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cblack-2
New Participant
June 7, 2021
Question

Random Sample + Other Choices

  • June 7, 2021
  • 1 reply
  • 4017 views

Hello, I want to route alerts to my sales team when an account has assigned ownership but then round robin to our MDR team otherwise. I wrote the following logic but it is sending alerts to the MDRs twice. Is it something with the combo of specific choices + random sample? Or other ideas? User error is the most likely answer but I can't eye-spy my error.

 

What's stranger, the next step in the flow isn't occurring. Weird right?

 

 

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    1 reply

    Katja_Keesom
    Katja_Keesom
    Community Manager
    June 7, 2021

    I would always split this flow step up:

    • First step to send the alert to people where the assigned owner is known (with a Do nothing default)
    • Process these people for any other flow step that comes after the alert (or do those flow steps first, before the alert)
    • Then remove the ones already alerted from the flow and do the round robin alert.

    Alternatively, you can do a request campaign with two options (if account owner known request campaign A, if unknow request campaign B with the round robin).

    Which would be the better option depends on the rest of your flow.

    The reason? The round Robin will calculate the 33% based on the entire group going into your flow step, not the audience left after choice 1 and 2.

    I can't really explain the double alerts based on what I see, but the rest of your smart campaign might explain that.

      C
      cblack-2Author
      New Participant
      June 8, 2021

      Hi @katja_keesom, let me see if I understand. Let's say I have 9 people, 6 assigned to someone listed in choices 1 and 2. My questions are

       

      1. Are you saying all 9 people will run through the random sample choice(s)? That contradicts how I thought choices worked where once a person meets the criteria for one choice, that step happens and then it moves to the next flow step.
      2. Do I need 1 random sample step (plus default) or 2 random sample steps (plus default) to roundrobin through 3 people?
      Katja_Keesom
      Katja_Keesom
      Community Manager
      June 8, 2021

      Not all 9 people will go through the round robin choices in the flow step as you set it up. What will happen is:

      1. People meeting your choice 1 requirement will go through choice 1.
      2. Of the remaining people, the ones meeting your choice 2 will go through that.
      3. Of the remaining people 33% of 9 - so three people will go through choice 3, your first round robin.
      4. No people are left for choice 4.

      So the round robin will calculate your percentage based on the total of people going into the flow step in the first place.

      With a round robin I would define all minus one of your groups and let the remainder go through your Default choice. So in your case I would set up two round robin choices and let the remainder go through the Default step. That is to cover for rounding issues and to make sure everyone actually does get assigned.

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