2.4 Updates – Drip Marketing, Doc Types, Contact Improvements & More

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. Sequences of messages and soon, automation events. This is both for Drip Marketing / Autoresponders Read More…

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 us for a list & quote. Some have been used to produce 60+ leads a Read More…

Systems Not Goals

Systems Not GoalsJan 3,2020

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 a best-selling book, winning a championship, and so on. And for most of us, the Read More…

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 first doc 100% in one language Copy the doc and translate if needed, or copy Read More…

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 a shortcode generator so you don’t have to remember all the codes. Let’s go through Read More…

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 time, paying an invoice, signing a doc, etc Purchases of any type, either existing users Read More…

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 link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

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 we know. If you still need further billing help, by all means drop us a Read More…

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 stepping stone to multi-party e-sign automation as well. “Smart Views” / Filtered Views. This will Read More…

Tracking Variables

Tracking VariablesSep 10,2019

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 care? You should – it’s powerful – here are a few uses: Sessions & User Read More…