Maritime Union of New Zealand

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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.

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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.

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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.

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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.

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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.

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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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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.

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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.

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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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Custom fields are where your profile data comes to life. We've streamlined how you set them up instead of adding fields on each profile. You can now create and manage them centrally in settings. It's cleaner, consistent, and far easier to maintain across your people and organisation profiles.

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In this lesson, we'll show you how to create sections for profile, custom fields and settings. Add fields to people and organisation profiles. Put your new fields to work in List Builder. Let's dive in.

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Before we start, you'll need to have permissions to create and manage custom fields. This is typically an admin role, so you may need to speak to your administrator. Decide which profiles this information belongs on. People, organisations, or both. Take the time to plan your sections first.

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Clear sections make life easier as your library grows. Open settings and select custom fields under System Management. Choose the profiles area you want to manage. People or organisations.

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Select add new section. Name this section, keep names clear and functional, such as membership, engagement, finance or compliance. Create, your empty section is ready.

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Here's a tip. Sections. Keep fields tidy on the profile and make settings maintenance easy. If you expect repeating rows, consider a data table section instead.

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Now we won't cover those here, we have a dedicated lesson for that and it's well worth a watch. The host is phenomenal and the content is pretty good too.

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Now let's set up some fields. Choose a field type and name it. Popular options are date, for key dates like join, date or renewal date. File upload for documents. Number for fees, counts or scores. Select or multi-select for statuses and categories. Smart URL for tidy clickable links. Text for notes you want searchable. Configure any type specific options, then select create.

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Similarly to sections, you can also configure permissions for individual fields, giving you complete control over your data and how you can edit it.

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All profile custom fields appear as filters in List Builder, allowing you to build dynamic segments like members with renewals due within 30 days. Organisations tagged as partners with active status. People with certifications at level three in the past year. For more on this, check out our List Builder course.

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That's it for custom fields. You've now got the tools to keep your profiles organised, your data discoverable, and your lists sharp.

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The financial tab on the profile of your SwiftFox contact contains information on payments your contact is made, any subscriptions they have, or tickets they have purchased. In this lesson, we'll explain how to navigate the financial tab so you can have a complete view of all of your important payment information. To get started, let's bring up a user's profile.

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Here you will see the financial tab. This tab will only be displayed if you have the SwiftFox Finance feature. First, you can see the payment sources of your contact, which could include that credit card information or direct debit details. Next is a snapshot of their payments to date, which could include payments year to date, the total amount paid during the life of their subscription, and any outstanding balance.

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The subscriptions table is where you can see all of the details of your contact subscriptions. SwiftFox allows you to track multiple subscriptions on contacts. However, often you will only have one displayed here. The table shows the subscription type, the fee level, the method of payment, the subscription status, and when the subscription has been paid to. To change any details of the subscription, simply click the subscription name and in the draw that pops out you can change, pause, or cancel the subscription.

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You can also add a new subscription to your contact by clicking Create Subscription and selecting a new plan. For further information on creating subscriptions for contacts, check out our Academy video on this topic in this current financial series. Below the subscriptions table, you will find information on all of your contacts transactions. This table shows the date of the financial transactions, the receipt number, how much the payment was for and how it was paid, whether the payment was successful and the user in your organisation that took the payment, if applicable.

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Here you can also manually take a payment from your contact by clicking the make a Payment button. In this drawer you can select the type of payment being made. The value of the payment. Any additional details of the payment, the date the payment will be taken, and the method of the payment. If your organisation also handles ticketing for paid events, you will also see a ticketing table in the financial section of your contacts profile.

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So there you have it. You now understand the financial tab on a contact profile. Be sure to check out all of our other videos in the finance series to get right across all of the financial features that SwiftFox has to offer.

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Subscriptions are an important revenue stream for many organisations. Whether you have members, donors, customers, or clients. Subscriptions in SwiftFox are used to track how much money your contact should pay, how often they should pay, what payment method they pay with, and the benefits of the subscription. In this lesson, we'll explain how to create new subscriptions or edit existing ones.

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To get started, let's bring up a user's profile. Here you will see the financial tab. This tab will only be displayed if you have the SwiftFox Finance feature. Scroll down to that Subscriptions table. Here you will see the full subscription history of your contact. To add a new subscription, select Create Subscription. In the draw select the plan you want to add to your contact, then select proceed.

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You can now select the options for the plan, including when to start the subscription, whether you want the subscription to automatically renew, how frequently payments are made, and what payment method you use for this subscription. Here you can also add bank account details for direct debit or credit card details for card payments. Once you have made your selection, click proceed.

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The final step is confirming all your details and selecting confirm. Now you can see your active subscription for your contact in the subscriptions table. You can change your subscription level for your contact at any time. To do this, select the name of an active subscription to view the details. Here you can choose to change, pause, or cancel their subscription.

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To pause the subscription, select pause and pick a reason from the provided options. Then select Hold to cancel a subscription. Select cancel and confirm your choice. Now you can see your subscription has been canceled. So there you have it. You now understand how to add or edit a subscription on the contact profile. Be sure to check out our other videos in the finance course to get right across all the finance features SwiftFox has to offer.

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Today we're going to walk you through how to take payments from your contacts using SwiftFox forms. These forms can be used for a wide variety of purposes, including join forms to sign up your members, donors, or subscribers, selling tickets to pay events you may run, donate pages to allow you to raise funds, or even selling merchandise or goods.

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To understand how to create a form, check out our comprehensive video on creating a new form in the SwiftFox Academy. If you already know how to create a form, let's show you now how to take payments. To get started, let's head over to forms and in this video we'll bring up a form that we prepared earlier. First, let's drag onto the canvas and add or update contact block so we can capture the details of the person.

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Now let's drag the transaction block. On the right hand side. You can now edit the transaction block. Give the transaction a name and select from the drop down the type of payment this will appear as in SwiftFox. The dropdown contains all your predefined payment types. Next, let's set the dollar amount. We have some prefilled values here, but you can either edit, add or remove any of these amounts.

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These are the amounts that you will be asking of the prospect filling out the form. For example, if this is a donate form, you may wish to add multiple amounts. The next step is to set the payment method you wish to provide. To do this, drag the payment method block to the canvas and now on the right hand side, select the payment options you will provide on the form.

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The options in this dropdown will be the payment methods you have previously set up in SwiftFox and connect to your payment gateway. And before we finish one final option that may be relevant to your organisation. Let's set up payments for memberships or subscriptions. To do this, dragging the subscription block to the canvas and then edit the settings on the right hand side.

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Select the plans you want the form to display by using the dropdown. You can select one or multiple. You can also set the subscription to automatically renew by enabling the default to auto renew checkbox, or you can give the prospect the option to choose auto renew for themselves. Finally, you can also override the default labels SwiftFox has set to tailor the form to your organisation.

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Now, your subscription on your form is all set up. Make sure you select the preferred payment methods you will be offering to your prospects by undertaking the steps outlined earlier in this video. We understand setting up payment forms can sometimes be a little nerve wracking given it's dealing with revenue, so our team typically help you set up all your initial payment forms when you get started with Swift Fox, and we then provide detailed training.

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I hope this video has served as a refresher, and if at any time you need extra assistance, be sure to contact our team directly and we'd be more than happy to help.

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Today we're going to walk you through how to create a new subscription form. These forms are typically used to sign up new members, put your donors on a recurring plan, or to sell a subscription to a service you offer. To understand how to create a form, check out our comprehensive video on creating a new form in a SwiftFox Academy.

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If you already know how to create a form, let us show you now how to start taking subscriptions. First, let's head over to our form section and bring up a form we prepared earlier. Now let's drag in an add or update contact blog so we can capture the details of the person making the payment. The next step is setting up your subscription or membership plans.

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To do this, drag in the subscription block to the canvas and then edit the settings on the right hand side. Select the plans you want the form to display by using the dropdown. You can select one or multiple. You can also set the subscription to automatically renew by selecting the default to auto renew checkbox, or you can give the prospect the option to choose auto renew for themselves.

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Finally, you can also override the default labels SwiftFox has set to tailor the form to your organisation. Now, your subscription on your form is all set up. The final step is to set the payment method you wish to provide. To do this, drag the payment method block to the canvas and now on the right hand side, select the payment options you will provide on the form.

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The options in this dropdown will be the payment methods you have previously set up in SwiftFox and connect to your payment gateway. Now all that's left is to add your submit button underneath your payment block and you are ready to go. If you are unclear about your payment methods, just get in touch with our team. We understand setting up payment forms can sometimes be a little nerve wracking given it's dealing with revenue, so our team typically helps you set up all your initial payment forms when you get started with SwiftFox, and we then provide detailed training.

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I hope this video has served as a refresher, and if at any time you need extra assistance, be sure to contact our team directly. We'd be more than happy to help.

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While most people make their regular payments online, sometimes people just want to pick up the phone and make a payment directly, or even visit your office and pay you in person with cash or cheque. In this lesson, we'll explain how to take manual payments, no matter how rare. So let's get started by bringing up a contact's profile. Here you will see the financial tab.

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Now this tab will only be displayed if you have the SwiftFox Finance feature. Scroll down to the receipts table. Here you will see the full transaction history of your contact. To add a new payment to the receipts list, simply select make a payment. In the draw select the way you want the payment to be recorded and select the payment amount.

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You can also add any comment about this payment if required. You can change the date this payment is recorded as being taken, which is often helpful for recording payments made at events held previously. A receipt number is automatically generated. However, you can also change this number if required. Now select the payment method that was used for the payment.

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All payment methods are supported including cash, cheque, statement and credit card. If taking payment by credit card, you will need to first ensure the card is set up as a payment source. It will then appear on your list. Once you have selected your method, select submit and now your payment will appear in the transactions table. So there you have it.

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You now understand how to take a manual payment from your contact in SwiftFox. Be sure to check out all of our other videos in the finance series. To get right across all of the financial features that SwiftFox has to offer.

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Welcome to today's tutorial. We’re a diving into the exciting world of integrating Xero with SwiftFox by connecting these two powerhouse platforms, you'll streamline your financial data and ensure your tax rates, accounts, and items are perfectly mapped. So ready to make your financial life a whole lot easier? Let's jump in. First stop SwiftFox settings, select Xero integration.

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Now let's select Connect your organisation. This will whisk you away to zero where you choose which organization to connect. If you're a one-organisation-wonder SwiftFox will automatically connect for you. How's that for efficiency? Select allow access and you'll return back to SwiftFox with your organisation now connected. Here comes the crucial bit. Configuring your tax rates, accounts, and items.

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This is an essential step in your Xero integration. Without it, your data workflow smoothly between the two platforms. So let's break it down. We'll start with tax rates. We'll start with tax rates mapping where we can configure our tax rates. SwiftFox starts with three default rates, which you can then map to the corresponding tax rates in your Xero.

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You can also create new rates from the top dropdown. Next, let's map accounts. Again on the left hand side is the accounts as they appear in SwiftFox. While on the right you can map to the correspond accounts in Xero and finally items mapping. This allows you to map your SwiftFox items to Xero, such as event tickets and transactions, and how you wish them to be categorised in Xero.

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On the left hand side, you have your SwiftFox item, and on the right hand side you can map them to the corresponding item in Xero. Pro-tip: Often create new items in Xero? No worries, they won't automatically appear in SwiftFox, but a quick click on sync items from Xero will bring them over, ready for selection.

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And there you have it. You have successfully connected to Xero and mapped your tax rates, accounts and items in SwiftFox. This setup ensures that your transactions flow as smoothly as a well-oiled machine between SwiftFox and Xero. Keeping your data accurate and organised. Thanks for tuning in. Now go forth and conquer those finances.

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Hi there. Today we're going deep, deep into how to create and manage different types of pages on your website. So what will you learn? Well, today is all about helping you understand what you can do in your website's backend. Whether you're setting up an About Us page, a page listing member, or volunteer activities, event listings, donations, or a page with all imaginable information about your organisation, your website backend is very important.

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So today we're going to cover the different types of pages on your website. The back end interface, creating a page and some advanced settings for those special advanced users.

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Let's talk website page types. You can create all kinds of website pages on SwiftFox to foster engagement with your audience. Depending on the selections you made during your initial website set up. Your site may already include essential pages such as home about contact, news, events, donate, and volunteer. Each page type is designed with a specific purpose. For instance, the about page lets you share the story and the mission of your organisation.

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Whereas the donate and volunteer pages are crucial for mobilising community support and participation. When you log into your website, you'll see the content panel. This panel acts as your primary navigation tool, where you can access and manage all the pages of your site. Expand any item by pressing the arrow button to the left to see its sub items.

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Selecting a content item brings you the content view by default. Here, you can directly edit the content displayed on the page and tweak various page settings to suit your needs. Switch to the info view to access useful links to your page and a detailed history of edits, which is invaluable for tracking changes and revisions. The action menu offers powerful tools for managing your content, such as copying and moving, or using the sort menu to organise pages within a folder or list systematically.

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The Save and Publish button, located at the bottom right hand corner of the interface, is your gateway to making your changes live. It also provides options to save your progress or unpublished pages if necessary. You can access the user menu by clicking on your profile photo or initials right here. This is where you can update your password and adjust other personal settings.

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Now you're familiarised and ready to be a creator. To add a new page, click the three dots next to your home page to bring up a variety of page options to create a straightforward single page, such as an About Us or a contact page. Select Premium Basic page. If you're managing multiple related pages like sections on the services up to create a page folder, you can then continue to add individual pages within this folder as needed to upload an image on a page.

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Select Add Block and choose image. You can then click to add or drag and drop the image. Adjust the image, crop or height if needed. Click create the arrow next to the Save and Publish button. Expands to offer additional options, allowing you to save edits without immediate publication or to completely unpublished page. Providing flexibility in content management.

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The web page title is what users will see when they search online for your page. A good way to increase visibility is to write your own web page, title and description, so that it can be found more easily. You can tailor how your pages appear on social media with open graph settings, perfect for uploading custom images and crafting compelling texts that increases user engagement.

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Employ Facebook's Sharing Debugger feature to preview and optimise how your page will look when shared to social media. This step ensures your content is engaging and ready for maximum impact. The Home Page Content settings features a custom code insert section where Google Analytics code is placed. This allows you to monitor visitor interactions and traffic effectively. If a Google Analytics code was provided during setup, rest assured it has been configured for optimal tracking.

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Thank you for joining us in this deep dive. Now it's time to create, customise, and manage your web pages.

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Hello! In this tutorial, we're learning how to manage your website's home page. You will learn how to customise various elements such as the navigation bar, footer and logos, the hero section, and how to design your home page. So let's get right into it.

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So in your website's backend, click this top item in your content panel. This item typically is named after your organisation and serves as the gateway to configuring your home page. This central hub allows you to manage site wide settings, including the top navigation bar, footer, and more. The navigation bar or nav bar is a crucial element at the top of every page.

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It guides your visitors through your site, making it essential to organise and update it as your site evolves. Here's how you can manage it efficiently. To add a new item to your nav bar, start by going down to the nav bar header section. Here you can quickly add new pages or links to your top menu. Simply select add.

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Choose your new page from the drop down list and submit. Adjusting the order of the menu items is straightforward. Drag and drop the items in the list to rearrange them according to your preference. This allows you to prioritise the most important pages for your visitors. For a cleaner look and to organise related pages under a single section, you can add folders to the nav bar.

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These folders appear as drop down menus, making your navigation bar less cluttered and more user friendly. The footer of your website is not just a place to repeat your navigation menu. Here, you can include essential links not featured in the main navigation, such as social media links and a QR code for instant mobile access. It's good practice to include your contact details in the footer.

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This typically includes your phone number, email address, and physical location, if applicable. Add a custom logo or a large button linked to a feature page such as volunteer or donate. This not only enhances functionality, but also boosts engagement by making important pages easily accessible. You also have the option to customise the layout and appearance of the footer. This includes adjusting the size, colour, and style of the text and background to ensure it complements the overall design of your site.

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After making your changes, don't forget to save. Then select Save and Publish to update your site immediately, ensuring all visitors see the latest version of your navigation and footer. In the logos section, adjust your site's main visual identifiers. Here you can change the main logo that represents your brand across the site. Update the browser favicon for a small but significant touch.

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All settings here apply globally and were initially set up according to your specifications.

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The hero section is the visual centrepiece of your home page. It's the first thing visitors see, making it crucial for setting the right impression. Here, you can choose to display a striking image or captivating video that embodies the spirit of your site. If you want to make your hero section more interactive, use this form to overlay your form, such as a sign up form.

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This form must be pre-configured to include the column layout option.

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Now focus on setting your text with the image text position option. This lets you choose where your text appears over the image. This is essential for readability and aesthetics. Additionally, configure the hero image, text header and subtext to add compelling title and subtitle texts over your hero image or video. For a dynamic front page, you may opt to replace the static image with a video.

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Note, however, that hero banner videos are disabled on mobile devices to optimise performance. To ensure a seamless user experience, upload an image for the first frame of the hero banner video, which will display while the video loads. Maximise your hero sections impact with the rich text content. This versatile tool allows you to overlay rich text elements like hyperlinks, embedded forms, or buttons on the hero image known as the Rich Text Editor.

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This feature provides extensive control over what you want to display, making it possible to tailor content dynamically for different audience segments.

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Tailoring the layout and content of your home page layout is done utilising our grid. This tool offers flexibility in arranging content blocks, making your site's front page not only appealing, but also functional and responsive to user needs. Thank you for joining us in this detailed walkthrough of your website's home page settings. With these tools, you can effectively manage and customise your site to better serve your audience.

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It's a great way to engage visitors and gather leads right from the outset. To further enhance interaction, the sharing link URL setting allows you to make the entire hero image or video clickable. You can direct users to any link, such as a special promotion or a registration page. Enhancing user engagement and providing a clear call to action.

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Don't forget to optimise for mobile viewers. Adapt the rich text content for mobile devices. To ensure that your key messages and calls to action are clear and accessible on smaller screens.

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Ever wished your website could magically display your upcoming events? Well, grab your digital wand because today we're exploring the Events Feed. Your new favourite way to showcase events on your website and trust me, it's going to be Event-Tastic... sorry, I couldn't resist that one.

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Before using the events feed, you'll need an events page set up. This events page serves as your central hub for creating and managing events.

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The events feed automatically pulls event details from this page to display on your site.

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Don't have an events page yet? No worries, you can easily create one through your SwiftFox website's backend.

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Let's get that event speed up and running. Navigate to your chosen page that you want to feature your Events Feed. Select Add Block when you want your events to appear.

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Find and select Events Feed from the block options. And now the real fun begins.

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First thing we need to do is select Add under Event Page to select which events page will feed into this block.

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Next, set your Max Items. This is how many events you want to show in this feed. You might just want to save five most recent events.

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By default, you'll see your events thumbnails in this feed, but you can also choose to hide them here. You can add a fade effect at the bottom of the fade to blend it into your page background if needed.

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Now here you can fine tune watch shows in your feed. You can filter which events appear by using search terms, tags, and date ranges.

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You're in complete control of your event showcase. At the top of this drawer you'll see the familiar styling options from the other blocks such as; padding, animations, borders, and also shadows and margins. Tweak these however you like to match your style and brand.

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Once everything's set up, your Events Feed transforms into a beautiful carousel of upcoming events. Desktop users get a smooth scrolling experience through your event cards. Mobile viewers, well they'll see a neatly organised vertical list because we believe in making things easy for everyone.

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One click on any event opens its full details page, perfect for RSVP and more information.

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The Events Feed is a powerful tool that lets you share your events with style, and zero stress keeps everyone in the loop effortlessly and displays your events everywhere without any extra work.

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No complicated set up needed, it just works. It's the simplest way to keep your events in the spotlight.

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And there you have it your ticket to event displaying excellence. Now go forth and let your events shine. We can't wait to see what amazing gatherings you'll showcase.

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The News Feed, your website's very own town crier, but less shouty and way more stylish. Today, we'll explore the nifty tool that helps you showcase everything from announcements to job listings, all while keeping your visitors wonderfully informed.

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Before you start first things first, you'll need a newsroom page. The newsroom is where you'll craft and manage your news articles.

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From there, your News Feed will work its magic, pulling the latest stories straight to your site. Don't have a newsroom yet? No worries. You can add one for your SwiftFox website's backend.

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What does it do? Picture a sleek scrolling carousel of news items that automatically updates from your newsroom. It's like having a mini newsstand right on your website.

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We've made it lightweight, stylish, and mobile friendly because nobody likes a clunky News Feed. And here's the best part. It's not just the news. Job boards, announcements., media releases, If you can write it, you can feed it.

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To get started, navigate to the page where you'd like to display the feed. Add a new block at the bottom and select a container with a medium width.

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Next, add content and select News Feed. Just like other feeds, you'll need to select the source news page that will supply your content. You can set the maximum number of items to display and choose to hide thumbnail images for a more minimal look. Use the optional filters at the bottom to fine tune exactly what content appears in your feed.

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The powers in your hands showcase exactly what you want, how you want it. Like all other blocks you'll find the same styling options at the top, and that covers everything you need to know about the News Feed. With its flexible features and dynamic updates. You'll be keeping your website visitors well-informed in no time.

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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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Welcome! Let's explore how you can empower your contacts to keep their information up to date in the Login Portal. This handy feature puts your members in control of their details while reducing admin work for your team. So it's a win-win.

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In today's lesson, we'll learn how to; enable organisation admins to update company details, set which details your users can edit, and set up custom fields for users to view and manage. Ready? Let's dive in.

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First, we'll configure which details members can edit in their portal. Start by heading to your login portal's backend. Select the My Profile section. Look for the Profile Details Block. By default, this block shows personal details from SwiftFox

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For contacts linked to organisations, you might want to enable organisation admins to update company information to. In the Profile Details Block. Enable the option to allow contact to update organisation details. This means that contacts linked to an organisation such as company administrators or team leaders can update key business details. Let's save and publish.

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Now will set up which specific details your contacts can edit. Here's how to configure what members can update. Head to settings in SwiftFox. Select login portal. Navigate to the my Profile Fields tab. You will see a list of contact details that members can edit in the portal. Each field has an option for you to choose whether the contact can edit it.

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The standard fields include; profile details like name and date of birth, address details for updating residential or work addresses, contact details including phone numbers and alternative emails. Simply use the drop down menu under each field to set editing permissions.

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Want to let users edit organisation specific fields? Well, you can enable custom fields to custom fields all visible in the portal by default, but you can enable them with these steps in the Profile Fields tab. Scroll to the Custom Fields section. Select Custom Field and choose which fields to display. Select Add Field to Member profile. Choose whether members can edit these fields or view only.

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This is perfect for tracking things like member numbers, member status, dietary preferences, emergency contacts, or professional qualifications. Once configured, contacts can update these details directly through the portal. For organisation admins, follow the same process in the Organisation Profile tab to enable editing of company details.

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This feature helps keep your database current by empowering contacts to manage their own information. Not only does this improve data accuracy, but it also saves your team valuable administrative time. Plus, it gives your members more control over their details, making everyone's experience better.

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Ready to take your events to the next level? Well in this lesson, we'll show you how to showcase your SwiftFox events in the Login Portal, making them more accessible and engaging for your members than ever before.

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When you publish events in the portal, your contacts can see events that match their interests and membership level, book tickets with their details already filled in and access exclusive member only events.

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In this lesson, we'll cover how to add an event to your portal and viewing the event in your portal.

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Note: you'll need a SwiftFox Login portal or SwiftFox website to use this feature. Let's dive in and make your events shine!

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Before we can showcase your event in the portal, we'll need to create it first. Navigate to events in SwiftFox and select Create Event and follow the set up process.

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Need help with event creation? Our SwiftFox Events Academy course has you covered with detailed guidance, so if you lost, go check those out first.

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Once you've set up your event, head to the overview step. Here's where the magic happens. You'll spot a tab called Publish, this is where you decide where your event will live. Whether that's on your main website, a SwiftFox website page, or in the Login Portal.

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To publish your event in the portal find the website page dropdown in the publish tab. Scroll down and select your Login Portal. Choose which page you'd like the event to appear. For most users this will be the events page. Next up, let's set up your RSVP form. Select the RSVP form dropdown and choose your preferred form.

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Here's a handy tip from portal only events SwiftFox automatically recognises logged in users. This means you can skip the contact details block in your RSVP form. We've already got their information. However, if you're also sharing this event on your public website, you might want a separate RSVP form that includes contact details for external users. Since external users will not be pre identified.

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After adding your event to the portal, you'll see it appear in the confirmation table and you can add an eye catching cover image.

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This image will make your event stand out in the portal listing, helping members quickly find what interests them. Now let's see how your event looks in action.

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Open your Login Portal and go to the events page. Your newly added event will be displayed showing the event name. The event details and your cover image. Select the event to see the full details page. From here, your contacts can easily review all the information and RSVP page.

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Remember, since they're in the portal SwiftFox knows who they are, so no need to fill in those details again.

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Select RSVP. Choose a ticket type, such as a discounted member ticket. Select submit to complete the registration. And just like that, the booking is done.

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And there you have it. We've walked through how to showcase your events in the portal, making them more accessible and engaging for your members.

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With this feature, you're not just listing events, you're creating a seamless experience where members can discover, book, and attend events that matter to them.

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Ready to create more amazing experiences for your members? We'll then check out our other lessons to learn more about SwiftFox's powerful features.

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Let's explore how contacts can manage their subscriptions and plans in the SwiftFox Login Portal. We'll show you how this self-service feature makes life easier for everyone.

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When contacts manage their own subscriptions through the portal. Your organisation benefits in several ways. The self-service capabilities significantly reduce administrative workload while giving contacts more control over their payments and subscription details.

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Additionally, the system provides better transparency by offering easy access to invoices and receipts, making it simpler for everyone to stay organised. Ready? Let's dive in.

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When contacts log in to the portal with an active subscription, they’ll see their my membership page or whatever you've customised this title to be. This handy hub lets them; view their current subscription details, handle their payment methods, access their receipts and invoices, take care of renewals or outstanding payments.

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The subscription table gives contacts a clear overview of their subscription, showing what they're subscribed to, the subscription cost, their payment history, any payments they need to catch up on, extra add-ons they might have, auto renewal settings and next renewal date and current subscription status. They can also modify their subscription details through the Edit Details option.

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SwiftFox keeps all payment receipts in one convenient place. This includes subscription payments, event tickets and donations, all accessible in one convenient location. Members can check payment details and download PDF receipts for their records. Everything's stored right where they need it.

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Contacts can also manage any invoices linked to their profile. For each invoice, contacts can see all the details and pay any outstanding invoices directly through the portal.

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This flexibility helps everyone stay on top of their payments. Contacts can also easily manage their payment details in the portal. To update the payment method, add their new card to the system. Once that's done, they can remove the old one. We always make sure there's an active payment method for subscriptions, so contacts need to add a new card before removing an old one. This keeps everything running smoothly without any hiccups.

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And there you have it! Contacts can now manage their subscriptions and payments easily in the Login Portal. This self-service approach makes everything more efficient and keeps all your payment records accurate and up to date.