Add signed engagement tag to marketing contact record
Add signed engagement tag to marketing contact record
Signed engagement letters sitting in eSign logs leave contacts unlabeled and block onboarding. Automatically tag contacts so campaign managers can start onboarding same day.
Overview
Signed engagement letters often remain untagged, leaving campaign managers unable to trigger onboarding sequences. This flow applies a signed-engagement tag as soon as signatures complete, so onboarding and nurture can begin the same day.