AmCham Australia — Membership Team

Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
This is the membership track — start it once you've finished the five core sessions. It follows a member end to end: how their record is structured, how applications are approved, how renewals and invoicing work, and how to keep the database clean.

Onboarding progress

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X of X watched

Your sessions

Each section maps to a meeting with Olivia. Pick up where you left off.
99%

How a Membership Record Works

Contact types, the financial tab and linked fields — including the membership status field that drives everything else.
x of x watched
PT157S
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ENB_PAL_MEM-03 Understanding Contact Types

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PT0M35S
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ENB_PAL_MEM-06 Financial tab

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PT2M59S
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ENB_PAL_MEM-10 Organisation profiles

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PT2M38S
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Contacts
001-07 Understanding Linked Fields
PT3M03S
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Contacts
001-05 Manage custom fields
99%

Applications & Approvals

Watch before your first live approval — covers the application form and the Action Centre it lands in.
x of x watched
PT2M26S
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Finance
016-04 Creating a membership or subscription form
PT4M30S
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Forms
010-03 Understanding Form Questions
PT3M15S
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Forms
010-05 Conditional logic on forms
PT1M30S
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Forms
010-04 Find Form Responses
PT4M33S
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026-01 Create an action centre
99%

Subscriptions, Renewals & Invoicing

Plans, surcharges, invoice generation and the automations behind the renewal cycle — the busiest part of the membership year, so watch this well before renewal season.
x of x watched
99%

Data Quality & the Member Portal

Merging duplicates and portal self-service — the two things that keep the weekly new-records review short.
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PT2M25S
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Contacts
001-11 Merging Profiles
PT1M30S
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Spotlight: Merge duplicate profiles
PT6M27S
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Login Portal
019-01 Manage contact access to the portal
PT3M33S
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Complete
Login Portal
019-02 Enable contacts to update their details
PT2M57S
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Login Portal
019-05 Enable contacts to manage their subscriptions