Category: Help

Zapier Integration

Zapier IntegrationJan 25,2017

SwiftCloud can work with Zapier to help extend your automation. Zapier is basically an API Bridge. It helps computer services “talk to each other”. For example, a Swift Marketing RAVE system for customer satisfaction reviews could use some other 3rd-party autoresponder, instead of Swift Marketing’s automatically integrated system. Do we think you should just use Read More…

Website Membership Software Official Documentation

This is the officially maintained master documentation for our WordPress membership plugin. The WordPress Membership Software / Plugin can easily turn any website into a membership based site (Paid or free). Feb 2017: The plugin is purposely not yet on WP.org but available upon request for free (for at least 6mo) while we beta test Read More…

Official IMPRESS Documentation

This is the officially maintained documentation for the IMPRESS Influencer Marketing and Press Release Engagement system. This system requires both a WordPress plugin (here), and a paid SwiftCloud account to function as designed. WordPress Plugin Shortcodes: NOTE: Because we are running this plugin on this site, the shortcodes below are embedded as images and thus not Read More…

Exporting Electronic Signature Data

To get data from electronic signatures we have a crude temporary fix. First: The quick, easy, solution even if not ideal: Export Contacts. You can then revise the data in Excel or Google Spreadsheets as needed. We know this isn’t ideal – the next version of SwiftCloud already in process (as of Jan 2016) has Read More…

Video Marketing WordPress Setup

We have a new video marketing WordPress plugin, and it’s awesome. It gives you some of the experience of a webinar – notably lead generation – but using any YouTube video. Use it for short videos, or to turn any pre-recorded webinar into a lead magnet. The Video Marketing plugin does 2 things: Overlays a Read More…

Swift Shop Plugin Shortcodes

SwiftCloud contains a basic e-commerce platform, and associated WordPress plugin. It’s slick if you sell services or just a few products. If you sell over ~20 products, we recommend other systems such as Woo Commerce. That said, below is the official list of shortcode documentation. Note the shortcode generator will handle all this for you, Read More…

Website Forms Handler Fields List

Below is the officially supported list of fields our formhandler supports. This document is technical. If you don’t know how to hand-edit HTML forms, you may wish to send this page to a developer or discuss with our staff. Note our Website Forms Generator will take care of all this for you; below is for Read More…

Electronic Signature Field Names Not Showing

If your field names are not showing on an electronic signature document, be sure the “placeholder” is defined when you add the field – it’s easy. You can also just directly modify the shortcode – the popup tool is simply a shortcode generator so you don’t have to remember all the codes. Let’s go through Read More…

Project Management Software

SwiftTasks is a powerful web-based task and project management software suite. This project management software is part of the very core of SwiftCloud. All SwiftCloud tools can leverage it – for example, Swift Marketing can create tasks for you to call or snail-mail specific people, specific messages, on specific dates, as can Swift CRM. Your daily Read More…

Password Reset / Forgot Password

Need a password reset? Click Login Troubles here… Don’t worry – it happens to all of us. TIP: When you get logged in, enable “login via Facebook” and “Login via Google”! It makes login easier, faster, and helps secure your account. Here’s how: RED – click the gear bottom left… ORANGE – click Edit Profile Read More…