for the constituent instead of an individual account.

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.

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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

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

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


Related Guides

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