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Then Process - Assign Owner

Madsen, Amanda
Updated

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The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a campaign sequence.

  1. Drag and drop an Assign an Owner process snippet onto the canvas.
    assign owner process.png
     
  2. Double-click it to configure the settings.
    assign owner process 1.png
     
  3. To configure owner assignment...
    assign owner process 2.png
    • Assign to User: This option allows you assign the contact record to a specific user in your application.
    • Assign using Round Robin: A round robin is a set of distribution rules based on numeric logic.
       
  4. Click Save.

     
  5. In the sequence move the slider from "Draft" to "Ready" when ready to publish and make the automation live.

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