Platform capabilities

Importing people and organisations

You can use the importer tool to bring in people and organisations efficiently.

Optimising email send times

Swift Predict AI allows you to optimise the timing of your email sends for better engagement.

Create and edit automations

Users can create and modify automations to suit their specific needs. This feature allows for customisation and efficiency in workflows.

Accessing the tasks feature

Users have access to the Tasks feature, enabling streamlined task management within the platform.

Access document templates

Users can access and utilise pre-designed document templates to streamline their workflow and improve efficiency.

Create new settings

Users can create new person, organisation, or member settings.

Access the project management feature

Users can access and utilise the Project Management feature effectively, ensuring streamlined workflows and efficient task management.

Access the SMS functionality

Users can access and utilise the SMS functionality to manage communication effectively.

Edit their own posts or posts they have permission to edit

Users are allowed to make changes to their own posts or any posts they have the necessary permissions to edit.

Edit any posts (excluding system-generated posts)

Users can edit any posts within the system, except for those that are system-generated.

Access the forms feature

Users can utilise the Forms feature to streamline data collection and management effectively.

Create profiles

Users can create new profiles for people or organisations.

Edit profiles

Users can modify any aspect of a person or organisation’s profile.

Delete profiles

Users can remove profiles of people or organisations.

Manage permissions

Users can adjust permissions for existing profiles of people or organisations.

View activity logs

Users can access the Profile Activity Log for a person or organisation.

Custom role titles

Users can input a custom role title when linking a person to an organisation.

Manage login portal settings

Users can configure and update the settings of the login portal to control access and customise functionality effectively.

Access the list builder feature

Users can utilise the List Builder tool to manage and organise their lists effectively.

Export lists from the list builder results

Users have the ability to export the results generated by the List Builder for further use or analysis.

Access the email builder

Users have the ability to access and utilise the Email Builder tool.

Manage email campaigns

Users can send, schedule, or delete email campaigns as needed.

Manage individual emails

Users can send or delete emails directed to individual contacts.

View access to finance tab

Users can view read-only access to the Finance tab for people and organisations.

Manage payments and subscriptions

Users can make payments, change subscriptions, and update payment methods.

Access calls within SwiftFox

Users can access the Calls feature to manage communication effectively within the SwiftFox platform.

Use internet-based calling in SwiftFox

Users have the ability to make calls over the internet directly through SwiftFox, enabling seamless communication.

Access dashboards in SwiftFox

Users can view and interact with dashboards within the SwiftFox platform, enabling them to monitor and analyse key metrics efficiently.

Access the events feature

Users can utilise the Events feature to manage and organise their events effectively.

Access the event settings screen

Users have the ability to navigate to the Event Settings screen to configure event-specific options.

Publish events to external websites

Users can publish events directly to external websites, ensuring broader visibility and outreach.

Use event capacity and waitlists

Users can manage event capacity and create waitlists to handle attendance efficiently.

Use event ticketing features

Users have access to event ticketing features, enabling them to create and manage tickets for their events.

Access the action centre

Users have permission to access and utilise the Action Centre as part of their account capabilities.

Create, edit, and delete custom fields

Users have the ability to manage custom fields, including their creation, modification, and removal.

Create, edit, and delete campaign categories

Users can organise campaigns by managing categories, allowing for creation, updates, and deletions as needed.

Create, edit, and delete tags

Users are empowered to create, modify, and remove tags to ensure efficient categorisation and organisation.