This is the first post of many, in which we’ll be a bit more public about most changes to the system. This series is probably only of interest to developers and programmers. The upcoming version 2.4 of SwiftCloud includes “Project…
Useful Snippets
The following snippets of shortcode may be of use for dropdowns in e-sign docs and other forms. Feel free to copy and paste these into your own docs. We’ll evolve this over time… Note: Countries is built into SwiftCloud, just…
W-9 Electronic Signature
To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation…
Secure Your Account + Merge Accounts
Why do this: One of our most common errors is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and…
What’s a good conversion rate?
Real numbers, as fast as possible, that’s what you want, right? First, e-commerce. Selling online, if you’re a web rookie… actual credit card or paypal required. 5.31% gets you into the top 25% of all e-retailers. 11.45% gets you into…
Change your Primary Email
Heads up! This will change your login email! Note this will NOT affect your login-via-Google or Login-via-Facebook. It will also affect your automations set to “Email me at Primary Email”, which is the default for e-sign docs, forms, e-commerce, etc….
Workrooms
Workrooms are automatically created when another user takes an action on one of your public-facing assets, such as… e-Signs a doc Buys one of your e-commerce products Pays an invoice etc. – more of these coming soon. This video will…
Marketing Goal Tracking with SwiftCloud
SwiftCloud can fire a Google Tag page-view with various events such as an electronic signature doc signed, invoice paid, e-commerce purchase, helpdesk ticket resolved, and more. Why do you care? This gives you tremendous flexibility for reporting. Here’s a few…
Email Not Arriving
If you are not getting notified of some action happening such as an electronic signature doc not sending you a PDF, this will help. STEP 1: Ensure notification to you is enabled. By default, this is ON, however, you should…
e-Signor PDF Emailed Copy
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…
