Assigning Contact Person to leads based on Round Robin method in Marketo

Highlighted

Assigning Contact Person to leads based on Round Robin method in Marketo

Hi,

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 anyone 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

2 REPLIES 2
Highlighted

Re: Assigning Contact Person to leads based on Round Robin method in Marketo

What CRM system are you using?

If Salesforce, would you not use the sync person to Salesforce flow step and then in the drop down choose "-- Use Auto-Assignment Rules --" and then let the CRM deal with assigning leads to owners.

That would be the better way. 

No matter what CRM you use I think it should be responsible for assigning lead owners.

Highlighted

Re: Assigning Contact Person to leads based on Round Robin method in Marketo

For now, we don't have a sync with Sales-force.

As I mentioned above, am using Random Sample & Person ID, not Lead Owner.

I have posted test Random sample assigning, from the test samples we can see that Round Robin assignment has not been done.

I would like to know why the Round Robin assignment is not done here.