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 the Registrar tab to view the Main Menu of this service.
- From the General Settings section, choose 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
- Click the Shopping Cart tab to view the Main Menu of this service.
- From the Web Site Links section, choose Storefront
- If you have have more than one template version in the system, each template will have a unique Storefront Link with a different version number or language (for example: VER=2, 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.
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