Australian Women in Security Network

Welcome to your SwiftFox Academy

Welcome Jacqui, Eloise, Amelia, Rini, Shobhana, Anna and Susan to your personalised SwiftFox Academy lesson plan! We've designed this specifically with the features you'll use and love the most. Watch these videos ahead of your training session, and let us know any questions you may have.

Lesson Plan

Course Plan

Getting set up

Australian Women in Security Network

Welcome to your SwiftFox Academy

Lesson Plan

Course Plan

Getting set up

Getting set up

005-01 Set User Access & Create User Groups

005-02 Set Feature Permissions

006-01 Reset Passwords and Set 2FA

006-02 Users & Groups

008-01 Customise Your Home Page

008-02 Understand the Activity Feed

012-01 Connect Your Email Domain

Getting set up

Getting set up

003-01 Build Targeted Lists

003-02 Use Your Lists

003-03 Lists vs Search

003-04 Export from List Builder

006-03 Create an Email Preferences Page

006-04 Set Email Campaign Categories

006-05 Create Category Types

006-07 Create Your Email Signature

012-02 Create & Send an Email

012-03 Understand all SwiftFox's Email Design Features

012-04 Send an Individual Email to a Contact

009-01 Create a New Event

009-02 Design an Event RSVP Page

009-03 Email Event Invitations

009-05 Event Send Rules

006-08 Create New Event RSVP Options

009-06 SMS Event Reminders

009-04 Manage a Zoom Event

010-02 Create a Survey or Petition

010-03 Understanding Form Questions

010-04 Find Form Responses

010-01 Create a Website Contact Form

Getting set up

001-01 Create contacts for people & organisations

001-02 Update contact information

001-03 Store interactions & set tags

016-01 Understanding a contact’s financial profile

016-02 Create & edit subscriptions

016-03 Taking payments through Forms

016-04 Creating a membership or subscription form

016-05 Take a manual payment in SwiftFox

016-06 Refund a payment in SwiftFox

016-07 Understand the SwiftFox Finance Action Centre

016-08 Xero Integration

016-09 Xero invoices in SwiftFox

016-11 Invoices as a payment option on Forms

016-12 Sync contacts between Swiftfox and Xero

Getting set up

Feeling lost or need some help?