Create a property for 'first sequence enrolled date'

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 :slightly_smiling_face: 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.