Some steps in the set-up will require SheepCRM's involvement, please make sure you have the following information to provide to us (or have already provided) before getting started:

Groups can be created or updated by going to the Settings section. In the sidebar select the Teams, Regions & Groups tab. The Groups section will show any existing groups with the option to create a new one.

Click on Add new to start creating a new group. This will bring up a window to fill in the core information required for a new group. Once first saved, the group will have new fields to add additional information.

For more information on creating a group, please read this article:
​https://intercom.help/sheepcrm/en/articles/4579845-groups-creating-a-group

To add existing contacts to groups, or manage the groups that a contact is assigned to, locate the contact record that you wish to update and click on the Groups tab.

Any existing groups the contact has applied to will appear at the top. You can click on the card to expand it and see more details as well as change their application status, or click on Edit and remove them from the group entirely. To add the contact to another group, click on the Add to a group button. This will bring up a window that allows you to select a group and the application status.

For more information on managing groups for users, please read this article:
​https://intercom.help/sheepcrm/en/articles/4586218-groups-managing-group-applications

In order to have SheepCRM send out emails automatically to your customers using the self-service app, you'll need to set up lifecycle emails and set them to the relevant triggers:

For information on creating email templates, please read the following article: https://intercom.help/sheepcrm/en/articles/4532348-creating-email-templates

Once you've created the email templates, get in touch with our support team with the names of the new templates and we'll link them up for you.