Knowledgebase

Event Management for Salesforce: Create and Manage Event Site Template

Last Updated: Jul 17, 2017 02:40PM EDT
Version: 5.170502xxxx

Site templates give full freedom to customize the look of your event webpage. The templates which are designed in this section will be the event’s External Registration Page.  To create or edit templates go to Designer > Site Templates.



Click on New to create a site template. Site templates can be created in two ways: Click & Pledge default templates and Custom templates.



Option 1: Click & Pledge Templates: With Click & Pledge selected, using Select Template you may choose an existing template to customize. Find the template you like, then click on it to select it.





Step 1: Name the template.

Step 2: Merge fields can also be added to the template. To add field, place the cursor in the template where you wish the element to appear, then click on the field. Do Not drag and drop the fields.

Step 3: Use the editor to make changes.

Step 4: After making changes, click on Save to save your changes and stay within that screen or click on Save & Exit to save the changes and exit.

The Custom Cascading Style Sheet (CSS) is provided for the users who are familiar with CSS. The default CSS may be reverted by clicking on the Reset button.


Option 2: Custom Templates: With Custom selected, you may create your template with the Template Builder. Click on the layout images to add them to the template. Multiple layouts may be added as sections of the template. Once added, layout positions may also be interchanged using drag and drop. Once you have created your template click Next button to move to the editor.



Step 1: Name the template.

Step 2: Merge fields can also be added to the template. To add field, place the cursor in the template where you wish the element to appear, then click on the field. Do Not drag and drop the fields.

Step 3: Use the editor to make changes.

Step 4: After making changes, click on Save to save your changes and stay within that screen or click on Save & Exit to save the changes and exit.

The Custom Cascading Style Sheet (CSS) is provided for the users who are familiar with CSS. The default CSS may be reverted by clicking on the Reset button.

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