fix tpo/web/donate-neo#181

the documentation was imported from the Google Doc at
https://docs.google.com/document/d/1Z33h_zzN9HQFLKJf0QlRqwSQ-N1ucIYk7Lt9403tAFM/edit?tab=t.0

service/crm.md

@@ -25,6 +25,51 @@ accessed at: https://crm.torproject.org/user/login
 
 # Howto
 
+## Updating premiums
+
+From time to time, typically around the annual year-end campaign (YEC), the donation gift/perks offered on https://donate.torproject.org need to be updated.
+
+The first step is to update the data in CiviCRM.
+
+### Create the perks
+
+- Go to: [Contributions > Premiums (Thank-you Gifts](https://crm.torproject.org/civicrm/admin/contribute/managePremiums?reset=1)
+- Edit each product as follows:
+  - **Name**: Name displayed for the premium
+  - **Description**: subtext under the title, ex: "Get this year’s Tor Onions T-shirt"
+  - **SKU**: SKU of the product, or if it’s a t-shirt with variants, the common part of the SKU for all sizes of the product (with no dash at the end)
+  - **Image**: A PNG image can be uploaded using the "upload from my computer" option
+  - **Minimum contribution amount**: minimum for non-recurring donations
+  - **Market value**: not used, can be "1.00"
+  - **Actual cost of Product**: not used, ignore
+  - **Financial Type**: not used, ignore
+  - **Options**: comma-delimited "SKU=label" for size selection and corresponding SKUs. For example: `T22-RCF-C01=Small,T22-RCF-C02=Medium,T22-RCF-C03=Large,T22-RCF-C04=XL,T22-RCF-C05=2XL,T22-RCF-C06=3XL,T22-RCF-C07=4XL` (NO SIZES? NO SKU - work this out with mathieu)
+  - **Enabled?**: checked (uncheck if the perk is not used anymore)
+  - **Subscription or Service Settings**: ignore, not used
+  - **Minimum Recurring Amount**: Enter the recurring donation amount that makes this premium available
+  - **Sort**: decimal number that helps sort the items on the list of perks (in ascending order, i.e. a lower order/weight is displayed first)
+  - **Image alt text**: alt text for the perk image html tag
+
+**New perks**: disable the old perk instead of updating the SKU to avoid problems with older data.
+
+### Associate with contributions
+
+Perks must be associated with the CiviCRM "contribution page". TPA does not use these Contribution Pages directly, but that is where the settings are stored for donate-neo, such as the ThankYou message displayed on transaction receipts.
+
+- Go to: [Contributions > Manage Contribution Pages](https://crm.torproject.org/civicrm/admin/contribute?reset=1)
+- Find the "Your donation to the Tor Project" list item and on right right side, click the "configure" link
+- On the contribution page settings form, click the "Premiums" tab
+
+Here you can then associate the perks (premiums) created in the previous section with the page.
+
+If the "add new" link is not displayed, it’s because all available premiums have already been added.
+
+### Export the JSON data for donate-neo
+
+When done, export the data in JSON format using this page: https://crm.torproject.org/civicrm/tpa-perks-json
+
+The next steps are detailed [on the donate wiki page](service/donate#updating-perk-data).
+
 ## Monitoring mailings
 
 The CiviCRM server can generate large mailings, in the order of