List builder

Build targeted lists with ease

Create customised lists based on any data point in your CRM - enabling you to deliver personalised campaigns and detailed reports effortlessly.

Personalise every interaction

SwiftFox List Builder helps you tailor your communications by creating targeted lists based on a wide range of criteria, from age and location data to events attended and interests.

With these personalised lists, you can automate email marketing and send relevant content that resonates with your audience. This targeted approach boosts the effectiveness of your campaigns, ensuring that your contacts receive the most pertinent information to them.

Powerful reporting

SwiftFox List Builder offers accessible reporting tools that eliminate the need for manual spreadsheets or coding, allowing you to easily query any database field.

With flexible reporting capabilities, you can save and reuse searches, quickly generating the reports you need. Export your data as CSV files, visualise it in dashboards, and integrate it seamlessly with SwiftFox’s communications toolkit.

Reach the right people

SwiftFox List Builder’s segmentation tools allow you to create time-based lists, ensuring your communications are always timely and relevant.

Whether you're reaching out to new contacts, past event attendees, or long-term customers, you can deliver the right message at the perfect moment.

Multi-criteria targeting

SwiftFox List Builder lets you perform multiple searches at once, combining various criteria like age, location, and behaviour to create highly targeted campaigns.

You can include any field in your CRM, allowing you to refine your lists and reach the most relevant audience with precision.

Static vs dynamic lists

Choose between static and dynamic lists depending on your campaign requirements.

Static lists capture data at a specific point in time, while dynamic lists automatically update as new information is collected, ensuring your outreach stays relevant and accurate.

Secure access permissions

Control access to your data by setting permissions for individual users or groups, ensuring sensitive information stays secure.

You can manage who has access to the List Builder and decide who can view or export data, offering flexibility and control over your organisation's data management.

A swift summary

Easily create targeted lists based on any data point, activity, or characteristic in your CRM.

Seamless searching with both quick search and detailed search options for contacts and organisations.

Segment contacts by status, relationship, location, or activities such as events attended, emails sent, or surveys completed.

Access powerful reporting tools to query database fields, save searches, and export reports in CSV.

Create time-based lists to reach contacts with the most relevant content at the right moment, boosting engagement.

Manage access permissions for individual users or groups, ensuring security while providing appropriate access to the data needed.

Let’s talk more

Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.

We’d love to learn more about your engagement needs and show you how SwiftFox can help!

Learn more