Round robin routers assign records to each router member evenly. This helps to eliminate territory disputes and accurately measure member performance. It’s also possible to weight specific members to receive more (or fewer) leads than others.
Here are some common use cases for round robin routers:
- Assigning demo requests from your website evenly to your account managers.
- Assigning high-value leads to your account managers while using weighting to assign a larger proportion of leads to your top performers.
- Assigning leads from a purchased list evenly to your sales team with a limit on the number of records assigned daily.
See our round robin feature page for more information.
Create New Router
Let’s step through the process of creating a round robin router together:
- Select Kubaru from the App Launcher menu.
- Click the Kubaru Console tab (if not already selected).
- Click the New Router button.
- Enter a name for your router (e.g. “Demo Requests”).
- Select the Object that you’d like to assign (e.g. “Lead”).
- Select “Round Robin” as the Assignment Method.
- Select the Assignee Field that Kubaru should update. This will default to the Owner Id–but you can choose any user lookup field for assignment. See Assignee Field for more info.
- Select the Priority for your router. See the Prioritizing Your Router article for more information.
- (Optional) the following additional settings can be modified for round robin routers:
| SETTINGS | DESCRIPTION |
|---|---|
| Notification Settings | You can disable email, mobile, and/or desktop notifications for the router. See Assignment Notifications for more information. |
| Distribution Schedule | Select a distribution schedule to pause the router during non-working hours. See Distribution Schedules for more information. |
| Holiday Schedule | Select a holiday schedule if you want to pause the router on holidays. See Holiday Schedules for more information. |
| Overflow Behavior | Decide what happens with records that can’t be assigned by the router. See Overflow Behavior for more information. |
| Reimbursement | Reimburse users for records that are reassigned or rejected. See Reimbursement for more information. |
| Notify of Unworked Records | Designate one or more email addresses to notify if records go unworked for X minutes. See Unworked Record Notifications for more information. |
| Reassign Unworked Records | Reassign records that go unworked for X minutes to a user or queue. See Reassignment for more information. |
| Track Response Time | Track the number of minutes it takes users to respond to leads for reporting purposes. See Tracking Response Time for more information. |
| Enable Assignment Matching | Configure settings to ensure similar records are assigned to the same user. See Assignment Matching for more information. |
- Click Save. Note: your router is not active yet–you still need to complete some additional steps before it will assign records.
Connect Queue(s)
Routers assign records from your queues to users. You’ll need to connect at least one queue before you can activate your router. See the Connecting Queue(s) article for step-by-step instructions for creating and connecting queues.
Add Filters
Filters can be added to limit which records from your connected queue(s) get assigned. See the Adding Filters article for step-by-step instructions for adding filters.
Add Members
You’ll need to add at least one member before you can activate your router. See Adding Members for step-by-step instructions on how to add members.
Test Your Router
Click the Test Router button to see what records qualify to be assigned by your router. See Testing Your Router for more information.
Activate Your Router
Click the Activate Router button to activate your router. See the Activating Your Router article for more information.