Sequence Insights: Enrolled View

When looking at the overview for a specific sequence there are several reports that are available to the end user. One of these reports is the Enrolled Contact View. The enrolled contact view serves as a breakdown of where your enrolled records are coming from.

The screen will give you a breakdown based on:

• Type - how was the enrollment initiated

• Contacts - how many records were enrolled

• Last Enrolled - when was the last time records from that source were enrolled

Clicking on the contacts associated with a segment enrolled will give you an additional screen. On this screen you can see detailed information for records such as:

• Account - account name associated with contact if available

• Enrolled On - date/time of when contact was enrolled in the sequence

• First Step - date/time when contact had first email sent to them

• Most Recent Step - date/time when contact had last email from sequence sent