Re: Round Robin Assignment in Marketo

Arvind_Rangaraj
Level 2

Round Robin Assignment in Marketo

Hi Sanford Whiteman, Mike Reynolds​,

I set-up a batch campaign for all the leads that come through marketo. I need to assign Contact Person ID to the leads that come into Marketo in Round Robin. There are a total of 10 Contact persons, hence am using "Change Data Value" in the Flow of the Smart Campaign with 10 "Random Sample" in that. I have given the percentages for each Random sample to be 10(so that total comes to 100%). I kept the Default to be one of the 10 Contact person ID. I needed to test so I ran some test campaigns with same "Flow" conditions and here are the Random sample assigning:

When Default condition is not given:

When campaign had 51 Leads

All 10 Random sample values(Contact Person id) & no default Person ID was given

5 leads were assigned to Each Person ID

1 Lead was skipped

When Default condition is given:

Contact Person ID: 7 is also used in Default condition

61 Leads

6 leads were assigned to Each of 10 Contact Person ID

1 Lead was added to Default Person ID

---------------

116 Leads

12 leads were assigned to Each of 9 Contact Person ID -

8 Leads was added to Default Person ID(Contact Person ID: 7)

---------------

30 Leads

3 leads were assigned to Each of 10 Contact Person ID

-----------------

18 Leads

2 leads were assigned to Each of 9 Person ID

0 Leads was added to Default Person (IDContact Person ID: 7)

--------------

43 Leads

4 leads were assigned to Each of 9 Person ID

7 Leads was added to Default Person (IDContact Person ID: 7)

-------------

47 Leads

5 leads were assigned to Each of 9 Person ID

2 Leads was added to Default Person (IDContact Person ID: 7)

You can see that the Round Robin assignment is done only when the total count of the batch campaign is Divisible by 10.

Can you please let me know how can I use Round Robin for any count of leads in a Smart Campaign that runs everyday for the leads that come in the Smart Campaign.

Thanks,

Arvind. R

3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: Round Robin Assignment in Marketo

Me, I use FlowBoost:

var leadOwners = [

  'sandy',

  'barbara',

  'candace'

];

FBCounter.autoSave('round_robin_queue_2', {{Lead.Id}})

  .then(function(newEntry) {

    success(leadOwners[newEntry.index % leadOwners.length]);

  });

(If you don't know, % is the modulo operator, and the result is what's commonly called the "remainder." So what I'm doing here is adding a new lead to a counter ('round_robin_queue_2') and getting its unique index back, then dividing that by the number of owners. When you have a list of N things and you cycle through the remainders, you always go 1,2,3,1,2,3,1,2,3,1,2,3...* through the list or exact round robin!)

* Technically, 0,1,2,0,1,2,0,1,2... but exactly the same idea, didn't want to be too confusing.

Arvind_Rangaraj
Level 2

Re: Round Robin Assignment in Marketo

For modifying Landing pages/form fills there is a restriction of adding any new code as it is client approved. Can you please let me know if we can control Round Robin through Marketo.

SanfordWhiteman
Level 10 - Community Moderator

Re: Round Robin Assignment in Marketo

This isn't on an LP, it's a webhook. Runs from the back end only.