Northern Rivers Citrus Growers Association

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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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Welcome to our deep dive into SwiftFox’s activity logs feature. This powerful tool is your go to for tracking every action taken within your contacts and organisations. Whether you're viewing, editing, or creating records, activity logs gives system administrators a comprehensive overview of all system activities. Let's walk through how to access and leverage this feature to its fullest potential.

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You will find activity logs nestled within the quick action section on the main business card of a person or organisation. When you click on activity logs, a drawer slides open, revealing the activity log table. So let's break down what you'll see in each column. Time stamp. The exact date and time each activity occurred. User. The member of your organisation who performed the action.

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Activity type. A range of options including record viewed, record created, field changed, information added, and many more. For changes to specific fields such as addresses or custom fields, the table provides even more detail. Fields affected. Which specific piece of information was modified. Old value. The previous information. New value the updated information. And there you have it. The SwiftFox activity log.

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In all its glory, it's your comprehensive tool for viewing and tracking all activities related to people and organisations. Pro tip, don't forget to utilise the filter function to pinpoint specific entries in the log. It's a game changer for managing the wealth of information in your CRM. Ready to become an activity log master? Dive in and start exploring.

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The event feature is a bit like a campaign platform within a campaign platform. There’s forms, there’s lists, there's emails, there's texts and there's really great automatic data insights.

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In this tutorial, I'm going to walk you through the steps on how to create an event. Let's dive in.

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So first from the home page, let's click on the events icon, then select Create New event. Now let's put in the event details so your event name and description “new members dinner” and for the description, I’ll write “let's meet everyone”.

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Okay, let's set our date and time.

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Now, because this is a modern platform in a modern world, we have three options for location settings; online to create a 100% online event with our integration with Zoom, hybrid, which will require a physical address and create an online event or venue.

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I'll select this option as a basis for in-person events. I'll write the address. Fantastic.

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This section here is where you can create custom fields for events. This helps you track data across your events and record events on people's profiles.

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Here you can see we’re tracking event type, I'll select member only. For location I’ve selected in-person.

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I also have key attendees and staff so I can track the workload of my team and see if certain attendees draw larger crowds.

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As you continue to create events in SwiftFox, you'll be able to see patterns in this information. So have a think about what event information would be most helpful for you.

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Time to decide on my invite list, so I'll select a pre-existing mailing list. For example, new members list. You can also invite contacts who are not on the mailing list, such as your colleagues.

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I'll invite my friend Tim. This page is going to become a lot more interesting when we have sent out our invites so we’ll come back here. Click next.

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Now it's time to create your RSVP page, which contains your RSVP form. In events you can create multiple forms linked to the same event.

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For example, I could create a website form, a sign up form a feedback form, but today I'm going to create an RSVP form.

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So I'll click create RSVP page and write the page name “New Members Dinner”.

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If you know how to use SwiftFox forms, this form will look familiar, but there are some exciting new tools here.

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Let's add some text I'll also add an option to download a calendar invite so people can link this event to their calendars. So handy love when people do that, and style it to my liking.

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Then we'll want to add in some RSVP buttons. To keep our form layout nice and clean.

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I'll first add a column block to add these buttons to. Now I'll drag an RSVP button into the column and change the label to ‘Yes, I'll be there’. Style it to our liking.

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Now we can just duplicate this button, move it over to the next column and set it to not attending.

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Update the label to. No, not this time.

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Now let's repeat this process for our final option that we'd like to include. Maybe

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Now let's send the invite email.

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Just like event forms, you can create multiple emails linked to your event for each stage of the event process. But let's just create an initial event email.

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Let's name this email campaign.

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“New Members Dinner”.

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Next I'll choose an email category.

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This email will be sent from a recipient's primary contact, so I will select this stakeholder leader toggle. Now let's just fill in some details.

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Send rules will become useful when I'm sending follow up emails. But for now, I'll just leave this field empty.

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The only thing left to add is the subject line.

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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.

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Now let's start filling in my details.

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I'll link my RSVP page change the label Style it to our liking. and add my social media links and I'll make sure to include an unsubscribe option.

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Excellent. Now I'll send myself a test email. I can preview here how my email will look for different recipients.

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Click next. send. Now it's out in the world. Fantastic.

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This is where the event organising work starts. Now we need to attract attendees. So let's come back to the attendees table.

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You can see everyone I've invited to the event in this attendee table.

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I can also insert other custom filters here, such as who the stakeholder leader is, their contact details, etc.

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And as people fill in their RSVP forms, this information will update automatically.

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Let's point out a few interesting things by taking this auto mailbox here, everyone you add to your mailing list later will still receive this email before receiving any follow up emails. Pretty nifty.

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My guest list is locked so I'm not going to select this option.

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I can also update my invite statuses manually. So let's say Evan phones to say he is coming. I can update his status here and select attending while I'm on the phone. Same for a different RSVP response.

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I can also filter by attendee RSVP. So here I have attending. Not attending, but I also have maybe and feedback provided. The last two ‘maybe’ and ‘feedback provided’, are event send rules.

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Now send rules allows you to send emails to different groups within your mailing list based on their RSVP status

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So I can create a ‘follow up’ email, ‘sorry we missed you’ email and send another email link to a survey asking how the event was.

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Let's send an email to people who have responded maybe to my invite so I will duplicate my email, write some details. And unlike in my first email, I will select maybe from the events send rules option.

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Okay, let's schedule and send

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I can continue to create multiple emails and forms linked to this event.

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But not all correspondence is sent via email. If you want a reply, sometimes you need to send people a message where they are, on their phones.

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If you would like to send out SMS invites, this works much in the same way.

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Select SMS. Then write your message in this nifty sidebar, “event is next Saturday RSVP to secure your place”. Select send rules. I want to track down the people who haven't replied and get an answer, select ‘No RSVP’.

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In your message, be clear how your recipients can reply to your text. The responses are ‘Yes’, ‘Y’, ‘No’ or ‘N’ anything else and SwiftFox will not register the RSVP response.

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Pick your date and time. Make sure you send this message at a time people are awake.

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And very important, select your unsubscribe method.

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Please note that the no unsubscribe method can only apply to certain messages and organisations, so please check the spam act. Then I'll click send.

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Thank you for watching our speedy run through of how to create an event in SwiftFox and to see any more of our videos, just click next.

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The Events feature is like a mini-campaign platform inside a campaign platform. There are so many exciting tools to use to make event organising simple; including forms. In this tutorial, I'm going to show you how to design an RSVP page for your event. This page will contain your RSVP form. Now, I'm starting this session today in the RSVP page section.

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If you don't know how we got here, watch our "Create an Event" video. So, I'm going to click "Create RSVP Page" and I'll call it "New Members Dinner." Fantastic. Here we are in the RSVP form builder.

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If you know how to use SwiftFox forms, this page will look pretty familiar. The RSVP page is in Events, just like our form feature, but we have a few extra tools that will make a big difference to event organisers.

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But before I show you that, let's design our form. So, the first thing I'm going to do is set the layout of my form, and I'll do this by dragging a column onto the canvas. This will give you more flexibility with your formatting. Select the single column option. Now I can adjust the layout, padding, color, margin, or radius. And now I'll add an image to the header and upload.

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Excellent. Let's add some text. Here, I'll add an "Add Update Contact" block. This will allow new contacts to sign up to my form. I can also add additional custom fields here by selecting "Fields" and adding fields here. I'll select "Dietary Requirements."

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Now I want to ask some questions. Drag the "Question" block onto the canvas and use this dropdown menu to choose your question type..

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Write your question and then choose whether your question is required for people filling in your form. If no description is needed, just leave that section blank. This question type creates a question that can have a range of possible answers, but the user may only select one option as their response. Click "Add Answer" to add an answer option.

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You can add as many as you like. And just a note if you're a little confused about all the different question types, check out our video on question types. Let's add some of these new tools. Now I'll add an option to download a calendar invite so people can link this event to their calendars. So handy. Then I'll select RSVP and create some RSVP options.

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Now I can change how this text appears for my recipients, so I'll change to "Yes, I'll be there" and style it to my liking, and "No" to "No, next time." But for my data it will just flow through as 'yes' and 'no.' I'll also add the option "Maybe." Great. Then I'll add a submit button and style it to my liking.

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Excellent. I'll add a divider to break up the text. Customise our fonts and colors. Fantastic. Brilliant. You now have styled your RSVP page. What can't you do?

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Do you know my favorite proverb? “A great event needs a great email”. In this tutorial, let me show you how to create a great event email with the SwiftFox Email Builder.

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Here we are in the SwiftFox Email/SMS part of the Event Builder. You can create multiple emails linked to a single event. For example your follow up email, your thanks for coming email or like this one your invite email. So let's create that now, click create new email.

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This campaign name is just for internal use. Next I'll choose an email category.

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Decide who you will send this from, Is it from a primary stakeholder later or is it from you? And decide where you will receive replies let's write the subject line and write the preview text. and workout send rules.

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Send rules allows you to send the email to segments of your invitation list, for example, to people who have RSVP yes or no. But we're sending out the first invite, so we'll leave this section blank.

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Let's get into the design features. Now, if you know how to use SwiftFox emails, this will look very familiar to you. Events uses SwiftFox emails, but there are a few extra useful features.

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On the right you'll see your SwiftFox design toolbar filled with great design options. I could use a saved template here, but today it's all about creation.

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In the style section, you can tweak the body background color, so I’ll tweak the colours to fit with my brand colours.

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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.

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

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

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And because I'm known to get writer's block, I'll use this Swift predict icon and ask Swift predict to write this invitation to a new member dinner.

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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.

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I'll select at first name and I'll create a fallback just in case. I'll adjust the font of my email by selecting the font and colour here. Now let's get to some of those specific event features.

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Here you can see event location which will link your event to Google Maps. This is already in my RSVP form so I won't bother adding this here. I'll also add an option to download a calendar invite so people can link this event to their calendars, and I'll link my RSVP form via RSVP link. Style the button.

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Now it's time to test. Okay, let's preview our email. First, I want to see how my email will look if in an unexpected turn, we don't have a first name for our invitees.

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Great the fall backs are working.

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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. I'll send myself an email, but I want to see how it looks for my new member, Jane. With her mail merge fields filled in.

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So let's schedule and send. Once your invitations are sent, you can create multiple emails linked to your event and to copy your email, simply click clone and options will appear.

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Thanks for tuning in.

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00:00:05:32 - 00:00:33:00
Overcrowded events are bad but under catered? That's a tragedy no snack can fix. Let's avoid that. Today we'll show you how to set capacity limits for your events and enable a waitlist in SwiftFox This feature ensures your events don't get oversubscribed while still giving attendees a chance to join the waitlist if your event is full. Let's jump straight in and get started.

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To get started. Head to events and Create New Event. We've covered the event details in previous lessons, so we'll skip over that here. And when you reach the settings, you will see the capacity. Toggle this on and set your limit. Next, toggle the waitlist on and set a limit for the waitlist. You can also add a custom message to people registering for the waitlist by selecting the checkbox.

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Now you have set both a capacity limit and a waitlist for your event. Once your event is at capacity, anyone who tries to register will be greeted with a message saying the event is full and encouraging them to register for the waitlist. Registering will then show your custom message. You can see who is on your waitlist in the invite list table back in Events.

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Anyone that has registered for your waitlist will appear in the white list in the Invite Status column. You can also filter this column to just show people on the waitlist. And that's it. You now know how to set capacity limits and manage a waitlist for your events in SwiftFox. It's a simple way to make sure your events run smoothly and don't exceed their maximum capacity.

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Thanks for following along and happy event planning!

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Ready to see how easy it is to create ticketed events in SwiftFox? Whether it's a cozy gathering or a full blown conference, SwiftFox has you covered. Organising, selling tickets and tracking attendees like a pro. Let's dive in and get your event rolling. Head over to Events and create a new event. Entering the relevant event details. Under the settings, select Enable Tickets.

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Now you will see a new step in the event stepper up called Tickets. Select next. Let's get started creating our tickets. First select new ticket. Give your ticket a name., set a price, and set a capacity for the number of tickets in this category that you wish to sell. Optionally, you can add a ticket description if you are using invoicing for your tickets.

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You can add all the relevant invoice details in the financial settings. This includes item codes, account codes, and tax rates. The final step is to select Save Ticket. You can add an unlimited amount of additional ticket types by repeating these steps. Selecting next will take us to our invite list. We'll add our list and select next. Now let's start selling our tickets.

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And for that we need to create an RSVP page. Select Create RSVP page and give it a name and create. Now to sell these tickets, there are a few essential blocks we will need to drag into our form. Firstly, the tickets block. Drag this block into your form and set the ticket types you want to make available for the form.

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You can select one or more of your created tickets. The second block you will need to drag in is the payment method block. This will create the options for how your attendees will purchase their tickets. Select the payment provider to set the type of payment you will be offering. For this feature, you will need to have your payment provider integrated with SwiftFox, which your account managers can help you set up.

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For this example, we will allow our attendees to pay either by credit card or invoice. When selecting invoicing, you can either integrate it with your invoicing provider, such as zero, or you can create an invoice directly from SwiftFox by putting in a reference and a due date. Once you've selected your payment options, click done. Now your audience can start buying tickets, so send out your invites or place your form on your website.

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Once an attendee enters their details, they can select the ticket type they wish to purchase and the amount they can then select how they wish to pay. In this tutorial, we will use a credit card. Your attendees have now successfully purchased a ticket to see who has purchased a ticket. Head back into SwiftFox Events. In the invite list table, you can see who is both attending what tickets they purchased and their payment status.

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You can also see additional ticket data by heading back to the ticket step, where you can view how many tickets have been purchased for each ticket category, who has purchased them, and how many are left. The ticket details will also appear on your purchases profile page. Click on their financial tab and you will see both the receipt and the ticket information for the event itself.

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And that's it. You've now seen how easy it is to create and manage ticketed events in SwiftFox. From setting up tickets to tracking payments and attendees. SwiftFox provides a seamless experience for event organisers. Whether you're using credit card payments or invoicing, you've got the tools to handle everything in one place. Thanks for following along and happy event planning.

00:00:05:35 - 00:00:21:30
SwiftFox Forms is an exciting part of the SwiftFox platform. Once you create a form, you can do so much with the data that you build from it. You can use this tool to create surveys, petitions, update contact lists, and deepen client relationships.

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In this tutorial, I'll show you how to create a form, link it to your website, and see form responses.

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Let's make a "Contact Us" form for your website. Go to Forms, select "Create New Form," fill out the name, and then select "Create." To design your form, use the blocks on the right-hand side of your screen. Let's take the "Free Text" block and drag it onto the canvas.

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Now you can write a brief description. You can customise your form with colors and fonts, but we're going to keep it pretty simple for this tutorial.

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Next, take the "Contact Capture" or "Update" block. This will allow us to automatically update and store contact details in SwiftFox. Now we can add questions. Let's ask, "Can we help you?" But you can ask anything. To finish on the final page, write a post-survey message or continue with the automatic message.

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Hit "Next" and now you can seamlessly link the form with your website. See this box titled "Embed Code"? This is what will connect your SwiftFox form with your website. First, adjust the height and width of your form to suit your design. Then copy and paste it straight into your website's content management system, for example, your WordPress site.

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Once you publish in your CMS, it will appear on your website. Here's ours. Now when you go to the website, you'll see the "Contact Us" form you've created.

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As someone fills out the form, those details will automatically appear in SwiftFox as a post and on a person's profile. And any new contacts will be automatically created in SwiftFox. Forms make the painstaking work of data entry automatic and simple. For more form videos, check out our form tutorials in the SwiftFox Academy.

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In this tutorial we will show you how to create a survey in SwiftFox because what is a great relationship without a survey? Let's get into it.

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Now we're starting this lesson in the form builder. So the first thing I'm going to do is add an update contact block.

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This block means that if a person or organisation is not already in your SwiftFox contacts, a new profile will be created in SwiftFox. And if there is already a profile for them, any new information recorded will flow through their profile.

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Now, if you would like to create an anonymous survey, you would not include this block.

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On the left side we can see properties and on the right side fields. Let's go into fields. Now fields are short for custom fields. It's how the cool people say data points that your organisation is tracking across your contacts.

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We're just going to put name and mobile number.

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Now these custom fields are the ones that we have set up. But you can create really tailored fields for your organisation. So check out our custom fields video if you would like some more examples.

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Now let's create some questions in your survey. Drag the question block onto the canvas and use this dropdown menu to choose your question type.

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The text question type allows you to create a single question with a single written answer.

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Select text, write your question ‘What is the most memorable thing that happened to you this week?’ and then choose whether your question is required of people filling in your form.

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Click done to preview this in the form.

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Let's add in another question.

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The single choice question has two options, single choice or single choice with other. They are almost identical, but with other option will allow a custom response choice for the respondents.

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This question type creates a question that can have a range of possible answers. But the user may only select one option as their response.

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Next you write the question that you want to ask. Do you enjoy attending in-person events? If required, you can add a description, e.g. don't panic, just choose the response that fits you best. If no description is needed, just leave that section blank.

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Click add Answer to add an answer option. You can add as many as you like. Type the answers in each box. Now you can drag the grab handle to change the order of the answers and use the bin to delete. Use answer display to determine whether dropdowns, checkboxes, or radio buttons will be displayed with your answer options.

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When you're ready, click done.

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The multiple choice question type also has two options MultiChoice or MultiChoice with other. This question type has the same layout as single choice, creating a question that can have a range of possible answers. But for this type, a user may select multiple options for their response.

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Write the question that you want to ask, ‘where do you like to go to in-person events?’

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If required, you can add a description, e.g. select all that apply. If no description is needed, just leave that section blank.

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Click to add an answer. You can add as many as you like. Type the answers in each box: in the city, live music, riends house, somewhere with good parking.

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Again, we can reorder and delete these as needed. Use answer display to determine whether dropdowns, checkboxes, or radio buttons will be displayed with your answer options.

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Select the option MultiChoice with other to automatically include other as an option for the answer.

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If a user selects other, an input field will appear where they can add details.

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The single choice rating question type allows users to register their response to a question on a numbered scale. This is a handy tool with many options for customisation.

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Write the question that you want to ask or statement you would like assessed. For example, the cinema is an enjoyable place to go. If required, you can add a description, e.g. rate your response on the scale. If no description is needed, just leave that section blank.

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Input the bottom and top end of the rating scale you want to create.

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For example, left end could be agree the right end could be disagree,

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Select the number of radio buttons you would like to include between these two ends of the scale.

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If you'd like to create a number of different questions with the same rating structure, click the duplicate icon to make a copy of this block. You can then go in and update the question title without having to input the rest of the customisation again.

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The matrix scale question type is lots of fun. You can ask multiple questions at once and design the most specific scale for respondents to use. Label the question in the first box here.

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If required, you can add a description, e.g. select the response that fits best. If no description is needed, just leave that section blank. There are two columns that you will use to customise your questions.

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list the questions that you want to ask. You can add as many questions as you like.

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What is your attitude towards dancing at events? How would you categorise the presence of a snack table?

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How would you feel about inviting beyond, say.

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and options to the answers column to add labelled radio buttons to your scale, let's use negative, neutral and positive. Once you're finished, click done to preview it.

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You can change the flow of a form to depend on the way questions are answered.

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How do you create a multi-page survey?

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Let's insert a new page. We’ll drag some of the questions onto this second page using the grab handles.

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Now on another new page, let's make a new text question. Trust me, this will all make sense soon.

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Okay. From here, back to our first question. See these dropdowns next to each other?

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Here you can select where the respondent will be sent. Depending on the answer they choose.

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For this first question I'm going to select go to page two for yes and go to page three for no. I'll make sure page two follows on page three. Down the bottom of the page here. Perfect.

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Now anyone who responds yes to enjoying in-person events will be taken to the next page to give more answers.

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Those who answer no will skip this step.

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Let's split respondents up for a bit longer.

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I'll add another page with single choice rating question. I'm designing this question to apply to the people that selected Yes, for the question ‘Do you enjoy attending in-person events?’ Now go to the bottom of page two.

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Instead of following on to the next page from here we will direct respondents to page four

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from page three. We don't want respondents to flow on to page four. So let's make a final page where everyone can meet back. I'll add a final text question.

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Now we can direct page three to flow on to page five.

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Perfect. Let's test this out. Anyone who says they enjoy attending in-person events will be taken here, but those who prefer virtual events will skip those pages. Everyone will meet back on page five.

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Where can I see my form responses?

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Forms stores data for you instantly in useful places. There are three places that form answers live in SwiftFox. Let's take a journey to find them all.

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The first is in posts in the global feed. Each time someone fills out a form, it will appear here as a post. Click the form title to reveal that person's answers.

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The second is on a person's profile. Navigate to a person's profile. Click on the name in the global feed, or search for the name of the person in the SwiftSearch.

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Click posts. Here you will find a list of the forms this person has filled out, and clicking the form title will display their answers. Answers filled out using the add update contact blog will appear in the fields in those relevant tabs.

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Finally, for an overview of the responses your form has received.

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Go to forms. Select your form from the list. Click next to progress to the publish page and click this tab up top that says report. Visualisations of all responses from the sample will appear.

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If you would like to export your form answers to an Excel file, you can do so from the forms page by clicking export from the View More menu on your form.

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Thanks for watching. Good luck with the survey.

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This lesson is all about questions or specifically the different question blocks in our form builder. We'll cover contact, contacts, text question, form responses. Let's dive in.

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So here I am in the form builder. Let's see what we have here. This here is the add/update contact. And it's pretty smart, even if we do say so ourselves. This block means that if a person or organization is not already in your SwiftFox contacts, a new profile will be created once they fill in their details.

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And if there is already a profile for them, any new information recorded will flow through to their profile automatically. Let's put this contact capture block to work. On the left side we can see properties and on the right side fields. Let's go into fields. Now fields are short for custom fields. It's how to cool people say data points that your organization is tracking from your contacts.

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For example, we might record people's mobiles organisation, name their role in the organization or diet trace. Now these custom fields are the ones that we have set up but you can create really tailored fields for your organization. So check out our Custom Fields video if you would like some more examples. So I've gone ahead and added all these fields to my add update contact block

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Wait, did already do this one? No we didn't. This one is all about the S. So what is Add/Update Contacts block? This is so you can record multiple people's contact details. When do you need to use it? For example, if you are creating an event form, you might ask your guests if they would like to invite a friend or other people from their organization.

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So when this block multiple peoples, organizations and people s can be created. And of course, any additional information you learn about your existing contacts will flow through to three folks. Let's go ahead and add the update contacts block. Same as before, I'll add my fields mobiles, organization name. Go to properties, now what is this limit option? This is so you can limit the amount of new contacts recorded.

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Why would I want that? So if this was an event form, you might want to create a limit on the number of guests someone can add to your event. And select this box if you would like to create a separate organization profile. Great. Now select done.

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Let's move on to the text question type. The text question type allows you to create a single question with a single written answer. Drag the question block onto the canvas and use this dropdown menu to choose your question type. Select text.

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Write your question, ‘What is the most memorable thing that happened to you this week?”. And then choose whether your question is required of people filling in your form.

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Click done! And that's it.

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Where can I see my form responses? Forms stores data for you instantly in useful places. There are three places that form answers live in SwiftFox. Let's take a journey to find them all. The first is in posts in the global feed. Each time someone fills out a form, it will appear here as a post. Click the form title to reveal that person's answers.

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The second is on a person's profile. Navigate to a person's profile. Click on the name in the global feed or search for the name of the person in the Swift search. Click posts. Here you will find a list of the forms this person has filled out and clicking the form title will display their answers. Answers filled out using the Add/Update contact block will appear in the fields in those relevant tabs.

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And there you have it. What a lot of beautiful ways to record questions and answers. To check out our other form videos, click the link below.

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You have a form out in the world, and now you want to see the results. Let's find some answers. Forms store data for you instantly in useful places. There are three places that form answers live in SwiftFox. Let's take a journey to find them all.

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The first is as posts in the global feed. Each time someone fills out a form, it will appear here as a post.

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Click the form title to reveal that person's answers. You can also hide results from the global feed if you have too many respondents. The second is on a person's profile. Navigate to a person's profile. Click on name in the Global Feed or search for the name of a person in Swift Search. Click "Posts."

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Here you will find a list of the forms this person has filled out, and clicking the form title will display their answers.

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Answers filled out using the Add Update contact block will appear in fields in the relevant tabs. Finally, for an overview of the responses your form has received, go to Forms. Click on the form you're interested in. Click "Next" to progress to the publish page and click this tab up top that says "Report." Visualisations of all responses will appear.

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If you would like to export your form answers to an Excel file, you can do so from the Forms page. Click this three-button icon. To see more tutorials on SwiftFox, click the links below. Enjoy!

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Welcome to our tutorial on conditional questions in SwiftFox. This powerful tool allows you to create dynamic forms that adapt based on your user's responses, making their experience smoother and more personalised. In this session, we will walk you through setting up a conditional question that changes depending on the answer to a previous question. Creating a more intuitive form flow. So let’s dive in with a real world example.

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First, let's start with a blank canvas. Drag in a question block to begin crafting your form. For our tutorial, we'll create a two part question about favourite international destinations. We'll first ask users to choose their favourite country from a list of five. Then inquire about their preferred city within that country.

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Our initial question offers these options Australia, France, Great Britain, USA and Italy. Now let's set up our second question to discover their favourite city. For those who selected Australia, we'll create another question block with six Australian cities Melbourne, Sydney, Brisbane, Perth, Adelaide or Cairns. Here's where the magic happens. We only want this block to appear if the user chose Australia to the first question.

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To achieve this, click on the conditional settings in the question menu and select Add Condition. In the Conditional Question dropdown, choose our first question. What is your favourite country? Then under required answer, select Australia. This set up ensures that our second question block will only appear if the user picked Australia in the first question. Brilliant. Our condition is now in place.

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Let's add one more group of cities, this time for the USA. To save time, we can clone question two and modify the details. Let's add some American cities New York, Los Angeles, San Francisco, Boston and Houston. For this set of options to appear, we'll create a new condition where the answer to question one needs to be USA. Now let's preview our form with these conditions in place.

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Click on the Preview and Publish button. You'll notice we only see our first question. What is your favourite country? If you select Australia, the Australian cities will appear. Choose USA and you'll see the American cities instead. And there you have it. You've just learned how to set up conditional questions in SwiftFox. This feature allows you to create more tailored and engaging forms for your users.

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Remember, this functionality isn't limited to just questions. It also works with other form blocks, including payment and subscription blocks for those using SwiftFox’s finance features. Thanks for joining us today, and don't forget to check out our other tutorials for more SwiftFox tips and tricks.