Placeholder for future docTechnical Setup
A. Profile Build: You will use the three elements below to create a new shelter inside of the admin site. Once you have filled out the information, you will copy and paste the ID and Password generated into the OnePassword system for future support needs and accessibility:
I. Hubspot CRM Company Record Information: Name of Shelter, Physical Address, EIN, Hours of Operation (We have accessibility to this without contacting client or adding to the below requests)
II. Shelter Information (contact needs to provide. We will collect this information via email and also by reviewing the shelter website): Shelter Description, Adoptions Inquiry Email, Shelter General Email, Language Preferences
III. Payment Gateway Setup - Default Stripe (contact needs to be made aware of steps needed to do this via email) : Shelter will use this link to create an account or login to an existing account. Once they have done this task then we will be able to see the information in our Adopets Stripe account and use that information to input in the Payments section of the shelter profile build inside of the admin website. If they are using a payment gateway outside of this, we will need to bring in a dev to be able to support and do this task.
B. Integration Settings: Once all of the above is created and the shelter is entered into the system, the shelter rescue site is ready to receive animals in the inventory via integration mapping. To be able to receive animals, you will need to collect the following from the client via email:
I. ShelterBuddy: animal filters (what animals do they want to visualize in their listings and inventory?) visibility filter (what animals do they want to visualize in their listings and inventory as hidden and as available?) status filter (what animal status from their shelter management system, such as “available for adoption” , “available for adoption - foster”) **Bonus for SB customers only: Status to Search Group Functionality (if multiple statuses needed to pull in, we can create a search group for them for both incoming and outcoming animals) Learn how to set up a search group in ShelterBuddy here.
II. PetPoint & Chameleon: animal filters (what animals do they want to visualize in their listings and inventory?) visibility filter (what animals do they want to visualize in their listings and inventory as hidden and as available?) status filter (what animal status from their shelter management system, such as “available for adoption” , “available for adoption - foster”)
Once above information is collected, then we can begin the integration mapping via the admin site. Follow these steps to be able to complete. Once the steps are completed, the mapping will be visible in the rescue site.
Customization & User Settings
A. Setting up your account theme
B. Setting up personalization add-ons
C. Setting up your staff and team member authorizations
Training
A. Software General Overview
B. Video and Supporting Documents Assignments
C. Scenarios Visualization
Roll-out LIVE
A. Soft Launch
B. Hard Launch