3 Replies Latest reply on Sep 5, 2017 7:14 AM by Sanford Whiteman

    Round Robin Assignment in Marketo

    Arvind Raj

      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

        • Re: Round Robin Assignment in Marketo
          Sanford Whiteman

          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.