Assign To User

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

This action assigns the contact to a user. Specify the user or add multiple for round-robin assignment.

User

The "Assign To User" trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Select the user(s) you want to assign this contact.

Single User Assignment

If you select just one User from the "Select User" dropdown, the Contact associated with the trigger condition will be assigned to that specific User every time the trigger fires.

Round-Robin Assignment

If you select more than one user from the Select User dropdown, the trigger will round-robin assign the contacts. For example: if you select two users (Tom and Jane); the first time the trigger fires it will assign the contact to Tom, the second time it fires it will assign the contact to Jane, the third time the trigger fires it will assign to the contact Tom, and so on and so on.

Split Traffic

Once you assign more than one user to your contacts, it triggers the "Split traffic" to determine how you want the traffic to be distributed among the users.

Equally

Selecting "Equally" means the traffic will be distributed equally between the users just like the Robin-Round Assignment ( i.e 1:1, 2:2, etc.). This is set by default once the "Spilt Traffic" is triggered unless you switch to 'Unevenly'.

Unevenly

If you select "Unevenly" means you can customize the ratio at which each user gets the traffic from the contact. For Example, in a ratio 5:2; for every 5 traffic User A gets, User B gets 2. So User B won't get traffic until user A has successfully gotten 5 traffic.

Only Apply To Unassigned Contacts

Note the "Only apply to unassigned contacts" toggle. If this is OFF and the trigger fires for a contact who has already been assigned to a User, the trigger will overwrite the previous assignment and assign the contact to this new user.