Swivel

Boni Newberry

Celeste Olson

Bailee Walljasper

Swivel email features to connect with your contacts

Emails

Communication Log with Outlook & Google Email Integration

Learn what compliance archiving is, how it works, and how to enable automatic BCC for outgoing emails in Swivel

Compliance Archiving of Emails

🙋Email Campaign FAQs

Learn how to create and use an email signature when sending emails to your contacts.

Add Email Signature

Email FAQs & Troubleshooting

Tracking Email Campaigns

Manage & View Email Replies

Email Options

Sending Templated Email

How to create custom email templates and send as part of an email campaign.

Email Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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