Recent releases

Split visit lists by geographic boundaries like SA1, creating separate lists with unique PINs for each area. Perfect for managing targeted field campaigns across different regions with clear tracking and accountability.

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.

See the age and address details of contacts right when you're searching—no extra clicks needed. Whether you're tagging people in tasks or searching in SwiftFox, you'll get this extra context instantly, making it easier to confirm you've got the right person.

Filter your user views with @me to instantly see what matters to you. Now you can create and save shared views where each team member only sees their assigned items—no more wading through everyone else's tasks.

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.

Send the right message at the right time—automatically. This feature lets you trigger actions based on receipt status (success, failed, or pending), so you can follow up with payers instantly. Think automatic thank-you emails when a payment goes through, or gentle retry prompts when something fails. It's a simple way to keep communication timely without lifting a finger.

Set your brand once, see it everywhere. The Brand Identity settings page lets you capture your organisation's core identity—colours, fonts, logos, and tone—so every email, campaign, and touchpoint feels like you from the start. No more rebuilding the same look every time. Just set it, save it, and let SwiftFox handle the rest.

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.

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.

Make your member directory more engaging with a visually rich card-based layout. Present key organisation details in an attractive, scannable format that helps your website visitors find and connect with members faster.

Now your Case Management view only shows what matters in your current context. Cases are now "circle aware," meaning you only see cases created within the circle you're working in. This focused approach eliminates noise and helps you stay on track with the cases that are relevant to your immediate work.

Turn your search results into action lists in seconds. Now you can create call campaigns straight from any created list. Perfect for when you've already found the right people and want to get them on the phone fast.

Turn your list results into email campaigns in seconds. Filter your database, refine your audience, then launch straight into the Email Campaign Builder with everything pre-populated. Faster, smarter campaigns built in seconds.

Create projects directly from forms, without the back-and-forth. The SwiftFox Wizard now lets you automatically generate project records from approved form submissions, mapping all the right information to all the right places.

Customise your case statuses to match how your team actually works. Create status values that align with your internal processes, so everyone knows exactly where things stand—whether that's "Escalated to Platform," "Waiting for Review," or whatever makes sense for your workflow.

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.

Track exactly what matters with custom fields on posts and tasks. Go beyond standard activity logging by adding your own unique data points to every interaction—perfect for specialised workflows, compliance tracking, or simply capturing what's most important to your team.

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.

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.

Now you can display organisation websites directly in your Action Centres. This enhancement is particularly valuable when using Action Centres as Member Directories, giving your members a complete view of each organisation's key information in one place.

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.

Email layout blocks give you prebuilt sections you can drag straight into your emails—no fussing with layout or spacing. Think feature highlights, CTAs, image-text combos, and cards that look polished from the start. Build faster, look sharper, and spend less time tweaking pixels.

Link related data across multiple levels of your organisation. Create powerful hierarchical relationships that help you see the bigger picture without losing the details.

Take control of your payment processing. Connect your own payment gateway—like Stripe or Fat Zebra—directly in SwiftFox. No more back-and-forth with support. Just add your keys and you're done.

Currently, managing website user accounts means emailing the SwiftFox team every time someone needs access or when an account needs to be disabled. This update hands control directly to website admins. Create new Umbraco backend accounts, disable access when needed, and keep your team moving without the wait.

Visit management just got sharper. Print clean maps of your visit area, see custom field details when checking who lives at an address, and add follow-up tasks the moment a visit wraps. Built to keep field teams moving without the admin drag.

Organise and find events faster with tags. Our new tagging system gives you a lightweight, flexible way to categorise events without building custom fields every time. Think of it like tagging emails—simple, powerful, and designed to help you find exactly what you're looking for when you need it.

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.

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.

Take control of what data leaves your system. Export Approvals introduce checks and balances to protect sensitive information while still keeping workflows moving. Configure thresholds, assign approvers, and maintain clear audit trails for complete visibility.

Now you can include record count and formula fields as selectable columns in your action centres. These powerful data tools give you deeper insights right where you need them—without switching screens or missing context.

Add a Position or Role directly when creating relationships between people and organisations. No more back-and-forth—capture this key detail in one step and keep moving.

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.

Right now, if someone starts filling out your form but doesn't hit submit, that data vanishes. This feature changes that. SwiftFox will capture partial form submissions as people fill them in, so you can see who's engaged—even if they don't finish. You'll be able to follow up with leads who got halfway through, update saved drafts if they return, and decide when to discard forms that never get completed.

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.

Keep your lists tidy and easy to find with folders. Organise lists by campaign, team, or purpose—whatever makes sense for your workflow. Create folders, drag lists in and out, and pin the ones you use most. When you delete a folder, your lists stay safe—they just move back to the main view.

Keep contact data accurate and controlled. Lock down key details like names, addresses, and dates of birth so they can't be accidentally changed or deleted—while still letting your team add emails, phone numbers, and secondary addresses as needed.

We've added a security upgrade that automatically logs out inactive users after six hours. This prevents unauthorised access if you forget to close your browser or step away from your device, keeping your data safe without adding friction to your workday.

What you can do with it:

• Work confidently knowing your SwiftFox account automatically secures itself after periods of inactivity
• Maintain compliance with security protocols that require session timeouts
• Prevent unauthorised access if you forget to close your browser or leave your computer unattended

Who is it for?

Associations, Not-For-Profits, Professionals

Take control of your member data accuracy with enhanced contact detail management. This upgrade gives you precise control over how members update their information—preventing accidental data loss while maintaining compliance requirements. Say goodbye to manually fixing contact details and hello to clean, reliable member records.

Get the contacts you need, exactly when you need them—even on the go. Our mobile-friendly redesign makes profile details, contact roles, and search instantly accessible from any device. No more awkward pinching and zooming when you're away from your desk.

Import more contact details in one go. SwiftFox now supports additional fields for both people and organisations—including gender, middle name, suffix, known as, occupation, ABN, and more. Bring your data across without the manual cleanup.

Add contacts to events right from your call view. This new shortcut eliminates extra clicks and keeps you focused on what matters—connecting with your people without interrupting your workflow.

Processing payroll deductions just got smarter. This update lets you handle multi-payer files, update member records automatically, and match payments with precision—even when things get messy. Perfect for organisations reconciling complex employer remittances.

Keep your payroll deductions in sync with your CRM data, no manual cross-checking required. The enhanced Payroll Deduction Importer now supports the full range of fields you're already using in the main importer—including linked fields like worksite lookups—so you can update member records directly from payroll files and pick up where you left off in the main importer.

Plans evolve. Subscriptions change. The tools managing them should keep up without forcing you to start from scratch. These enhancements let you tweak active plans—update names, adjust payment settings, and configure fees—without disrupting live subscriptions. Copy fees to speed up setup, set pro-rata rules upfront, and nail renewal offsets when you first create a fee. Less guesswork, fewer errors, more control.

See exactly what kind of CPD points you're earning—directly in your Goals interface. No more exporting data just to check point categories. We've added this detail right where you need it, making it easier to track your professional development progress at a glance.

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.

Find what you need faster. List Builder now lets you search across even more fields—including financial summaries, subscription dates, organisation connections, personal details, and gender. Build smarter, more precise lists without the workarounds.

Take control of your financial structures with our new self-service plan management tools. Create, configure, and adjust your subscription plans directly from SwiftFox—no more waiting on manual updates from our team. This puts powerful pricing and plan management right in your hands, exactly when you need it.

Take control of your data with self-serve Action Centres. Now you can build, customise, and share powerful data dashboards directly from your ListBuilder results—no more waiting on technical help. Simply filter your data, choose what matters, and create an interactive workspace that helps your team take action fast.

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.

Set a default list in the Lists section to speed up your workflow. When you create a new list, SwiftFox will automatically pre-populate it with your preferred search criteria, saving you from repetitive setup tasks.

Set the stage for faster form completions. Now you can define default answers for form fields that pre-populate when someone opens your form—saving time and increasing completion rates for forms with common or expected responses.

See which ListBuilder lists your contacts belong to directly from their profile page. No more jumping between screens to check list memberships—now you can troubleshoot targeting, confirm campaign eligibility, and manage list inclusion all from one place.

Forget financial inconsistency. We've standardised all SwiftFox payments to follow a clean, auditable model where every transaction starts with an invoice and ends with a receipt—only after payment's received.

Currently, if you are not using SwiftFox's invoice system to manage payments, then you will be on a 'receipt first' system.

Get help without leaving SwiftFox. The new SwiftFox Resource Centre creates support tickets right where you're working, sending your issue straight to the support team without switching tools or disrupting your flow.

SwiftFox now works as an OpenID Connect (OIDC) identity provider for integrated platforms you launch from your portal. Your members log in once through SwiftFox, then move seamlessly into connected tools without re-entering credentials. It's single sign-on that actually works—secure, fast, and invisible to the user.

• Launch integrated platforms directly from your portal with one-click access
• Skip duplicate logins—members authenticate once and stay authenticated
• Maintain secure identity management across all connected services
• Reduce friction for users switching between SwiftFox and partner platforms

Who is it for? Associations, Unions, Memberships

No more double-checking payment records. This upgrade to our Xero integration means when members pay through SwiftFox, those invoices automatically get marked as paid in Xero too. Say goodbye to accounting confusion and hello to financial records that actually match.

Tag your events with ease. Now you can categorise events flexibly with tags instead of rigid custom fields. Just like you already do with email campaigns, you can add multiple tags to any event, making organisation and searching simpler than ever.

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.

Circle-aware tasks now keep your work focused on what matters. When working inside a circle, you'll only see tasks created within that circle—making it easier to stay organised without the noise of unrelated work.

Prevent messy feeds and improve search with required post tags. Now admins can ensure every post has a meaningful tag, making it easier for everyone to find what they need—and keeping your community organised without the extra effort.

Take control of your system setup by removing unnecessary category types. This update lets you delete preset categories that don't fit your workflow, giving you a cleaner, more relevant experience. Less clutter, more focus on what actually matters to your organisation.

Add contacts directly to events while logging visits—no more switching screens or losing context. This streamlined workflow helps you capture attendance commitments in real-time during your conversations, making event management feel like a natural extension of your outreach work.