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

Tailored Experience

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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