Acme Test Co

00:00:06:09 - 00:00:20:47
Today we're diving into the people and organisations feature in Swift Fox. Now let's talk about why this feature matters. We're going to make a bold and obvious statement. Your contacts are at the heart of your organisation.

00:00:21:01 - 00:00:43:42
Whether your contacts are stakeholders, members, clients, or a particularly elaborate extended family. Keeping track of details is crucial. You want to remember things like their name, their email, memorable conversations -that you had that you really should remember - events you've seen them at, and if they pay you, and how much.

00:00:43:46 - 00:01:01:39
In this tutorial, we're going to show you how to create a new contact profile, see custom fields, store interactions, and set permissions. So let's start by creating a new contact. I would like to add Jessica Bridge to my SwiftFox contacts.

00:01:01:43 - 00:01:18:03
I met Jessica yesterday and I do not want to forget to add her and her esteemed law firm, Bridge Lawyers, to my SwiftFox environment. Now let's add this very real person, Jessica, to my SwiftFox tenant.

00:01:18:07 - 00:01:33:26
So I'm logged into SwiftFox and I'm on my home page here. When we click on the plus sign on our top navigation bar, we can see our options for contact creation. You can create a person or you can create an organisation.

00:01:33:30 - 00:01:43:12
This process is different if you are importing a big list of data with contact information. In this case, we want to create a new person in SwiftFox.

00:01:43:16 - 00:02:01:36
So we select Add Person or Scan Business Card. You can also scan a business card and have these details update automatically. How cool. So here you add a person's contact information such as their name, email and phone number.

00:02:01:40 - 00:02:13:45
Bridge lawyers is already in the system, so I'm going to go ahead and link Jessica to this organisation. Now on this toggle, you're asked if you would like to be the stakeholder leader on this record.

00:02:13:48 - 00:02:28:45
If you select yes, this means you're the primary contact for this person at your organisation. Quick interlude data. And should I select yes. As a stakeholder leader, you will be the primary point of contact with this individual.

00:02:28:49 - 00:02:42:42
Understanding this role is crucial for tasks like creating lists or sending invites and emails. This means correspondence from your organisation can be channeled through you, ensuring that communication feels personalized.

00:02:42:46 - 00:02:54:18
So smart. Now I'm going to select yes to being Jessica's stakeholder leader because frankly, we go way back and she says that I'm actually the best member of the client team.

00:02:54:18 - 00:03:10:34
So okay, great. I've selected yes, filled out the details. And now Jessica exists. Great. Jessica Bridges is now a contact in SwiftFox. Let's just give a quick overview of what you can do on a person's profile.

00:03:10:38 - 00:03:23:47
Contacts and roles is where you can record all the contact details, including addresses you have for contact. And this is also where you can see the various roles a contact has to add your contact to a new role.

00:03:23:48 - 00:03:38:01
Simply click Add Role. Select the organization and record their role title. If a contact has more than one role, this little crown indicates which one of the roles you consider to be the main or primary role.

00:03:38:05 - 00:03:54:08
And the details of this role will appear in the business card. You can also change the view of your roles so they appear in a table format rather than a business card if you prefer. We're all about flexibility.

00:03:54:12 - 00:04:07:00
Up top, we have a quick snapshot of the key details of your contacts in business card form. Custom fields live on the main profile page and containing the important information about your contacts you need to store.

00:04:07:04 - 00:04:16:38
SwiftFox comes with existing custom fields, but it's easy to create your own. Simply click Edit, add a field, select the type of custom field you want.

00:04:16:46 - 00:04:31:41
In this case, let's choose a multi-select. Add the details. And click create. Custom fields enable you to track information about your contacts that is unique to your organisation.

00:04:31:47 - 00:04:47:22
All of this information is searchable and enables you to build reports, as well as targeted lists for other Swift Fox features such as emails, events, texts, and calls. Speaking of communication, contact profiles are not just a place to store information.

00:04:47:26 - 00:05:02:31
You can send outbound communications directly from a profile with quick actions. You can also generate a mail merge document for your contact based on saved templates.

00:05:02:35 - 00:05:15:39
Often, the most important part of a contact record is where you store and view your interactions with them. Our posts tab is where you can record all of the interactions, meetings, and notes you have with your contacts.

00:05:15:43 - 00:05:29:41
This works like a social media feed, so every time a post is written, you say it here. I can also create tasks linked to my contact here. Love that.

00:05:29:45 - 00:05:40:30
This leads us to our final step managing roles and permissions for your contacts. Permissions on a contact go like this. If you're an admin, you have superpowers.

00:05:40:34 - 00:05:53:44
You can set a contact to be both viewable and editable by everyone, or you can set more custom roles. With custom roles, you can choose who in your team can see or edit information about your contact.

00:05:53:48 - 00:06:05:11
For example, you might want to limit editing rights but leave view only open to everyone. You can do this here.

00:06:05:15 - 00:06:20:01
Organisation profiles work in a very similar way to contact profiles. In SwiftFox, that is, not in real life. Let's show you how. By clicking on an organisation, you can instantly see all of the key information you want to display.

00:06:20:05 - 00:06:29:36
Custom fields are created in the same way as with people, the contacts and workplace tab shows all the people attached to that organisation who you have already saved.

00:06:29:36 - 00:06:46:30
In SwiftFox, if the organisation is related to another organisation, for example, if there is a subsidiary or parent organisation, these will be displayed here. To add additional organisations, click on add and describe the nature of the connection.

00:06:46:34 - 00:06:54:27
The rest of the tabs are similar. Your organisations can also have interests, insights and activity.

00:06:54:31 - 00:07:02:28
Contact and organisation profiles are a really great way to store information, communicate, and manage all your interactions and relationships.

00:00:05:26 - 00:00:32:40
Welcome. Welcome back. Oh, it's your first time? Well, hi. Your contact information in SwiftFox can be updated and changed easily. Because as a great poet once said, your data needs to be updated regularly because people and organisations will often have updates. Great poem. In this tutorial, I'll show you how to update a profile in SwiftFox. Okay, let's dive in.

00:00:32:44 - 00:01:01:19
Here is Miss Jessica Bridge. Let's click on the Contacts and Roles tab. Contacts and roles is where - you guessed it - you can track a person's contact and role details, including email addresses, work and home addresses, new job titles, work history where they volunteer. Basically, every role that is relevant to them, present or past, is recorded right here. So we can see here that Jessica already has a few roles.

00:01:01:29 - 00:01:27:21
She is a founder at Bridge Lawyers and a member of the Association for lawyers. See this Crown icon? This appears whenever a contact has multiple roles. The role marked with the crown is considered the most significant or the primary role for that individual. So select the crown for whichever role your organisation primarily interacts with. To add another role, I select Add Role.

00:01:27:25 - 00:01:50:34
Jessica has told me that she is the Treasurer of Law for change. Wow. I guess Jessica really loves law, so I'll pop in her details and can now see this new role in her profile. And if Jessica leaves any of her roles, I can add an end date here. An end date helps you track an individual's work history so you can build a bit of a CV.

00:01:50:38 - 00:02:23:04
Let's go back to the profile and select edit button. I've just learned that Jessica speaks fluent German, so I'll select Edit and add German as a language. This could come in handy. I'd also like to make some changes to her custom fields. This is the information your organisation is tracking across your contacts. We like to keep track of dietaries to help with our event planning, and Jessica has recently told me she is a vegetarian, so I will select, edit and add vegetarian to her profile.

00:02:23:08 - 00:02:50:00
We also track engagement and renewal likelihood. Let's just say I'm confident that Jessica is going to renew her membership. So here I'll select high renewal likelihood. Easy updating profiles regularly as new information comes in is so important. And it's easy. So keep adding editing and updating, so you can get fantastic data. Next up let's look at how to store your interactions on a client profile.

00:00:05:26 - 00:00:32:40
Welcome. Welcome back. Oh, it's your first time? Well, hi. Your contact information in SwiftFox can be updated and changed easily. Because as a great poet once said, your data needs to be updated regularly because people and organisations will often have updates. Great poem. In this tutorial, I'll show you how to update a profile in SwiftFox. Okay, let's dive in.

00:00:32:44 - 00:01:01:19
Here is Miss Jessica Bridge. Let's click on the Contacts and Roles tab. Contacts and roles is where - you guessed it - you can track a person's contact and role details, including email addresses, work and home addresses, new job titles, work history where they volunteer. Basically, every role that is relevant to them, present or past, is recorded right here. So we can see here that Jessica already has a few roles.

00:01:01:29 - 00:01:27:21
She is a founder at Bridge Lawyers and a member of the Association for lawyers. See this Crown icon? This appears whenever a contact has multiple roles. The role marked with the crown is considered the most significant or the primary role for that individual. So select the crown for whichever role your organisation primarily interacts with. To add another role, I select Add Role.

00:01:27:25 - 00:01:50:34
Jessica has told me that she is the Treasurer of Law for change. Wow. I guess Jessica really loves law, so I'll pop in her details and can now see this new role in her profile. And if Jessica leaves any of her roles, I can add an end date here. An end date helps you track an individual's work history so you can build a bit of a CV.

00:01:50:38 - 00:02:23:04
Let's go back to the profile and select edit button. I've just learned that Jessica speaks fluent German, so I'll select Edit and add German as a language. This could come in handy. I'd also like to make some changes to her custom fields. This is the information your organisation is tracking across your contacts. We like to keep track of dietaries to help with our event planning, and Jessica has recently told me she is a vegetarian, so I will select, edit and add vegetarian to her profile.

00:02:23:08 - 00:02:50:00
We also track engagement and renewal likelihood. Let's just say I'm confident that Jessica is going to renew her membership. So here I'll select high renewal likelihood. Easy updating profiles regularly as new information comes in is so important. And it's easy. So keep adding editing and updating, so you can get fantastic data. Next up let's look at how to store your interactions on a client profile.

‍

00:00:04:13 - 00:00:22:40
Custom fields are where your profile data comes to life. We've streamlined how you set them up instead of adding fields on each profile. You can now create and manage them centrally in settings. It's cleaner, consistent, and far easier to maintain across your people and organisation profiles.

00:00:22:44 - 00:00:37:19
In this lesson, we'll show you how to create sections for profile, custom fields and settings. Add fields to people and organisation profiles. Put your new fields to work in List Builder. Let's dive in.

00:00:37:23 - 00:00:54:48
Before we start, you'll need to have permissions to create and manage custom fields. This is typically an admin role, so you may need to speak to your administrator. Decide which profiles this information belongs on. People, organisations, or both. Take the time to plan your sections first.

00:00:55:02 - 00:01:12:09
Clear sections make life easier as your library grows. Open settings and select custom fields under System Management. Choose the profiles area you want to manage. People or organisations.

00:01:12:13 - 00:01:23:49
Select add new section. Name this section, keep names clear and functional, such as membership, engagement, finance or compliance. Create, your empty section is ready.

00:01:24:03 - 00:01:33:44
Here's a tip. Sections. Keep fields tidy on the profile and make settings maintenance easy. If you expect repeating rows, consider a data table section instead.

00:01:33:48 - 00:01:47:20
Now we won't cover those here, we have a dedicated lesson for that and it's well worth a watch. The host is phenomenal and the content is pretty good too.

00:01:47:24 - 00:02:15:41
Now let's set up some fields. Choose a field type and name it. Popular options are date, for key dates like join, date or renewal date. File upload for documents. Number for fees, counts or scores. Select or multi-select for statuses and categories. Smart URL for tidy clickable links. Text for notes you want searchable. Configure any type specific options, then select create.

00:02:15:45 - 00:02:29:02
Similarly to sections, you can also configure permissions for individual fields, giving you complete control over your data and how you can edit it.

00:02:29:06 - 00:02:50:05
All profile custom fields appear as filters in List Builder, allowing you to build dynamic segments like members with renewals due within 30 days. Organisations tagged as partners with active status. People with certifications at level three in the past year. For more on this, check out our List Builder course.

00:02:50:09 - 00:02:57:28
That's it for custom fields. You've now got the tools to keep your profiles organised, your data discoverable, and your lists sharp.

00:00:05:39 - 00:00:18:14
The event feature is a bit like a campaign platform within a campaign platform. There’s forms, there’s lists, there's emails, there's texts and there's really great automatic data insights.

00:00:18:18 - 00:00:26:49
In this tutorial, I'm going to walk you through the steps on how to create an event. Let's dive in.

00:00:27:03 - 00:00:44:07
So first from the home page, let's click on the events icon, then select Create New event. Now let's put in the event details so your event name and description “new members dinner” and for the description, I’ll write “let's meet everyone”.

00:00:44:11 - 00:00:47:11
Okay, let's set our date and time.

00:00:47:15 - 00:01:04:10
Now, because this is a modern platform in a modern world, we have three options for location settings; online to create a 100% online event with our integration with Zoom, hybrid, which will require a physical address and create an online event or venue.

00:01:04:14 - 00:01:11:20
I'll select this option as a basis for in-person events. I'll write the address. Fantastic.

00:01:11:24 - 00:01:21:48
This section here is where you can create custom fields for events. This helps you track data across your events and record events on people's profiles.

00:01:22:02 - 00:01:29:49
Here you can see we’re tracking event type, I'll select member only. For location I’ve selected in-person.

00:01:30:03 - 00:01:38:04
I also have key attendees and staff so I can track the workload of my team and see if certain attendees draw larger crowds.

00:01:38:08 - 00:01:51:14
As you continue to create events in SwiftFox, you'll be able to see patterns in this information. So have a think about what event information would be most helpful for you.

00:01:51:18 - 00:02:03:43
Time to decide on my invite list, so I'll select a pre-existing mailing list. For example, new members list. You can also invite contacts who are not on the mailing list, such as your colleagues.

00:02:03:47 - 00:02:16:04
I'll invite my friend Tim. This page is going to become a lot more interesting when we have sent out our invites so we’ll come back here. Click next.

00:02:16:08 - 00:02:25:24
Now it's time to create your RSVP page, which contains your RSVP form. In events you can create multiple forms linked to the same event.

00:02:25:32 - 00:02:34:41
For example, I could create a website form, a sign up form a feedback form, but today I'm going to create an RSVP form.

00:02:34:45 - 00:02:41:22
So I'll click create RSVP page and write the page name “New Members Dinner”.

00:02:41:26 - 00:02:47:04
If you know how to use SwiftFox forms, this form will look familiar, but there are some exciting new tools here.

00:02:47:11 - 00:03:02:31
Let's add some text I'll also add an option to download a calendar invite so people can link this event to their calendars. So handy love when people do that, and style it to my liking.

00:03:02:35 - 00:03:08:20
Then we'll want to add in some RSVP buttons. To keep our form layout nice and clean.

00:03:08:21 - 00:03:20:41
I'll first add a column block to add these buttons to. Now I'll drag an RSVP button into the column and change the label to ‘Yes, I'll be there’. Style it to our liking.

00:03:20:45 - 00:03:28:14
Now we can just duplicate this button, move it over to the next column and set it to not attending.

00:03:28:18 - 00:03:31:25
Update the label to. No, not this time.

00:03:31:29 - 00:03:37:17
Now let's repeat this process for our final option that we'd like to include. Maybe

00:03:37:21 - 00:03:39:28
Now let's send the invite email.

00:03:39:32 - 00:03:49:10
Just like event forms, you can create multiple emails linked to your event for each stage of the event process. But let's just create an initial event email.

00:03:49:14 - 00:03:51:12
Let's name this email campaign.

00:03:51:12 - 00:03:52:40
“New Members Dinner”.

00:03:52:44 - 00:03:55:09
Next I'll choose an email category.

00:03:55:13 - 00:04:04:31
This email will be sent from a recipient's primary contact, so I will select this stakeholder leader toggle. Now let's just fill in some details.

00:04:04:35 - 00:04:10:45
Send rules will become useful when I'm sending follow up emails. But for now, I'll just leave this field empty.

00:04:11:00 - 00:04:14:04
The only thing left to add is the subject line.

00:04:14:08 - 00:04:22:28
So I'll go to my design builder, select the templates tab and then click on the template you want to use and click confirm.

00:04:22:32 - 00:04:25:40
Now let's start filling in my details.

00:04:25:44 - 00:04:40:11
I'll link my RSVP page change the label Style it to our liking. and add my social media links and I'll make sure to include an unsubscribe option.

00:04:40:15 - 00:04:47:17
Excellent. Now I'll send myself a test email. I can preview here how my email will look for different recipients.

00:04:47:21 - 00:04:56:21
Click next. send. Now it's out in the world. Fantastic.

00:04:56:25 - 00:05:04:24
This is where the event organising work starts. Now we need to attract attendees. So let's come back to the attendees table.

00:05:04:28 - 00:05:08:34
You can see everyone I've invited to the event in this attendee table.

00:05:08:38 - 00:05:15:49
I can also insert other custom filters here, such as who the stakeholder leader is, their contact details, etc.

00:05:16:03 - 00:05:21:47
And as people fill in their RSVP forms, this information will update automatically.

00:05:22:01 - 00:05:35:32
Let's point out a few interesting things by taking this auto mailbox here, everyone you add to your mailing list later will still receive this email before receiving any follow up emails. Pretty nifty.

00:05:35:36 - 00:05:39:46
My guest list is locked so I'm not going to select this option.

00:05:40:00 - 00:05:55:13
I can also update my invite statuses manually. So let's say Evan phones to say he is coming. I can update his status here and select attending while I'm on the phone. Same for a different RSVP response.

00:05:55:17 - 00:06:12:35
I can also filter by attendee RSVP. So here I have attending. Not attending, but I also have maybe and feedback provided. The last two ‘maybe’ and ‘feedback provided’, are event send rules.

00:06:12:39 - 00:06:20:25
Now send rules allows you to send emails to different groups within your mailing list based on their RSVP status

00:06:20:29 - 00:06:30:23
So I can create a ‘follow up’ email, ‘sorry we missed you’ email and send another email link to a survey asking how the event was.

00:06:30:27 - 00:06:45:24
Let's send an email to people who have responded maybe to my invite so I will duplicate my email, write some details. And unlike in my first email, I will select maybe from the events send rules option.

00:06:45:28 - 00:06:48:29
Okay, let's schedule and send

00:06:48:33 - 00:06:53:01
I can continue to create multiple emails and forms linked to this event.

00:06:53:05 - 00:07:01:31
But not all correspondence is sent via email. If you want a reply, sometimes you need to send people a message where they are, on their phones.

00:07:01:37 - 00:07:06:29
If you would like to send out SMS invites, this works much in the same way.

00:07:06:33 - 00:07:23:01
Select SMS. Then write your message in this nifty sidebar, “event is next Saturday RSVP to secure your place”. Select send rules. I want to track down the people who haven't replied and get an answer, select ‘No RSVP’.

00:07:23:05 - 00:07:36:34
In your message, be clear how your recipients can reply to your text. The responses are ‘Yes’, ‘Y’, ‘No’ or ‘N’ anything else and SwiftFox will not register the RSVP response.

00:07:36:38 - 00:07:41:33
Pick your date and time. Make sure you send this message at a time people are awake.

00:07:41:37 - 00:07:46:04
And very important, select your unsubscribe method.

00:07:46:08 - 00:07:57:49
Please note that the no unsubscribe method can only apply to certain messages and organisations, so please check the spam act. Then I'll click send.

00:07:58:03 - 00:08:05:43
Thank you for watching our speedy run through of how to create an event in SwiftFox and to see any more of our videos, just click next.

‍

00:00:05:42 - 00:00:31:30
The Events feature is like a mini-campaign platform inside a campaign platform. There are so many exciting tools to use to make event organising simple; including forms. In this tutorial, I'm going to show you how to design an RSVP page for your event. This page will contain your RSVP form. Now, I'm starting this session today in the RSVP page section.

00:00:31:34 - 00:00:46:28
If you don't know how we got here, watch our "Create an Event" video. So, I'm going to click "Create RSVP Page" and I'll call it "New Members Dinner." Fantastic. Here we are in the RSVP form builder.

00:00:46:37 - 00:01:00:45
If you know how to use SwiftFox forms, this page will look pretty familiar. The RSVP page is in Events, just like our form feature, but we have a few extra tools that will make a big difference to event organisers.

00:01:01:07 - 00:01:26:46
But before I show you that, let's design our form. So, the first thing I'm going to do is set the layout of my form, and I'll do this by dragging a column onto the canvas. This will give you more flexibility with your formatting. Select the single column option. Now I can adjust the layout, padding, color, margin, or radius. And now I'll add an image to the header and upload.

00:01:27:00 - 00:01:49:21
Excellent. Let's add some text. Here, I'll add an "Add Update Contact" block. This will allow new contacts to sign up to my form. I can also add additional custom fields here by selecting "Fields" and adding fields here. I'll select "Dietary Requirements."

00:01:49:25 - 00:01:57:06
Now I want to ask some questions. Drag the "Question" block onto the canvas and use this dropdown menu to choose your question type..

00:01:57:06 - 00:02:21:23
Write your question and then choose whether your question is required for people filling in your form. If no description is needed, just leave that section blank. This question type creates a question that can have a range of possible answers, but the user may only select one option as their response. Click "Add Answer" to add an answer option.

00:02:21:27 - 00:02:45:05
You can add as many as you like. And just a note if you're a little confused about all the different question types, check out our video on question types. Let's add some of these new tools. Now I'll add an option to download a calendar invite so people can link this event to their calendars. So handy. Then I'll select RSVP and create some RSVP options.

00:02:45:09 - 00:03:08:44
Now I can change how this text appears for my recipients, so I'll change to "Yes, I'll be there" and style it to my liking, and "No" to "No, next time." But for my data it will just flow through as 'yes' and 'no.' I'll also add the option "Maybe." Great. Then I'll add a submit button and style it to my liking.

00:03:08:48 - 00:03:22:28
Excellent. I'll add a divider to break up the text. Customise our fonts and colors. Fantastic. Brilliant. You now have styled your RSVP page. What can't you do?

‍

00:00:05:45 - 00:00:21:27
Do you know my favorite proverb? “A great event needs a great email”. In this tutorial, let me show you how to create a great event email with the SwiftFox Email Builder.

00:00:21:31 - 00:00:41:05
Here we are in the SwiftFox Email/SMS part of the Event Builder. You can create multiple emails linked to a single event. For example your follow up email, your thanks for coming email or like this one your invite email. So let's create that now, click create new email.

00:00:41:09 - 00:00:46:31
This campaign name is just for internal use. Next I'll choose an email category.

00:00:46:35 - 00:01:01:34
Decide who you will send this from, Is it from a primary stakeholder later or is it from you? And decide where you will receive replies let's write the subject line and write the preview text. and workout send rules.

00:01:01:38 - 00:01:18:45
Send rules allows you to send the email to segments of your invitation list, for example, to people who have RSVP yes or no. But we're sending out the first invite, so we'll leave this section blank.

00:01:18:49 - 00:01:32:08
Let's get into the design features. Now, if you know how to use SwiftFox emails, this will look very familiar to you. Events uses SwiftFox emails, but there are a few extra useful features.

00:01:32:12 - 00:01:41:42
On the right you'll see your SwiftFox design toolbar filled with great design options. I could use a saved template here, but today it's all about creation.

00:01:41:47 - 00:01:48:25
In the style section, you can tweak the body background color, so I’ll tweak the colours to fit with my brand colours.

00:01:48:37 - 00:02:01:39
If you put all your elements inside a single column block, this will give you more flexibility with your formatting. So we'll take a column block here and drag this onto the canvas select the single column option.

00:02:01:43 - 00:02:10:38
Now I can adjust the layout, padding, colour margin or radius. Okay, great. Now we have a great looking frame for our email.

00:02:10:42 - 00:02:26:47
I'm going to add two image headers first. Drag the first image block onto the column block and upload. Same as before, play around with the columns padding to position the image. Now repeat.

00:02:27:01 - 00:02:31:25
Let's write your email. I'll add the rich text blog to my email design.

00:02:31:29 - 00:02:41:41
And because I'm known to get writer's block, I'll use this Swift predict icon and ask Swift predict to write this invitation to a new member dinner.

00:02:41:45 - 00:02:52:15
I'll then edit the text here to make it my own. I'll add a merge field, to summon a merge field I'll write the @ symbol and I can see my list of options here.

00:02:52:19 - 00:03:09:19
I'll select at first name and I'll create a fallback just in case. I'll adjust the font of my email by selecting the font and colour here. Now let's get to some of those specific event features.

00:03:09:23 - 00:03:31:12
Here you can see event location which will link your event to Google Maps. This is already in my RSVP form so I won't bother adding this here. I'll also add an option to download a calendar invite so people can link this event to their calendars, and I'll link my RSVP form via RSVP link. Style the button.

00:03:31:16 - 00:03:47:04
Now it's time to test. Okay, let's preview our email. First, I want to see how my email will look if in an unexpected turn, we don't have a first name for our invitees.

00:03:47:08 - 00:03:49:31
Great the fall backs are working.

00:03:49:35 - 00:04:05:09
You can send a test email to anyone on your contact list, and as with before, you can select any profile in this scroll bar. I'll send myself an email, but I want to see how it looks for my new member, Jane. With her mail merge fields filled in.

00:04:05:13 - 00:04:20:23
So let's schedule and send. Once your invitations are sent, you can create multiple emails linked to your event and to copy your email, simply click clone and options will appear.

00:04:20:27 - 00:04:21:31
Thanks for tuning in.

‍

00:00:05:35 - 00:00:21:30
SwiftFox Forms is an exciting part of the SwiftFox platform. Once you create a form, you can do so much with the data that you build from it. You can use this tool to create surveys, petitions, update contact lists, and deepen client relationships.

00:00:21:34 - 00:00:33:27
In this tutorial, I'll show you how to create a form, link it to your website, and see form responses.

00:00:33:31 - 00:00:52:25
Let's make a "Contact Us" form for your website. Go to Forms, select "Create New Form," fill out the name, and then select "Create." To design your form, use the blocks on the right-hand side of your screen. Let's take the "Free Text" block and drag it onto the canvas.

00:00:52:29 - 00:01:02:06
Now you can write a brief description. You can customise your form with colors and fonts, but we're going to keep it pretty simple for this tutorial.

00:01:02:17 - 00:01:28:42
Next, take the "Contact Capture" or "Update" block. This will allow us to automatically update and store contact details in SwiftFox. Now we can add questions. Let's ask, "Can we help you?" But you can ask anything. To finish on the final page, write a post-survey message or continue with the automatic message.

00:01:28:46 - 00:01:53:49
Hit "Next" and now you can seamlessly link the form with your website. See this box titled "Embed Code"? This is what will connect your SwiftFox form with your website. First, adjust the height and width of your form to suit your design. Then copy and paste it straight into your website's content management system, for example, your WordPress site.

00:01:54:03 - 00:02:07:31
Once you publish in your CMS, it will appear on your website. Here's ours. Now when you go to the website, you'll see the "Contact Us" form you've created.

00:02:07:35 - 00:02:29:39
As someone fills out the form, those details will automatically appear in SwiftFox as a post and on a person's profile. And any new contacts will be automatically created in SwiftFox. Forms make the painstaking work of data entry automatic and simple. For more form videos, check out our form tutorials in the SwiftFox Academy.

‍

00:00:05:45 - 00:00:18:30
In this tutorial we will show you how to create a survey in SwiftFox because what is a great relationship without a survey? Let's get into it.

00:00:18:34 - 00:00:25:36
Now we're starting this lesson in the form builder. So the first thing I'm going to do is add an update contact block.

00:00:25:46 - 00:00:41:32
This block means that if a person or organisation is not already in your SwiftFox contacts, a new profile will be created in SwiftFox. And if there is already a profile for them, any new information recorded will flow through their profile.

00:00:41:41 - 00:00:47:07
Now, if you would like to create an anonymous survey, you would not include this block.

00:00:47:11 - 00:01:02:15
On the left side we can see properties and on the right side fields. Let's go into fields. Now fields are short for custom fields. It's how the cool people say data points that your organisation is tracking across your contacts.

00:01:02:19 - 00:01:05:19
We're just going to put name and mobile number.

00:01:05:23 - 00:01:16:31
Now these custom fields are the ones that we have set up. But you can create really tailored fields for your organisation. So check out our custom fields video if you would like some more examples.

00:01:16:35 - 00:01:25:39
Now let's create some questions in your survey. Drag the question block onto the canvas and use this dropdown menu to choose your question type.

00:01:25:43 - 00:01:31:49
The text question type allows you to create a single question with a single written answer.

00:01:32:03 - 00:01:44:07
Select text, write your question ‘What is the most memorable thing that happened to you this week?’ and then choose whether your question is required of people filling in your form.

00:01:44:11 - 00:01:51:39
Click done to preview this in the form.

00:01:51:43 - 00:01:54:03
Let's add in another question.

00:01:54:07 - 00:02:07:24
The single choice question has two options, single choice or single choice with other. They are almost identical, but with other option will allow a custom response choice for the respondents.

00:02:07:28 - 00:02:16:43
This question type creates a question that can have a range of possible answers. But the user may only select one option as their response.

00:02:16:47 - 00:02:35:03
Next you write the question that you want to ask. Do you enjoy attending in-person events? If required, you can add a description, e.g. don't panic, just choose the response that fits you best. If no description is needed, just leave that section blank.

00:02:35:07 - 00:02:58:27
Click add Answer to add an answer option. You can add as many as you like. Type the answers in each box. Now you can drag the grab handle to change the order of the answers and use the bin to delete. Use answer display to determine whether dropdowns, checkboxes, or radio buttons will be displayed with your answer options.

00:02:58:31 - 00:03:04:32
When you're ready, click done.

00:03:04:36 - 00:03:24:00
The multiple choice question type also has two options MultiChoice or MultiChoice with other. This question type has the same layout as single choice, creating a question that can have a range of possible answers. But for this type, a user may select multiple options for their response.

00:03:24:04 - 00:03:29:44
Write the question that you want to ask, ‘where do you like to go to in-person events?’

00:03:29:48 - 00:03:38:30
If required, you can add a description, e.g. select all that apply. If no description is needed, just leave that section blank.

00:03:38:34 - 00:03:51:13
Click to add an answer. You can add as many as you like. Type the answers in each box: in the city, live music, riends house, somewhere with good parking.

00:03:51:17 - 00:04:04:05
Again, we can reorder and delete these as needed. Use answer display to determine whether dropdowns, checkboxes, or radio buttons will be displayed with your answer options.

00:04:04:09 - 00:04:11:17
Select the option MultiChoice with other to automatically include other as an option for the answer.

00:04:11:21 - 00:04:19:26
If a user selects other, an input field will appear where they can add details.

00:04:19:30 - 00:04:31:21
The single choice rating question type allows users to register their response to a question on a numbered scale. This is a handy tool with many options for customisation.

00:04:31:25 - 00:04:50:17
Write the question that you want to ask or statement you would like assessed. For example, the cinema is an enjoyable place to go. If required, you can add a description, e.g. rate your response on the scale. If no description is needed, just leave that section blank.

00:04:50:21 - 00:04:54:46
Input the bottom and top end of the rating scale you want to create.

00:04:55:00 - 00:04:59:09
For example, left end could be agree the right end could be disagree,

00:04:59:19 - 00:05:05:16
Select the number of radio buttons you would like to include between these two ends of the scale.

00:05:05:20 - 00:05:24:28
If you'd like to create a number of different questions with the same rating structure, click the duplicate icon to make a copy of this block. You can then go in and update the question title without having to input the rest of the customisation again.

00:05:24:32 - 00:05:36:48
The matrix scale question type is lots of fun. You can ask multiple questions at once and design the most specific scale for respondents to use. Label the question in the first box here.

00:05:37:02 - 00:05:50:14
If required, you can add a description, e.g. select the response that fits best. If no description is needed, just leave that section blank. There are two columns that you will use to customise your questions.

00:05:50:18 - 00:05:55:23
list the questions that you want to ask. You can add as many questions as you like.

00:05:55:27 - 00:06:02:47
What is your attitude towards dancing at events? How would you categorise the presence of a snack table?

00:06:03:01 - 00:06:06:10
How would you feel about inviting beyond, say.

00:06:06:14 - 00:06:22:06
and options to the answers column to add labelled radio buttons to your scale, let's use negative, neutral and positive. Once you're finished, click done to preview it.

00:06:22:10 - 00:06:26:47
You can change the flow of a form to depend on the way questions are answered.

00:06:27:01 - 00:06:30:11
How do you create a multi-page survey?

00:06:30:15 - 00:06:37:15
Let's insert a new page. We’ll drag some of the questions onto this second page using the grab handles.

00:06:37:19 - 00:06:43:47
Now on another new page, let's make a new text question. Trust me, this will all make sense soon.

00:06:44:01 - 00:06:50:11
Okay. From here, back to our first question. See these dropdowns next to each other?

00:06:50:15 - 00:06:55:31
Here you can select where the respondent will be sent. Depending on the answer they choose.

00:06:55:35 - 00:07:09:32
For this first question I'm going to select go to page two for yes and go to page three for no. I'll make sure page two follows on page three. Down the bottom of the page here. Perfect.

00:07:09:36 - 00:07:16:42
Now anyone who responds yes to enjoying in-person events will be taken to the next page to give more answers.

00:07:16:46 - 00:07:20:08
Those who answer no will skip this step.

00:07:20:12 - 00:07:23:04
Let's split respondents up for a bit longer.

00:07:23:08 - 00:07:37:16
I'll add another page with single choice rating question. I'm designing this question to apply to the people that selected Yes, for the question ‘Do you enjoy attending in-person events?’ Now go to the bottom of page two.

00:07:37:20 - 00:07:43:26
Instead of following on to the next page from here we will direct respondents to page four

00:07:43:30 - 00:07:54:39
from page three. We don't want respondents to flow on to page four. So let's make a final page where everyone can meet back. I'll add a final text question.

00:07:54:43 - 00:07:58:42
Now we can direct page three to flow on to page five.

00:07:58:46 - 00:08:16:18
Perfect. Let's test this out. Anyone who says they enjoy attending in-person events will be taken here, but those who prefer virtual events will skip those pages. Everyone will meet back on page five.

00:08:16:22 - 00:08:18:41
Where can I see my form responses?

00:08:18:45 - 00:08:29:07
Forms stores data for you instantly in useful places. There are three places that form answers live in SwiftFox. Let's take a journey to find them all.

00:08:29:11 - 00:08:40:37
The first is in posts in the global feed. Each time someone fills out a form, it will appear here as a post. Click the form title to reveal that person's answers.

00:08:40:41 - 00:08:51:43
The second is on a person's profile. Navigate to a person's profile. Click on the name in the global feed, or search for the name of the person in the SwiftSearch.

00:08:51:47 - 00:09:07:17
Click posts. Here you will find a list of the forms this person has filled out, and clicking the form title will display their answers. Answers filled out using the add update contact blog will appear in the fields in those relevant tabs.

00:09:07:21 - 00:09:11:07
Finally, for an overview of the responses your form has received.

00:09:11:18 - 00:09:26:37
Go to forms. Select your form from the list. Click next to progress to the publish page and click this tab up top that says report. Visualisations of all responses from the sample will appear.

00:09:26:41 - 00:09:37:06
If you would like to export your form answers to an Excel file, you can do so from the forms page by clicking export from the View More menu on your form.

00:09:37:10 - 00:09:39:30
Thanks for watching. Good luck with the survey.

‍

00:00:05:26 - 00:00:20:21
You have a form out in the world, and now you want to see the results. Let's find some answers. Forms store data for you instantly in useful places. There are three places that form answers live in SwiftFox. Let's take a journey to find them all.

00:00:20:30 - 00:00:28:21
The first is as posts in the global feed. Each time someone fills out a form, it will appear here as a post.

00:00:28:25 - 00:00:49:33
Click the form title to reveal that person's answers. You can also hide results from the global feed if you have too many respondents. The second is on a person's profile. Navigate to a person's profile. Click on name in the Global Feed or search for the name of a person in Swift Search. Click "Posts."

00:00:49:37 - 00:00:56:38
Here you will find a list of the forms this person has filled out, and clicking the form title will display their answers.

00:00:56:42 - 00:01:19:31
Answers filled out using the Add Update contact block will appear in fields in the relevant tabs. Finally, for an overview of the responses your form has received, go to Forms. Click on the form you're interested in. Click "Next" to progress to the publish page and click this tab up top that says "Report." Visualisations of all responses will appear.

00:01:19:35 - 00:01:32:20
If you would like to export your form answers to an Excel file, you can do so from the Forms page. Click this three-button icon. To see more tutorials on SwiftFox, click the links below. Enjoy!

00:00:04:06 - 00:00:30:26
Hi, this is Madi...Fox. And today we'll be talking about tasks. SwiftFox Tasks. SwiftFox Tasks is like your virtual to-do list. You can manage all your tasks from your easy tasks, your hard tasks, those mid-range tasks you can assign tasks to people, and you can assign tasks to teams. You can even assign tasks within project boards.

00:00:30:30 - 00:00:57:29
So smart. Today we'll learn how to create a task. So let's dive into our first task tutorial. From the home page select task. Okay, let's create a task. Select create a task. So I need to write a welcome email to our new members. I will assign this task to myself. I'll select add me and you can see my name come up, Madi Fox.

00:00:57:33 - 00:01:19:42
I'll fill in the date and time I need. And I'm going to select user here as opposed to team because this task is just for me to set user permissions I'll click here. Now I can select whether people can view the task and or edit the task. If this doesn't appear automatically, I can search for my name in this toolbar here.

00:01:19:46 - 00:01:40:16
This time I want to create a task for my colleague Dan. So same as before, I'll select create a task, write a description and a date, select user and then I'll find Dan here. For this task I'll select view and edit. So Dan can edit his own task. Then, so

00:01:40:20 - 00:01:51:36
Let's have a look at all our tasks. Here you can see tasks for today, my upcoming tasks, my overdue tasks and my completed tasks feels good.

00:01:51:40 - 00:02:06:41
And to filter my tasks. Say by due date I can select due date, is, I'll select the 8th of June. I'll also add an additional filter because I want to see who was assigned me in task.

00:02:06:45 - 00:02:13:43
So that's tasks. It's fantastic for managing your workflow and you can do even more with tasks.

00:02:13:47 - 00:02:18:23
In the next video I'll show you how to create tasks for your teams. See you there!

00:00:04:14 - 00:00:17:16
Every team needs a task. Let's learn how to create teams and create tasks for teams in SwiftFox. They go together.

00:00:17:20 - 00:00:41:37
First, let's define what we mean by team. A SwiftFox team is a group of users who share the same permissions and are usually within the same department of your organisation, such as your marketing team or your finance team. The benefit of teams in SwiftFox is you can also assign tasks to teams. Quick note: Only the special admin users can create teams.

00:00:41:41 - 00:01:04:31
So if you would like to create a team of users and you are not an admin, you'll have to speak really nicely to your admin team to create one for you. Admin users. First go to settings select user groups. Here you can see a number of groups that are also teams, each with a different number of members. Today we will create a new user group.

00:01:04:34 - 00:01:33:39
So select add a user group. We're going to call this user group Comms team. Now in this new user group I will select this group is a team. A quick clarification. User group and team can sometimes be confusing. Here's the difference. A user group consists of users grouped together with the same set of permissions. You may have features, profiles, or contacts, but can only be accessed by a specific user group.

00:01:33:43 - 00:01:58:19
A team is an upgraded user group with the extra ability to assign tasks to users. Every team is a user group, but not every user group is a team. Let's get back into it. To adjust user permissions, select permissions. Below is a list of all the features in SwiftFox. Switch on the features this team will have access to.

00:01:58:23 - 00:02:16:21
Great. Select manage members. Then find your dream team by searching for users here, then selecting add. I'll add a few now. Now once you have reviewed the permissions, select save and close.

00:02:16:25 - 00:02:39:17
Now we have created our team. It's time to start assigning tasks. So I'll select tasks from my home screen. Here I can see a list of my tasks under teams. You can see tasks that different teams have been assigned. So I will create a task. Write a brief description of the task and then search for my new SwiftFox team.

00:02:39:21 - 00:02:55:43
Adjust the permissions and then I'll select save. Great. I've successfully created a task for my team. I'll return to the team board and here I can see all my team tasks. Excellent. Now everyone in our team knows exactly what to do.

00:00:04:28 - 00:00:28:07
The time that tasks are really important? Project management. Here is how you can create tasks on a project. First, go to a project so you can see here I have a project for new member onboarding. Now in this webinar row I want to assign myself a task. So I remember to do this. Then I'll click on this three dot menu and create a task.

00:00:28:11 - 00:00:52:48
On this side panel you can create your task. So I'll write myself the task of setting up a zoom event in SwiftFox. Write the date and time and select add me. Great. Now this task is assigned to me and I can adjust who can see and edit this task here. Now I can see this task in my task list and on the project board, no excuses.

00:00:53:02 - 00:01:18:06
Let's create a task for a team on a project board. Send invites is listed as a project row. This is definitely a big team task so I will click here. Then I'll write, organise, webinar, invite list and the date and select team. Here I'll add the columns team. Again I can adjust the sharing permissions, but I'm going to leave everything clear and visible.

00:01:18:16 - 00:01:33:39
Then I'll select save. And once my task is complete, I can select done in my task list here. Or I can tick it off on the project board. Either way, it will result in one nice task in my project.

00:00:05:24 - 00:00:20:28
Today we're exploring one of our most exciting features SwiftFox Automations. In this tutorial, we'll be specifically focusing on how to create automations from scratch, so you can make SwiftFox keep working even while you're sleeping.

00:00:20:49 - 00:00:29:25
Our session will cover creating a trigger, setting in action, and publishing your automation. So let's get started!

00:00:33:20 - 00:00:47:30
SwiftFox Automations can be accessed by selecting automations from the menu. The home page shows you all your current automations to create a new one, select Create Automation.

00:00:47:30 - 00:00:59:00
This is the automations canvas where you build out your automation journey. First up, let's give our automation a name, which you can do by selecting name. This automation.

00:00:59:00 - 00:01:03:20
To get our first automation underway, select Trigger Automation.

00:01:03:20 - 00:01:16:29
Triggers are the name given to the act that kick starts and automation. For example, if you want to send an automatic email to someone who fills out a form. The act of filling the form will trigger the automation to start.

00:01:16:29 - 00:01:25:00
In the drawer, you can see the list of available triggers and this list will continue to grow, so keep checking back to see what has been recently released.

00:01:25:00 - 00:01:30:31
Sticking to our earlier example, let's create an automation that starts when someone fills out a form.

00:01:30:31 - 00:01:46:31
select, a form is filled out. And then next. Now select which of your existing forms you want the trigger to listen to. In this example, we'll select our Contact us form. Then select Add trigger. Now the trigger has been set

00:01:50:06 - 00:01:55:01
With our trigger set. We now need to add an action to happen when the form is filled in.

00:01:55:01 - 00:01:57:32
So, select Add an action.

00:01:57:32 - 00:02:01:28
Actions are what happens after your automation has been triggered to run.

00:02:01:28 - 00:02:05:03
In this draw, you can see the list of available actions.

00:02:05:03 - 00:02:10:14
This list also always continues to grow, so keep checking back for more actions.

00:02:10:14 - 00:02:15:10
Let's select our action as an email is sent and select next.

00:02:15:10 - 00:02:19:39
On this screen we can build out what this email is going to look like and where it will go.

00:02:19:39 - 00:02:23:06
Our first option is who will be the target of this email.

00:02:23:06 - 00:02:31:08
Now, I would like everyone who fills out my contact form to get an instant follow up email to let them know that someone will be in touch shortly.

00:02:31:08 - 00:02:40:15
So I will set the target to the contact who filled out the form. This will be sent from our support team with the subject: Thanks for reaching out.

00:02:40:15 - 00:02:48:29
For the email body, we can either write a plain text email. Open up our full email builder to take advantage of its rich features.

00:02:48:29 - 00:02:51:28
Or use one of your own pre-saved templates.

00:02:51:28 - 00:02:57:25
We already have a template for this. So we'll use that and select Add Action.

00:03:01:00 - 00:03:06:34
Now we've created our very first automation. An email will be sent when a form is filled out.

00:03:06:34 - 00:03:09:31
The final step is making your automation live.

00:03:09:31 - 00:03:12:16
To do this, simply click Publish.

00:03:12:16 - 00:03:20:02
All done! Now you will return to our automations table and see that your automation has its status set to on.

00:03:20:02 - 00:03:31:19
To edit or unpublished the automation, select the three dot menu and choose either Edit or Unpublish. You can also rename or delete your automation here too.

00:03:31:23 - 00:03:36:17
Now you know how to create automations. So go on SwiftFox for work!

00:00:04:48 - 00:00:14:42
Today we're doing a deep dive into our most popular automation, sending an automatic email to someone when they fill out one of your SwiftFox forms.

00:00:14:42 - 00:00:24:18
In this tutorial we will look at setting a form trigger, creating an email action, and publishing the automation. So let's get started.

00:00:27:43 - 00:00:41:30
SwiftFox automations can be accessed by selecting automations from the menu. The home page shows you all your current automations to create a new one select Create Automation.

00:00:41:30 - 00:00:47:28
Let's give our automation a name, which you can do by selecting Name this automation.

00:00:45:31 - 00:00:57:04
Now we will select a trigger which will be a SwiftFox form. Select form is filled out and then select next.

00:00:57:04 - 00:01:17:10
This dropdown will list all the forms that have been created in SwiftFox. If you can't see your form in the initial dropdown, type the name of the desired form and it will appear. For this example, we will select our feedback form. Now select Add Trigger and you have kickstarted your automation.

00:01:20:45 - 00:01:35:24
Back on the canvas we now need to add an email as our action. So let's select Add an action and then an email is sent in the draw. Now select next. In this next step we can create our email.

00:01:35:24 - 00:01:45:44
First select who you want the email to go to. You can select to send it to the person who filled out the form, or a custom list of specific emails you want to enter.

00:01:45:44 - 00:01:55:03
For this action, we want the email to go to the person who filled out the form. Now complete all, send the details and it's time to create the email.

00:01:55:03 - 00:01:59:07
You have three options to choose from when creating an email.

00:01:59:07 - 00:02:01:03
Create a plain text email,

00:02:01:03 - 00:02:04:48
which looks similar to the one you would receive from Outlook or Gmail.

00:02:04:48 - 00:02:06:37
By clicking Email Builder.

00:02:06:37 - 00:02:13:26
You can create a whole new email which can include headings, images, colors, forms, and attachments

00:02:13:26 - 00:02:19:22
Or you can select a save template from the SwiftFox Email Builder by clicking Templates.

00:02:19:22 - 00:02:37:03
Let's select a template to send back to our form submitter. We'd like this to feel personal, so I will go to the email builder and add a name merge field so it addresses them by name. We'll select Save and Close and then Add action.

00:02:37:03 - 00:02:39:47
Here we have our automation ready to go.

00:02:39:47 - 00:02:49:09
But before we set it live, let's also set an automatic email to go to someone in your organisation alerting them that a form has been submitted.

00:02:49:09 - 00:02:59:43
To do this, let's add another action. Select email again, and now we're going to set the recipient of the email as a specific email address.

00:02:59:47 - 00:03:05:19
I will add our internal client team so everyone in that team will be notified.

00:03:05:19 - 00:03:24:42
Now in the email body we can type an email alerting the recipient that a form has been filled in. And we can also have this email include the form, name and response by using the @form name and @form response merge fields. Finally, click Add action.

00:03:28:17 - 00:03:40:04
On our canvas, we can now see that the foam response being filled in will send two emails, one to the contact that submitted the form and the other to our client team.

00:03:40:04 - 00:03:41:47
Now everyone will be in the loop.

00:03:41:47 - 00:03:47:08
The last step is setting it live. To do this, simply select publish.

00:03:48:07 - 00:03:54:31
All done. Now you know how to send multiple emails automatically when a SwiftFox form is filled in.

00:00:05:17 - 00:00:19:49
Custom fields are one of the most powerful features in SwiftFox, allowing you to report on, track and manage your contacts, exactly how you need. Let's explore how automations can make these custom fields work even harder for you.

00:00:19:49 - 00:00:37:44
In this tutorial, we'll look at two game changing ways. Automations can help you manage custom fields. Using a custom field change to trigger an automation. Updating custom fields automatically based on other actions. Let's dive into our first example.

00:00:37:44 - 00:00:45:14
I want to create an automation to send automatic confirmation emails when my members renew date changes.

00:00:45:14 - 00:00:57:34
First, let's create a new automation called Membership renewal confirmation. Select Trigger Automation and choose one or more custom fields changed.

00:00:57:34 - 00:01:05:02
Now we'll tell Swift Fox which custom field to watch. We want this to run when the membership renewal date changes.

00:01:05:07 - 00:01:35:22
So select the person record type and then Membership Renewal Date. You can choose to run this for any change or set specific values to look out for. Select add trigger. Next, we set up what we want to happen after the change. Select Add Action and choose an email is sent. Here we will target the email to affected contacts email addresses and have the email come from the membership team.

00:01:35:26 - 00:01:46:10
You can use an existing email template here, but it is important to make sure to check the merge fields are pulling the correct information, as they can be different from regular emails.

00:01:46:10 - 00:01:59:36
To do this will open the email builder and update the merge fields for members name, and then new renewal date. Save and close. Add the action and hit publish.

00:02:00:42 - 00:02:05:44
Now your members will automatically receive confirmation emails about their renewal dates.

00:02:05:44 - 00:02:15:01
I know what you're thinking. Wow. That's incredible. But just wait. There's more. Let's look at how automations can update custom fields for you

00:02:15:01 - 00:02:22:06
Here I have an existing automation that sends an email to a contact after they complete our contact form.

00:02:22:06 - 00:02:29:29
This is really cool, but you might want to automatically update their mailing list custom field so they're added to your weekly newsletter.

00:02:29:29 - 00:02:38:01
Here's how we'll add an additional action by selecting Add an action. By the way, you can add as many actions as you like.

00:02:38:01 - 00:02:51:02
Select a custom field is updated and target it to contacts created or updated by the form. Choose your mailing list custom field. Set it to yes and add the action.

00:02:52:12 - 00:03:12:12
Simple as that. Now everyone who completes your form will be automatically added to your mailing list, saving you time to focus on the more important things like taking longer coffee breaks. These examples just scratch the surface. The possibilities for combining custom fields and automations are endless.

00:03:12:33 - 00:03:22:25
Ready to make your custom field work even harder for you? Then check out our other tutorials to discover more SwiftFox features that will streamline your workflow.