Northern Rivers Citrus Growers Association
Your team's SwiftFox onboarding hub — built by your account manager, updated as you go.
Olivia Nunan
Account manager
Welcome team! I've put this together based on what we covered in your discovery call — start with People, Organisations & Lists to get your grower membership structure mapped out properly, then move into Events & Member Forms ahead of our next session. Drop any questions at the bottom of the page as you go and I'll have answers ready for our call.
Onboarding progress
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Your sessions
Each section maps to a meeting with Olivia. Pick up where you left off.
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People, Organisations & Lists
Your foundation session — covers how grower members, packhouses, and committee reps fit into the database. Complete before our Tuesday workshop with Olivia.
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PT7M17S
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Contacts
001-01 Create contacts for people & organisations
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Contacts
001-02 Update contact information
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Contacts
001-03 Store interactions & set tags
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Contacts
001-05 Manage custom fields
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Contacts
001-06 Activity Logs On Profiles
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Events & Member Forms
Walks through running grower field days, AGM RSVPs, and how new-member sign-up forms feed back into your member database.
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Events
009-01 Create a New Event
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Events
009-02 Design an Event RSVP Page
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Events
009-03 Email Event Invitations
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Events
009-07 Set event capacity and waitlists
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Events
009-08 Create ticketed events
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Forms
010-01 Create a Website Contact Form
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Forms
010-02 Create a Survey or Petition
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Forms
010-03 Understanding Form Questions
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Forms
010-04 Find Form Responses
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Forms