Category: Help

Switch to SwiftCRM

Switch to SwiftCRMMay 12,2018

How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet.

Swift Conference Plugin

Swift Conference Plugin MOVED – These functions are now inside SwiftCloud / SwiftCRM. The below refers to our now deprecated WordPress Plugin and is pending update. Installation Steps: Create 3 pages (blank at first): Registration (can be on any page, sidebar, etc. too if you prefer) Webinar-NAME (assuming you might have more than one webinar Read More…

WordPress Plugins

WordPress PluginsJul 28,2017

SwiftCloud WordPress Plugins: Public / Free: Swift Signatature – electronic signature – Beta Inbound Marketing – Instantly add lead capture to any site including Exit-Intent Popups, Scroll-based Popups, Timed Overlay Popups, Call-to-Action Blog-Post Boxes, Lead tracking options, and more Swift Helpdesk – ties to SwiftTasks / SwiftHelpdesk Swift Calendar – Online Appointment Scheduling – Alpha; also Read More…

Reviews Shortcodes

Reviews ShortcodesJun 07,2017

Below is the officially maintained documentation for the Customer Advocate Viral Engagement (“CAVE”) marketing system, sometimes also referred to as Swift Reviews or our feedback system. This is particularly powerful for Reputation Management. NOTE: Because we have this plugin installed here, we’ve included the shortcodes as screenshots for reference: UPDATE: We have just added refer-a-friend Read More…

Swift Staff WordPress Plugin Official Documentation

SwiftCloud contains an Applicant Tracking System (“ATS”) to help companies recruit, hire, and onboard both full time workers, freelance and part time workers, and marketing affiliates, both on-site or off-site. SwiftCloud has numerous staffing industry clients, and we’re familiar with the needs of recruiting agencies. For a full description, see below. SHORTCODES Drop these into Read More…

e-Signature Debugging: Most Common Errors

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…

e-Signature Error: Please enter at least one field from Email

If you see the following error, please ensure you have somewhere in your signable area the “email” field. How to solve: Easiest: If you’re using our Electronic Signature WordPress Plugin, we have added to your WordPress Editor a “shortcode generator”. All it does is generate shortcodes, so that you don’t have to remember them. Here Read More…

e-Signature Page Not Found Error [Solved]

If you have set up electronic signature, and are getting a “Page Not Found” error when you run a test, the most likely scenario is the thank-you-page, the page the form is set to redirect to after submission, has not been set. Here’s how to fix – it’s easy: Login to SwiftCloud and go to https://swiftcloud.io/form/my-forms Click Read More…

Self Scheduler WordPress Plugin Official Docs

This page is specific to WordPress connection with SwiftCalendar.com’s self scheduling system. It allows you to schedule appointments based on rules, won’t overlap existing appointments, and can be used for humans (i.e. dental appointment) or assets (i.e. a boardroom checkout system, boat rental, etc.) Feb 2017 Update: This doc refers to features that are in Read More…

Embed

EmbedFeb 07,2017

We have a lot of options to embed assets into your website(s). The below may be what you’re looking for: Embed a Web Form Embed an Electronic Signature document e-Commerce Buy-Now buttons e-Commerce Agreement / Subscription buttons Helpdesk Support Form A link to your customer portal Need something else? Let us know and we’ll update Read More…