Getting Started

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

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

How to add a team member to your Sheep account and set their permissions
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