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SwiftFox Academy

Welcome to your virtual training hub. Whether you're brand new to SwiftFox, or in need of a quick refresher on our features, follow along and learn using our step-by-step video guides.

Accreditation Management

Learn how to transform SwiftFox into your ultimate professional development tracking tool, making it a breeze to manage accreditations, certifications, and automatic point awards all in one place.

accreditation, professional development, CPD points, SwiftFox, track, validate, members, continuing education, real-time, member profiles, events, unique requirements, accreditation items, progress, training course, activity history, approval, points management, organisation, goals, certification, monitoring, achievements, accreditation points, events, rewards, members, general management training, SwiftFox, attendees, automation, RSVP status, accreditation program

Automations

Master SwiftFox's powerful automation tools to transform repetitive tasks into intelligent workflows that handle everything from instant responses to scheduled follow-ups

automation, trigger, action, workflow, email templates, builder, notifications, personalisation, contact form, form response, feedback, support, delay automation, time delay, future tasks, custom fields, contact details, merge fields, publish, edit, unpublish, status, client satisfaction, task management, team communication, workflow, time management

Calls

SwiftFox Calls enables direct audience engagement through targeted call lists with built-in VoIP calling, form integration, and AI-powered features like transcription and sentiment analysis

calls, phone calls, VoIP, call lists, contact lists, outreach, campaign calls, constituent engagement, call tracking, call forms, call transcription, AI transcription, sentiment analysis, voice calls, call management, call history, call recording, phone system, call surveys, conversation insights, swiftpredict

Contacts

Contact Profiles are at the heart of SwiftFox. Learn how to create new contacts for individuals and organisations, how to track and interact with your key contacts using our user friendly profile pages

contact management, add contact, create profile, organisation links, contact categories, custom fields, client relationships, contact database, member management, contact grouping, add contacts, create contacts

Emails

Emails are essential for a great campaign. Learn how to create a great email campaign from a truly intergrated CRM!

Emails, recipients, sender email, DNS, merge fields, custom fields, personalisation, analytics, open-rate, bounce-rate, design, email blocks, schedule email, preview email, communication

Events

SwiftFox offers an end-end event management tool with advanced customisation. There's so many exciting tools to learn, so let's get started!

event management, communication, marketing, planning, rsvp, rsvps, invite, invitation

Finance

SwiftFox takes the stress out of managing finances. Dive into this course to explore our simple, user-friendly features that anyone can understand - no finance expertise needed!

xero, invoicing, invoices, payments, receipts, integrations, XPM

Forms

In this next course, we'll show how to seamlessly create, design and manage forms across your website, emails and events.

newsletters, surveys, signup form, contact form

Home Page

Welcome to your SwiftFox Home page! Learn all the tools, and how to create your own personal homepage in SwiftFox

homepage, widgets, dashboards

Importer

The SwiftFox Importer makes managing data simple—add, update, and organise contacts with ease.

import data, spreadsheet, organise, data hygiene

Lists

The list feature is the backstage hero of SwiftFox. Lists can help you manage your contact database and send targeted communications

wiftFox lists, list building, save list, save search, dynamic lists, list builder, list management, recipient lists, list creation, list visibility, list comparison, contact management, list functionality, search criteria

Maps

If you're a visual person - you'll love SwiftFox Maps! See and understand your data at a glance with this easy to use feature.

mapping data, boundaries, local government areas, regions, geographic, boundaries

Permissions

Permissions! You can set permissions for features, users and entire user groups in SwiftFox. What does this mean? Time to learn in the permissions course.

SwiftFox permissions, team access management, user access permissions, user groups, feature permissions, internal permissions setup, permission levels, team collaboration settings, access control, role-based permissions, SwiftFox security, user authorisation

Projects

If you're managing or involved in a project, this is the perfect tool for you! Stay organised and on track with our versatile project tracking views and customisable fields.

projects, pipelines, collaborate, boards, tasks, management, organise

Settings

Set your organisation up for success with SwiftFox. Learn to personalise email preferences, organise campaign categories, and tag posts effectively. Ready, settings, go!

SwiftFox settings, user permissions, two-factor authentication, 2FA setup, contact categories, email preferences, email campaign categories, post tags, event RSVP options, account customisation, settings management

SwiftFox Websites

Websites are central to marketing. SwiftFox links your website, portal, and CRM for seamless data integration and a better audience experience.

umbraco, ml prime, login portal, integration

Tasks

It's time to digitise your task tracking! Create, track, allocate and manage tasks - all through SwiftFox.

SwiftFox Tasks, task assignment, team collaboration, task management, project integration, post tasks, event tasks, task tracking, team productivity, workflow management, task delegation, organisational tools, to-do list, task organisation

Texts

With high open rates and instant delivery, text messages ensure your communication is noticed by your audience.

sms, instant messaging, texting, communication

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012-08 A/B testing in Email campaigns

Unlock the power of A/B testing in your email campaigns with SwiftFox! This tutorial guides you through setting up tests, choosing parameters, and analysing results to optimise your messaging for better audience engagement.

018-02 Set accreditation points for events

Unlock the potential of your events with our guide on setting up accreditation points in SwiftFox. This lesson covers the simple steps to automate point allocation for attendees, enhancing engagement and rewarding participation effortlessly.

018-01 Create and manage Accreditations

An informative lesson on managing professional development points using SwiftFox's accreditation system. This tutorial guides you through tracking CPD points, adding accreditation items, and monitoring members' progress effortlessly.

016-13 Xero tracking codes

Unlock the potential of Xero tracking codes with this comprehensive guide! Discover how to set up and utilise tracking categories in SwiftFox to enhance your financial organisation and analysis.

001-07 Understanding Linked Fields

Unlock the power of data relationships in SwiftFox with our comprehensive lesson on linked fields. Learn how to connect different data points effortlessly, enabling dynamic tracking and reporting.

010-07 Fill out form from a profile

Learn how to efficiently fill out surveys on behalf of your contacts using SwiftFox's Quick Action feature.

010-06 Building engaging donation forms

A comprehensive tutorial on building engaging donation forms that align with your brand. This lesson covers styling options for transaction blocks, button states, and creating a user-friendly donation experience.

13.5 Delayed automations

Harness the power of delayed automations with SwiftFox! This lesson guides you through setting up automated workflows that send follow-up actions days, weeks, or even months later, ensuring you stay organised and never miss an important task.

13.4 Address based automations

A comprehensive guide on setting up address-based automations in SwiftFox. This lesson covers creating triggers for address changes and sending automated emails to keep your contacts updated.

13.3 Custom field based automations

Discover how to harness the power of custom fields and automations in SwiftFox to streamline your workflows. This lesson covers triggering automations for custom fields and updating custom fields based on user actions.

13.2 Automate Emails from Forms

Learn how to automate email notifications in SwiftFox when a form is submitted. This tutorial guides you through setting up form triggers and creating personalised email actions to keep everyone informed.

13.1 Create an automation

Unlock the power of automation with SwiftFox in this comprehensive guide! Learn how to create your first automation from scratch, set triggers, and define actions to streamline your processes effortlessly.

20-03 Analyse and transcribe calls with AI

Let AI do the heavy lifting! Discover how SwiftFox automatically transcribes calls and provides smart insights to help you get more from every conversation

20-02 Make a call from a profile

Connect instantly! Learn to make and track calls directly from contact profiles using SwiftFox's built-in VoIP system

20-01 Create a call list

Master campaign calling! See how to build targeted call lists, set up surveys, and track your outreach progress all in one place

07-02 Upload and map external data

Mapping SwiftFox data? Tick. Mapping external data in SwiftFox? Tick! In this next lesson, we will walk you through how to upload and visualise external mapping files in SwiftFox.

07-01 Explore SwiftFox Maps and analyse your data

Who knew geocoding code be exciting? (We did!) Our Maps feature makes it easy to visualise your contacts in SwiftFox. Follow these simple steps to create a beautiful, insightful map in SwiftFox!

011-04 Customise the view of your project board

If you're a visual person, Projects is the feature for you! We have different views you can filter on and navigate your project with, all in just a few clicks.

011-03 Create tasks on your project board

A key part of project management is assigning tasks. So, we've made sure to integrate our Tasks and Projects feature together! Learn how to create tasks directly off a project row in this next tutorial.

011-02 Learn all the column options

Use our customisable columns to create your perfect Project Management tool. Explore how in this next video!

011-01 Understand project board

When it comes to your projects in SwiftFox - you can make them as simple or as complex as you like! In this next tutorial, we'll dive into the ins and outs of the fields and views involved.

06-09 Audit trail of user activity

Audit trails provide you with a detailed record of all changes made to your data in SwiftFox. That way, you'll never miss a beat! See how this works in our next tutorial.

02-03 Create tasks on your project board

Task assignment is a crucial part of project management, so we’ve seamlessly integrated our Tasks and Projects features. In this next tutorial, learn how to create tasks directly from a project row!

02-02 Create teams and assign tasks

Here at SwiftFox, we're big on teaming - even with our features. In this video, learn how to seamlessly create teams within your organisation that you can assign tasks to.

02-01 Create tasks in SwiftFox

Everybody loves a do-to list. But we've turned things up a notch from your standard desk notepad. With SwiftFox Tasks you can have oversight of new, active and overdue tasks for both you and your team. Time to get organised!

015-02 Mastering website home page

It's true, you shouldn't judge a book by its cover. But real talk - your website home page is everything! Watch this video to learn how to nail it with just a few simple steps.

015-01 Creating and managing pages

Your website content is an ongoing journey, made easy with the user-friendly Umbraco backend for your SwiftFox website. In the next video, discover how to manage your site like a pro!

014-03 Create a spreadsheet for importing

The secret ingredient to a clean data import is... your spreadsheet! Here's a simple guide on how to prepare your data for a SwiftFox import.

014-02 Import custom fields and category types

Join us for this next lesson, where we walk you through how to use our Data Importer to successfully manage and apply custom fields and category types to your SwiftFox contacts in bulk.

014-01 Import new contacts and their details

SwiftFox makes it easy to keep your database clean and up to date. In this next tutorial, follow our simple steps to find out how you can import contacts into your SwiftFox environment.

016-10 Send SwiftFox invoices to Xero

SwiftFox to Xero - seamless syncing at its finest! Create invoices directly in SwiftFox and watch them automatically appear in your Xero account.

001-06 Activity Logs On Profiles

Activity Logs allow you to have visibility over changes made in your SwiftFox environment. And while this might not be the most exciting news if you've accidentally deleted a record (It's ok - mistakes happen!), this done mean you can access a powerful tracking tool for your people and organisations in SwiftFox.

001-05 Understanding Custom Fields

Custom fields. They're arguably the most important component in your SwiftFox environment (No pressure!). In this next tutorial, learn all about our available custom fields and how you can use them in SwiftFox.

001-04 Import Your Own Data

Data doesn't have to be scary. In this next tutorial, we will walk you through how you can easily map and import your data into SwiftFox. The best part? There's no need to worry about duplicates! SwiftFox will identify possible matches in your database during the import process, so you can choose to create a new contact, update an existing profile, or skip that row.

012-07 Track clicks in your email

Tracking and reviewing your email campaign data in SwiftFox just got even better! See how you can analyse the performance of your email links in this next tutorial.

012-06 Stagger email sending

We are constantly finding new ways to strengthen your email delivery numbers in SwiftFox. In this next video, we'll show you how you can use our email staggering feature - happy emailing!

012-05 Optimise sending using AI

SwiftPredict truly does work wonders for your emails. Use it to predict the best time to send your email to each recipient, based on their email activity. All you need to do is sit back, relax and watch those soaring open rates.

010-05 Conditional logic on forms

Ok, you've been mastering forms. But it's time to take your form to the next level. Introducing conditional logic!

009-08 Create ticketed events

Paid events. It sounds like a lot of work for your team, right? Well, not in SwiftFox. Our paid events functionality makes it easy to track and manage your paid event tickets and registrations. Check out how!

009-07 Set event capacity and waitlists

Set up your event capacity limit and waitlist right from the get-go. It's easy, and will make your event planning even easier!

004-03 Text individual contacts

Who needs phones, right? Ok maybe we do. But SwiftFox's texting features sure do make some good competition. Check out this next tutorial!

004-02 Two-way text campaigns

Engage with your contacts like never before with two way text messaging in SwiftFox. It's engaging, personalised and easy!

004-01 Send a batch of texts

A fun and engaging way to reach your audience with a powerful message. Get to know SwiftFox Texts in this next video!

016-12 Sync contacts between Swiftfox and Xero

A guide to achieving perfect synergy between your Xero and SwiftFox contacts. In this video, we'll walk you through the fundamentals of how to use our Xero Integration.

016-11 Invoices as a payment option on Forms

The more options you have to take payments = the better! Here's how you can set up your form to take invoice payments. It's quick, easy and - will flow straight through to Xero.

016-09 Xero invoices in SwiftFox

Xero - step aside! You can create invoices in SwiftFox too. In this tutorial, we will walk you through everything you need to know when it comes to Xero invoices in SwiftFox.

016-08 Xero Integration

We try not to have favourites... but if we had to pick for integrations - our integration with Xero would definitely take the cake! Learn all about it in this next video.

016-07 Understand the SwiftFox Finance Action Centre

The SwiftFox Action Centre is your one-stop-shop for seeing and understanding your finance data at a glance. Let us walk you through it in our next Academy lesson.

016-06 Refund a payment in SwiftFox

Refunds have never been easier! In this next tutorial, we will walk you through the simple steps you need to take, when processing a refund in SwiftFox.

016-05 Take a manual payment in SwiftFox

You don't need to be tech savvy or a finance expert to learn how to take a payment in SwiftFox. Check out how in this tutorial!

016-04 Creating a membership or subscription form

Wonderful member experiences begin with the sign up process. In this next Academy tutorial, learn how to perfect a member join form.

016-03 Taking payments through Forms

Our SwiftFox forms not only look great - but they can take your payments too! See how in this next tutorial.

016-02 Create & edit subscriptions

We've made it easy for you to manage your membership subscriptions in SwiftFox. Follow the simple steps outlined in this tutorial - and away you go!

016-01 Understanding a contact’s financial profile

Finance doesn't need to be complicated. In this video, we will walk you through the finance tab on a contact's profile in SwiftFox. Happy watching!

008-02 Understand the Activity Feed

Your homepage is home to the activity feed - a ‘feed’ of updates from your team, campaign emails and form submissions. In this tutorial, we will show you how to create a post in the activity feed, and how to edit which posts are shown in your feed.

008-01 Customise Your Home Page

You see your organisation’s homepage, every day. Learn how to customise the page and how to create a personal homepage.

010-03 Understanding Form Questions

Learn all the tips, tricks and tools to create the perfect form or petition

009-01 Create a New Event

In this video, learn how to create an event from start to finish. You’ll cover everything from sending out invitations, managing RSVPs, sending out follow ups, and assessing your event performance.

009-06 SMS Event Reminders

Your contacts can RSVP to your events via SMS. Find out how!

009-04 Manage a Zoom Event

Webinars, a conference, or a weird visual dinner party, online events are a must. Intergate them with SwiftFox Events

009-03 Email Event Invitations

All great events need a great email! Learn now to craft the perfect RSVP

010-02 Create a Survey or Petition

Learn all the tips, tricks and tools to create the perfect form or petition

010-04 Find Form Responses

Never miss a beat when it comes to tracking your form and survey responses - it's reporting made simple

010-01 Create a Website Contact Form

Learn how to create a contact form that's engaging and enticing for your respondents. And - you don't need to be a design expert to do it!

009-05 Event Send Rules

Tailored event communications? Yes please! Here's a step by step guide into sending targeted communications based on the RSVP status of your event attendees

009-02 Design an Event RSVP Page

Your events just got a whole lot more engaging. In this video, learn how to design an RSVP page for your event - the SwiftFox way

012-01 Connect Your Email Domain

In this tutorial, learn how to connect your email domain with SwiftFox. What to bring? Access to your DNS settings.

012-04 Send an Individual Email to a Contact

Learn how to send an email directly from your contact profile in SwiftFox. Now you can update a profile, message your team, and send an email on the one page!

012-02 Create & Send an Email

This tutorial is your step-by-step guide to the SwiftFox email builder. To email from SwiftFox, first watch this tutorial.

012-03 Understand all SwiftFox's Email Design Features

Time for the monthly newsletter? Learn some tips and tricks of email design in SwiftFox

006-08 Create New Event RSVP Options

This tutorial is all about tracking more data on your events and tailoring your event communications. Learn how to create new options, and tailor your communications based on RSVP. How useful!

006-05 Create Category Types

Learn how to create categories for your contacts, so you can distinguish between; members, clients, prospects, and stakeholders. So easy, and so useful.

006-04 Set Email Campaign Categories

Email category types mean more people on the mailing list! Learn how to set external campaign categories such as; 'marketing' 'news' and how to make your campaign type internal only.

006-03 Create an Email Preferences Page

Your email preferences page is how a contact can subscribe or unsubscribe from your campaign emails. Learn how to set this up, and why its so important.

006-07 Create Your Email Signature

Sending a direct email to a contact? Learn how to add a signature, and how to set it by default. How nice, how easy, how you.

006-02 Users & Groups

What's a user? What's a user group? This tutorial is an essential for all administrators, as we dive into user access and how to create dedicated groups of user permissions. Bring; your serious face.

006-06 Create Tags for Posts

Tags on posts group like information together. This way when your team creates and shares posts, like information can be easily searched and found. Learn why this is useful.

006-01 Reset Passwords and Set 2FA

A double layer of protection is worth a few minutes of your time. A must watch!

005-02 Set Feature Permissions

Restricting and granting user permissions is so important. Learn how to do it across SwiftFox.

005-01 Set User Access & Create User Groups

This is a must see for administrators. Learn how to set user permissions, and how to group permissions together via user groups.

003-04 Export from List Builder

As it reads, this is all about learning to export from the list builder. What to bring? You will need permissions to export from the list builder.

003-03 Lists vs Search

This tutorial compares two important list types: Save List and Save Search. Know the difference once and for all!

003-02 Use Your Lists

Lists are everywhere in SwiftFox. See how and where they are used across SwiftFox communication features.

003-01 Build Targeted Lists

We love a great list! Learn how to create a list using your custom fields. A must see for learning SwiftFox!

001-03 Store interactions & set tags

Contact Profiles are dynmaic! This tutorial uncovers the world of posts. See all the interactions taking place with your contacts automatically and learn how to create your own!

001-02 Update contact information

Learn how to update contact details and custom fields on a profile

001-01 Create contacts for people & organisations

A step-by-step guide on how to add your first contact to SwiftFox. How exciting!This tutorial covers; creating a person profile, an organisation profile, setting a stakeholder leader, and how to update contact custom fields.

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Charities Playlist

This playlist is crafted for charities, featuring uplifting and inspiring songs that resonate with the mission of giving back. It creates a positive atmosphere for fundraising events and community outreach programs.

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Campaigners Playlist

The Campaigners Playlist is filled with dynamic and energizing tracks that motivate activists and campaigners. It is perfect for rallies, protests, and events aimed at driving social change and raising awareness.

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Unions Playlist

This playlist is tailored for labor unions, featuring empowering anthems that inspire solidarity and strength. It serves as a motivational backdrop for rallies, meetings, and events focused on workers' rights and advocacy.

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Memberships Playlist

The Memberships Playlist offers a collection of songs that resonate with the values of membership organizations. It aims to create a welcoming atmosphere for new members and foster a sense of belonging among existing ones.

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Associations Playlist

This playlist is designed for associations looking to enhance member engagement and promote networking opportunities. It features tracks that inspire collaboration and community building, making it perfect for events and meetings.

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Spotlight: Detailed Email insights on Profiles

Discover how SwiftFox is enhancing your email management with the new Email History Table in the Insights tab. This spotlight the transition from cluttered email posts to a streamlined view of your email interactions, complete with recipient details and delivery statuses.

Spotlight: Quiz mode on Forms

Add intuitive scoring to any form with our new point-based system! Assigning points to different question types and tracking scores with the quiz progress block - perfect for quizzes, eligibility checks, and self-assessments.

Spotlight: Conditional Automations

We're excited to share a big update we’ve recently added to SwiftFox Automations and our new Feature Spotlights series.

Spotlight: Sneak Peek at the new List Builder

Our newly redesigned List Builder is a powerful feature that enables users to create targeted lists for communications, reports, and mail merge documents, with options for both Live Lists and Fixed Lists.

Spotlight: Streamlined Invoicing & Case Management Tools

New features to help you work smarter: direct invoicing, address tags, case management & more

Spotlight: Delayed automations and call improvements!

Here’s a roundup of some of the features we’ve recently released, based on your feedback and ideas.

Spotlight: Take the guesswork out of email campaigns with A/B testing

Easily test subject lines, content, or timing and measure success through open or click-through rates. Our reports clearly show what worked, helping you make informed decisions.

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