Tutorial - Allocate a lead to a sales representative using the allocation node
In this tutorial, we will guide you through the process of using the allocate node in Cargo to assign records. The allocate node allows you to assign records based on territories, specific members, or matching conditions.
Before you begin
Ensure you have a configured the relevant connectors to import all your sales members into your Cargo workspace.
Add the allocate node
Navigate to the node catalog in the workflow editor and find the allocate node.
Drag the allocate node into your workflow editor and connect it to the start
node.
Regardless of the subsequent configuration of this node, it will require the user to define a Record ID.
This is the unique identifier for the record that will be allocated and is required for Cargo to track each
record that may be allocated with this action. The Record ID needs to be a dynamically generated unique identifier,
most often it is recommended that you use the ID of the record from the data model using the equivalent of {{nodes.start.id}}.
- Select Territory as the type: In the allocate node
configuration, select territory as the type. - Choose the territory:
Choose the desired territory from the dropdown. This ensures that only
members within the selected territory are picked. - Optional - set
capacity: If needed, set the capacity configuration to manage how many
records each member can handle.
- Select 'Members' as the type: In the allocate node
configuration, select members as the type. - Choose members: Manually
pick members from your team using the dropdown. - Set a fallback member:
Choose a fallback member who will be used if the capacity is reached or if
other members are not available. - Optional - set capacity: Set the
capacity configuration to manage the number of records each member can
handle.
Configure the allocate node for matching conditions
This configuration will return a set of IDs for the member IDS that can used later in the execution flow to dynamically refer to the sales team member.
- Select 'Matching' as the type: In the allocate node
configuration, select 'Matching' as the type. - Choose the matching
connector: Select the connector that contains the matching criteria (e.g.
Salesforce, Hubspot, Slack). - Define the matching member ID: Use an
expression to specify the member ID to match against. - Optional - set
capacity: Set the capacity configuration to manage the number of records
each member can handle.
- Run the node: Click the run button to process the allocation
based on the configuration. - Check the output: After running the node,
check the 'OUT' tab to review the results of the allocation.
If there are any errors, a red banner will display at the top of the left panel with an error message indicating the issue.
Finish line
By now, you have successfully used the allocate node in Cargo to assign records based on territories, specific members, or matching conditions.