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gcollette
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Member since ‎Dec 12, 2019
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Greg Collette

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Participant
December 09, 2024
In case anyone is checking this thread now, both Marketing Enterprise and Marketing Professional have the Random Split Branch option in Workflows . ...read more
Participant
August 02, 2023
Never mind, looks like I found my solution - the ESign Date property is the date & time the quote was signed by all signers, so triggering a work...read more
Participant
August 02, 2023
What if our quotes vary on how many e-signatures may be required to be considered fully signed? Is there a way to create a trigger based on when ESig...read more
Participant
June 14, 2023
@CMitchell6 great workaround! Thanks for sharing!
Participant
May 22, 2023
@bartvintcent @GEastham as of right now, it looks like the beta is actually under a revamped CTA section, not under the Forms section.
Participant
July 06, 2022
It's not exactly the same as "known", but you can use is "Last modified date" as a re-enrollment trigger if you use the "updated in last" option and ...read more
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