Please contact sheep support team to start the process, but before starting, it is good to be aware of the requirements and settings available. Providing this information to our support team will speed up the set-up process.

Requirements

Fundraising pack
Self-Service App
Admin rights

If you are missing any of the above, please contact your designated admin. For security reasons, we are unable to perform any changes from anyone other than the designated admin contact.

Optional

Gift Aid enabled (recommended)

Getting started

1. Create Appeals

To get started, you'll need to create some appeals inside SheepCRM. Please see our guide on creating appeals for more information.

Once an appeal is created, you can return to edit the appeal, add photos, and indicate

if it is to be viewed in the self-service app. To make it viewable in SheepApp, ensure "Office only" is not set and "Accepting Donations" is set.

2. Contact Support

With your appeals in place, you can contact our friendly support team to configure your Flock to support donations. When performing this process, we may ask you questions on how you wish to operate and present appeals / donations in the self-service app:

Noun (Default: Appeal)

Used to define a single appeal, for example you may wish to donate to a charity rather than a specific appeal, so your noun would be 'Charity'.

Noun Plural (Default: Appeals)

Used to define multiple appeals, for the above example, this would be 'Charities'.

Verb (Default: Donate)

Used to define the action users will perform when donating, usually appears on buttons. You may wish to use a single word, such as 'Donate' or a larger sentence such as 'Make a Donation'.

Featured (Default: Featured)

Used to define featured appeals, if you don't want to create the impression of tiers for appeals, you could use a less specific word, such as 'Urgent', instead.

Standard Summary (Default: blank)

Enter a paragraph of text to appear above the target/goal section for each appeal. This is used as a fallback for any appeals that don't have summaries.

Terms (Default: blank)

Global text that appears under each appeal on the self-service app. This can outline your procedures for handling donations and how the money will be allocated if unable to meet the original goal for the appeal. However, combined with the Terms Title, this section can be repurposed for any additional information you wish to have.

Terms (Default: Terms & Conditions)

Title for the terms section above. Can be repurposed for any additional information you wish to have.

Available Amounts (Default: Small, Medium, Large)

The different pre-set options for donating. These allow users to quickly donate set amount of money, or they can use the custom amount option to enter their own amount to donate. Each option has a name and amount.

We recommend having 3-4 pre-set options.

Min Amount (Default: 0)

Specify a minimum amount users can donate when using the custom amount option. This is useful for when you want to avoid additional processing fees for amounts that are too low.

Example JSON

donations: {
    noun: 'Appeal',
    nounPlural: 'Appeals',
    verb: 'Make a Donation',
    featured: 'Urgent',
    standardSummary: 'We need your help to make this happen',
    terms: 'Donations given using SheepApp will be sent directly to the cause you have chosen to support. We will store your email address in order to inform you about how the appeal is going, or to contact you if there is an issue. If you have chosen to Gift Aid your donation, we will also store your name and address as these are required to claim Gift Aid.',
    termsTitle: 'Terms & Conditions',
    availableAmounts: [
      {
        name: 'Small',
        value: 10
      },
      {
        name: 'Medium',
        value: 25,
        default: true
      },
      {
        name: 'Large',
        value: 100
      }
    ],
    minAmount: 5
  }