Ecommerce – Paypal Recurring Payments Setup

Ecommerce – Paypal Recurring Payments Setup

Apr 19,2016

In order to accurately collect money and deliver the associated product / permissions, you need to set up “Paypal IPN”. Fear not – it’s not hard, a one-time setup, and we’ll walk you through it. Get logged into paypal, whatever account you want your money to flow to. Your clients will not see this email Read More…

Connect SwiftForm to Remote APIs

Connect SwiftForm to Remote APIs

Feb 27,2016

Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftForm has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but the variable field-name is different. In short, this allows you to translate something like “email” Read More…

Onboarding Timeclock

Onboarding Timeclock

Feb 04,2016

To use the timeclock for freelancer billing is easy but requires a few steps. First, the billing party must be in your address book (just add them 1 time). Once they’re in your address book, then just type their name where it says “Select Client” and you’ll see their name appear – just click the Read More…

Swift Calendar Implementation

Swift Calendar Implementation

Feb 01,2016

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…

How to Setup a Masked Redirect

How to Setup a Masked Redirect

Dec 11,2015

Here’s how to mask any domain name: Example: http://SwiftSchedule.com/brucemack — actual URL, or http://SwiftCloud.io?utm_source=email&utm_medium=newsletter&utm_term=newusersequence&utm_content=onboarding&utm_campaign=onboarding to just http://EasyURL.com      

How to Remove Duplicate Rows in Google Spreadsheets

How to Remove Duplicate Rows in Google Spreadsheets

Dec 09,2015

This video shows how to remove duplicate data (single column or multiple columns i.e. combined uniqueness) Use the “unique” function, then Copy & “Paste Special >> Values Only” to freeze the data (convert it from a calculation to raw data) To import this data into SwiftCloud (i.e. for Contacts, CRM deals, accounting data, etc.) simple Read More…

How to Set Up Login via Facebook or Google with SwiftCloud

How to Set Up Login via Facebook or Google with SwiftCloud

Dec 03,2015

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply Login using your email and password Go to ¬†http://swiftcloud.io/user/profile – (Click your photo on the navigation top right, then “logged in as {yourname}”) On the right side, below your Read More…

Import to Contacts / CRM / SwiftCloud

Import to Contacts / CRM / SwiftCloud

Mar 04,2015

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).  

Help >> Mail Merge

Help >> Mail Merge

Feb 24,2015

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…

Change your Primary Email

Change your Primary Email

Nov 04,2014

Changing your primary email for your SwiftCloud account is easy. Login to your account at http://SwiftCloud.me Navigate to Settings >> {YourName} >> Profile Click the email field Replace it with the new one you want Verify it. The new one will not work until you verify it. Done!   You can also change your password Read More…