How do I view the templates setup in my account?
Most accounts are setup with a single template design per service, which you can view when testing any of your forms for each service (Donations, Event Registrar, Pledge-a-thon, Shopping, Membership, Surveys & Tests).
If you have multiple templates in the system, you can view each template as follows:
Donations
- To view examples of each template, create or copy a donation appeal form, changing the template in the setup before viewing the appeal. Repeat for each template.
Event Registrar
- Click Registrar in the left navigation.
- Click Web Site Links
- If you have more than one template version in the system, each template will have a unique Event Listing Link with a different version number (for example: VER=2).
- Copy and paste each link into a browser to view the template design for each version.
Pledge-a-thon
- To view examples of each template, create or copy a Pledge-a-thon, changing the template in the setup before viewing the Pledge-a-thon. Repeat for each template.
Shopping
Currently, the Shopping Cart service only allows for a single template per language (English, French and/or Spanish).
- Click Shop in the left navigation.
- Click Embed Links.
- If you have have a template in more than one language, each template will have a unique Storefront Link with a different language indicated (for example: LNG=EN or LNG=FR).
- Copy and paste each link into a browser to view the template design for each version.
Surveys & Tests
- To view examples of each template, create or copy a survey or test, changing the template in the setup before viewing the survey or test. Repeat for each template.
Membership
Currently, the Membership service only allows for a single English template.
How do we update the GiftTool template to match our new web design?