Automations

Do the follow-up without doing the follow-up. Build journeys on the automation canvas with triggers, actions, delays and conditional paths.

Watch in the Academy

Academy lessons

013-07 Send automated text messages

Learn how to send automated text messages to welcome new members and keep your engagement high. Discover the simple steps to create a personalised SMS that makes your supporters feel valued right from the start.

013-06 Conditional automations

Discover how to create personalised workflows with Conditional Automations. We'll guide you through setting up smart triggers and tailored responses, making your communications more effective and your admin tasks a breeze.

013-05 Delayed automations

Harness the power of delayed automations with SwiftFox! This lesson guides you through setting up automated workflows that send follow-up actions days, weeks, or even months later, ensuring you stay organised and never miss an important task.

013-04 Address based automations

A comprehensive guide on setting up address-based automations in SwiftFox. This lesson covers creating triggers for address changes and sending automated emails to keep your contacts updated.

013-03 Custom field based automations

Discover how to harness the power of custom fields and automations in SwiftFox to streamline your workflows. This lesson covers triggering automations for custom fields and updating custom fields based on user actions.

013-02 Automate Emails from Forms

Learn how to automate email notifications in SwiftFox when a form is submitted. This tutorial guides you through setting up form triggers and creating personalised email actions to keep everyone informed.

013-01 Create an automation

Unlock the power of automation with SwiftFox in this comprehensive guide! Learn how to create your first automation from scratch, set triggers, and define actions to streamline your processes effortlessly.

General

Automations — Overview

Create and manage automations to trigger actions, add conditions and schedule delays in SwiftFox.

Automations — Frequently asked questions

Configure and troubleshoot SwiftFox automations, from triggers to actions

Workflows

Conditional outcomes & branching

Set up conditional outcomes to branch workflows based on rules.

Triggers (custom field, address, contact, form submitted, receipt)

Set up custom field, address, contact, form or receipt triggers to automate SwiftFox workflows.

Automation actions

Update custom fields, send emails or texts, add delays and manage categories in SwiftFox automations.

Receipt-triggered automations

Create receipt‑triggered automations to send payment confirmations, flag failures and update records.

Building multi-step journeys (chaining, delays)

Build multi‑step journeys with chained actions, delays and conditional branches

Save vs Publish & activity logging (Insights)

Save drafts, publish or unpublish automations and view email activity in Insights.

Merge fields availability & limitations by trigger

Check merge field availability and limits by trigger for personalised emails and texts

The Automations list & statuses (On / Draft / Off-Unpublished)

Manage, filter and edit automations, adjusting their On, Draft or Off status.

Automations — Workflows: step-by-step

Build, test and launch automations using triggers, actions, delays and conditional logic in SwiftFox.

Limitations & best practice

Automations — Limitations & best practice

Avoid automation errors with limits, naming, drafts and merge‑field best practices.