Managing Event/Visit Templates

Overview

You can create, edit, export, and import templates, and then apply them to any Campaign or Visit Series. To create a template, go to the Events Rx Admin Panel click on the “Manage Event Templates icon.



This opens the Configure Template screen:



To work on an existing template, choose it from the Select Template drop-down and click the Edit button.

Configure Template Controls

  1. New: Allows you to create a new template.
  2. Edit: Select an existing template from the “Select Template” picklist and click Edit. The template name as well as its Header and Footer will pre-populate with the template’s details. You can then edit the values.
  3. Template Name: Select an existing template from the “Select Template” picklist and click Edit. The template name as well as its Header and Footer will pre-populate with the template’s details. You can then edit the values.
  4. Brand: Enter a string to use as a value for the “Brand” parameter. When the EventListing page is addressed with a URL containing the parameter, this template will be used.
  5. Select Type: Either build your own template, or choose the “ERx Template” which will populate a template of modern design on which you can control the branding.
  6. Export: Allows you to download the selected template as an XML file.
  7. Import: Allows you to import an XML file to use as a template.
  8. Preview: Shows a preview of the template.

ERx Configurable Template

Events Rx comes with a built-in template of modern design that you can configure to match your brand.

The ERx Configurable Template, as it comes pre-configured, looks like this, but you can change the logo, font and all of the colors, using “clicks, not code,” as shown below.



1. Click the “New” button and from the “Select Type” dropdown, choose “Erx Template” Edit this template and at the bottom of the screen, there are controls for the logo, font, and all the colors on the page, that you can use to customize the template to fit your brand.

Control Label Description
Theme Font Controls font of header/footer, calendar and individual Event Listing registration pages
Theme Body Background Controls body background color of calendar and individual Event Listing registration pages
Theme Body Foreground Controls color of calendar, event listings and registration section of Campus Campaign pages, implements color in body background of Visit registration pages
Theme Header Background Controls header background color
Theme Header Text Color Controls header text color
Theme Footer Background Controls footer background color
Theme Footer Text Color Controls footer text color
Theme Primary Button Color Controls button colors in calendar header and on registration pages
Theme Table Head Background Controls color of header bar on Event Listing table and Event Listing calendar
Theme Campaign Event Color Controls color of campaign listing on Event Listing calendar
Theme Campus Visit Color Controls color of visit listing on Event Listing calendar
Theme Default Text Color Controls text color on Event listing page and individual Event Listing registration pages; controls hover color of Event Listings on the calendar

*Events Rx uses this Custom Setting to implement additional style controls. These include:

  • Designating the template for the Event Listing page
  • Event Full circle and text color
  • Event Waitlist circle and text color

2. To use your logo, load it as a “Public” Static Resource (Setup > Static Resources) and then select it in the Logo Image dropdown. If it’s in a .zip archive, add the subpath to the logo within the .zip. If you want to insert a Heading and Subheading to the right of your logo, enter them in the Logo Heading and Logo Sub-Heading fields.

Adding Custom Text to the ERx Template

You can insert custom text or instructions below the template header and above the calendar listing. Follow these steps:

  1. Navigate to the Events Rx Admin Panel and click the Manage Event Templates icon. This will open the Configure Template screen.
  2. Whether you edit an existing template or create a new one, the Type should be ERx Template.
  3. To add custom text below the header and above the calendar listing, copy and paste the following HTML with your custom text under </header> and above <section class="mid_temp">
<div style="padding-left: 2%;">YOUR CUSTOM OR INSTRUCTIONAL TEXT HERE</div>


Deleting Templates

The "Select Template" picklist is generated dynamically from the Documents stored in a Documents folder called "Campus Package Template." You can control what appears in the picklist by deleting Documents from the "Campus Package Template" folder or moving them to a different folder.