Getting Started

James Webster avatar James Scholes avatar Joe Jeffries avatar +2
16 articles in this collection
Written by James Webster, James Scholes, Joe Jeffries and 2 others

Getting Started: Verifying your domain for Sparkpost integration

As a part of the set-up process, you will be asked to add a TXT record to your DNS settings to verify your domain in Sparkpost
Sam Wilkins avatar
Written by Sam Wilkins
Updated over a week ago

Data Import Guide (Google Sheet importer only)

Provides useful guidance on each import template, critical fields and populating them with your data ready for import.
Joe Jeffries avatar
Written by Joe Jeffries
Updated over a week ago

sheepCRM Security

James Webster avatar
Written by James Webster
Updated over a week ago

Communications: Creating email templates

Email templates allow you to send out bulk or automated emails to your members with ease. Follow these steps to create a new template.
Sam Wilkins avatar
Written by Sam Wilkins
Updated over a week ago

Joining the sheepCRM community

A high level overview of what to expect and what will be required from you in order to set-up sheepCRM for your organisation.
Joe Jeffries avatar
Written by Joe Jeffries
Updated over a week ago

Reporting

Filtering and exporting data for reporting
James Webster avatar
Written by James Webster
Updated over a week ago

Importing your contacts from a spreadsheet

Sheep has an easy to use import system. Here's how it works
James Scholes avatar
Written by James Scholes
Updated over a week ago

Bulk uploads

importing spreadsheets into Sheep
James Webster avatar
Written by James Webster
Updated over a week ago

Sheep Starter Packs

Choose the setup plan that is right for you
James Webster avatar
Written by James Webster
Updated over a week ago

Start here

Getting started with Sheep
James Webster avatar
Written by James Webster
Updated over a week ago

Browser Support

James Scholes avatar
Written by James Scholes
Updated over a week ago

Adding a user, managing permissions and users.

How to add a team member to your Sheep account and set their permissions. How to remove or change a user details.
James Webster avatar
Written by James Webster
Updated over a week ago

Editing account details

Changing the name, email or password on the account
James Webster avatar
Written by James Webster
Updated over a week ago

Delete, 'Move to bin' and Obfuscate

James Webster avatar
Written by James Webster
Updated over a week ago

Self Service: Get better address data from Members during Sign up (using our Loqate integration)

Tom Byrom avatar
Written by Tom Byrom
Updated over a week ago