1. Adhoc Email

This is when you want to send a note to a group of people using your regular email client.

  • build the filters
  • export to XLS
  • copy email addresses into bcc field of email client
  • compose and send

This is the simplest and most flexible method. It is not suitable for large numbers of recipients. (Steps 2 & 3 of this method will be replaced in a future version of Sheep)

2. Template Email

  • write your template
  • choose the recipient
  • select what the email is regarding (e.g. a particular ticket, membership, donation etc)
  • personalise (optional)
  • send

see Template Email

3. Automated Email

You have a template message with some variable elements that you want to send in response to a trigger. The email content is fixed and can't be edited on a case-by-case basis.

  • write your template see 2. Template Email
  • define the trigger events (these are then written into the software)

(automation pack required)

4. Email Campaign (MailChimp)

For sending a one-off template message to large numbers of people.

  • Create new campaign in MailChimp
  • Build the recipient list using data pushed from Sheep
  • Send

MailChimp Campaign

Sheep is synchronised with MailChimp and any tags assigned in Sheep are available in Mailchimp. The synchronisation is automatic (3-4 times a day).

Did this answer your question?