Marketing Attribution is absolutely critical to building profitable campaigns. All SwiftCloud data-captures will read our tracking cookies, specifically for any of: Signups, which might be your signups not just ours i.e. someone buying a product of yours for the first time, paying an invoice, signing a doc, etc Purchases of any type, either existing users Read More…

GOAL: Require an NDA before user can access content X (doc, video, etc) OPTIONS: 1. Deliver the sensitive assets via email See Pink box >> About Them >> hit the [+] to customize that. You could include an encrypted un-guessable link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. Why use it / Common Use Cases Facebook Lead Form Ads – Will notify you, create the workroom, fire autoresponder messages, create the contact Zapier, IFFFT, Read More…

Version 2.39 of SwiftCloud introduces the following systems: Major Components Sessions – this allows you to start a sales application over the phone then turn it over to the client to e-sign (instantly, via URL even). This is a critical stepping stone to multi-party e-sign automation as well. “Smart Views” / Filtered Views. This will Read More…

SwiftCloud will now pass along any & all URL variables… …added to any incoming e-sign doc / form / invoice / landing page / asset in which we redirect the user after doing something. Most common: e-Sign doc(s). Why you care? You should – it’s powerful – here are a few uses: Sessions & User Read More…

Feast or Famine: A Solution. By connecting marketing budgets (time/$) to pipeline dips, you can add consistency to income. Here are a few tricks to make it work.

We needed this, some clients needed it, so we built it. This system is great for… Estimates & Sales Quotes & Sales Proposals Invoices due Receipts, Credit Memos, etc. How to make an Invoice / Estimate / Quote / Proposal / Receipt using SwiftCloud… TIP: These are great for Sales Proposals, by bundling them into Read More…

This was an old article I revisited, then revised heavily – for my own clarity and internal use and training – hope it helps you. Think of this as an open letter to our staff. 6 Rules for Marketing Success: Numbers are Truth. Humans delude themselves, want to be right about certain assumptions, so they’ll Read More…

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…