Changing your password is easy, once you know where to look. Step 1: Get logged in. TIP: Need to reset your password? Click https://crm.swiftcrm.com/resetting/request to trigger a reset. A password reset link will be set to your email, if the email you enter is correct. TIP: People sometimes have multiple accounts, so if you get Read More…
Category: SwiftCloud Support
Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales Read More…
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…
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…
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…
One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and is especially helpful is when one person signs many docs – say, for HR, real Read More…
AUG 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…
Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…
Setting up an e-Signature or Store Kiosk is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…
NOTE: This is the technical operational flowchart of How to Sell Leads Online using SwiftCloud. Below we’ll dive into the business aspect a bit, but once you have a buyer or multiple buyers (easy), here’s how SwiftCloud can help you hook it all up. You have 2 basic ways to hook up the lead distribution, Read More…
