Automatically Assign An Owner To A Contact In A Campaign

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. Double-click on the campaign sequence you wish to edit or create a new campaign sequence.

     
  2. Drag and drop an Assign an Owner process snippet onto the canvas.
     
  3. Double-click it to configure the settings.

  4. To configure owner assignment...
    • Assign to User: This option allows you assign the contact record to a specific user in your Infusionsoft application.
    • Assign using Round Robin: A round robin is a set of distribution rules based on numeric logic. Round robins are created outside of the campaign builder (CRM>Settings>Round Robins.)

  5. Click Save.
     
  6. You are now ready to publish your changes.
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