Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client…
Critical Security Update: Update Forms with Credit Cards, SSNs, PWs
Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be……
We ❤️ Developers
Welcome Developers! SwiftCloud can help you save time, earn more, impress your clients or team and more. We also speak your language – if you need something, reach out to us. TL;DR: We have inbound + outbound APIs. Inbound =…
Electronic Signature Quick Start
Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever…
Momentum Forms
Momentum Forms are incredibly powerful for lead generation. You can also use them for surveys or customer service logic-flows. They will show one question at a time. This is, as the name implies, helpful to build momentum. The first slide…
1 Click Login
Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply…. Click the gear bottom left, then click Edit Profile Click Accessing SwiftCloud Click the…
Fieldname Translator (Json Variables Renamed)
Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftCloud has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but…
Marketing Experiments
Spend SMALL money to learn and test ideas before you spend medium or big money on advertising. One of the keys to transcending “Founder-itis” (dependency on the founder), and developing repeatable cost-per-acquired-client / cost-per-closed-deal is learning and refining your sales…
WordPress Electronic Signature
5 Minute Setup of Electronic Signature NOTE: Any e-Sign that happens on a server in which you control the HTML can be dismissed, because you have the potential for CSS or Javascript obfuscation of signer intent, and/or change to signer…
Bloodhound Tracking Plugin Official Documentation
“Bloodhound” is our WordPress plugin for tracking exceptionally well. This is typically used to track advertising / marketing methods and/or sales affiliates and JV partners. Typical Client Uses: Tracking Sales reps – so when web-leads come in (or e-commerce sales),…
