We have a custom dropdown property that lists our campaigns for the year. There’s a general campaign included, but we want to filter and see which contacts enrolled in that campaign during a specific time, like in January 2025.I was thinking we could use a similar approach to how Lifecycle Stages work, where we can see the date a contact entered a specific stage using the ‘Date Entered’ properties.Do you have any suggestions on how to do this?Thanks!
Hi @06401,
This can be achieved with a date property and a workflow. First, create a custom date property: Create and edit properties
In a contact based workflow, you can then enroll contacts based on campaign touchpoints (form submissions, ad interactions, marketing emails), then use the ‘Edit record’ workflow action to log the date in the newly created property: Create workflows
Only enroll records who meet the criteria after turning the workflow on, otherwise everyone so far will get today’s date.
Have a look and let me know if you have any follow-up questions!