Your customer wants to ensure that all review forms are sent to the second step of their route map on a specified date. What settings do you need to make to ensure this takes place?

Question

Junwei Li · Accepted Answer

Define the due date for the first step in the route map configuration in Manage Route Maps, Select the 'Automatic send on due date' option in Step 1 of the route map and also select the 'Always send regardless of validation' option.

Junwei Li · Answer

Define the start date for the first step in the route map configuration in Manage Route Maps, Select the 'Enforce Start Date' option in Step 2 of the route map.

Junwei Li · Answer

Define the due date for the first step in the route map configuration in Form Template Settings, Select the 'Automatic send on due date' option in Step 1 of the route map.

Junwei Li · Answer

Define the exit date for the first step in the route map configuration in Manage Route Maps, Select the 'Automatic send on due date' option in Step 1 of the route map and also select the 'Always send regardless of validation' option.

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