SwiftFox Academy

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

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

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

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.

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!

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.

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.

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

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.

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.

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!

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.

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!

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.

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!

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.

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.

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.

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

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.

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.

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.

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.

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!

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.

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

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!

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

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

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

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

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.

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.

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.

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.

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.

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.

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!

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

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

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!

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!

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.

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

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

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.

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

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

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

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

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

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!

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

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

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

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!

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

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

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!

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

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.

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.

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.

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.

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.

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

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

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

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.

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

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

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

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!

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

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.