---
title: "Creating an Account Creation Origin Source"
slug: "creating-an-account-creation-origin-source"
description: "Create an Account Creation interaction, rule, and Origin Source in Slate to track prospects who create an account."
updated: 2026-10-14T17:28:33Z
published: 2026-10-14T17:28:33Z
canonical: "knowledge.technolutions.net/creating-an-account-creation-origin-source"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating an Account Creation Origin Source

If a prospect creates an account on your [account creation page](/v1/docs/application-and-status-page-authentication-sso-single-sign-on) but never starts an application, they may not have a *First Source* value. You can create an **Account Creation** [origin source](/v1/docs/origin-sources) to account for this circumstance by comparing 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.

> [!TIP]
> ⭐ Get Inspired
> 
> This article was adapted from [a post by Technolutions staff](https://community.technolutions.net/get-inspired/post/account-creation-origin-source-Df9jrSR0a1OeRi8) in the Slate Community Forums' Get Inspired space. Have a great idea for a Get Inspired post? [Let us know](https://community.technolutions.net/get-inspired/new?post_type=gnHx7As1gZ8r6Ld)!

## Creating an *Account Creation* interaction code

1. Go to **Database → Activity / Interaction Codes**.
2. Select **Insert**.
3. Configure the following settings:
  - **Status:** Active
  - **Type:** Interaction
  - **Code:** Enter a computer-friendly name for the code, like `account_creation`.
  - **Label:** Enter a human-friendly name for the code’s label, like `Account Creation`.
4. Select **Save**.

![Activity and Interaction Code settings for an Account Creation interaction](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/01-Bwk8Kw9lKlEiLWv145C33.webp?sv=2026-02-06&spr=https&st=2026-11-15T17%3A55%3A14Z&se=2026-11-15T18%3A55%3A14Z&sr=c&sp=r&sig=d8EtMs%2FzDWUmxUc7sV6mwMyG%2FyNCO9lehIM%2BY41Yqck%3D)

## Creating a rule to add the interaction

### Create the rule

We start by creating a new rule:

1. Go to **Database → Rules**.
2. Select **New Rule.**
3. Configure the following settings:
  - **Name:** Enter a name for the rule, like `Add Account Creation Interaction`.
  - **Type:** Configurable Joins
  - **Category:** Records
  - **Base:** Person
  - **Rule Type:** Interaction
  - **Rule Trigger:** Upon Update (Deferred)
  - **Status:** Preview
4. Select **Save.**

### Create a subquery filter

In the rule, we’ll add a subquery comparison filter that compares the person created date to the account creation message delivered date.

1. On the rule overview page, select **Subquery Filter**.
2. Configure the following settings:
  - **Status:** Active
  - **Name:** Enter a name that describes what the subquery filter is testing for, like `person created = account creation message delivered date`.
  - **Aggregate:** [Comparison](/v1/docs/subquery-filters#comparison)
  - **Exports:** Add the following exports:
    - **Person** → **Created Date**
    - **Messages** → **Delivered Date** (creates a join to the *Messages* base)
    - For both date exports in the comparison, edit the export formatting:
      - **Format Type:** Date
      - **Format Mask:** `MM/dd/yyyy`
  - **Field 1:** Person Created Date
  - **Operator:** `=`
  - **Field 2:** Messages Delivered Date
  - **Filters:** Create a filter for **Message Mailing** → **Name** `IN` **System - Account Creation.** (Creates a join to the *Message Mailing* base).
3. Select **Save.**

![Subquery comparison filter comparing person created date to account creation message delivered date](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/02-U9kAcNrmf5Mn3aFLQbICL.webp?sv=2026-02-06&spr=https&st=2026-11-15T17%3A55%3A14Z&se=2026-11-15T18%3A55%3A14Z&sr=c&sp=r&sig=d8EtMs%2FzDWUmxUc7sV6mwMyG%2FyNCO9lehIM%2BY41Yqck%3D)

### Configure the rule action

1. Add any additional filters needed for your process, such as a person created date threshold. **Upon Update (Deferred)** requires a qualifying record update; the passage of time alone does not trigger the action. See [Choosing a Rule Trigger](https://knowledge.technolutions.net/docs/trigger-selection).
2. In the action section, select the user, the Account Creation interaction code, and the subject.
3. Select **Save**.

![Interaction rule action configured to add the Account Creation interaction code](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/03-R3kxy76BASgQiDLfNNbnK.webp?sv=2026-02-06&spr=https&st=2026-11-15T17%3A55%3A14Z&se=2026-11-15T18%3A55%3A14Z&sr=c&sp=r&sig=d8EtMs%2FzDWUmxUc7sV6mwMyG%2FyNCO9lehIM%2BY41Yqck%3D)

When the rule is ready to run, edit the rule, set **Status** to **Active**, and save it. To process existing records after you add or change the rule, see [Retroactive Refresh](https://knowledge.technolutions.net/docs/retroactive-refresh).

## Creating the origin source

1. Go to **Database → Origin Sources**.
2. Select **Insert**.
3. Configure the following settings:
  - **Status:** Active
  - **Summary:** Enter text that appears as a human-friendly origin source summary, like `Account Creation`.
  - **Origin Group:** First Source
  - **Source Type:** Interaction
  - **Source:** Select the account creation interaction you created earlier.
  - **Category:** Enter a human-friendly origin source category name, like `Account Creation`.
4. Select **Save**.

![Origin Source settings using Account Creation as an interaction source](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/04-GEfCavX20SibxWshoH3XM.webp?sv=2026-02-06&spr=https&st=2026-11-15T17%3A55%3A14Z&se=2026-11-15T18%3A55%3A14Z&sr=c&sp=r&sig=d8EtMs%2FzDWUmxUc7sV6mwMyG%2FyNCO9lehIM%2BY41Yqck%3D)

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

![Origin Group settings for a First Source origin group](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/05-51FL0GhzoAaMCireZtnm6.webp?sv=2026-02-06&spr=https&st=2026-11-15T17%3A55%3A14Z&se=2026-11-15T18%3A55%3A14Z&sr=c&sp=r&sig=d8EtMs%2FzDWUmxUc7sV6mwMyG%2FyNCO9lehIM%2BY41Yqck%3D)

> [!WARNING]
> 📝 Note
> 
> Slate calculates Origin Sources overnight in production environments for person records updated within the past 48 hours. Origin Source calculations do not run in test environments. For each Origin Group, Slate assigns both a first source and a last, or most recent, source.

📖 [Origin Sources](https://knowledge.technolutions.net/v1/docs/en/origin-sources)