Creating an Account Creation Origin Source

Create an Account Creation origin source when you want account-created records to appear in First Source reporting even if the person created an account but did not start an application.

One way to identify these records is to compare the person created date with the delivered date of the account creation mailing. If those dates match, a rule can add an Account Creation interaction, and an Origin Source can use that interaction as its source.

   

       

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Create an account creation interaction

1. Go to Database → Activity / Interaction Codes.

2. Select Insert.

3. Enter a code and label for the account creation interaction.

4. Select Save.

Create a rule to add the interaction

1. Go to Database → Rules.

2. Create a rule with these settings:

   • Name: Add Account Creation Interaction

   • Type: Configurable Joins

   • Category: Records

   • Base: Person

   • Rule Type: Interaction

   • Rule Trigger: Upon Update (Deferred)

   • Status: Preview

3. Add a subquery comparison filter that compares the person created date to the account creation message delivered date.

1. For both date exports in the comparison, edit the export formatting:

   • Format Type: Date

   • Format Mask: MM/dd/yyyy

2. Add any additional filters needed for your process, such as a person created date threshold.

3. In the action section, select the user, the Account Creation interaction code, and the subject.

4. Select Save.

When the rule is ready to run, edit the rule, set Status to Active, and save it.

Create the origin source

1. Go to Database → Origin Sources.

2. Select Insert.

3. Configure the origin source:

   • Status: Active

   • Summary: Account Creation

   • Origin Group: First Source

   • Source Type: Interaction

   • Source: Account Creation

   • Category: Account Creation

4. Select Save.

If your database does not already have a First Source origin group, go to Database → Origin Groups and create one.

📝 Note

Origin Source calculation runs during overnight processing. The process recalculates records updated within the previous 365 days. For each Origin Group, Slate assigns both a first source and a last, or most recent, source.

For more information, see Origin Sources.