Foxhollow Workers' Union

Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome aboard, Foxhollow Workers' Union! Based on what we covered in your discovery call, I've mapped a path that takes you from getting every member and delegate organised in SwiftFox, through to segmenting them into the right groups, and finally reaching them with email campaigns that land. Work through each session ahead of our calls, and drop any questions at the bottom of the page as you go — I'll have answers ready when we meet.

Onboarding progress

%
X of X watched

Your sessions

Each section maps to a meeting with Olivia. Pick up where you left off.
99%

People & Members

Your foundation session — get every member, delegate and affiliated organisation into SwiftFox and comfortable with tagging and custom fields before Olivia's first call.
x of x watched
PT5M06S
Not started
In progress
Complete
Contacts
001-01 Create contacts for people & organisations
PT2M55S
Not started
In progress
Complete
Contacts
001-02 Update contact information
PT2M40S
Not started
In progress
Complete
Contacts
001-03 Store interactions & set tags
PT3M22S
Not started
In progress
Complete
Contacts
001-04 Import Your Own Data
PT3M03S
Not started
In progress
Complete
Contacts
001-05 Manage custom fields
PT2M23S
Not started
In progress
Complete
Tasks
002-01 Create tasks in SwiftFox
99%

Lists & Segmentation

Build the targeted lists you'll lean on every week — by branch, membership tier and delegate status — so every campaign reaches exactly the right members.
x of x watched
PT4M14S
Not started
In progress
Complete
Calls
020-01 Create a call list
PT1M6S
Not started
In progress
Complete
Calls
020-02 Make a call from a profile
PT2M42S
Not started
In progress
Complete
Calls
020-03 Analyse and transcribe calls with AI
PT2M38S
Not started
In progress
Complete
Calls
020-04 Create call list from event RSVPs
99%

Email Campaigns

Connect your sending domain and build your first member newsletter, so you're ready to communicate with confidence the moment onboarding wraps.
x of x watched