Platform capabilities

Payment method

Users can filter individuals based on their preferred payment method.

Payment interval

Filter people by how frequently their payments are made.

Subscription plan

Identify users according to their subscription plan.

Credit card expiry date

Users can filter individuals whose credit card expires on, after, before, or between specific dates.

Paid-to date

Filter users by the date up to which their subscription has been paid. Options include filtering by on, after, before, or between specific dates.

Failed payments

Users can filter based on the status of failed payments, using the following options:

• At least one failed payment
• Two or more failed payments

Payment status

Filter users by the status of their payments, such as active, cancelled, ended, on hold, or pending.

Auto-renewal status

Identify users based on whether auto-renewal is enabled or disabled.

Payment category

Users can filter individuals by their assigned payment category.

Attending a specific event

Users can identify people who are marked as attending a specific event.

Attended a past event

Filter individuals based on their attendance at past events.

Did not attend a specific event

Determine who did not attend a particular event.

RSVP status

Review RSVP details, including custom responses provided by attendees.

Sort lists by any column

Organise your lists effectively by sorting them based on any column of your choice.

View, hide, or pin columns

Customise your list view by choosing to display, hide, or pin specific columns for improved organisation and accessibility.

Address type

Users can search based on the type of address provided. Options include:

• Postal address
• Street address
• Custom address

Boundary type

Searches can be refined by selecting a boundary type. Examples include:

• Local government area
• Suburb
• Electorate

Custom boundary types

Users can define and search using their own custom boundary types for more specific targeting.

Export contacts

Export all contacts from the list for external use or record-keeping purposes.

Add to fixed list

Add all results to a fixed list. This can be used for features such as email campaigns, event invitations, call lists, or SMS blasts.

Create mail merge

Generate a mail merge document directly from the list to streamline communication.

Bulk update fields

Update custom fields for all people in the list simultaneously, saving time and ensuring consistency.

View search results in the List Builder Table

Users can view search results directly in the List Builder Table, allowing them to assess and organise information efficiently.

Audit the list to check details before saving

Before saving a list, users can audit it to ensure all details meet their requirements and are accurate.

Save lists as dynamic or fixed

Users have two options for saving lists:

• Dynamic List – Automatically updates as criteria change.
• Fixed List – Captures a static snapshot of selected people at a specific time.

Posts and interactions

Users can view posts or interactions tagged to individuals to better understand their engagement history.

Interaction dates

Filter interactions by specific dates, including on, after, before, or between defined dates.

Tags applied to interactions

Analyse interactions based on tags applied for more targeted insights.

Forms

Forms allow users to collect and organise information efficiently for various purposes.

Surveys

Surveys are designed to gather structured feedback and insights from respondents.

Petitions

Petitions enable users to collect signatures and support for specific causes or initiatives.

First name or last name

Users can search for individuals by entering their first or last name.

Date created

Search options include filtering by specific dates, such as on, after, before, or between certain dates.

Created by

Users can filter results based on who or what created the profile: a user, a data import, or a join form submission.

Title

Search profiles by the title associated with the individual.

Interests

Filter profiles based on the interests recorded for the individual.

Category or type

Users can search by category or type to refine their results.

Languages spoken

Profiles can be filtered by the languages spoken by the individuals.

Contact types

Search for profiles by specific contact types, including identifying profiles where certain contact types are missing.

Date of birth

Filter profiles by date of birth using options such as on, after, before, or between specific dates.

Organisations they are attached to

Users can search for people based on the organisations they are associated with.

Position held within an organisation

Search functionality includes identifying individuals by their role or title within an organisation.

Organisation’s industry

Users can filter searches by the industry to which an organisation belongs.

Organisation’s category type

Searches can be refined by selecting an organisation’s category type.

Organisation’s region

Users can locate individuals based on the geographical region of their organisation.

Stakeholder leadership

It is possible to identify the SwiftFox user who serves as the organisation lead for specific stakeholders.

Search by people or organisations

Users can perform searches based on:

People

Individual contacts are included in this category, allowing users to search for and manage entries related to specific individuals.

Organisations

This refers to businesses, groups, or entities, enabling users to search for and organise information connected to these larger structures.