Hello! I’d like to add a property where I can see the date when a contact was first enrolled in a sequence. This will help our team track our outreach efforts - we can see how many brand new contacts our team is enrolling in sequences over time.
Hey, @KMiller8795 ! You could create a custom Contact property for “First sequence enrolled date” and then have a workflow that updates this property. If you already have a WF set to automatically enroll your first sequence, you could add it on there, OR, create a new sequence of if “Currently in sequence = YES,” stamp date of step. For the latter, you’ll want to be sure that re-enrollment is not on so you’re only capturing the first time they are in a sequence. Hope that helps!
Hi @callie ! Thanks so much for the reply. Could you provide me with some additional details for how I would go about setting up this custom contact property?
Thanks!
Hi @KMiller8795 ! This KBA walks you through how to set up the property
you can set it up directly in your settings, or if you’re already working on the automation, you could set it up in the workflow directly.