025-06 Your enablement training
Things have changed
00:00:00:24 - 00:00:14:14
New platform, steep learning curve? Not today. This enablement training gives your team the shortcuts, what to learn, in what order and how to start winning with SwiftFox immediately. Let's map out what to expect.
00:00:14:18 - 00:00:23:01
When you join SwiftFox you'll complete up to four core enablement lessons. These are the foundation of your SwiftFox knowledge and confidence.
00:00:23:05 - 00:00:44:28
Your first lesson focuses on your core needs, people and organisations. You'll see how contact profiles work, how organisations link to people, and how to store the right data. We’ll search for information and build lists using criteria, behaviours, financial data, and even geographic regions with our maps tools.
00:00:44:32 - 00:01:01:36
Your second lesson is all about communications and outreach. We'll create email campaigns, use the email builder, send SMS campaigns, set up and manage events, process RSVP and use forms and surveys to collect information.
00:01:01:40 - 00:01:18:27
If your organisation uses SwiftFox for payments or membership, you'll also complete a finance enablement lesson. We'll cover subscriptions, recurring payments, donations, payroll deductions, invoicing, reconciliation, and financial reporting.
00:01:18:31 - 00:01:28:06
Depending on your set up, a fourth lesson can cover advanced features such as; forms design, project management, or detailed list builder training.
00:01:28:10 - 00:01:43:37
If you're using a SwiftFox website or member portal, we'll run a dedicated enablement lesson in the Umbraco CMS. You'll learn how to update your website, add content, manage pages and understand how your site integrates with your CRM.
00:01:43:41 - 00:01:58:30
We'll also cover the member portal, how it connects to your CRM, how members sign in. How to publish content to the portal, and how to manage portal based features such as tickets, criteria rules and event access.
00:01:58:34 - 00:02:22:18
Next, let's go deeper. For more complex organisations, we can provide additional enablement beyond the core program. Wherever possible, we follow a train the trainer approach. Nominate internal champions and we'll train them in greater depth so they can support your wider team. If you're managing change or migrating from multiple systems, we can tailor a package to suit your needs.
00:02:22:22 - 00:02:40:39
These can include additional deep dive sessions on specific features. Workflow based training built around your real processes, hands on workshops for advanced configuration. Organisation wide presentations for large teams or small group sessions for different departments.
00:02:40:43 - 00:02:56:23
We can also run ongoing support sessions weekly, fortnightly or monthly during your first few months with SwiftFox These sessions help you spot opportunities, fine tune processes, answer questions, and get more value from the platform.
00:02:56:27 - 00:03:16:47
Enablement training is more than a walk through. It's a structured, collaborative way to help your team learn SwiftFox well, build capability and feel confident from day one. If you're ready, speak to your account manager or contact our team to schedule your enablement sessions. We're here to help you get the most out of your platform from day one.
lessons
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