Microsoft Word to SwiftCloud e-Sign

SwiftCloud has a converter and in most cases, simply uploading any .doc or .docx file should result in a good starting place for your SwiftCloud Docs. If the converter fails, here’s a good alternative: Use Google Drive to generate “clean HTML”. Steps: Upload to Google Drive. It will save as a .doc file. While these Read More…

Roles

RolesMar 14,2020

Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing Read More…

Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be… Hidden in PDFs sent via email, (starred out) Hidden in email data to the form-owner Read More…

We ❤️ Developers

Welcome Developers! SwiftCloud can help you save time, earn more, impress your clients or team and more. We also speak your language – if you need something, reach out to us. TL;DR: We have inbound + outbound APIs. Inbound = easy, and low risk for us. Inbound data to fill an e-Sign form / contract Read More…

Momentum Forms

Momentum FormsMar 04,2020

Momentum Forms are incredibly powerful for lead generation. You can also use them for surveys or customer service logic-flows. They will show one question at a time. This is, as the name implies, helpful to build momentum. The first slide should be as easy, instant, and inviting to answer as possible – do NOT start Read More…

1 Click Login

1 Click LoginMar 03,2020

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply…. Click the gear bottom left, then click Edit Profile Click Accessing SwiftCloud Click the service you wish to login with. TIP: This will help you login in the future Read More…

Marketing Experiments

Spend SMALL money to learn and test ideas before you spend medium or big money on advertising. One of the keys to transcending “Founder-itis” (dependency on the founder), and developing repeatable cost-per-acquired-client / cost-per-closed-deal is learning and refining your sales funnel. We’ve just launched a simple tool that will get smarter and more integrated with Read More…

2.4 Updates – Drip Marketing, Doc Types, Contact Improvements & More

Version 2.4 of SwiftCloud sees hundreds of small improvements, and the beginning of some important and powerful new systems. Major Components Custom Contact Fields. This elevates our Contact Manager to a full CRM (Customer Relationship Manager) for most small businesses. Sequences of messages and soon, automation events. This is both for Drip Marketing / Autoresponders Read More…

Debt Settlement Website Template

If you’re looking for a Debt Settlement Website Template, odds are high you’re either HTML-friendly, or have a web designer on staff and are looking for a good “jumping off point”. Swift Marketing has built 20+ Debt Settlement Websites – contact us for a list & quote. Some have been used to produce 60+ leads a Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature system, which is… Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, otherwise hide the more-info field Income Read More…