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Monique_Millson
Monique_Millson
New Participant
July 1, 2020
Question

Percentage allocation in a flow

  • July 1, 2020
  • 1 reply
  • 3582 views

Does anyone know how to create a step in the flow which I can use a field such as "Build Location" into a percentage to the allocate (change the assigned user field) to a Sales Rep?

 

eg. if in region west - 50% Jess, 50% Sam ?

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1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
July 1, 2020

It depends.

 

If you want a true round-robin (Jess, Sam, Jess, Sam, Jess, Sam) it's not possible without help from an external service (called as a webhook).

 

If you want 50% distribution averaged over time, use Random Sample.

 

 

Amy_Goldfine
Amy_Goldfine
New Participant
July 7, 2020

To clarify, the "Random Sample" is a filter that you use on an "add choice" within a flow step. I couldn't find a Marketo doc about it but here's a screenshot

 

Amy GoldfineMarketo Champion & Adobe Community Advisor
SanfordWhiteman
SanfordWhiteman
New Participant
July 7, 2020

Would do 25-25-25-Default, each with a List, rather than 25-25-25-25 with Default at Do nothing — need to make sure to catch any outliers due to rounding errors.

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