Version 2.4 of SwiftCloud sees hundreds of small improvements, and the beginning of some important and powerful new systems. Major Components Custom Contact Fields. This elevates our Contact Manager to a full CRM (Customer Relationship Manager) for most small businesses….
Debt Settlement Website Template
If you’re looking for a Debt Settlement Website Template, odds are high you’re either HTML-friendly, or have a web designer on staff and are looking for a good “jumping off point”. Swift Marketing has built 20+ Debt Settlement Websites – contact…
Systems Not Goals
This is awesome – so I’m posting verbatim with a few comments below: We all have things that we want to achieve in our lives — getting into the better shape, building a successful business, raising a wonderful family, writing…
Multi-Language Docs
This applies to any type of docs, not just e-sign – you can use this for intake forms, templates, sales contracts, etc. In this example we show a good way of handling multiple languages within one account. Summary: Setup the…
Electronic Signature Field Names Not Showing
If your field names are not showing on an electronic signature document, be sure the “placeholder” is defined when you add the field – it’s easy. You can also just directly modify the shortcode – the popup tool is simply…
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…
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…
Swift Form Billing / Cancel
SwiftForm Billing: You may want Form Swift, not Swift Form This is a common mistake. We have no affiliation with that company. We get a lot of people mistakenly contacting us regarding billing or cancellation or to cancel. That’s all…
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…
Tracking Variables
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…
