Account Administration

Credits

• Adding credits to your account

Admin Tools

• Can I export a list of all my Swift Digital Account users?
• What is the Swift Digital Dashboard?

Managing Users and Passwords

• How to Log in to Swift Digital
• What is SSO (Single Sign-on) and MFA (Multi-Factor Authentication)?
• As an Account Administrator, how do I reset a user's password?
• How do I change my password once I have logged into the Swift Digital Suite Platform?
• How do I add, edit or delete account users in Swift Digital?

Art Library & File Library

Using the File Library

• Uploading a New File

Using the Art Library

• How do I upload images into the Art Library?

Campaign Builder and Triggers

Campaign Builder

• Campaign builder overview

Triggers

• How do I set up a Date Trigger?
• How do I set up an Action Trigger?

Content Editing

Inserting Images and Files

• Can I use SVG files as images in Swift Digital?
• How to create an "add to calendar" link in Email Composer

Inserting links

• Creating and using anchor links

Using Tables

• Making the most of Tables
• Adding and Editing Tables in your Document

Useful Information

• Why does the text in my test/published emails on Outlook appear cut off, justified or hyphenated?
• Hard Refresh or Hard Reload and Empty Cache

Email Composer

Content Blocks

• How do I allow my email recipients to give immediate feedback to an email they have received?
• How do I remove the black horizontal bars on my YouTube video on Email Composer?
• Email Composer Poll Widget Explained

Creating and Editing Emails

• Email Composer Do's and Don'ts
• Dynamic Content Rules
• How do I create new blocks in the Email Composer Editor?

Previewing and Publishing an Email

• Where do I find the web version of my email?
• Does my email have a One-Click List Unsubscribe link?
• What is A/B testing and how does it work?
• My email is breaking when I forward it
• How do I add personalisation to my emails? Can I also have alternative text for contacts without a field populated?
• Publishing an Email

Useful Information

• Why am I getting Error saving email when I try to save in Email Composer?
• Accessibility and Email Marketing
• File Library: How do I create the downloadable File link (i.e. PDF or ZIP) as a Link Button?
• Why does my test email renders a different font than what it is on Email Composer?
• Can I copy or duplicate a block within the same Email Composer document?
• Can I edit a Link Button's URL after I've added it in?

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Working in Email Composer

• Why doesn't my thumbnail update after I've made changes in YouTube?
• How do I insert the link in Email Composer/Landing Pages for a file I've uploaded in the File Library?
• How to create a personalised link

Events Desk

Events Desk: Creating an Event

• Events Desk: What steps are required to create Basic Events in Events Desk?
• Events Desk: What steps are required to create Multi-Session Events in Events Desk?
• Events Desk: How do I upload a CPD certificate and send it to attendees?

Events Desk Communications

• Events Desk: How do I link an existing Email Composer document to an Events Desk session?
• Events Desk: How can I add in a cancellation link in my event's email reminders?
• Events Desk: What fonts are accepted in CPD templates?

Events Desk Form Builder

• Events Desk: How do I create checkboxes for multiple selection in my registration form?
• Events Desk: How to copy an existing Registration Form to my Event?
• Events Desk: How do I apply conditions to questions in my registration form?

Events Desk Settings

• Events Desk: How to manually add a guest in Events Desk with Ad-Hoc
• Events Desk: I want to add Custom/Event fields into my CPD certificates. How do I do that?

Events Desk: Managing Guests

• Events Desk: Can I Import a Guest list into the registration section of my Event?
• Events Desk: Publishing to Event Statuses

Events Desk Reporting

• Events Desk: How do I see the fields that guests filled out on the Registration Form and export it?

Custom Events Desk Features

• How to create a Webinar in Zoom?

EventsClassic

Managing your Registrants

• EventsClassic: How to move Non-respondents to another status.

EventsClassic and the Swift Digital Events App

• EventsClassic: Name Label printing

Events App

Events App

• We have SSO, How do we login to the Swift Digital Events App?
• Events Desk: Self check-in feature with Swift Digital Events App
• Events Desk: How do I populate name labels?
• Downloading the Events App and activating it for your account
• Navigating the Events App
• Using the Events App to Mark Attendance

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Landing Pages

Activating Landing Pages

• How do I activate a landing page?

Landing Page Overview

• How do I create a Landing Page? (A-step-by-step guide)
• What's a CTA form and how do I use it?

Frequently Asked Questions

Useful Info

• Microsoft Outlook: Block or unblock automatic picture downloads in email messages
• Swift Digital is WCAG 2.2 Accredited
• How do I enable cookies in my Web Browser?
• Exporting date field in excel provides me with an uncommon format
• How do I remove duplicate records in an excel spreadsheet?
• How do I clear my cache and cookies on my web browser?

Sending/Receiving Mail

• Why is Gmail clipping some of the content in my emails?

Mail House

Custom Fields

• How to create new Mail House Custom Fields

Importing and Exporting Contacts

• How to create and add a new Contact to your Mail House
• Exporting contact lists from your Mail House
• Importing your Contacts' Details into the Mail House

Mail Groups

• Assigning/Unassigning contacts to Mail Groups
• How do I set up Email welcome messages?
• How do I merge Mail groups?
• How to Create a Test Group?

Tracking and Querying the Mail House

• Target Query: How do I segment my list by date?
• How can I see the total count of subscribers at the end of each month?
• What does the action dropdown in the Target Query do?
• How do I segment a group of contacts with the Target Query?

Manuals

PDF Manuals

• Survey Module manual

Publication Reports

Detailed Reports

• Email Activity Time Graph

General Questions

• What's the difference between my Click-Through Rate (CTR) and the Click Through to Open Rate (CTOR)?

Newsletter Reports

• Average open rates by industry
• What's the difference between a Soft and Hard bounce?
• Email Composer reports explained

Publishing and Deliverability

Publishing Documents

• Tightened Controls From Gmail, Outlook, Yahoo and Others
• New Inbox Protection Rules From Yahoo and Gmail
• What is an email pre-header?

Bounces

• Hard and Soft bounce: subcategories of codes and definitions

Servers and Domains

• What is a DKIM (DomainKeys Identified Mail)?
• Checking the validity of your DKIM and SPF record

Spam

• How to avoid being marked as spam

SMS Module

Frequently asked questions

• What new changes are affecting One-way branded SMS messages?
• Mobile number formats

Survey Module

Useful Information

• What is the size limit when uploading files using the Survey File Upload question type?

Swift Digital for Salesforce Integration

Manual and Glossary

• Swift Digital for Salesforce configuration Glossary

Salesforce General FAQ folder

• How do I select a swift score to share with SF
• How do I view activities by Swift event types in Salesforce?
• Salesforce Integration Video Tutorials
• I want to add more than 200 customers to a mailgroup at a time, but using 'list view' I can only do 200 at a go.
• I am unable to create a mailgroup at SF
• Can we mark the attendance status of event attendees within Salesforce?

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Setup and Configuration FAQ

• How do I view mailgroup activities in Salesforce Campaign?
• What is the best practice when creating lists to send to? i.e. would we create lists in Salesforce or SwiftDigital?
• What if I don't want any new Swift Digital members in a shared mailgroup to be added into my Salesforce account?
• If I export a list of both Swift Digital and Salesforce members and re-upload them into Swift Digital, will the new "subscribe info" state 'uploaded by user'?
• What happens when mapped fields are of different field types? Such as single text field matched with drop down fields?
• Why does the number of members differ between the Swift mailgroup and Salesforce mailgroup?

See all 18 articles

Synchronisation

• My contact/lead's details are not showing the latest data from Swift
• After the first sync, Can I update the members information but retain the swift person ID?
• Why is that some mailgroups are not being created at Salesforce?
• What is an API call and what is my limit?
• How long does it take to sync between Salesforce and Swift Digital?
• How does it handle syncing contacts that are not in Salesforce?

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