SwiftFox Academy

Your virtual training hub. Step-by-step video guides for every part of SwiftFox — from first login to power user.

Upcoming Masterclass

Thursday

30 Jul

11:30 am

Relative dates in Automations

Dates in automations need to be right every time they run — not just when you set them up. This masterclass shows you how to use relative dates in SwiftFox Automations, so your workflows always calculate from the moment they trigger. You'll learn how to write relative date values, where they apply, and how to put them to work in real scenarios like payment follow-ups and response deadlines.

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Latest lessons

06-12 Brand hub

Discover how the Brand Hub instantly makes every email, form and communication look unmistakably yours, while keeping things light and fun. You’ll learn to set up colours, fonts and logos so your brand shines across SwiftFox without any extra effort.

06-11 Guest access to SwiftFox

A friendly walkthrough shows you how to set up guest access for events, so external helpers can jump in and assist without wandering into the rest of SwiftFox. You’ll learn the quick steps to enable, configure and share secure guest logins, keeping everything safe and simple.

09-11 Event sessions

Organise your event’s behind‑the‑scenes schedule with ease, learning how to set up sessions, assign volunteers and keep everything running smoothly. It’s a friendly way to turn chaos into a well‑orchestrated plan.

010-08 Quiz mode on Forms

Turn a regular form into a lively quiz that scores on the fly and tells you instantly if your team has nailed the new safety policy. You’ll see how to enable points, set pass thresholds and use the scores to trigger helpful follow‑ups, all without the hassle of spreadsheets.

012-10 Email layout blocks

Discover how layout blocks turn email design into a breezy, creative experience, letting you build polished newsletters in minutes. You'll see how to mix and match pre‑made sections, keep everything on brand, and save loads of tweaking time.

022-04 Create your own Case management status

Learn how to create custom case‑management statuses that fit your team’s workflow, so every case is instantly recognisable and easy to track. Tailor labels, colours and defaults in just a few clicks, and keep your case board looking sharp.

12-11 Design emails that get noticed

Your email has about three seconds to win someone over — so strong structure, clear messaging, and good design aren’t just nice extras, they’re what keep readers from scrolling straight past.

12-10 Build reusable email templates

You already know how to create beautiful emails in SwiftFox — now it’s time to turn them into reusable templates that save you time and keep things consistent.

06-10 Create and manage user accounts

Set your team up for success with seamless user onboarding in SwiftFox. In this lesson, we walk through creating a new user, assigning User Groups before first login, sending the welcome email, resetting passwords, and updating email addresses

16-21 Add payment methods

In this lesson, we walk through how to set up payment methods, from providers like Stripe and PayPal to manual options such as invoice, cheque, or cash. Learn how to customise labels, configure processing settings, enter provider credentials, and manage multiple payment options with ease.

16-20 Tracking categories in SwiftFox

Tracking categories and tracking codes—they're the unsung heroes of organised invoicing. In this lesson, we walk through how to create and manage tracking categories, add codes, and keep everything aligned.

23-05 Export lists to Meta Custom Audience

Ready to turn your perfect SwiftFox List into targeted ads on Meta? In this lesson, we show you how to export your List directly to a Meta Custom Audience in just a few clicks. Connect your ad account, name your audience, and let SwiftFox do the rest.

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Masterclass: Relative dates in Automations

Dates in automations need to be right every time they run — not just when you set them up.

06-12 Brand hub

Discover how the Brand Hub instantly makes every email, form and communication look unmistakably yours, while keeping things light and fun. You’ll learn to set up colours, fonts and logos so your brand shines across SwiftFox without any extra effort.

06-11 Guest access to SwiftFox

A friendly walkthrough shows you how to set up guest access for events, so external helpers can jump in and assist without wandering into the rest of SwiftFox. You’ll learn the quick steps to enable, configure and share secure guest logins, keeping everything safe and simple.

09-11 Event sessions

Organise your event’s behind‑the‑scenes schedule with ease, learning how to set up sessions, assign volunteers and keep everything running smoothly. It’s a friendly way to turn chaos into a well‑orchestrated plan.

010-08 Quiz mode on Forms

Turn a regular form into a lively quiz that scores on the fly and tells you instantly if your team has nailed the new safety policy. You’ll see how to enable points, set pass thresholds and use the scores to trigger helpful follow‑ups, all without the hassle of spreadsheets.

012-10 Email layout blocks

Discover how layout blocks turn email design into a breezy, creative experience, letting you build polished newsletters in minutes. You'll see how to mix and match pre‑made sections, keep everything on brand, and save loads of tweaking time.

022-04 Create your own Case management status

Learn how to create custom case‑management statuses that fit your team’s workflow, so every case is instantly recognisable and easy to track. Tailor labels, colours and defaults in just a few clicks, and keep your case board looking sharp.

Masterclass: Email templates

If you've ever found templates a bit fiddly to manage, or wished you could preview one before committing to it, this session is worth your time.

Masterclass: Cancel and refund event bookings

Cancellations happen. Knowing how to handle them cleanly is what keeps your event running smoothly.

Masterclass: Design interactive cards & use custom fonts

Today's SwiftFox Masterclass covers three features that give you more design control over your SwiftFox website: the Content Carousel, Link Container, and custom fonts.

Masterclass: Website news improvements

If you've ever wanted more control over how news items or events appear across your site — without being locked into a single preset style — this session will show you how to build card layouts that feel consistent with the rest of your website.

Masterclass: Case Management updates

If cases sit at the centre of how your team tracks, triages, and reports on what matters most, this session will help you get the most out of the new tools — without overcomplicating your setup.

Masterclass: Project tables on websites

If you’ve ever needed members, volunteers, field staff, or partners to update a small slice of project data — without giving them access to your full SwiftFox workspace.

12-11 Design emails that get noticed

Your email has about three seconds to win someone over — so strong structure, clear messaging, and good design aren’t just nice extras, they’re what keep readers from scrolling straight past.

12-10 Build reusable email templates

You already know how to create beautiful emails in SwiftFox — now it’s time to turn them into reusable templates that save you time and keep things consistent.

Masterclass: Searching by Roles

Learn how to build lists around roles and positions (not just people) — and what it unlocks for day-to-day work.

Masterclass: SwiftFox Communication Wallet

This is a significant improvement to how SwiftFox handles email, SMS, and VoIP costs. You'll have a self-serve Wallet that gives you real-time visibility and control over your communication spend.

Masterclass: Invoices

If you manage memberships, subscriptions, or any kind of recurring billing in SwiftFox, there are some important changes to how invoicing works that you should know about.

Masterclass: Circles

Circles are how you structure your database so the right teams see the right data. Instead of everyone working in the same dataset, Circles allow you to organise your data and users properly while still maintaining a single source of truth.

06-10 Create and manage user accounts

Set your team up for success with seamless user onboarding in SwiftFox. In this lesson, we walk through creating a new user, assigning User Groups before first login, sending the welcome email, resetting passwords, and updating email addresses

16-21 Add payment methods

In this lesson, we walk through how to set up payment methods, from providers like Stripe and PayPal to manual options such as invoice, cheque, or cash. Learn how to customise labels, configure processing settings, enter provider credentials, and manage multiple payment options with ease.

16-20 Tracking categories in SwiftFox

Tracking categories and tracking codes—they're the unsung heroes of organised invoicing. In this lesson, we walk through how to create and manage tracking categories, add codes, and keep everything aligned.

23-05 Export lists to Meta Custom Audience

Ready to turn your perfect SwiftFox List into targeted ads on Meta? In this lesson, we show you how to export your List directly to a Meta Custom Audience in just a few clicks. Connect your ad account, name your audience, and let SwiftFox do the rest.

23-04 Use your lists

Put your SwiftFox lists to work! In this episode, we explore how to use lists across Emails, Calls, Texts, and Events — from exporting CSVs and running bulk updates to powering call campaigns and sending SMS in seconds. Learn how fixed and live lists help you target the right contacts with the right action at the right time.

Masterclass: Financial summary custom field

Financial Summary fields let you surface meaningful financial insights directly on a person or organisation’s profile, without needing to run reports, export data, or jump between screens.

Masterclass: Receipt automations

In this session, we're going to look at Receipt Automations—specifically how you can trigger automations when a receipt is created, and use Receipt Owner merge fields to personalise your communications automatically.

Masterclass: Brand hub

The Brand hub and email template blocks are designed to work hand in hand to make it easier to create consistent, on-brand communications — without having to design every email from scratch.

Masterclass: Build your own Action centre

Build your own Action Centre is a practical session focused on how Action Centres work in real life — not just what the settings do, but how to design them so they support day-to-day work.

Masterclass: SwiftFox AI

In this session, we’ll walk through: What SwiftFox AI is designed to help with (and what it’s not), how to use it effectively in real, day-to-day workflows and practical examples you can apply straight away.

027-02 Conduct a Visit

Dive into the art of conducting a field visit with SwiftFox, where you'll learn how to engage with your community effectively. From navigating your address list to recording conversations and creating follow-up tasks, this guide makes connecting with others a breeze.

027-01 Create a Visit list

Dive into the world of Field Visits and learn how to create a visit list that will streamline your doorknocking adventures. With friendly guidance, you'll be all set to plan your visits, choose the right audience, and ensure every interaction is logged effortlessly.

022-03 Custom Fields on Cases

Custom fields allow you to tailor each case to your team's workflow in a fun and efficient way. Learn how to create and manage these fields, control their visibility, and set defaults to make your data capture smooth and effective.

001-12 Person to Person Relationships

Dive into the world of connections with SwiftFox! Learn how to set up person-to-person relationships effortlessly, helping you manage memberships and communications with ease and clarity.

001-13 Custom Fields on Posts

Dive into the world of custom fields and learn how to tailor your posts to fit your team's unique needs. Discover how to create, control visibility, and set defaults for fields that make managing your data a breeze.

016-16 Payroll Deduction

Dive into the world of payroll deductions and discover how SwiftFox makes managing automatic payments a breeze. Learn about setting up members for payroll deductions, processing batch payments, and keeping everything organised with ease.

016-18 Create financial plans and subscriptions

Dive into the world of financial planning with SwiftFox and learn how to effortlessly set up categories, plans, and flexible fees that cater to your customers' needs. Discover how to create subscriptions that adapt to future price changes and keep your billing on point!

001-05 Manage custom fields

Discover how to breathe life into your profile data with custom fields. Learn to create, manage, and utilise these fields effectively to keep your information organised and easily accessible, making your workflow smoother and more efficient.

016-19 Create plan surcharges and discounts

Dive into the world of pricing flexibility with our guide on adding discounts and surcharges to your plans. Learn how to create clear and appealing pricing options that not only enhance your offerings but also delight your customers.

020-04 Create call list from event RSVPs

Transform your RSVP process by creating a call list from your event invitations. Learn how to boost your response rates and keep your attendees in the loop!

017-03 Generate bulk documents from list builder

Quickly generate professional documents in bulk. Learn to build targeted lists, apply filters, and produce ready-to-send materials — saving time and effort on repetitive tasks.

017-02 Generate documents from a profile

Discover how to effortlessly create data-rich documents from your contacts' profiles in SwiftFox. We'll guide you through selecting templates, populating information, and sharing your documents, all while keeping the process enjoyable and efficient.

016-15 XPM Intergrations

Discover how to effortlessly sync client data and manage your contacts with a touch of flair. Learn to streamline your workflow and keep your CRM in perfect harmony with XPM, making your life just a bit easier.

016-14 Send Invoice Emails

Learn how to create, send, and manage invoices with ease. Say goodbye to payment collection headaches and hello to a streamlined, enjoyable invoicing experience that keeps your finances in perfect shape.

012-09 Google Analytics tracking

Dive into the world of data tracking with SwiftFox Emails. Learn how to set up UTM properties for your links and discover how to monitor your email campaign's performance in Google Analytics, making your marketing efforts more effective and insightful.

009-10 Add people to a new event using calls

Transform your contact list into an enthusiastic crowd with friendly calls using SwiftFox. Learn how to connect personally with potential attendees, ensuring they remember your event long after the invite!

009-09 Group book tables

Discover the art of group bookings with SwiftFox, where event management becomes a breeze. Learn how to effortlessly set up group tickets, manage table arrangements, and keep track of your guests, all while ensuring a memorable experience for everyone involved.

Spotlight: Support Centre

We’re excited to launch the new Support Centre within SwiftFox, designed to make it easier than ever to get the help you need.

Spotlight: Posts Action Centre

This dedicated feature brings all posts into one place, making it easier to see what’s happening across your system without digging through individual records.

001-11 Merging Profiles

Join us as we discover the art of merging profiles in SwiftFox. Learn how to tidy up your database by combining duplicate profiles, ensuring all relevant information is in one easy-to-manage place, just like finally sorting out your mismatched socks.

001-10 Custom field data tables

Simplify your data management! Learn how to create and use Data Tables to keep your member voting preferences organised and easily accessible, leaving spreadsheet chaos behind.

001-09 Event insights

Make keeping tabs on attendance a breeze! Learn how to effortlessly organise RSVPs and see who has joined your events, helping you engage better with your audience and enhance your future gatherings.

001-08 Formula fields

Dive into the world of Formula Fields with SwiftFox, where calculations become a breeze! Learn how to create dynamic fields that automatically crunch numbers, helping you track growth and performance effortlessly.

016-17 Customise your invoice footer

Jazz up your invoices with a custom footer that reflects your organisation's personality! Learn how to add personalised payment details and messages, making your invoices not just professional but also uniquely yours.

013-07 Send automated text messages

Learn how to send automated text messages to welcome new members and keep your engagement high. Discover the simple steps to create a personalised SMS that makes your supporters feel valued right from the start.

013-06 Conditional automations

Discover how to create personalised workflows with Conditional Automations. We'll guide you through setting up smart triggers and tailored responses, making your communications more effective and your admin tasks a breeze.

022-02 Task assignment and tracking within cases

Discover how to manage tasks within Case Management. Learn to create, assign, and track tasks directly in a case to keep work organised, progress clear, and follow-ups never missed.

022-01 Creating and managing cases

Dive into the world of case management with SwiftFox, where organising your projects and queries becomes a breeze. Learn how to create, manage, and track cases efficiently, ensuring that every member's needs are met with ease and style.

Spotlight: Search by age or birthday in List Builder

Effortlessly find the perfect group of members for your campaigns using age and birthday filters in the List Builder.

023-03 Bulk updating custom fields

Learn how to efficiently update multiple records in one go. This ensures your data stays organised and up-to-date, saving you time and effort!

023-02 Live vs Fixed List

Learnthe fascinating world of lists within SwiftFox! You’ll discover the essential differences between Live Lists and Fixed Lists, and learn how each type can enhance your data management and streamline your processes.

023-01 Mastering List Builder

Discover the art of list-building with SwiftFox! Learn how to create, manage, and utilise your contact lists effectively, turning your data into a powerful tool for engaging communication.

Spotlight: Custom Boundaries

From custom financial fields to new map features, here’s what’s just landed in SwiftFox.

Spotlight: Website Forms update

Effortlessly embed your SwiftFox forms into your website, ensuring they blend seamlessly with your design. Plus, learn about the exciting upgrades to our news pages that will keep your content looking fresh and organised!

015-06 Add Google Analytics tag

Adding Google Analytics to your website is a breeze, and it’s essential for understanding your visitors better. In this guide, you'll learn how to set up your tracking tag so you can keep an eye on your website's performance and make informed decisions.

015-05 Cropping images to best for your page

Say goodbye to awkwardly cropped images and hello to perfectly tailored visuals! In this guide, you'll discover how to effortlessly crop your images into stunning shapes that fit just right, making your website look fantastic and engaging.

015-04 Displaying news on your site

Discover how to effortlessly display news on your website with the SwiftFox News Feed. This guide will help you create a lively news hub, keeping your visitors informed and engaged with your latest updates, announcements, and more.

015-03 Using the Events feed

Welcome to your exciting adventure with the Events Feed! You'll learn how to effortlessly showcase your upcoming events on your website, turning your visitors into enthusiastic participants with just a few simple steps.

Spotlight: Group Event tickets

Discover the joy of managing group bookings with our new feature at SwiftFox Events. This tutorial will guide you through creating group tickets and tracking purchases effortlessly, making event planning a breeze.

019-06 Configuring subscriptions and payment details in the backend

Delve into the world of subscriptions with SwiftFox, where you'll discover how to effortlessly manage plans and payment details. Customise your members' experiences and make their subscription journey a breeze!

019-05 Enable contacts to manage their subscriptions

Managing your subscriptions has never been easier! Dive into this guide to discover how contacts can effortlessly handle their payments and subscription details, giving them control and clarity at their fingertips.

019-08 Publish events to the Login Portal

Dive into the vibrant world of event publishing where your events take centre stage! Learn how to effortlessly showcase your SwiftFox events on the login portal, ensuring they grab attention and draw in your audience.

019-07 Add the latest news content

Transform your login portal into a lively news hub where your contacts can stay informed and connected. Learn how to effortlessly add dynamic news content that showcases your organisation's latest updates and achievements.

019-04 Enable contacts to manage their Accreditations

Discover the joy of helping your contacts take charge of their accreditation journey. This guide will walk you through setting up the system, ensuring everyone can easily track their progress and celebrate their professional milestones.

019-03 Add events to your portal

Showcase your events like a pro with our easy guide to adding them to your Portal. You'll learn how to make your events more accessible and engaging for members, ensuring they never miss out on what matters most!

019-02 Enable contacts to update their details

Discover how to enable your contacts to effortlessly update their own details. This lesson will guide you through empowering your members to manage their information, making life easier for everyone involved.

019-01 Manage contact access to the portal

Get ready to unlock the full potential of your login' portal! In this lesson, we'll guide you through how to manage access efficiently, ensuring the right people see the right content for a smooth and enjoyable experience.

Spotlight: Merge duplicate profiles

Streamline your contact management by effortlessly combining duplicate records, preserving crucial data, and maintaining a clean database. All with just a few clicks

Spotlight: Table sections in Custom Fields

Custom Table Fields! Create tailored fields, simplify event management, and upgrade your financial tracking—all designed to help you work smarter, not harder."

Spotlight: Introducing SMS Actions in SwiftFox Automations!

Big news! You can now add SMS messaging to any SwiftFox automation. Whether it's following up on feedback or sending timely reminders, reach your audience where they're most responsive.

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.

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.

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.

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.

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.

013-05 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.

013-04 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.

013-03 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.

013-02 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.

013-01 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.

020-03 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

020-02 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

020-01 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

Accreditation Management

Track CPD points, certifications, and automatic point awards—all in one place.

Automations

Stop doing repetitive tasks manually. Set up smart workflows that handle responses, follow-ups, and more.

Calls

Build targeted call lists, make VoIP calls, and capture insights with AI transcription and sentiment analysis.

Case Management

Create, track, and resolve cases with notes, tasks, and contacts all linked in one organised hub.

Contacts

Your contacts are your foundation. Learn to create, update, and manage profiles for people and organisations.

Documents

Turn contact data into polished, personalised documents in just a few clicks—individually or in bulk.

Emails

Send beautifully designed email campaigns straight from your CRM, with personalisation built right in.

Events

Manage your entire event lifecycle—from creation to follow-up—with SwiftFox's end-to-end event tools.

Field Visits

Plan your route, record conversations on the spot, and log everything automatically as you go.

Finance

Review invoices, track payments, and manage receipts—SwiftFox makes finance straightforward for everyone.

Forms

Create, embed, and manage forms across your website, emails, and events—and capture every response.

Home Page

Make SwiftFox yours. Learn to customise your homepage and activity feed to match the way you work.

Importer

Add, update, and organise contacts in SwiftFox with ease—data hygiene made simple.

List Builder

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

Login Portal

Give contacts a self-service hub to manage their details, subscriptions, and accreditations.

Maps

See your data on a map. Understand your members, donors, and contacts at a glance—no data skills needed.

Permissions

Control who can see and do what in SwiftFox—set permissions for users, groups, and features.

Projects

Collaborate, assign tasks, and track progress—all from one flexible project view.

Settings

Set SwiftFox up to work the way your organisation does—users, permissions, categories, and more.

SwiftFox Websites

Connect your website, portal, and CRM for seamless data flow and a better audience experience.

Tasks

Assign, track, and manage tasks across your whole team—directly inside SwiftFox.

Texts

Reach your audience instantly with targeted SMS blasts, two-way campaigns, and personal text conversations.

Xero & XPM integration

Connect SwiftFox with Xero and XPM to simplify your financial and practice workflows.

06-12 Brand hub

Discover how the Brand Hub instantly makes every email, form and communication look unmistakably yours, while keeping things light and fun. You’ll learn to set up colours, fonts and logos so your brand shines across SwiftFox without any extra effort.

06-11 Guest access to SwiftFox

A friendly walkthrough shows you how to set up guest access for events, so external helpers can jump in and assist without wandering into the rest of SwiftFox. You’ll learn the quick steps to enable, configure and share secure guest logins, keeping everything safe and simple.

09-11 Event sessions

Organise your event’s behind‑the‑scenes schedule with ease, learning how to set up sessions, assign volunteers and keep everything running smoothly. It’s a friendly way to turn chaos into a well‑orchestrated plan.

010-08 Quiz mode on Forms

Turn a regular form into a lively quiz that scores on the fly and tells you instantly if your team has nailed the new safety policy. You’ll see how to enable points, set pass thresholds and use the scores to trigger helpful follow‑ups, all without the hassle of spreadsheets.

012-10 Email layout blocks

Discover how layout blocks turn email design into a breezy, creative experience, letting you build polished newsletters in minutes. You'll see how to mix and match pre‑made sections, keep everything on brand, and save loads of tweaking time.

022-04 Create your own Case management status

Learn how to create custom case‑management statuses that fit your team’s workflow, so every case is instantly recognisable and easy to track. Tailor labels, colours and defaults in just a few clicks, and keep your case board looking sharp.

12-11 Design emails that get noticed

Your email has about three seconds to win someone over — so strong structure, clear messaging, and good design aren’t just nice extras, they’re what keep readers from scrolling straight past.

12-10 Build reusable email templates

You already know how to create beautiful emails in SwiftFox — now it’s time to turn them into reusable templates that save you time and keep things consistent.

06-10 Create and manage user accounts

Set your team up for success with seamless user onboarding in SwiftFox. In this lesson, we walk through creating a new user, assigning User Groups before first login, sending the welcome email, resetting passwords, and updating email addresses

16-21 Add payment methods

In this lesson, we walk through how to set up payment methods, from providers like Stripe and PayPal to manual options such as invoice, cheque, or cash. Learn how to customise labels, configure processing settings, enter provider credentials, and manage multiple payment options with ease.

16-20 Tracking categories in SwiftFox

Tracking categories and tracking codes—they're the unsung heroes of organised invoicing. In this lesson, we walk through how to create and manage tracking categories, add codes, and keep everything aligned.

23-05 Export lists to Meta Custom Audience

Ready to turn your perfect SwiftFox List into targeted ads on Meta? In this lesson, we show you how to export your List directly to a Meta Custom Audience in just a few clicks. Connect your ad account, name your audience, and let SwiftFox do the rest.

23-04 Use your lists

Put your SwiftFox lists to work! In this episode, we explore how to use lists across Emails, Calls, Texts, and Events — from exporting CSVs and running bulk updates to powering call campaigns and sending SMS in seconds. Learn how fixed and live lists help you target the right contacts with the right action at the right time.

027-02 Conduct a Visit

Dive into the art of conducting a field visit with SwiftFox, where you'll learn how to engage with your community effectively. From navigating your address list to recording conversations and creating follow-up tasks, this guide makes connecting with others a breeze.

027-01 Create a Visit list

Dive into the world of Field Visits and learn how to create a visit list that will streamline your doorknocking adventures. With friendly guidance, you'll be all set to plan your visits, choose the right audience, and ensure every interaction is logged effortlessly.

022-03 Custom Fields on Cases

Custom fields allow you to tailor each case to your team's workflow in a fun and efficient way. Learn how to create and manage these fields, control their visibility, and set defaults to make your data capture smooth and effective.

001-12 Person to Person Relationships

Dive into the world of connections with SwiftFox! Learn how to set up person-to-person relationships effortlessly, helping you manage memberships and communications with ease and clarity.

001-13 Custom Fields on Posts

Dive into the world of custom fields and learn how to tailor your posts to fit your team's unique needs. Discover how to create, control visibility, and set defaults for fields that make managing your data a breeze.

016-16 Payroll Deduction

Dive into the world of payroll deductions and discover how SwiftFox makes managing automatic payments a breeze. Learn about setting up members for payroll deductions, processing batch payments, and keeping everything organised with ease.

016-18 Create financial plans and subscriptions

Dive into the world of financial planning with SwiftFox and learn how to effortlessly set up categories, plans, and flexible fees that cater to your customers' needs. Discover how to create subscriptions that adapt to future price changes and keep your billing on point!

001-05 Manage custom fields

Discover how to breathe life into your profile data with custom fields. Learn to create, manage, and utilise these fields effectively to keep your information organised and easily accessible, making your workflow smoother and more efficient.

016-19 Create plan surcharges and discounts

Dive into the world of pricing flexibility with our guide on adding discounts and surcharges to your plans. Learn how to create clear and appealing pricing options that not only enhance your offerings but also delight your customers.

020-04 Create call list from event RSVPs

Transform your RSVP process by creating a call list from your event invitations. Learn how to boost your response rates and keep your attendees in the loop!

017-03 Generate bulk documents from list builder

Quickly generate professional documents in bulk. Learn to build targeted lists, apply filters, and produce ready-to-send materials — saving time and effort on repetitive tasks.

017-02 Generate documents from a profile

Discover how to effortlessly create data-rich documents from your contacts' profiles in SwiftFox. We'll guide you through selecting templates, populating information, and sharing your documents, all while keeping the process enjoyable and efficient.

016-15 XPM Intergrations

Discover how to effortlessly sync client data and manage your contacts with a touch of flair. Learn to streamline your workflow and keep your CRM in perfect harmony with XPM, making your life just a bit easier.

016-14 Send Invoice Emails

Learn how to create, send, and manage invoices with ease. Say goodbye to payment collection headaches and hello to a streamlined, enjoyable invoicing experience that keeps your finances in perfect shape.

012-09 Google Analytics tracking

Dive into the world of data tracking with SwiftFox Emails. Learn how to set up UTM properties for your links and discover how to monitor your email campaign's performance in Google Analytics, making your marketing efforts more effective and insightful.

009-10 Add people to a new event using calls

Transform your contact list into an enthusiastic crowd with friendly calls using SwiftFox. Learn how to connect personally with potential attendees, ensuring they remember your event long after the invite!

009-09 Group book tables

Discover the art of group bookings with SwiftFox, where event management becomes a breeze. Learn how to effortlessly set up group tickets, manage table arrangements, and keep track of your guests, all while ensuring a memorable experience for everyone involved.

001-11 Merging Profiles

Join us as we discover the art of merging profiles in SwiftFox. Learn how to tidy up your database by combining duplicate profiles, ensuring all relevant information is in one easy-to-manage place, just like finally sorting out your mismatched socks.

001-10 Custom field data tables

Simplify your data management! Learn how to create and use Data Tables to keep your member voting preferences organised and easily accessible, leaving spreadsheet chaos behind.

001-09 Event insights

Make keeping tabs on attendance a breeze! Learn how to effortlessly organise RSVPs and see who has joined your events, helping you engage better with your audience and enhance your future gatherings.

001-08 Formula fields

Dive into the world of Formula Fields with SwiftFox, where calculations become a breeze! Learn how to create dynamic fields that automatically crunch numbers, helping you track growth and performance effortlessly.

016-17 Customise your invoice footer

Jazz up your invoices with a custom footer that reflects your organisation's personality! Learn how to add personalised payment details and messages, making your invoices not just professional but also uniquely yours.

013-07 Send automated text messages

Learn how to send automated text messages to welcome new members and keep your engagement high. Discover the simple steps to create a personalised SMS that makes your supporters feel valued right from the start.

013-06 Conditional automations

Discover how to create personalised workflows with Conditional Automations. We'll guide you through setting up smart triggers and tailored responses, making your communications more effective and your admin tasks a breeze.

022-02 Task assignment and tracking within cases

Discover how to manage tasks within Case Management. Learn to create, assign, and track tasks directly in a case to keep work organised, progress clear, and follow-ups never missed.

022-01 Creating and managing cases

Dive into the world of case management with SwiftFox, where organising your projects and queries becomes a breeze. Learn how to create, manage, and track cases efficiently, ensuring that every member's needs are met with ease and style.

023-03 Bulk updating custom fields

Learn how to efficiently update multiple records in one go. This ensures your data stays organised and up-to-date, saving you time and effort!

023-02 Live vs Fixed List

Learnthe fascinating world of lists within SwiftFox! You’ll discover the essential differences between Live Lists and Fixed Lists, and learn how each type can enhance your data management and streamline your processes.

023-01 Mastering List Builder

Discover the art of list-building with SwiftFox! Learn how to create, manage, and utilise your contact lists effectively, turning your data into a powerful tool for engaging communication.

015-06 Add Google Analytics tag

Adding Google Analytics to your website is a breeze, and it’s essential for understanding your visitors better. In this guide, you'll learn how to set up your tracking tag so you can keep an eye on your website's performance and make informed decisions.

015-05 Cropping images to best for your page

Say goodbye to awkwardly cropped images and hello to perfectly tailored visuals! In this guide, you'll discover how to effortlessly crop your images into stunning shapes that fit just right, making your website look fantastic and engaging.

015-04 Displaying news on your site

Discover how to effortlessly display news on your website with the SwiftFox News Feed. This guide will help you create a lively news hub, keeping your visitors informed and engaged with your latest updates, announcements, and more.

015-03 Using the Events feed

Welcome to your exciting adventure with the Events Feed! You'll learn how to effortlessly showcase your upcoming events on your website, turning your visitors into enthusiastic participants with just a few simple steps.

019-06 Configuring subscriptions and payment details in the backend

Delve into the world of subscriptions with SwiftFox, where you'll discover how to effortlessly manage plans and payment details. Customise your members' experiences and make their subscription journey a breeze!

019-05 Enable contacts to manage their subscriptions

Managing your subscriptions has never been easier! Dive into this guide to discover how contacts can effortlessly handle their payments and subscription details, giving them control and clarity at their fingertips.

019-08 Publish events to the Login Portal

Dive into the vibrant world of event publishing where your events take centre stage! Learn how to effortlessly showcase your SwiftFox events on the login portal, ensuring they grab attention and draw in your audience.

019-07 Add the latest news content

Transform your login portal into a lively news hub where your contacts can stay informed and connected. Learn how to effortlessly add dynamic news content that showcases your organisation's latest updates and achievements.

019-04 Enable contacts to manage their Accreditations

Discover the joy of helping your contacts take charge of their accreditation journey. This guide will walk you through setting up the system, ensuring everyone can easily track their progress and celebrate their professional milestones.

019-03 Add events to your portal

Showcase your events like a pro with our easy guide to adding them to your Portal. You'll learn how to make your events more accessible and engaging for members, ensuring they never miss out on what matters most!

019-02 Enable contacts to update their details

Discover how to enable your contacts to effortlessly update their own details. This lesson will guide you through empowering your members to manage their information, making life easier for everyone involved.

019-01 Manage contact access to the portal

Get ready to unlock the full potential of your login' portal! In this lesson, we'll guide you through how to manage access efficiently, ensuring the right people see the right content for a smooth and enjoyable experience.

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.

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.

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.

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.

013-05 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.

013-04 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.

013-03 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.

013-02 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.

013-01 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.

020-03 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

020-02 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

020-01 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

007-02 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.

007-01 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.

006-09 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.

002-03 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!

002-02 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.

002-01 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.

001-04 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.

Website Enablement (Campaigner)

Welcome to SwiftFox Campaigner Websites — your guide to managing your campaigner website.

Website Enablement (Community)

Welcome to SwiftFox Community Websites — your guide to managing your community website.

Customer Onboarding

We’re with you every step of the way on your SwiftFox journey — guiding you through everything you need to get started with confidence.

Associations Demo

SwiftFox helps associations streamline operations and boost member engagement through powerful tools for communication and event management.

Campaigners

SwiftFox is the leading campaigning platform. From emails to automations, it covers all your needs. Let's dive in and start winning campaigns.

Not-for-profits

SwiftFox empowers you to fundraise effortlessly and effectively. This playlist guides you through tools to boost donations and enhance donor engagement. Looking forward to seeing your impressive donation forms!

Finance team essentials

Using SwiftFox for financial management? Discover seamless integration with payment gateways, Xero, and XPM, making it your go-to for efficient workflows.

Marketing team essentials

SwiftFox empowers you to handle communications, events, automations, templates, forms, and surveys. With your tech skills, you'll swiftly master these tools and enhance your marketing outreach.

Membership organisations

Tailored for associations, this playlist boosts member engagement and networking with tracks that foster collaboration and community spirit, ideal for events and meetings.

Masterclass: Relative dates in Automations

Dates in automations need to be right every time they run — not just when you set them up.

Masterclass: Email templates

If you've ever found templates a bit fiddly to manage, or wished you could preview one before committing to it, this session is worth your time.

Masterclass: Cancel and refund event bookings

Cancellations happen. Knowing how to handle them cleanly is what keeps your event running smoothly.

Masterclass: Design interactive cards & use custom fonts

Today's SwiftFox Masterclass covers three features that give you more design control over your SwiftFox website: the Content Carousel, Link Container, and custom fonts.

Masterclass: Website news improvements

If you've ever wanted more control over how news items or events appear across your site — without being locked into a single preset style — this session will show you how to build card layouts that feel consistent with the rest of your website.

Masterclass: Case Management updates

If cases sit at the centre of how your team tracks, triages, and reports on what matters most, this session will help you get the most out of the new tools — without overcomplicating your setup.

Masterclass: Project tables on websites

If you’ve ever needed members, volunteers, field staff, or partners to update a small slice of project data — without giving them access to your full SwiftFox workspace.

Masterclass: Searching by Roles

Learn how to build lists around roles and positions (not just people) — and what it unlocks for day-to-day work.

Masterclass: SwiftFox Communication Wallet

This is a significant improvement to how SwiftFox handles email, SMS, and VoIP costs. You'll have a self-serve Wallet that gives you real-time visibility and control over your communication spend.

Masterclass: Invoices

If you manage memberships, subscriptions, or any kind of recurring billing in SwiftFox, there are some important changes to how invoicing works that you should know about.

Masterclass: Circles

Circles are how you structure your database so the right teams see the right data. Instead of everyone working in the same dataset, Circles allow you to organise your data and users properly while still maintaining a single source of truth.

Masterclass: Financial summary custom field

Financial Summary fields let you surface meaningful financial insights directly on a person or organisation’s profile, without needing to run reports, export data, or jump between screens.

Masterclass: Receipt automations

In this session, we're going to look at Receipt Automations—specifically how you can trigger automations when a receipt is created, and use Receipt Owner merge fields to personalise your communications automatically.

Masterclass: Brand hub

The Brand hub and email template blocks are designed to work hand in hand to make it easier to create consistent, on-brand communications — without having to design every email from scratch.

Masterclass: Build your own Action centre

Build your own Action Centre is a practical session focused on how Action Centres work in real life — not just what the settings do, but how to design them so they support day-to-day work.

Masterclass: SwiftFox AI

In this session, we’ll walk through: What SwiftFox AI is designed to help with (and what it’s not), how to use it effectively in real, day-to-day workflows and practical examples you can apply straight away.

Spotlight: Support Centre

We’re excited to launch the new Support Centre within SwiftFox, designed to make it easier than ever to get the help you need.

Spotlight: Posts Action Centre

This dedicated feature brings all posts into one place, making it easier to see what’s happening across your system without digging through individual records.

Spotlight: Search by age or birthday in List Builder

Effortlessly find the perfect group of members for your campaigns using age and birthday filters in the List Builder.

Spotlight: Custom Boundaries

From custom financial fields to new map features, here’s what’s just landed in SwiftFox.

Spotlight: Website Forms update

Effortlessly embed your SwiftFox forms into your website, ensuring they blend seamlessly with your design. Plus, learn about the exciting upgrades to our news pages that will keep your content looking fresh and organised!

Spotlight: Group Event tickets

Discover the joy of managing group bookings with our new feature at SwiftFox Events. This tutorial will guide you through creating group tickets and tracking purchases effortlessly, making event planning a breeze.

Spotlight: Merge duplicate profiles

Streamline your contact management by effortlessly combining duplicate records, preserving crucial data, and maintaining a clean database. All with just a few clicks

Spotlight: Table sections in Custom Fields

Custom Table Fields! Create tailored fields, simplify event management, and upgrade your financial tracking—all designed to help you work smarter, not harder."

Spotlight: Introducing SMS Actions in SwiftFox Automations!

Big news! You can now add SMS messaging to any SwiftFox automation. Whether it's following up on feedback or sending timely reminders, reach your audience where they're most responsive.

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: Streamlined Invoicing & Case Management Tools

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

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.

This is just the beginning

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