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Workflow Action: Assign To User

Workflows in Stack allow you to automate processes seamlessly, combining the capabilities of Triggers and Campaigns into a single, powerful builder. Let's explore how you can use the "Assign To User" action to manage contact assignments efficiently.

Assign To User Action​

The "Assign To User" action lets you automatically assign a contact to a user based on specific conditions you define.

Only Apply To Unassigned Contacts​

You have the option to toggle "Only apply to unassigned contacts." When this is OFF, any contact that triggers this action will be reassigned, even if they were previously assigned to a user.

Single User Assignment​

To assign a contact to a single user, simply select one user from the "Select User" dropdown. Each time the trigger condition is met, the contact will be assigned to this specific user.

Round-Robin Assignment​

For distributing contacts among multiple users, select more than one user from the "Select User" dropdown. The system will assign contacts in a round-robin fashion. For instance, if you choose Tom and Jane, the first contact goes to Tom, the second to Jane, the third back to Tom, and so forth.

Weighted Round-Robin Assignment​

When multiple users are selected, you can customize the assignment distribution using the "Split Traffic" dropdown. By default, contacts are assigned equally. If you choose "Unevenly," you can specify how many contacts each user should receive before moving to the next.

For example, if you set the distribution as follows:

  • Chase receives 1 contact
  • David receives 3 contacts
  • Ian receives 5 contacts

The sequence will assign the first contact to Chase, the next three to David, the following five to Ian, and then repeat the cycle starting with Chase again.

Utilize these options to optimize your contact management and ensure efficient user workload distribution within Stack.