AmCham Australia

Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome to the team! This is your SwiftFox starting point — work through the five sessions in order across your first fortnight, then your team lead will point you at the track for your role. Drop any questions at the bottom of the page as you go and we'll pick them up.

Onboarding progress

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Your sessions

Each section maps to a meeting with Olivia. Pick up where you left off.
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Welcome & Finding Your Way Around

Start here on day one — get oriented before you touch a single record.
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PT1M28S
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ENB_PAL_MEM-02 Navigating SwiftFox

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PT157S
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ENB_PAL_MEM-03 Understanding Contact Types

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PT0M31S
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ENB_PAL_MEM-04 Feed and Posts

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PT2M50S
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Home Page
008-01 Customise Your Home Page
PT2M20S
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Home Page
008-02 Understand the Activity Feed
99%

People & Organisations

The heart of AmCham's data — how members, companies and branches connect.
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PT3M36S
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ENB_PAL_MEM-05 Profile tab

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ENB_PAL_MEM-08 Contacts and Roles

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PT2M59S
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ENB_PAL_MEM-10 Organisation profiles

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PT7M17S
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Contacts
001-01 Create contacts for people & organisations
PT2M55S
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Contacts
001-02 Update contact information
PT2M40S
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Contacts
001-03 Store interactions & set tags
99%

Finding Your People: Lists & Search

Every report, campaign and renewal batch starts with a list — this is the session that makes the rest of SwiftFox useful, so don't skip it.
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99%

Email & Communications

Covers campaign design, AmCham's state-based lists, and the unsubscribe and campaign-category rules everyone is expected to follow.
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PT7M15S
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Emails
012-02 Create & Send an Email
PT4M31S
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Emails
12-10 Build reusable email templates
PT3M45S
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Emails
012-03 Understand all SwiftFox's Email Design Features
PT2M20S
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Emails
012-04 Send an Individual Email to a Contact
PT3M5S
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Settings
006-04 Set Email Campaign Categories
PT3M15S
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Settings
006-03 Create an Email Preferences Page
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Your Day to Day

Tasks, Action Centres and the member portal — where your actual daily work turns up; finish this before your first week-two check-in.
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PT2M23S
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Tasks
002-01 Create tasks in SwiftFox
PT3M
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Tasks
002-02 Create teams and assign tasks
PT4M33S
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026-01 Create an action centre
PT6M27S
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Login Portal
019-01 Manage contact access to the portal
PT0M27S
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ENB_PAL_MEM-12 Outro

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