Maritime Union of New Zealand
Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome team! We've structured your onboarding around four enablement sessions — starting with the foundations of People, Organisations and List Builder, then moving through Finance and Subscriptions, Communications and Events, and finally your Website and Member Portal. Work through the short lessons under each session ahead of our calls, and drop any questions at the bottom of the page so Olivia has answers ready when we meet.
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 — covers People and Organisation records, custom fields, List Builder and map-based searching ahead of your first call with Olivia.
x of x watched
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%
Finance, Plans & Subscriptions
Walks through financial profiles, plans, subscription renewals, invoicing, payments and Xero — complete before our finance walkthrough.
x of x watched
PT2M45S
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Finance
016-01 Understanding a contact’s financial profile
PT2M26S
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016-02 Create & edit subscriptions
PT3M15S
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Finance
016-03 Taking payments through Forms
PT2M26S
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Finance
016-04 Creating a membership or subscription form
PT2M55S
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Finance
016-05 Record a manual payment
PT2M34S
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Xero & XPM integration
016-08 Xero Integration
99%
Communications, Emails & Events
Covers email campaigns, SMS, events, RSVPs and forms — and how they all flow off the same lists and contact records.
x of x watched
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
PT5M0S
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Texts
004-01 Send a batch of texts
PT3M35S
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Texts
004-02 Two-way text campaigns
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
PT2M30S
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Forms
010-01 Create a Website Contact Form
99%
Website & Member Portal
Walks through managing your Umbraco website and Member Portal — pages, news, events, forms and member self-service.
x of x watched
PT5M3S
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SwiftFox Websites
015-01 Creating and managing pages
PT5M24S
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SwiftFox Websites
015-02 Mastering website home page
PT2M56S
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SwiftFox Websites
015-03 Using the Events feed
PT2M5S
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SwiftFox Websites
015-04 Displaying news on your site
PT6M27S
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Login Portal
019-01 Manage contact access to the portal
PT3M33S
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Login Portal
019-02 Enable contacts to update their details
PT3M44S
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Login Portal
019-03 Add events to your portal
PT2M57S
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Login Portal