Whether you're new to Swivel or looking to deepen your knowledge, these recorded training sessions are designed to help you build confidence using Swivel and get the most value from the platform.
The Jump Start session focuses on configuration and initial setup, while Swivel 101 provides an overview of how to navigate and use the system. The Data Migration Clean Up and Imports sessions cover bringing data into Swivel and organizing it effectively. The remaining trainings focus on specific features that help you manage contacts, track opportunities, and streamline your daily processes.
Each section below includes:
A brief overview of what you’ll learn
A video of a past session you can watch anytime
A link to register for an upcoming live training session
Jump Start
Jump Start
Get up and running on the platform. Complete initial setup, including user management, phone integration, account branding, and texting prerequisites. Account owner access required.
Swivel 101
Swivel 101
Deepen your platform knowledge with hands-on guidance. Set up email and calendar, create contacts, products, and opportunities, and access Swivel on the go with our mobile app.
Data Migration Clean Up
Data Migration Clean Up
Get hands-on guidance for cleaning and organizing data after a CRM migration. Learn why clean data matters, how to manage carriers, institutions, and product lines, and how to avoid duplicates. Includes live Q&A.
Imports
Imports
Learn how to add data in bulk, including clients, products, and event attendance. Get step-by-step guidance on file formatting and completing imports accurately.
Broadcast Email
Broadcast Email
Learn how to create and send email campaigns. Build contact lists, design email templates, and send messages with confidence. Includes live Q&A.
Texting
Texting
Learn how to use Swivel texting to send bulk messages, manage 1:1 conversations, and track communications. Includes live Q&A.
Workflows
Workflows
Learn how to create, run, and optimize workflows. Build a workflow end to end, explore workflow templates, and automate routine tasks for consistent follow-up.
Automations
Automations
Learn how to build automations using triggers, conditions, and actions. See common automation examples, understand how data drives automation, and automate client annual reviews. Includes live Q&A.
Marketing & Events
Marketing & Events
Plan, manage, and measure campaigns and events. Learn campaign types, run in-person events, track metrics, and evaluate results. Includes live Q&A.
Opportunities
Opportunities
Learn to manage opportunities, pipelines, and stages. Explore pre-configured pipelines, use the Opportunities Board, and leverage advanced features. Includes live Q&A.
Contact Lists
Contact Lists
Learn to organize and segment data using contact lists and reports. Explore pre-configured reports, create and edit lists, and follow best practices for clean, accurate data. Includes live Q&A.
Swivel Summary & Swivel Sync
Swivel Summary & Swivel Sync
Learn to use Swivel Summary for impactful client reviews. Map policy and account values, apply customizations, and generate sharable summaries. Includes live Q&A.