SwiftCloud Blog

Swift Membership Software Official Documentation

JULY 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…

Map a Domain or Subdomain to SwiftCloud

GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said, let’s make it nice! Examples: SUBDOMAIN – like  https://Patients.DentistWebsite.com,  https://Members.MyYachtClub.com, https://tenantportal.ABCManagement.com DOMAIN – like  https://PlumbingJobs.com Read More…

User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

Autoresponders / Appointment Reminders / Lead Nurturing

Automate your follow-up and reminders with SwiftCloud Sequences! This is also known as Appointment Reminder Software (Before + After Mode in our system) Lead Nurturing Software (After-only mode, i.e. Drip Marketing / Autoresponder Mode) This system also contains SMS Marketing software Email marketing software Marketing Automation SwiftCloud’s system is much more powerful than competing systems Read More…

API Details

API DetailsMay 16,2020

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. GOAL (Most Common): Send variables into an e-Sign Contract. METHODS: POST (simple and fast) GET (URL string) API (below) NOTE: API in is easy, there’s no Read More…

Profiles

ProfilesMay 14,2020

SwiftCloud has a built-in social profile system that can be whatever you want it to be. Website. Need a basic website? We’ve got you covered. Don’t want a website – but want a specific function like a jobs portal? We’ve got that covered too. Client Portal of any type – applying for loans, managing their Read More…

2.42 Updates – Getting Paid: Sign & Pay, SwiftShop, Invoices

Version 2.42 of SwiftCloud sees dozens of small improvements, and addition of payment options tightly integrated into SwiftCloud. Major Components Getting Paid: 8 ways of collecting money through SwiftCloud.AI. Currently we’re using Stripe, but will soon be adding ACH e-Check options, bitcoin, and additional systems to support various currencies and methods. Most of our focus Read More…

SwiftCloud for Sales

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

In-Person e-Signature (Kiosk, Tablet)

Setting up an e-Signature or Store Kiosk is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…