Development roadmap

Save your members time and boost form completion rates with our new auto-fill feature for targeted forms. Forms automatically recognise logged-in users and prefill their details—no more asking people to type information you already have. Whether in member portals, email campaigns, or personalised links, your forms now work smarter.

• Boost completion rates by removing friction from your forms
• Choose how much contact information appears: show all fields, just the name, or hide contact fields entirely
• Maintain data accuracy when forms are forwarded by letting recipients indicate "this isn't me"
• Create one form that works everywhere—automatically adapting based on whether the user is known

Manage your own users directly in SwiftFox—no help needed. The new User Management feature puts the power in your hands to create accounts, set permissions, and manage access all from a central dashboard. No more waiting for support tickets or technical assistance to get your team up and running.

• Create new user accounts in seconds with just a name and email
• Assign roles and permissions before users even log in for the first time
• Send welcome emails and reset passwords directly from the platform
• Update user emails without losing account history or settings
• Keep control of who can access your data with simple deactivation options

Target your audience with surgical precision. List Builder Exclusions lets you refine who sees your messages by filtering out contacts already in other lists. Perfect for avoiding campaign overlap or creating precisely segmented audiences without starting from scratch.

• Create more targeted campaigns by excluding people who've already received similar messages
• Build "everyone except" lists without recreating complex filter rules
• Easily remove specific segments (like recent purchasers or new contacts) from broader communications
• Combine the power of existing lists to quickly create sophisticated audience segments

Take your field work on the go. The new mobile view for field visits lets you seamlessly manage door-to-door campaigns, member check-ins, and on-site surveys from your phone—no more clipboards or paper forms.

• Navigate through your address list while on the move
• Complete and submit surveys in real-time from your mobile device
• Track field activity progress without switching between devices
• Capture information at the point of contact for better accuracy

This removes Australian-specific constraints and adapts to your region automatically. Whether you're in New Zealand, the UK, or Canada, members now interact with currency, dates, and location filters that match their local standards—no more seeing Australian dollars or states when you're operating internationally.

• Present member information in local currency formats (NZD, GBP, CAD) instead of Australian dollars.
• Display location-relevant geographic filters instead of Australian states for events and news.
• Show dates, times, and addresses in formats familiar to your regional members.
• Create a seamless experience that feels local, regardless of where your organisation operates.

Connect your digital and direct outreach in one seamless move. Export your carefully segmented contact lists directly to Meta as Custom Audiences, putting the same targeting precision from your email campaigns into your social advertising on both Facebook and Instagram. No more duplicate work or misaligned audiences between channels.

• Target the exact same audience segments in Meta ads (Facebook and Instagram) that you're reaching through email and direct communications
• Seamlessly push your SwiftFox list segments to Meta Custom Audiences with just a few clicks
• Align your digital advertising strategy with your wider outreach efforts without messy exports or manual uploads

Connect your members with interactive directories that bring your data to life. Our upgraded Action Centre tables now let your website visitors filter, search, and even export member information—putting the power of discovery in their hands while keeping you in control.

• Give website visitors tools to filter member data by location, specialty, or custom fields
• Place searchable directories on both public and private areas of your site
• Add optional CSV export for visitors who need offline access
• Control exactly which fields are filterable and who gets export privileges

Target the right people at the right time based on how they've engaged with your emails. The Email Activity List Builder lets you create smart, focused contact lists based on actual email behaviour—whether they opened, clicked, or ignored your previous campaigns.

• Build targeted follow-up lists based on who opened, clicked, or ignored previous emails
• Re-engage contacts who haven't interacted with specific campaigns
• Exclude contacts who've already responded to avoid overwhelming them
• Filter by date ranges to focus on recent engagement patterns

Keep your data clean and reporting accurate with automatic tag application. Default Case and Post Tags eliminate manual tagging errors, ensuring consistent metadata capture across high-volume teams without slowing down your workflow.

• Set default tags that automatically apply whenever specific team members create posts or cases
• Ensure consistent data capture across all staff activities without manual intervention
• Maintain data quality standards while allowing users to add or override tags when needed
• Generate more reliable reporting with standardised tagging across your organisation

Build campaigns that evolve with your audience. Live Lists bring dynamic, criteria-driven targeting to every outreach channel—letting your campaigns automatically adapt to changing member data without manual updates.

• Send campaigns to audiences that update in real-time based on your criteria (no more creating new lists for each send)
• Automatically include new contacts who meet your targeting rules, even after a campaign is set up
• Track who received what and when with built-in snapshots for audit and reporting

Show the details that matter most for your events. Now you can add any custom field to your event invite lists, putting the exact information you need right where you'll see it—without digging through contact records during your busy event preparations.

• Display dietary requirements, industry info, or other custom data directly in your event invite list
• Manage attendee-specific needs more efficiently by having relevant data visible at a glance
• Customise your invite list view to match your specific event requirements, no matter what information matters most

Capture structured data directly through forms with our new data table integration. This feature lets you collect organised information of any type during customer interactions, surveys, or outreach activities—then automatically stores everything at the contact level for smarter segmentation and reporting.

• Build forms that populate custom data tables without any manual entry
• Track customer preferences and responses during any interaction
• Create structured surveys that feed directly into your contact database
• Collect consistent, organised data that's immediately available for reporting

A more personal way to reach your members via SMS. Send messages that actually feel relevant by using your custom fields as merge fields. Instead of generic blasts, your SMS campaigns can include specific details like member IDs, preferences, or any other data unique to your organisation.

• Make every SMS feel personalised by including custom field data specific to each recipient
• Preview how merge fields will display before sending, with smart fallbacks if data is missing
• Create more relevant SMS campaigns that drive better engagement and response rates
• Use the same custom fields you already trust for email campaigns in your text messages

See the full picture of your call activity with our new Call Dashboard. Monitor trends, outcomes, and team performance through simple, visual widgets that show you what's happening across all your phone interactions. It's everything you need to understand call impact without drowning in spreadsheets.

• Track call volumes and outcomes at a glance through pre-built visual widgets
• Measure team performance and identify your top callers
• Filter data by date, user, or outcome to focus on what matters most
• Export dashboard data for deeper analysis or reporting

Respond to event invites on your terms. With Anytime SMS RSVP replies, your contacts can now respond at any time before the event begins—not just within 24 hours of receiving the invite. As long as your invite was the last message they received, their "Yes" or "No" will be properly recorded, making event management more flexible for everyone.

• Accept RSVP responses right up until the event starts, not just in the first 24 hours
• Capture late decisions from undecided contacts without needing to resend invites
• Maintain clear SMS conversations without worrying about missed responses

Spot important records instantly with SwiftBadges across all record searches. These visual cues now appear whenever you search for contacts or organisations in SwiftFox—giving you immediate context about record status without clicking through to profiles.

• Identify VIPs, key stakeholders, or flagged records at a glance during searches
• Make smarter decisions faster with visual context in dropdown menus and selection modals
• Maintain consistent awareness of record status across all core CRM workflows
• Save clicks and time when working with contacts in event lists, email campaigns, and task assignments

Say goodbye to manual data entry. Our new MYOB export button transforms SwiftFox receipts into perfectly formatted accounting records with a single click. Financial reconciliation just got faster, more accurate, and far less tedious for your team.

• Generate complete debit and credit journal entries for each receipt
• Export financial data in MYOB-compatible CSV format
• Maintain accuracy with automatic mapping of account codes, tax codes, and job codes
• Process bulk receipts in seconds instead of hours

See your search results come to life visually with the new Map View in List Builder. Now you can instantly spot geographic patterns, identify concentration areas, and make more strategic decisions based on location data. It's the same powerful search capability you rely on, now with added spatial context that brings your data to life.

• View your search results on an interactive map to quickly identify geographic patterns and clusters
• Get better context for your outreach or campaign planning by seeing exactly where your list members are located
• Switch seamlessly between table view and map view depending on your current needs
• Make more informed decisions based on location data without needing a separate mapping tool

Export your SMS campaign data with just one click. Turn campaign results into usable CSV files so you can keep detailed records of all your messaging efforts.

• Export recipient names and mobile numbers from any completed SMS campaign
• Use this data for follow-up actions, compliance reporting, or deeper campaign analysis
• Maintain consistent workflows between your email and SMS communication strategies

Tailor your membership forms by hiding specific subscription intervals you don't want to offer. For example, you can remove 3-year plans or any other intervals that don't align with your strategy, creating a cleaner, more focused signup experience.

• Customise which subscription intervals appear on your forms (monthly, annual, multi-year)
• Create more strategic pricing presentations without overwhelming potential members
• Simplify the signup experience by showing only your most relevant subscription options

Get your booking data when and where you need it. Stop copy-pasting from screen to spreadsheet—now you can export attendee information directly from the Bookings table with a single click. Perfect for reporting, reconciliation, or sharing event data with your team.

• Export complete attendee lists from any event, training session, or booking
• Include key details like contact info, payment status, and session data
• Apply filters first to export exactly what you need
• Use your data in Excel, accounting systems, or other planning tools

Track every email that matters—even the automated ones. Now when contacts receive emails through your automations, they're fully logged as campaigns with complete engagement data. This means better visibility into what's working, clearer communication history, and a more complete picture of how people interact with your messages.

• See exactly which automation emails are getting opened, clicked, and driving action
• Track engagement across all emails—whether sent manually or automatically
• Build more complete contact profiles with full communication history
• Make smarter decisions about your email strategy with comprehensive data

Track your finances exactly how you need them with our new Tracking Categories feature. Create custom tracking codes that work across your entire financial workflow—completely independent of Xero. Perfect for MYOB users or anyone who wants better internal financial organisation without being tied to specific accounting systems.

• Create custom tracking categories (like Job Codes or Campaign IDs) that work throughout your entire system
• Add and manage tracking codes within each category to match your internal reporting needs
• Apply these codes to event ticket purchases and membership subscriptions
• Generate structured financial reports that work with your processes, not just your accounting software

Custom financial summary fields give you real-time financial insights right when you need them. Create your own merge fields that automatically calculate receipt totals based on criteria you define, then drop them into emails and invoices for accurate, up-to-date financial summaries. Perfect for year-end reporting without the spreadsheet headaches.

• Create custom fields that automatically calculate financial totals based on specific receipt criteria
• Insert real-time financial summaries into member communications with simple merge tags
• Generate accurate end-of-financial-year statements without manual calculations
• Include dynamic financial data in emails and invoice templates

Map and manage precise geographic territories for your field outreach in one place. Target Area Management lets you define street-level zones, assign team members, and track coverage—transforming scattered fieldwork into a structured, trackable system that shows exactly who's covering what and when.

• Define specific target areas by street and house number ranges for precise coverage planning
• Assign territories to team members with clear boundaries and instructions
• Track outreach coverage with visual maps that show progress at a glance
• Add notes to each area for special instructions or field observations
• Filter and sort territories to coordinate large-scale distribution efforts

Need your receipts? Get them when you need them, not when support has time to email them. Our new downloadable receipts feature puts payment records right at your fingertips in the Login Portal—ready to save, print, or forward in seconds.

• Download or print a PDF receipt directly from your payment history
• Access payment records instantly without contacting support
• Keep organised records for reimbursements, tax time, or personal tracking
• Find receipts in the same place you already view your payment history

Define your outreach exactly where it matters most. Draw custom shapes on a map to create targeted contact lists based on the areas you care about—not just preset boundaries like suburbs or electorates. Perfect for reaching people in specific neighbourhoods, event catchment areas, or along campaign corridors.

• Create precise geographic target areas by drawing shapes directly on a map
• Filter contacts based on whose primary address falls within your custom boundary
• Name and save your custom areas for consistent targeting across campaigns
• Move beyond standard boundaries to focus on exactly where your audience lives

Distribute call workloads instantly across offices with our Bulk Call Maker. Create one source list, then generate tailored call lists for multiple locations—each seeing only the contacts they should. Perfect for coordinating campaigns at scale while maintaining proper data boundaries.

• Create a master call list once, then instantly share it with multiple offices or regions
• Each location receives only the contacts they have permission to see
• Coordinate large-scale calling campaigns while respecting data visibility rules
• Save hours of manual list creation and assignment

News pages that work harder. With these enhancements, you'll have more control over how news content looks and behaves on your website—from fully displayed content to manually ordered tiles and smarter navigation options. It's about making your news section work exactly the way you want it to.

• Display complete content in news tiles when needed, preserving formatting for structured information like team listings or multi-line content.
• Manually arrange news and team tiles with simple drag-and-drop ordering—putting your most important stories exactly where they belong.
• Make your news pages more intuitive with clickable headlines and customisable "View More" buttons that match your brand.
• Configure your search bar experience—from comprehensive filters to streamlined searching or none at all.

Find the people you need instantly, even when you only have bits and pieces of information. SwiftSearch now lets you look up members or contacts by their address, phone number, or date of birth—not just their name. It's the same search bar you already use, now with more ways to find exactly who you're looking for.

• Find someone quickly when a member calls but you only have their phone number
• Look up contacts by partial address details during support conversations
• Verify identity faster using date of birth when multiple people share similar names
• Spot which field matched your search with clear visual indicators for each result type

Expand your team's reach with secure, PIN-based access for events and calls. Guest User Access lets external supporters join your call banks and door-knocking campaigns without needing full SwiftFox accounts—giving you more hands on deck while keeping your data secure and your operations streamlined.

• Create unique PINs for specific call lists and door-knocking routes
• Bring volunteers and contractors into your campaigns without full system access
• Control exactly what data each guest can see and access
• Easily distribute access codes via email or SMS using merge fields