Category: SwiftCloud Support

Zapier Integration

Zapier IntegrationJan 25,2017

SwiftCloud can work with Zapier to help extend your automation. Zapier is basically an API Bridge. It helps computer services “talk to each other”. For example, a Swift Marketing RAVE system for customer satisfaction reviews could use some other 3rd-party autoresponder, instead of Swift Marketing’s automatically integrated system. Do we think you should just use Read More…

Official IMPRESS Documentation

This is the officially maintained documentation for the IMPRESS Influencer Marketing and Press Release Engagement system. This system requires both a WordPress plugin (here), and a paid SwiftCloud account to function as designed. WordPress Plugin Shortcodes: NOTE: Because we are running this plugin on this site, the shortcodes below are embedded as images and thus not Read More…

Video Marketing WordPress Setup

We have a new video marketing WordPress plugin, and it’s awesome. It gives you some of the experience of a webinar – notably lead generation – but using any YouTube video. Use it for short videos, or to turn any pre-recorded webinar into a lead magnet. The Video Marketing plugin does 2 things: Overlays a Read More…

Swift Shop Plugin Shortcodes

SwiftCloud contains a basic e-commerce platform, and associated WordPress plugin. It’s slick if you sell services or just a few products. If you sell over ~20 products, we recommend other systems such as Woo Commerce. That said, below is the official list of shortcode documentation. Note the shortcode generator will handle all this for you, Read More…

Website Forms Handler Fields List

Below is the officially supported list of fields our formhandler supports. This document is technical. If you don’t know how to hand-edit HTML forms, you may wish to send this page to a developer or discuss with our staff. Note our Website Forms Generator will take care of all this for you; below is for Read More…

WordPress Helpdesk Plugin

Note: The article below refers to SwiftCloud’s Helpdesk WordPress Plugin. Here’s the quickest way to get set up. Once set up, you will see how it works, and you can modify and grow from there, but you’ll at least have a solid working solution. Install the SwiftCloud WordPress Helpdesk Plugin as usual – easiest is Read More…

Swift Calendar Implementation

Using Your Scheduling Assistant is easy! Taking a few minutes to set this up one time will save you hundreds of hours over the long run, not to mention reduced frustration scheduling things, and greater show-up rates due to the automated reminders. Let’s get started. NOTE: There’s one critical setting that must be defined before Read More…

Magic Fields

Magic FieldsApr 22,2015

The following fields have special powers! Phone Email Address Zip Code How special? We use the power of the cloud to give you extra info, totally automagically. Currently, here’s what our fabulous servers will try to do for you based on these fields: Phone We’ll run a reverse phone lookup automatically to try and match Read More…

Import to Contacts / CRM / SwiftCloud

Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain commas in the street address or comments, which then affects the column-order).  

Sales Lead Incubator Campaign

Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >> Print / Mail i.e. handwritten thank you cards (technically, this is a task we create Read More…