Custom URLs

Custom URLsDec 30,2020

You can customize all your URLs in SwiftCloud / Swift CRM. More precisely, you can… Change the ending to something short, human-friendly, easy to say if needed. You can also change the base URL with “domain mapping”. This video explains: To map a domain to SwiftCloud / SwiftCRM, see here. This is typically one-time-setup. Questions? Read More…

Map a Domain or Subdomain to SwiftCloud

GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said, let’s make it nice! Examples: SUBDOMAIN – like  https://portal.YourDomainHere.com,  https://Patients.DentistWebsite.com,  https://Members.MyYachtClub.com, https://tenantportal.ABCManagement.com DOMAIN – like  Read More…

Timeclock

TimeclockDec 2,2020

DEC 2020: Timeclock alpha is released, and free through Summer 2021. After that, we will probably have a free level + paid level. It’s very, very simple for now, but should do the trick. If you need a simple timeclock system for agency-style billing, we hope you find it useful. To get started, click the Read More…

Email in SwiftCloud

Email in SwiftCloudNov 10,2020

This will become the main help file for Email in SwiftCloud, aka SwiftEmail.com. Click any link to see various specific topics. Note SwiftCloud contains… One to One Email / One to Few – regular style email (see Contact Details) One to Many Emails – Broadcast Bulk Email, aka “Groups”. Sequences – aka Autoresponders, Drip Marketing, Read More…

Inbound Email

Inbound EmailNov 10,2020

SwiftCloud contains a comprehensive messaging suite, including email tools. This article is focused on specifically setup of your inbound email. Here’s what you need to know: Step 1 of 2: Enable “IMAP” on your email service. Click to learn more. Gmail / Google Mail (IMAP is disabled by default and must be switched on – Read More…

Conditional Redirect

We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional Logic eDocs“ Over time, this will get more and more powerful, as it is integrated Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature system, which is… TIP: RELATED: See also “Conditional Redirect“ Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, Read More…

Default Review Form

Default Review FormSep 22,2020

You have not yet set your default review page. How to fix: Easy! Just 2 steps: Create a review form if you haven’t already (or clone a template then edit it) Set the default on your reviews section of your profile page. From your main profile page, go to About My Business >> Reviews and Read More…

API: Electronic Signature

Note our Electronic Signature API has 2 parts: Inbound & Outbound eSign / eDocs: Inbound: Inject variables into a contract or doc to be signed. This can even include a base 64 image (say, for an X-ray image, or driver’s license) eSign / eDocs: Outbound: Notification when a doc is signed, including with the URL Read More…

API: Calendar

API: CalendarSep 17,2020

SwiftCloud’s / SwiftCRM’s Calendar is API driven for both internal and external use. HEADS UP! You’ve stumbled into a very technical post. Most users will never need this. If any of the below seems scary and unfamiliar to you, contact us with your goals and we can help. Below is intended for programmers. NOTE: The Read More…