Coastal Wine Growers Alliance
Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome team! I've mapped out a five-session journey to get you up and running — we'll start with the foundations of managing your growers in People & Lists, then move through Events, Forms, Emails, and finally Automations to tie it all together. Drop any questions at the bottom of the page as you go and I'll have answers ready for our calls.
Onboarding progress
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Your sessions
Each section maps to a meeting with Olivia. Pick up where you left off.
99%
People & Lists
Your foundation session — get comfortable adding growers and segmenting them into lists before Olivia walks you through the rest.
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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
PT3M22S
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Contacts
001-04 Import Your Own Data
99%
Events
Covers running grower events end-to-end — RSVPs, invitations, reminders, and Zoom delivery.
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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
PT2M20S
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Events
009-04 Manage a Zoom Event
PT3M10S
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Events
009-05 Event Send Rules
PT2M20S
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Events
009-06 SMS Event Reminders
99%
Forms
Learn how website forms feed straight into your grower database, plus surveys and conditional logic for applications.
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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
PT4M30S
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Forms
010-03 Understanding Form Questions
PT1M30S
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Forms
010-04 Find Form Responses
PT3M15S
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Forms
010-05 Conditional logic on forms
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Emails
Walk through connecting your domain, designing campaigns, and sending member communications that land in the inbox.
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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
PT2M20S
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Emails
012-04 Send an Individual Email to a Contact
PT2M30S
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Emails
012-05 Optimise sending using AI
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Automations
Tie everything together — automate welcomes, form follow-ups, and date-based reminders so the system runs itself.
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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
013-03 Custom field based automations
PT2M1S
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Automations
013-04 Address based automations
PT1M55S
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Automations