Posts — Workflows: step-by-step

This page collects the common Posts workflows end-to-end. Each one assumes the SwiftFox Activity Feed widget is on your homepage (add it via Add widget, bottom-right, if not).

A) Post to the Activity Feed

1. In the SwiftFox Activity Feed widget, click into the post composer (the "Write your post" box) at the top.
2. Adjust the date/time if needed (it defaults to now).
3. Click the audience control (the globe labelled Everyone) to open Edit permissions, then choose a preset — Everyone, Current Circle, or Only me — or add specific users, user groups, or circles, and click Apply.
4. Type your post text.
5. Tag Contacts with @ + name, choosing from People, Users, or Organisations. Tagging a User notifies them and adds the Post to their profile under Posts.
6. (Optional) Click the attachment (paperclip) icon to add files (or drag and drop); click the address (location) icon to add a location.
7. (Optional) Click Add new tag to apply a tag from your settings list.
8. Click Post.

B) Tag a colleague and notify them

1. In the composer, type @ and the colleague's name.
2. Select their record under Users.
3. Finish and click Post. They receive a notification (top-right) and the Post appears on their profile under Posts.

C) Interact with a Post

1. Under the Post, use react (the emoji icon) to acknowledge it, or comment (the speech-bubble icon) to reply.
2. To assign follow-up, choose create a task (the tick icon under the Post, or via the Post's 3-dot menu), set the details and assignee, and save.

D) Edit or delete a Post

1. Hover over the Post to reveal its 3-dot menu (top-right of the Post), then click it.
2. Choose Edit to change it, or Delete to remove it. (The same menu also offers Create a task.) Requires the appropriate permissions.

E) Filter and tidy your Activity Feed

1. Click the 3-dot menu at the top-right of the SwiftFox Activity Feed widget to open Settings.
2. Under View type, choose one option: All posts (default), Hide system posts, Hide bulk posts, or Hide all other posts. Only one view type applies at a time.
3. In the Filter posts section, pick a Filter type — Hashtags or Post tags — and search for the tag/hashtag to narrow the feed.
4. (Optional) Use Remove widget if you no longer need the feed on this page.

F) Segment tagged Posts for follow-up

1. Apply a consistent tag to relevant Posts as you create them.
2. Open Lists (List Builder), or a Posts action centre you've set up.
3. Filter by that tag to pull every matching Post and its associated Contacts.
4. Take follow-up action on the resulting set.