The Assign to User action is designed to assign the identified contact to a specified user or multiple users using a round-robin assignment method.
To get started, click on the “+” icon to add a new workflow action, and select Assign to User. Use this workflow action to assign the workflow or specific workflow actions to a team member or multiple team members for easy tracking.
Users #
When selecting the user(s) to assign the contact to, you have the option to choose either a single user or multiple users from the Select User dropdown.
Single User Assignment #
If you select only one user, the assigned contact will solely belong to that user, and each time the trigger condition is met, the assigned contact remains with that user.
Round-Robin Assignment #
When you select more than one user, the trigger automatically rotates between the designated users for each triggered event. For instance, if you choose Tom and Jane, the first trigger assigns the contact to Tom, the second to Jane, the third to Tom again, and so on until all users have had contacts assigned to them.
Split Traffic #
After assigning multiple users to your contacts, the Split Traffic feature becomes active to determine how you want the traffic distributed among the selected users.
Equally #
By selecting Equally under the Split Traffic option, the traffic will be distributed evenly among all the users, similar to the Round-Robin Assignment method (e.g., 1:1, 2:2, etc.). This is enabled by default until you switch to the Unevenly option.
Unevenly #
Opting for the Unevenly option allows you to customize the traffic distribution ratio for each selected user. For instance, you could specify a ratio of 5:2, where User A receives five and User B receives two; therefore, User B will only receive traffic after User A has completed their fifth.
Only Apply To Unassigned Contacts #
If the Only apply to unassigned contacts toggle is turned off, and the trigger fires for an already assigned contact, the new assignment will overwrite the previous one, and the contact will be assigned to the new user.
Always remember to Save the action.
With the Assign to User action, you can efficiently manage contact assignments within your workflows, ensuring a balanced and flexible approach for your team. Whether using single-user assignments, round-robin rotations, or customized traffic splits, this feature keeps your workflow adaptable to your needs.
Frequently Asked Questions #
What does the Assign to User action do? #
It assigns the contact in a workflow to one or more users, using single-user or round-robin assignment so your team can track ownership.
How does round-robin assignment work? #
When multiple users are selected, the trigger rotates assignments between them in turn, so each new triggered contact goes to the next user in the rotation.
What is the difference between Equally and Unevenly split traffic? #
Equally distributes contacts evenly among users (the default), while Unevenly lets you set a custom ratio, such as 5:2, so one user receives more before another starts receiving.
What does “Only apply to unassigned contacts” do? #
When that toggle is off, the action will overwrite an existing assignment, reassigning an already-assigned contact to the new user.
Can a single user be assigned all contacts? #
Yes. If you select only one user, every contact meeting the trigger stays assigned to that user.
Do I need to save the action? #
Yes. Always save the Assign to User action so your configuration takes effect.
