Aside from building your brand, a domain is crucial for leveraging Swayze features and automations. Your domain helps safeguard against carrier restrictions and being blocked by email providers. Carriers don't like to see long links in text messages sent to their customers and email providers no longer allow/accept bulk emails from free email addresses (e.g. mycompany@gmail.com or bestinsuranceagent@outlook.com). Adding a domain shortens our raw links and enables you to send bulk emails to your leads and avoid spam. Follow the steps below to add your domain.
Go to Settings > Domain. Click Add New. If you're not seeing Settings, click Dashboard and then Settings should appear.
Enter the domain name (e.g. myhealthinsurance.com) that you want to link your campaign's funnel (eg. ACA, FEX, etc.). You can use subdomains (e.g. aca.myhealthinsurance.com or fex.myhealthinsruance.com) if you want to organize by campaign or if your domain already has a website built. Then click Continue.
Swayze will now check the registrar or domain provider that hosts your domain. If you purchased your domain from Cloudflare or GoDaddy, then we will automatically push your DNS Records to your provider. You just need to click Authorize. Otherwise, you will need to manually enter the DNS records for the domain in your domain provider's DNS Settings. Then come back to Swayze and click Verify DNS records.
Note: Verification may take a few tries depending on your domain provider (e.g. GoDaddy) as the new DNS records are updated. It can take around 30 - 60 seconds. If it fails, try again.
Immediately after adding a new domain, you will get the option to connect it to an existing funnel. If you don't see the funnel for your campaign, then you will need to reload the snapshot for that campaign and return here.
1. Click the dropdown menu and choose the funnel associated with your campaign.
2. Set the default funnel step to the first page of the funnel.
Click the menu button (3 dots) for the domain you'll be linking, and then click Edit. In the dropdown for Default Page, choose the first step for your funnel (e.g. Health Insurance Funnel / Step 1. Consent). Click save. You don't need to enter a 404/Error Page or robots.txt, but if you want to, you can link another page for the 404/Error Page.
1. From the menu, click Sites & Forms and choose the funnel(s) for your insurance type.
2. Click Settings.
3. Select a domain from the dropdown list and save.
4. Test to confirm your funnel is live.
This can happen when adding a new domain and verifying DNS records, usually if the new DNS records haven't propagated through your domain provider's network. If the DNS records verification fails, try again until it goes through as it may take multiple attempts. If it still fails after 2 minutes, cancel and try to add the domain again.
Check to make sure your funnel has the correct domain selected in its settings. If it's selected or saved, give it 5 minutes for the DNS records to update.
The DNS records are still updating. Give it about 5 minutes to complete. Clear your cache and cookies. If the issue persists remove your domain in Settings > Domains and re-add it. Click the menu button (3 dots) then delete to remove a domain.
Health Insurance Funnel
ACA Calendars
Referrals
401K Trap (Annuity Funnel)
Final Expense Click to Call
Risk Assessment Funnel
Mortgage Protection Survey + Booking
Med Advantage T65 Campaign with SOA
Med Sup T65 Campaign no SOA
Agent Signature Set-Up
Agent Recruitment Funnel
