Acme Test Co
Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome team! I've put this together based on what we covered in your discovery call — start with People, Organisations & Lists to get your data foundation set, then move into Events & Forms ahead of our next session. Drop any questions at the bottom of the page as you go and I'll have answers ready for our call.
Onboarding progress
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Your sessions
Each section maps to a meeting with Olivia. Pick up where you left off.
99%
People, Organisations & Lists
Your foundation session — work through these before our call so we can dig into your specific data setup.
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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
PT3M03S
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Contacts
001-05 Manage custom fields
99%
Events & Forms
Covers event creation, RSVPs, and how forms feed data back into contacts — watch ahead of our session.
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PT7M5S
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Events
009-01 Create a New Event
PT3M30S
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Events
009-02 Design an Event RSVP Page
PT4M20S
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Events
009-03 Email Event Invitations
PT2M30S
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Forms
010-01 Create a Website Contact Form
PT9M40S
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Forms
010-02 Create a Survey or Petition
PT1M30S
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Forms
010-04 Find Form Responses
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Emails & Communications
Learn how to connect your domain, create campaigns, and send individual emails from contact records.
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PT1M35S
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Emails
012-01 Connect Your Email Domain
PT7M15S
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Emails
012-02 Create & Send an Email
PT3M45S
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Emails
012-03 Understand all SwiftFox's Email Design Features
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Tasks & Project Boards
Set up tasks, assign them to your team, and organise work across project boards.
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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
PT1M38S
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Tasks
002-03 Create tasks on your project board
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Automations
Build your first automations — from form-triggered emails to custom field workflows.
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PT3M41S
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Automations
013-01 Create an automation
PT3M59S
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Automations
013-02 Automate Emails from Forms
PT3M27S
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Automations