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Ishita_C2
Ishita_C2
Level 2
Jan 18, 2022 7:05 AM UTC
Question

routing leads through partition

Hi,

https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/workspaces-and-person-partitions/assigning-person-partitions-with-assignment-rules.html?lang=en&launch=undefined

 

the above document says “When using person partitions, set up assignment rules to route people created from your CRM to their respective partitions”

does that mean new lead coming from marketo website form to marketo will not be routed?

 

Thanks!

 

 

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2 replies

SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Jan 18, 2022 8:00 AM UTC
(Re)assign people created from forms using the Change Person Partition flow step.
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Katja_Keesom
Adobe Champion and Community Advisor
Katja_KeesomAdobe Champion and Community Advisor
Adobe Champion and Community Advisor
Jan 18, 2022 9:38 AM UTC

Normally, a person is assigned to the default partition associated with the workspace your form is created in. As @sanfordwhiteman indicated, you can reassign quite simply using a smart campaign flow step (assuming the smart campaign is in a workspace that has access to the partition involved).

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