Help >> Mail Merge

Help >> Mail Merge

Feb 24,2015

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…

Secure Your Account

Secure Your Account

Nov 28,2018

Step 1: Connect Login with Google and/or Facebook. HOW: – Easy – go here: RED – Gear bottom left ORANGE – Edit Profile YELLOW – Accessing SwiftCloud GREEN – Login with Google >> click OFF to toggle it to ON, then the Google button, and a popup will open asking for permission. Click OK BLUE Read More…

e-Signor PDF Emailed Copy

e-Signor PDF Emailed Copy

Oct 19,2018

You can easily change and customize the email to people who e-sign a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try to keep the user interface consistent. In all cases, we’ll group what happens for you Read More…

SwiftCloud Document Types

SwiftCloud Document Types

Sep 17,2018

The following are types of docs you can set any “doc” to. Separately, you can make PDFs and images signable, and there are many other assets within the system such as invoices, items for sale (e-Commerce items), etc. These are “subtypes” of our core documents system, along with some tips on how to use each: Read More…

e-Signature Debugging: Most Common Errors

e-Signature Debugging: Most Common Errors

Mar 13,2017

If you’re having any problems with our e-Signature plugin, here are the most common errors: First, a note: the way our system works is our system goes to your website, scrapes your signable page, and merges it with the signature-data. Therefore, the page must be public in order for this system to work. We are Read More…

5 Ways to Create More Time

5 Ways to Create More Time

Feb 11,2017

You have the same 24 hours in a day as Bill Gates, Mark Zuckerberg, and the president. There are always limits of time and money, and skilled use of limited assets is one of the key jobs of any CEO. You’re the CEO of your own life, and perhaps more – maybe a family, company, Read More…

SwiftCloud for Real Estate

SwiftCloud for Real Estate

Oct 20,2016

SwiftCloud is most effective when multiple tools are used together – here’s our ideal real estate configuration and the benefits of each: SwiftCloud + WordPress is the ultimate real estate system. Problem #1: Position yourself as the Expert Of Choice for real estate problems. You need to build a “mini brand”, where you are the Read More…

Sales Lead Incubator Campaign

Sales Lead Incubator Campaign

Mar 03,2015

Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >> Print / Mail i.e. handwritten thank you cards (technically, this is a task we create Read More…

Timelines

Timelines

Jul 22,2011

Timelines in Web Development can be tricky, and so we are testing a new system that puts you, the client, in control. Timelines on Swift Web Designer / Swift Marketing projects can look complex – but it’s designed to empower you, the client, to take control over delivery dates & budgets. Also, note fast, quick, Read More…

Gallery

Gallery

Oct 27,2010

How to Edit the SwiftCMS + WordPress Gallery NOTE: There are 2 totally disconnected systems for this; we are in the process of merging them. One was proprietary, built custom as part of SwiftCMS, and does things that WordPress native gallery does not. In SwiftCMS 3.0, which may be out by the time you are Read More…