How do I assign campaign responses to a user?

Assign campaign responses to a user when one teammate should own follow-up from a campaign.

Before you start

• Create or open the campaign you want to configure.

• Complete the campaign’s basic info, audience, and message sections as needed.

• Choose the teammate who should receive assigned campaign responses.

Steps

1. Open the campaign editor.

2. Go to the Automations section.

3. Select Add trigger.

4. Choose Response trigger.

5. Open the action type dropdown.

6. Select Assign user.

7. Choose the user who should own the response conversations.

8. Select Save trigger.

Tips

• Create the automation before launching the campaign so new responses are assigned automatically.

• Assign responses to the teammate most familiar with the campaign.

• Review existing automations to avoid conflicting assignment rules.

• Test with a small audience before sending broadly.

Troubleshooting

• If a user does not appear, confirm they have access and the required permissions.

• If the trigger will not save, confirm all required fields are filled in.

• If older responses are not assigned, the automation may only apply to new responses after the trigger is created.