Teams can only currently be accessed via the Alpine sheep system, which can be found by going to core.sheepcrm.com and logging in with your sheepCRM user credentials.

Click on Teams in the top navigation to access the new Teams section.

By default, all active teams will be listed in a table, showing the name, category and summary of the team. Non-active teams can be seen by clicking on all teams in the left-hand navigation. Click on a team to manage it.

The table of teams can be narrowed down further by entering the name or category of a team. Entering a few letters will start to reduce the table to only show matching teams.

When a team is selected, in the navigation you can click on the team name, bringing in a dropdown list of other teams in your flock. This list can be filtered by entering the name of the team you wish to look for. Click on another team to quickly switch between teams.

With a team selected, the default tab will show all of the contacts that make up the team. Accepted contacts as well as contacts who are in the process of joining, or have cancelled can be seen by selecting the relevant views from the left hand navigation.

Contacts in the selected view can be sent an email, SMS or in-app message through sheepCRM by clicking on the mail icon located in the top right. This will bring up a modal window with the email settings and field to enter a message.

Type of message

Select whether the message should be email, SMS or in-app. In-app messages will be displayed to the contact when they log into their sheepApp account.

Message template

Select an existing template to use for the message. These templates are defined in settings. Please note that any changes to a template in this modal do not overwrite the saved template.

Subject

If the message type is an email or in-app message, enter a subject line for the message.

Message

Enter the message to be sent to the contacts. If a template has been selected, the content from the template will be pre-filled. This can be changed as needed. Content in the message can be filled with template tags.

Once the details and messages have been filled in, click on the save & preview button to view a preview of the message with the options to send message, send a test to yourself or go back and make changes. Please note that some options may not be present based on the type of message selected.

Once happy to send the message, click on send to send out the message to the selected contacts. If the SMS or email option is selected, the messages will be queued to be sent out.

Copying email addresses

If you prefer composing an email through your own email client. You can alternatively click on the copy emails to clipboard icon located next to the email icon and have all primary email addresses copied to your clipboard, ready to be pasted into a spreadsheet, email client or word doc.

Contacts can be exported into a XLS document for manual processing by clicking on the export icon (arrow pointing down) located in the top right, next to the copy emails icon.

To add a new contact to the team, click on the add contact button located in the top right. This will bring up a modal with the ability to select the contact to add to the team as well as set the status of their application for the team.

Set the status to accepted to have the new contact treated as a member of the team. Other statuses, such as applied can be used if you wish to manage the contact's application before treating them as active members.

Clicking on a contact will bring up a sidepanel with the contact's details with various tabs including membership, health information, payments and messages. Depending on your account permissions and flock configuration, you may see different tabs.

By default, the first tab is the summary. This tab will show basic contact information, along with group membership information. Other sections enabled by your flock will have summaries on this tab to allow quick viewing of core information.

Changing the team role of the contact

On the summary tab, scroll down to the teams summary panel and click on the change details option to bring up a modal window with the team status and team role for the contact.

Click on the role field and start entering a role to apply. As you type letters, the dropdown will show existing roles that match the entered letters. Click on an existing role to set the contact's role. Please note that roles are created and managed in settings.

Changing the team status of the contact

On the summary tab, scroll down to the teams summary panel and click on the change details option to bring up a modal window with the team status and team role for the contact.

Click on the status field and select a status from the dropdown list. For active team members without any need for processing, select the accepted status. If you need to process an application before the contact should be considered a team member, select the applied or started statuses.

Tags can be added to the contact record itself, but also the group membership record that links the contact record to the current team or group. On the summary tab, scroll down to the teams summary panel and click on the change details option to bring up a modal window with the team status, team role and the option to add or remove tags for the contact.

On the contacts summary tab, scroll down to the teams summary panel and click on the change details option to bring up a modal window with the team status and team role for the contact.

If you wish to keep a record of the contact as part of the team, but deny any active member benefits, change the status field value to cancelled.

Alternatively, click on the delete option in the bottom right of the window and confirm the deletion. This will remove the team membership record entirely. Please note that this change is permanent and can not be undone.

If your flock supports sessions, the selected contact will have a sessions tab. Click on this tab to view all active and future sessions that the contact is a part of.

Please note that this view is for quick management of sessions for a single contact. More information on the sessions can be found by using the sessions tab on the team dashboard.

From the sessions tab, scroll down to the session you wish to update and click on the lightswitch to mark the contact as attended/attending the session - click again to mark the contact as not attended/attending. If you need to reset the attendance, click on the more options icon next to the switch and select the reset option.

If your flock supports achievements, the selected contact will have an achievements tab. Click on this tab to view all active achievements that the contact is, or could be, a part of. Please note that this view is for quick management of achievements for a single contact. More information on the achievements can be found by using the achievements tab on the team dashboard.

Add (start) achievement

Achievements that the contact has not started will appear in a list beneath any active achievements running. Scroll down to the achievement in question and click on start achievement to activate the achievement, showing the options to mark progress.

Mark progress

On any active, non-completed achievement, there will be a list of checkboxes - one for each step that makes up the achievement. Click on the checkbox to mark the step as completed. Click on the checkbox again to mark the step as incomplete.

Finish/Complete achievement - Triggers email!

Once every step is completed, an option to mark the achievement as finished will appear. Click on this option to complete the achievement, preventing any further changes to the achievement.

If your flock supports tasks, the selected contact will have a tasks tab. Click on this tab to view all tasks regarding the contact. Both completed and active tasks regarding the contact will be visible in this view. Please note that more information on team tasks can be found by using the tasks tab on the team dashboard.

Add task

Click on the add task button to bring up a modal window with the fields for masking a new task. Each task can have a message, a staff member the task is assigned to and a due date.
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By default, you will be set as the assigned staff member, but this can be changed by clicking on the field and selecting another staff member. Click on the add task button to create the task.

Editing an existing task

Click on an existing task to bring up a modal with the details of the task on it where you can make changes to the notes, assigned to and due date fields as needed. You can also mark the task as completed by clicking on the completed switch. Click on the save button to confirm your changes.

Complete task

Tasks can be marked as complete by either clicking on the mark as complete option by the task, or by editing the task and setting the lightswitch as outlined above.

Delete task

Click on an existing task to bring up a modal with the details of the task on it and click on the delete option in the bottom right of the modal. You will be asked to confirm that you wish to delete the task - click on yes to confirm and delete the task.

Please note that this process can not be undone and the task can not be recovered.

If your flock supports notes, the selected contact will have a notes tab. Click on this tab to view all journal notes regarding the contact. Notes can be used to pin additional information on to the contact that may be of value to other team leaders.

Add note

Click on the add note button to bring up a modal window to add a new note to a contact.

Editing an existing note

On the notes tab, click on the edit button on an existing note to bring up the modal containing the details of the note. On this modal the title and note can be changed, as well as any uploaded files can be viewed/downloaded or removed from the note altogether.

New files can be uploaded by clicking on the upload button and selecting files, or dragging files into the dotted box to upload quickly.

Click on the save button to confirm your changes to the note.

Deleting an existing note

On the notes tab, click on the edit button on an existing note to bring up the modal containing the details of the note and click on the delete option in the bottom right of the modal. You will be asked to confirm that you wish to delete the note - click on yes to confirm and delete the note.

If your flock is configured to use sessions, once a team is selected, the sessions tab will be accessible for your team. Clicking on this tab will show a list of all of the sessions that involve the selected team.

Click on the sessions tab to view the sessions. By default the sessions listed will be active or upcoming, but this can be changed by clicking on an option in the left-hand navigation. Click on a session to bring up a sidepanel showing every contact in your team with a lightswitch on the right-hand side. Based on the contact's current attendance for this session, the lightswitches will either be undefined, set to yes or set to no.

Click on the lightswitch by the contact to mark their attendance. By default, this lightswitch will be undefined, as no attendance will have been set for the contact. Clicking once will mark as attended, clicking again will mark as not attended. If you made a mistake and need to reset the lightswitch back to undefined, click on the more options icon next to the lightswitch and select the reset option.

If your flock is configured to use achievements, once a team is selected, the achievements tab will be accessible for your team. Achievements are primarily used to track the progress of the contacts in a team. These can be used for maintaining the engagement of your teams or to provide certificates or awards based on a set number of steps being completed.

Click on the achievements tab of a team to view all achievements that the team can access. By default, active and in-progress achievements will be listed. Inactive and finished achievements can be viewed by selecting the relevant options from the left-hand navigation.

Click on an achievement to bring up a sidepanel with more information about the achievement itself, the participants and any notes made by team leaders.

Click on an achievement to view the current participants. To add another contact - who is already in the team - as a participant for the achievement, click on the add participant button. This will bring up a modal with a field to select the contact to add. Start entering the name of the contact and click on their record when they appear in the dropdown list of results. To add every contact in the team to an achievement, click on the add all contacts button.

Click on an achievement to view the current participants and their progress. Each participant will appear in a list with checkboxes for every step that makes up the achievement.

Scroll down to the relevant participant and click on the checkbox step(s) that you wish to mark their progress for. Clicking once will mark a step as complete, clicking again will mark as incomplete.

Once every step is completed, an option to mark the achievement as finished will appear. Click on this option to complete the achievement for the participant, preventing any further achievement changes for this particular contact.

Jobs and tasks for team leaders in a team can be set, managed and completed in the tasks tab of the team dashboard. Tasks are notes that can be assigned to yourself or other team leaders with a due date.

On the tasks tab, a new task can be added by clicking on the add task button located in the top right, next to the search bar.

Each task can have a message, a staff member the task is assigned to and a due date. By default, you will be set as the assigned staff member, but this can be changed by clicking on the field and selecting another staff member.

Click on the add task button to create the task.

Click on an existing task to bring up a modal with the details of the task on it where you can make changes to the notes, assigned to and due date fields as needed. You can also mark the task as completed by clicking on the completed switch. Click on the save button to confirm your changes.

Tasks can be marked as complete by either clicking on the mark as complete option by the task, or by editing the task and setting the lightswitch as outlined above.

Click on an existing task to bring up a modal with the details of the task on it and click on the delete option in the bottom right of the modal. You will be asked to confirm that you wish to delete the task - click on yes to confirm and delete the task.

For information that you'd like to be pinned to the team, the notes tab for the team allows you to add journal entries regarding the team, sessions, achievements or contacts that can be accessed easily by other team leaders in the team.

On the notes tab, a new note can be added by clicking on the add note button located in the top right, next to the search bar.

On the notes tab, click on the edit button on an existing note to bring up the modal containing the details of the note. On this modal the title and note can be changed, as well as any uploaded files can be viewed/downloaded or removed from the note altogether.

New files can be uploaded by clicking on the upload button and selecting files, or dragging files into the dotted box to upload quickly.

Click on the save button to confirm your changes to the note.

On the notes tab, click on the edit button on an existing note to bring up the modal containing the details of the note and click on the delete option in the bottom right of the modal. You will be asked to confirm that you wish to delete the note - click on yes to confirm and delete the note.

Navigate to Teams then your Section, you will see a ⚙️ in the top right corner near the 'Add Contact' button which allows you to modify the copy on the page.

If your flock has news pagess configured, you will have access to a news tab for your team(s). News pages related to your team will be accessible to your members through your team page in the sheepApp.

Click on the news tab to view the news pages for a team. Pages with green dots next to the titles are published - meaning that they are viewable in the sheepApp. Grey dots are draft or unpublished news pages. Click on an page to bring up a sidepanel showing the content and metadata for the page.

On the news tab, click on the add news button located in the top right to bring up a sidepanel for a blank page with the following fields:

Title

Enter the page headline, which should be kept as concise as possible.

Status

A lightswitch in the top right sets whether the page should be live or not. Please note that this is separate to whether the page is published or not.

Path

Optionally, add a custom URL to the news page. This will automatically generate based on the title entered, but can be changed in this field if needed. You can use this to shorten URLs for easier linking.

Photo

Upload an image to appear as the main image for the page. Please note that images can only be uploaded after the page has been created. Once saved, click on the page again to edit and upload images.

Publish Date

Set a date for the page to be published - making it accessible to members in the sheepApp. This date can be set in the past to immediately publish the page, or set in the future to publish the page at a specific time/date.

Archive Date

Set a date for the pageto be archived - preventing anyone from viewing it in the sheepApp. This date can be set in the past to immediately archive the page, or set in the future to archive the page at a specific time/date. Can be left blank to stop the page from ever becoming archived.

Content

Enter the body of the news page in this field. This field supports basic markdown to add basic elements such as subheadings, links, bullet point lists and tables.

Fallback Body

If the page is set to member-only, you can optionally provide a summary or call-to-action for non-members trying to view the page. This field supports basic markdown to add basic elements such as subheadings, links, bullet point lists and tables.

Secondary Photos

Upload up to 4 images to appear as the secondary images for the page. Please note that images can only be uploaded after the page has been created. Once saved, click on the page again to edit and upload images.

Public?

Set whether the page should be viewable by the general public in the sheepApp. If set to false, the viewer will be prompted to log in.

Member Only?

Set whether the page should only be viewable to members in the sheepApp.

Context

Select which team this page is related to. If you lack sufficient permissions, this field will be pre-filled to your team and locked to prevent changes.

Tags

Add tags to the page to help with filtering and categorising.

Click on an existing page to bring up a sidepanel with the content and metadata for the page. Edit the fields as needed and click on the save button to save your changes. More advanced options can be found by clicking on the actions button in the top right of the sidepanel.

Click on an existing news page to bring up a sidepanel with the content and metadata for the page. Click on the actions button in the top right of the sidepanel and select the duplicate option.

Click on an existing news page to bring up a sidepanel with the content and metadata for the page. Click on the actions button in the top right of the sidepanel and select the delete option. This will bring up a modal asking you to confirm the deletion.

Publishing a news page allows it to be viewable in the sheepApp on your team mini-site. Whether the page will be accessible to members, non-members and the general public will be defined by the Public, Status and Member only fields outlined above.

To publish or unpublish a news page, click on the actions button in the top right of the sidepanel and select the appropriate option. If published, this will remove any expiry date set in the past and set the status to active. If unpublished, any existing publish date will be removed.

How to select an email address when sending an email?

Once you have added additional email sender addresses and if you have the correct permissions as a user, you can then select those email addresses when sending email from the system.
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There are a few places where you can send email as a user.

In the below example, we are sending an email from a contact record, but it will be true for each of the other examples as well. As you can see there is a new field there which depending on the sending options and your permission will allow you to select a different email other than the flocks default one. ​Each time you send an email you can choose to select a different one from the options.
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Once you have added additional email sender addresses and if you have the correct permissions as a user, you can then select those email addresses when sending email from the system.
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There are a few places where you can send email as a user.

In the below example, we are sending an email from a contact record, but it will be true for each of the other examples as well. As you can see there is a new field there which depending on the sending options and your permission will allow you to select a different email other than the flocks default one. ​Each time you send an email you can choose to select a different one from the options.
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