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…
WordPress Helpdesk Plugin
Note: The article below refers to SwiftCloud’s Helpdesk WordPress Plugin. Here’s the quickest way to get set up. Once set up, you will see how it works, and you can modify and grow from there, but you’ll at least have…
Swift Calendar Implementation
Using Your Scheduling Assistant is easy! Taking a few minutes to set this up one time will save you hundreds of hours over the long run, not to mention reduced frustration scheduling things, and greater show-up rates due to the…
Magic Fields
The following fields have special powers! Phone Email Address Zip Code How special? We use the power of the cloud to give you extra info, totally automagically. Currently, here’s what our fabulous servers will try to do for you based…
Import to Contacts / CRM / SwiftCloud
Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain…
Sales Lead Incubator Campaign
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 >>…
Opportunity Details Page Help
CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might…
Help >> Mail Merge
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…
Sales Rep Setup
This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not…
Why Was I Contacted?
If you’ve received email from us, it’s because either you opted in to one of our many systems, or someone you know and are working with in some capacity has added you. That said, you’re the boss over how and…
