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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

  1. 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

  1. Click the Registrar tab to view the Main Menu of this service.
  2. From the General Settings section, choose Web Site Links
  3. 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).
  4. Copy and paste each link into a browser to view the template design for each version.

Pledge-a-thon

  1. 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

  1. Click the Shopping Cart tab to view the Main Menu of this service.
  2. From the Web Site Links section, choose Storefront
  3. 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).
  4. Copy and paste each link into a browser to view the template design for each version.

Surveys & Tests

  1. 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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