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00:00:05:08 - 00:00:16:07
Today let's look at the all important home page. The first place you look at when you log in to SwiftFox and the destination to place key information you would like to see regularly.

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In this tutorial, we will show you the key parts of the home page, including your default home page and how to create your own home page.

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So let's get into it.

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When you log in to SwiftFox, you will always be taken straight to the home page. During your initial SwiftFox set up, our team will create for you a default home page which will be tailored to your type of organisation.

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Typically, your home page will come with the SwiftFox Activity Feed, My Tasks, important data metrics and your organisation's calendar.

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You can easily adjust the look and feel of your home page once you're up and running. You can delete your widgets by clicking on the three dot menu and selecting Remove Widget.

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You can resize your widgets by clicking and dragging the bottom right corner,

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And you can add new widgets by clicking Add Widget and selecting from the list of available widget options.

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Be careful when altering your organisation's main home page though, as your changes will apply to all other users within your organisation.

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A preferred option is often to create your own additional home page, which can also be shared with your team.

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You can create as many additional new pages as you like on our home page, and flick between them all as you prefer. To create a new one, simply click Create New Page, give it a name, and click create.

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You will now have a blank canvas to design your own space.

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To add content to your space, click Add New Widget and select from the available options. You can resize your new widgets by clicking and dragging the bottom right corner.

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You can move your new widgets by clicking and dragging on the top of the widget. Once you are happy with your new page, you can also make it the default home page for your organisation.

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You can do this by hovering over the name of your space and selecting the settings icon, then clicking the set as default checkbox. Now your new space will become the default home page each time you log in.

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One final step which is the most important? Make sure you save your page by clicking save in the settings pop out.

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And that is how you create a new home page.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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For example, you might want to limit editing rights but leave view only open to everyone. You can do this here.

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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.

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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.

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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.

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The rest of the tabs are similar. Your organisations can also have interests, insights and activity.

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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.

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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.

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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.

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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.

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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.

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00:00:04:22 - 00:00:28:46
Here's a riddle, what can organize your contacts? Power your events? Be behind every email? And make your life easier? The list builder! The backstage champion of all your SwiftFox communication tools. Your personal data organising super her! Too dramatic? Well, maybe I'm just passionate about list building. Let's dive in.

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Navigate to Lists in the feature menu. When you arrive at the Lists landing page, you'll find a comprehensive table showing your saved lists.

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This table includes essential information such as the list name, its record type, people or organisations, list type, live or fixed creation details, and the current number of results. This organised view helps you quickly locate and manage your existing lists.

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To build a new list, select Create List. Let's start with the basics. When creating a new list, you'll need to give it a name and select your record type. This determines whether you're working with people or organisations. For this example, we want to look at individual people. These fundamental choices will shape how your list functions and updates over time.

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Live lists are like magic. They update automatically when someone new meets your criteria. Fixed lists are more like a snapshot in time, perfect for when you want to send a campaign or create an invite list based on today's results.

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Select next to begin building your search. This is where the real fun begins. The conditions here. You tell us SwiftFox exactly who you want in your list, but also who you don't want.

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Start by adding a new rule. Think of a rule as a collection of filters like status is active or has attended an event. You can keep adding more filters to that rule and choose if they should all apply. That's an “and” search or if just one needs to match that's in “or” search.

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For example, you might want people whose category is member or prospect. That would be an “or” search. Or you might want people who are both in a certain industry and speak a certain language, that's an “and” search.

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I want to build a list of my members who have attended an event to send them a feedback survey. So we want our first row to say where, category type, includes, member. Then we can add another criteria saying where, RSVP status, include, attended. After completing your first rule, you can add additional rules to create more sophisticated searches.

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Our last event had some guests from the Association for Lawyers who also attended, but they aren't all members and I'm keen to hear their thoughts too. Under the first rule, they would be excluded. So let's add a new rule with some conditions where, organisation, includes, Association for Lawyers, and event name, includes, mid year industry seminar. Now set the rules to work as “or” so that either of these are true they will be included.

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These can go very complex if you want them to. You can search by almost anything in the system, including custom fields, posts and tags, stakeholder leader, organiser, connections. forms, survey and petitions, subscriptions and payments and events.

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When you're happy with your set up, select next to view the results. Ta-Da! The results table appears showing everyone who matched your criteria. Here you can modify your view by showing or hiding columns, sorting and filtering the results, and doing a quick review to ensure the list contains the right contacts. Select next again to move to the action screen.

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Now comes the most powerful part, taking action on your list. Once you've built your perfect list SwiftFox offers numerous ways to put it to work. You can save it as a fixed list, add or remove this list from other lists, and export your data to CSV format for external use.

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Need to communicate with your contacts? Create personalised mail merges or update custom fields in bulk. You can also use the list to launch email campaigns, SMS messages, events, or call campaigns. These versatile options make your list not just an organisational tool, but powerful catalysts for engagement and communication.

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Not ready to take action? Well, no worries, just select, save and close. Your list will be waiting for you when you need it and always remain up to date.

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And there you have it. You're now a certified List Building champion. Thanks for watching. For more SwiftFox wizardry, check out our other videos. Until next time, keep those lists organised.

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00:00:04:19 - 00:00:24:39
Welcome! Today we're on a mission to explain two powerful list types in SwiftFox. On one side, Fixed Lists and on the other side Live Lists. Now, they might seem similar, but they have different properties and uses. In fact, they have entirely different personalities. So let's find out what they truly are.

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A live list automatically updates based on your search criteria. Think of it as a dynamic view of your data that stays current without any manual updates. Perfect for tracking ongoing changes in your data, creating real time reports, and building dynamic dashboards. For example, if you create a live list of all Victorian members, it will automatically update as people join or leave Victoria.

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A fixed list captures a snapshot of your data at a specific moment. Once created, it won't change unless you manually update it. Ideal for event planning, marketing campaigns, and year end reporting.

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After creating your list and setting your criteria. Navigate to the final action screen. Simply click Save as New Fixed List. Give it a name and you're all set.

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Now you understand the key differences between Live and Fixed lists in SwiftFox. Give it a try in your account and create lists that perfectly match your needs. Thanks for watching.

00:00:04:11 - 00:00:10:09
Now that you've mastered building lists in SwiftFox, let's explore the different ways you can put them to work.

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From the Action stepper, you'll see a range of options for use in your lists. Export results into a CSV file for reporting. exclude records from another list, create a bulk mail merge document or apply a bulk custom field update. Perfect for managing data quickly.

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When building an email, the recipient step lets you select a list. User friendly tags make it easy to see whether you're choosing a fixed or live list. Need to make changes before sending? Simply select edit in lists to adjust on the fly.

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In the Audience stepper of the calls feature. You can add a fixed or live list to power through a call campaign. You can still add individuals manually, but lists keep things fast and efficient when working with large groups.

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When setting up a text campaign, simply select your list to send a bulk SMS. This is especially useful for events, reminders, or quick campaign updates.

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Just like with calls, you can add individuals or entire lists to your event invite list. Using lists here makes it simple to capture a large audience and manage attendees with ease.

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There are plenty of ways to put your lists to use across SwiftFox giving you the power to target the right contacts with the right action at the right time. Thanks for watching and happy lists building.

00:00:05:33 - 00:00:16:24
Emails. They're the quiet yet dependable heartbeat of communication. Whether you love them or you really love them, you want to master the art of sending them efficiently.

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You can use SwiftFox to create and send email, newsletters, welcome emails, emails to just one person. Marketing emails. Please donate emails. Thank you emails, email invitation emails. Follow up emails, emails with surveys attached, emails with forms attached, emails with attachments,

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and even emails that say please stop giving us examples of what an email is. We get it. SwiftFox move on.

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In this tutorial, we're going to give you an overview of the SwiftFox Email Builder and how to create and send an email in SwiftFox.

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From your SwiftFox home page, go to the Email Builder. This table view shows our organisations email campaigns - tracking their progress by email creators and engagement metrics.

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It's a useful overview if your organisation is managing multiple simultaneous campaigns, or you just want to get a quick snapshot of how your emails are tracking. You can also filter and search for your results here.

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Now we could duplicate an email here with the clone option, but I will click Create New Campaign. Let's name this email campaign. New members welcome. This campaign name is just for internal use. Next I'll choose an email category.

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You can see here I have a range of categories to choose from. Marketing. Events. Announcements. This email is telling new members about their membership, so I'll select the membership category.

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Why do we have category types? Category types in the email builder offer flexibility to your subscribers and encourage your subscribers to stay on your mailing list.

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For instance, if a contact would like to receive updates about upcoming events but doesn't want to read marketing emails, they can unsubscribe from marketing emails while remaining on the subscriber list for events.

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By setting up different categories for your emails, you can engage with your contacts based on their interests, and that way, they're always happy to hear from you. Great! Let's work out who was sending out email to. Now it's time to select your campaign audience. Select this arrow to choose your mailing list. Here there is a new member list.

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This box here will send this email even if they are unsubscribed from receiving your emails. Consult the spam act before ticking this box, as it is only to be used in very specific circumstances.

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Otherwise do not and we repeat, do not tick this box. And if you're not sure how to create a list of recipients, or maybe you just miss how great my voice sounded in the earlier videos, check out our list builder video on how to create a list and on list types.

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The Campaign Details section covers what recipients see in their inbox. Start by setting the sender and reply to email addresses. For example, I'll use hello as the sender email and replies for replies.

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You can configure these addresses in your domain settings to see how, go to our email settings tutorial. Additionally, this stakeholder lead to toggle - each recipient on your mailing list will receive this email from the primary contact at your organisation.

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What we call the Stakeholder leader. You can also direct replies to stakeholder leaders by selecting this toggle. This can help channel feedback quickly through your organisation, as people are more likely to engage with and respond to people they know.

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The only thing left to add is the subject line. Welcome new members and some preview text. Preview text appears in your recipients inbox under your email heading before they click on your email and open it.

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Thank you for registering. Here is what you need to know. How enticing. All right. Let's go to the next page. And just a reminder, you can go back and change this email at any time before you hit send.

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Welcome to the design page. We're creating a simple email today from a saved template. 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. Now let's start filling in my details.

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A great thing about sending emails in SwiftFox, is that you have all your contact information at your disposal. And a simple way of using this data is with mail merges. I will summon the mail merge field by using the At symbol. On this scroll bar. We can see a whole bunch of fields available to me.

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Here I'll use @FirstName. I'll also use @Member Number and @StakeholderLeader. Okay, I'll do a little writing.

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Now you can see I've written @FirstName, @Member Number at @StakeholderLeader and @StakeholderLeaderEmail. So when this email is sent out, all the recipients will have these symbols populated. But what if a contact is missing a custom field on their profile? What do you do then? Select mail merge field and write some backup text.

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So I'll select first name backup text. And write 'there'. Let's see how this worked. Let's preview our email. First I want to say how my email will look if in an unexpected turn, we have no information stored on our new member sign ups. Great.

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We can see those backup fields are working well. Then this scroll bar lets you see how your email will appear for different contacts in your mailing list.

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It looks much better with the right custom fields, but I'm happy with both. Okay, now for the real test, let's send a test email. Select test email. 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.

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I'll just send myself an email, but I want to see how it looks for my new member, Jane.

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I'm happy with how my email looks in my inbox, so I'll select schedule. I'll select schedule and decide what time I would like my email to be sent.

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So now that my email is sent, I can see how my email campaign performed. I'll click on the new member email in the list and I'm delivered with my stats. How my members responded to each email will also be displayed on their profile.

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To dive into any of our email tutorials mentioned today or to see the suite of videos, click the links below. Thanks for listening.

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00:00:06:16 - 00:00:29:04
You already know how to create beautiful professional emails in SwiftFox, but how do you turn them into scalable templates for rapid building? Well, in this lesson, we'll show you how to transform your email designs into reusable templates that are easy to duplicate, rearrange, and customise, saving you time while keeping your communications consistent. Let's dive in.

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Here we have a standard email layout we use for newsletters. There's a logo, a header image, the main content in a single rich text block, social buttons in a social block, a sign off at the bottom, and an unsubscribe button. This works, but when you need to reuse it or build a larger email, copying, pasting, or moving sections can become difficult. The best way to make templates more scalable and efficient is to split content into individual blocks, then group those blocks inside single column containers.

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This makes it easy to duplicate, drag, and rearrange sections as needed. So let's do that. First, set the background in the design panel under style. Set the body background to a soft colour to separate it from the email background. Next, drag in a column and set it to single column layout. This will be our main body container. Set the container colour to white for contrast.

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We'll increase the corner radius to match our brand softer aesthetic and increase the padding slightly. Now drag the image and the rich text into this container. Duplicate the rich text to start breaking each section of copy into its own block. We'll delete everything under the heading here so it's in its own block. Then duplicate the rich text again for the intro text and remove the remaining content.

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Duplicate it again to separate the paragraph from the sign off. You should now have a distinct block for each piece of content. Next, add another single column container. Drag the heading into it and the intro text below it. This becomes the first section. Repeat for the paragraph section. Add a new single column container. Drag the paragraph content into it.

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Then clone this section so the paragraph heading sits in a separate text block above the paragraph. Now we have our intro, our paragraph section, and our sign off. Because our columns and text blocks have their own padding and the sign off sits alone will need to increase its padding so it aligns visually with the rest of the content.

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This approach lets you create blocks of content you use regularly. You can remove an entire section in one step, or clone a heading and paragraph section as a pair. You can also drag sections to reorder them without rewriting content. It also makes it simple to add other content blocks without rebuilding the email. For example, add an image inside a paragraph or between sections.

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Insert an image block, add your image, then move it wherever it makes sense. Highlighting a specific section is now easier too. If a paragraph needs to function as a call to action, select the entire column. Give it a background colour and add a button to make it stand out. Create as many reusable content blocks in your templates as you need.

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Even if they won't all be used together. When you use the template, delete what you don't need. Everything else is ready to go so your emails stay consistent and on brand. One more tip on containers for each column, go to Section padding. Untick apply to all sides and add extra padding to the bottom. As you duplicate sections, this spacing keeps them visually distinct.

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You may also want to tweak the padding on the heading text. Because headings sit in their own text blocks inside a column, they have their own padding on all sides. Reduce the bottom padding on heading blocks to bring them closer to their related paragraph, and keep the connection clear.

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Brilliant! Now we finalise the layout and build the blocks for our templates. Save this design as a template for future campaigns. Beautifully built, scalable and reusable.

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And that's a wrap! If you're looking to get even more out of SwiftFox we have plenty more content like this in the Academy to help you master the platform.

00:00:05:42 - 00:00:19:46
Today we're going to learn all about SwiftFox's design features. Let's dive in. Here we are in the SwiftFox email builder. On the right, you'll see your SwiftFox design toolbar with some great design options.

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I could use a saved template here, but today it's all about creation. In the style section, you can tweak the body background colour, so I'll tweak the colours to fit with my brand colours. Fantastic.

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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. Now I can adjust the layout, padding, colour, margin or radius.

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Okay, great. Now we have a great looking frame for our email.

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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. Let's write your email. I'll add the rich text block to my email design.

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Now I'm known to get writer's block, so I'll use this SwiftPredict and ask SwiftPredict to write a great welcome email.

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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. I'll select @FirstName and I'll create a fallback just in case. I'll adjust the font of my email by selecting the font and colour.

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Here. Let's add some links and attachments. To add a link, I'll select the button and drag it onto the canvas. Then I'll adjust the label and URL here. Great.

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The survey button can be used to link one of your SwiftFox forms to the email, and I'll link a feedback form to this email. How did you find my email?

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You can also attach a file by selecting here and clicking upload. Now for the sign off. I'll add my social media links. You can style your social media links as you like. I'll select an icon and copy my URL and voila! And finally I'll add an unsubscribe link at the bottom here so I'm in compliance with the Spam act.

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Okay. Let's preview our email. It looks so good! Send a test email to ensure everything looks perfect. And once you're satisfied with your design, save it as a template for future use.

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Add sender details, subject line and schedule your email for delivery. Once your email is sent, you can review how your email fared by saying the open right click rate and bounce rate.

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Thanks for tuning in and to check out more of our videos, click the link below.

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00:00:05:09 - 00:00:27:03
Okay, let's do something a little bit wild hey? Let's send an email. But instead of going to the email builder, we're going to go to a contact's profile. What? That's a different way to do emails. Yes it is. Sending an email direct from a person's profile is a quick efficiency that you love. You can see all your contact information right as you write your email.

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So it's way less hassle. Let's get into it. Here we are on Jessica Bridge's contact profile. I've been doing some work for Jessica, and I'd like to send her a quick update. An email update.

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So I'll go to Quick Actions and click email. Now this side panel will appear, because I'm sending this email from Jess Bridge's profile. SwiftFox can make some educated guesses here.

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So her primary email address is prefilled. And because I'm logged into my account, you can see my details are also suggested automatically. If I wasn't already Jessica's stakeholder leader, I might select this stakeholder leader name toggle.

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This means that she would receive this email from her primary contact. But I'll just send it from myself. You can also set a different option for replies, but today I'll keep it simple.

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I'll select plain text, write my subject line and my email. Select my font of choice. Attach my document. Then, I'll click send. Note unlike the email below that your email is sent not scheduled. So once you click send, you've sent it.

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Let's touch on a few more options in this side panel. I could use a templated email here by selecting templates, or I could save this email as a template.

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And if I'd like to create an email with more design options, I would just select Full Builder where I'd be directed to the email builder. One more thing. If you forget to write subject header or an email address, SwiftFox will stop you from sending your email.

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You're welcome. There you have it. Another great way to send an email.

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If you would like to check out any more of our videos, click the link below. Happy emailing!

00:00:05:47 - 00:00:25:03
Email campaign categories are fantastic for you and your contacts. They are the fabric of marketing, of client relationships, of an email inbox filled only with emails you care about. Goodbye water bills, hello birthday token from Lord of the Fries.

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In this settings tutorial, you will learn how to create email campaign categories and internal email campaign categories and how to edit campaign categories.

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But before that, let's work out what a campaign category is. Smart! Email categories are like folders that classify different types of emails. For example, you might have categories such as; marketing, research, news, and membership.

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One big plus of using campaign categories is that if a subscriber decides to unsubscribe from your email campaigns, they can choose which specific types of emails they want to stop receiving.

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This is a way better option than subscribers unsubscribing from all your emails by default. Categories are defined by your organisation, and can be changed, or added to by administrators in the settings feature. Let's see how.

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If you are not an administrator, you will need to speak to a SwiftFox administrator in your organisation to manage or create new categories. Start by navigating to your settings page, then go to the Email Management folder. Here you will see the campaign categories.

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Select create a new category. Simply give the category a name and then click save. That's it.

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You've successfully created a new category. Each time you create an email campaign in SwiftFox, you will need to select a category for your campaign, which you can do right here. Fantastic.

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Some categories you create may just be for internal purposes, and you don't want them to be publicly visible or viewed by your contacts. To make a campaign category internal, and not have it displayed publicly on the unsubscribe page, simply tick the 'make internal box' when you are creating a new category.

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You can also hide existing campaign categories by clicking the edit button and ticking the 'make internal' box and clicking save.

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All your hidden campaign categories will have a blue internal badge next to them.

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You can also easily edit the name of a campaign category. Simply click on the campaign category and then edit options will appear. Modify the details you want modified and click save.

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That's it. Thanks for watching. To see any more of our SweetFox tutorials, click on the links below.

00:00:05:23 - 00:00:17:14
When you send your contacts an email from an email campaign you have created, you will often need to include an unsubscribe function. By creating a SwiftFox Manage Email Preferences page,

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your contacts can select which types of emails they want to unsubscribe to, rather than just instantly unsubscribing from all future emails. Truly, the definition of a win win.
Now to create a manage email preferences page, you will need to have sufficient permissions. So, go to the settings page, and if you can't see

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unsubscribe page. Talk to a Swift admin in your organization and if you are an esteemed admin, select unsubscribe page. Here you can create a simple unsubscribe website page for your organisation. This page is what a subscriber will say.

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For example, when they click unsubscribe on the bottom of your email campaign. Here, your contact can select which category of email they would like to unsubscribe from, or whether to remove themselves from all your categories.

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Remember, the page you create here will be displayed online so its appearance is important. Let's customize the page. On the right side panel, you will see options to customize the page. You can give your page a title and description and modify the font size and color.

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The page will display the email address of the contact who is visiting the page, and you can add a subtitle under this.

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Next, your web page will display all your existing email campaign categories. To learn how to create or update your email categories, watch our email category tutorial. Now, the text on the submit button can also be customized to whatever you would like it to display.

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And finally, to round out your page, you can also add a logo and set a background color.

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It's up to you now. Your page is created and will be instantly published. Now any time a contact clicks unsubscribe on an email, they will be directed to this beautiful page. Maybe they'll think twice. Thanks for watching and to check out any of our other tutorials, click the link below.

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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.

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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.

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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.

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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

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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.

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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.

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So that's tasks. It's fantastic for managing your workflow and you can do even more with tasks.

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In the next video I'll show you how to create tasks for your teams. See you there!

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Every team needs a task. Let's learn how to create teams and create tasks for teams in SwiftFox. They go together.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

00:00:05:09 - 00:00:15:42
Action Centres are your command hubs in SwiftFox. Think of them as smart tables that help you track activity, spot data issues, and take action. All in one place.

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Whether you're monitoring new member approvals, tracking failed payments or reviewing form submissions, action centres give you live reports with easy tools to fix, follow up, or review information directly from the action centre.

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In this lesson, we'll show you how to create and customise your own action centres using the new action centre creator in system management settings.

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To access the action centre creator, navigate to system management in Settings. If you can't see this option, you'll need to contact your administrator to enable this for you.

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Once you're in, you'll see all your actions in two areas at the top. These are collections of action centres that are easily accessible from the side feature menu. Action centre is the default area which will always be visible.

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Bit of a side note here. If you just love Action centres and you want your favourite one to be really easy to find across your organisation, you can also go to the feature menu settings and rearrange these as you like.

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Below the areas you'll find sections which contain all your action centres. From here you can edit move to a different area or archive an Action centre.

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Archiving is brilliant. It hides the action centre from view but keeps it manageable here in settings for later on.

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I want my new action centres to be easily accessible by everyone. So let's start by creating a new area. You can do this by selecting Create New and select New Action Center area. Add your area details. Select an icon and set the path name. The path name must contain no spaces as it appears in your URL.

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Important note. After creating a new area, you'll need to refresh your page to see it in the feature menu.

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Now for the exciting part of creating your Action Centre. Select Create New, then Action Center and you'll see several options.

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For this example, we're going to create an Action Center to display all our members that are due for renewal in the next 30 days.

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So we will call this upcoming renewals. Select an icon. We'll add this to the area we already have for membership and create a new section called renewals.

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Select the Action Centre type such as cases, financials, forms and many more. In this case we'll pick List Builder. We can then pick the list that I have pre-prepared, which contains all members that have a renewal coming up in the next 30 days.

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For action centres that you want to appear in your website or portal, you can enable this here and configure additional settings.

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For List Builder Action centres, you can configure additional settings for the columns in your table.

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Default fields are already set, but you can add or remove any field to change which columns display. You can leave the labels as they are or customise them. Finally, if you want certain details such as member status to be directly editable in the Action Center, you can enable that here too.

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After configuring your Action Center, you’ll set permissions. You can make it viewable by everyone, editable by specific people, or completely view only. If someone doesn't have edit permission, they won't be able to access the settings drawer to modify the action centre. I will leave this as it is for now, so let's select save.

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If we go over to our action centre area in the feature menu, we'll now see our new section, and the action centre exactly as we configured it.

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And that's how you create and manage action centres in SwiftFox. With these tools you can build custom action centres that help you track, monitor and take action on exactly what matters to your organisation. Thanks for watching. If you'd like to explore more SwiftFox features, check out our other Academy lessons.

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Discover how to manage and customise your member's portal access effectively. With intuitive controls and flexible settings, you can create a secure personalised experience tailored to different user groups.

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In this lesson, we'll show you how to; set up and secure login authentication, customise one-time login emails, build and manage access groups to control portal entry and customise page access for different member groups. So ready to make your portal work smarter? Let's dive in.

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First things first, let's talk about how members verify their identity. SwiftFox uses a clever two-step process. Users must enter their email address. They provide a second piece of information to confirm it's really them. Once they've entered the correct details, a secure email is sent to them containing a one-time login link. This email ensures that only authorised users can access the portal.

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Here's how to set it up in SwiftFox. Head to settings in SwiftFox, select login portal. Look for login access and choose your verification fields. Select a field to identify member and choose the secondary identification field that will be required for access. This can be a standard field such as first name and last name, or a custom field that you've created for your organisation.

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Once this is set up, members will need both their email and your chosen verification field to get their login link. Simple but secure just how we like it. This two step process helps keep your portal safe and accessible only to the right people.

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Want your login emails to feel a little more to you? SwiftFox lets you personalise every aspect to match your organisation's voice and style. Let's make your login email shine.

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Navigate to your login portal's backend. Find the request login link block section. Select it to open your email settings. Here's what you can customise the sender's name. This is the name that appears as the email sender, so you want it to be recognisable, your sender email address, a subject line that catches attention, the email content - Your chance to be welcoming.

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Want to add a personal touch? Use merge fields to include details like the user's name. It's these little touches that will make a big difference. Customise your login email link. Select login request settings. Find the login URL link textbox. Add your custom text. Remember to hit submit, save and publish to make it all live. Now your contacts will receive login emails that feel perfectly on brand.

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Now that we've sorted login requirements, let's set up who can access what. Access groups are your friend here, they help you control who sees what in your portal. Think about what you might want to do. Let all active members access the main areas. Keep certain sections for specific membership types and give special access to your admin team.

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To create an access group. Start by going back to SwiftFox settings and finding the Login Portal section. From there, select Add Login Group. Create a name that clearly describes the group's purpose and specify the criteria that determines which members belong in this group. To set up access for active members, navigate to Category Type and set it to member, which ensures that only current members can log in. Then select Sync Access Control to update everything.

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This crucial sync step ensures your portal reflects all your new access roles and Pro-tip; You can create different groups for different needs. For example, you might want a standard member group for general access and executive member group with extra privileges or a staff group for your team. The choice is yours. You can set up any combination of these groups once they're ready. Members who meet the criteria will automatically get the right level of access.

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Now for the fun part controlling which groups see what content. For example, you might want to restrict access to your events page. Regular members can still log in to the portal, but only specific groups will be able to see the events page and its details. Here's how to set up page restrictions. Create an access group for those allowed to view restricted content.

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Following our example, create a group called Events Access. Set your criteria. This could be anything, but we have a custom field set up for events access. So we can just set this to Yes. Don't forget to sync your access controls.

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Set up page restrictions. Go to the back end of your portal and find the Events page. Right click and choose Restrict Public Access.

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Pick group based protection and select next. Select the Events Access group which we've just set up, and now only users in this group will be allowed to view the page. Set up your redirect options. Choose a login page where restricted users will be redirected. Select an error page such as not allowed to display if someone tries to access the page without permission. Now your portal will automatically show the right content to the right people. Smart.

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Congratulations on setting up your portal access. By managing these settings effectively, you're creating a secure and personalised experience that puts the right content in front of the right people. Your members will appreciate the thoughtful organisation and easy access to their designated areas. This helps keep your portal running smoothly and your members happy. So well done!

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