The Assign to User action lets you assign a contact to a specific user or multiple users using a round-robin assignment method.
To get started, click the "+" icon to add a new workflow action and select Assign to User. Use this action to assign workflows or specific workflow steps to a team member or multiple team members for easy tracking.
Users
When assigning a contact, you can choose either a single user or multiple users from the Select User dropdown.
Single User Assignment
If you select one user, the contact is assigned to that user and stays with them each time the trigger fires.
Round-Robin Assignment
When you select more than one user, the trigger rotates between them for each event. For example, if you choose Tom and Jane, the first trigger assigns 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
Once you've assigned multiple users, the Split Traffic feature becomes available. This controls how contacts are distributed amongst the selected users.
Equally
Selecting Equally distributes contacts evenly across all users, similar to round-robin (e.g., 1:1, 2:2). This is the default setting until you switch to Unevenly.
Unevenly
The Unevenly option lets you customise the distribution ratio for each user. For example, a ratio of 5:2 means User A receives five contacts for every two that User B receives; User B won't receive another contact until User A has received their fifth.
Only Apply To Unassigned Contacts
If the Only apply to unassigned contacts toggle is turned off and the trigger fires for a contact that's already assigned, the new assignment overwrites the previous one.
Don't forget to save the action.
The Assign to User action gives you a flexible way to manage contact assignments in your workflows. Whether you're using single-user assignments, round-robin rotations, or custom traffic splits, it keeps things balanced and easy to adapt for your team.