Knowledge Base

Banners, Templates and Colors


Frequently Asked Questions

#1 How to change the system template / look and feel?

To access the template management area, go to your Admin Dashboard.

In the main area, select the "Other Tools" tab (instead of Conferences or Forms).

Click Site Template Management


#2 How to upload a new banner or logo for my site?

For the site banner we recommend a width of 1000 pixels x 200 to 300 pixels height in PNG format and non-transparent background. Do not upload a banner image that is larger, as it will affect the load time of the image and impact the display of your form.

For the Default banner, we suggest using a generic banner, as the default template is used for the main login screens, profile home and in other generic places.

These Settings are independent for each Conference.

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Edit button beside the template you wish to edit
    • To update the Default template, select the Edit button next to Default
  5. Click Update button beside Body & Header
  6. For Site Banner, click Browse to select the new banner image file from computer
  7. Scroll down, click Update to apply the new banner
  8. Once the new template is uploaded, go to EACH module, click Settings and update the Module Template field and select the new template.

Most clients choose to use a default site background, but default background color may be changed using the color picker, or a background image may be uploaded to match the conference website or organizations brand. Custom CSS or background CSS may also be used.

The Default template is used for the Admin Dashboard, as well as for the Member Registration Sign-up form if you are using X-CD to manage your membership.


#3 How to change the menu color of my site / change the font color used in my site?

NOTE: Hex colour codes are used to set the colours.

These Settings are independent for each Conference.

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Edit button beside the template you wish to edit
  5. Click Update button beside Primary Color
  6. Enter a new hex colour code for the Primary Colour and/or Primary Font Colour
  7. Click Update to apply your changes.


#4 How to Create a Link / Edit the link to my web site banner?

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Edit button beside the template you wish to edit
  5. Click Update button beside Body & Header
  6. Enter a URL address for the field Site Banner Website Link
  7. Click Update button


#5 How to Create a New Template for my Conference Site?

You may customize your site by creating a specific template.

NOTE: Your Conference template is shared by the Attendee, Exhibitor and Program modules. If you change the Conference template, it will impact all modules that share the template.

The Speaker Module can point to a different template. If you wish to have a separate template for your Speaker Module, then create a new template. Under Speaker Module > Settings > Update the Module Template field and select the template you wish to use.

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Template Management in horizontal menu
  5. Select Add Template
  6. Complete the fields on the “Add Template” screen.
  7. Scroll down, click  Add Template to load the new template
  8. After the new template has been added
    1. Edit Conference Settings by clicking on Conference Home from the Admin Dashboard and update the Module Template field to use the new template
    2. For EACH Module under the Conference, click the Module, then click Settings and update the Module Template field to use the new template

NOTE: If you uploaded a new template and the image is not displaying immediately, this issue is due to caching (i.e. you are view a 'stored' version of the page).

  • Clear your browser cache and load the page again.
  • Try viewing the page in an incognito or private browser screen.
  • If you still do not see the new image, check that the image was loaded into the template or reload the image again into the template.

BANNER Information

For the site banner we recommend a width of 1000 pixels x 200 to 300 pixels height in PNG format and non-transparent background. Do not upload a banner image that is larger, as it will affect the load time of the image and impact the display of your form.

For the Default banner, we suggest using a generic banner, as the default template is used for the main login screens, profile home and in other generic places.

To update the Default banner, see: http://help.x-cd.com/index.cfm?smodid=46#faq163


#6 How to edit the Footer text on my site?

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Edit button beside the template you wish to edit
  5. Click Update button beside Footer Area


#7 How to change the site background color and/or image?

  1. Click Dashboard
  2. Click Other Tools
  3. Click Site Template Management icon
  4. Click Edit button beside the template you wish to edit
  5. Click Update button beside Body & Header
  6. Add/Edit the background colour or image file attributes
  7. Scroll down and click Update to save changes.

#8 How to update my site to use a different template?

  1. Click Dashboard
  2. Click Conference Home
  3. Click in the Template Field and select from the dropdown list another template
  4. Click Update Conference button to save changes

NOTE: if you want your Form to use another template

  1. Click Dashboard
  2. Click Forms
  3. Click on the Form name
  4. Click Settngs button
  5. In the Form Template field, click the dropdown and select the template to use
  6. Scroll down, click Update Form

#9 How to change the template used by a submission site?

This assumes that there is an existing template already created. If not, then create a new template first by referencing the how to create a template article here.

  1. Click Dashboard
  2. Click Speaker module
  3. Click Settings button
  4. For the Module Template field, select the template to be used
  5. Scroll down, click Update button to apply changes


#10 Uploaded banner image is not appearing?

If you uploaded a new template and the image is not displaying immediately, this issue is due to caching (i.e. you are view a 'stored' version of the page).

Try the following:

  • Clear your browser cache and load the page again.
  • Open the page in an incognito or private browser screen.
  • Check that the image was loaded into the template or reload the image again into the template.
Overview

Editing your template allows you to change the look and feel of your conference system (front end login pages, forms, colors banners etc.)

Your system is set up initially with a default template which is meant to replicate your conference or organizations look and feel, but if for some reason you want to change the feel yourself this is where it is done.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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