Marketing Attribution

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…

How to Require X Before Accessing Y (i.e. NDA)

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…

API >> Incoming >> Web Form

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…

2.39 Updates – Sessions & Multi-Party e-Sign, Bulk e-Sign & 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…

Tracking Variables

Tracking VariablesSep 10,2019

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

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.

Invoice / Estimate / Quote / Receipt Generator

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…

Rules for Marketing Success

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…

PDF e-Sign Fields: Fixed Width

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…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & 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…