Assign Journey Task to Performer Group

Configure performer group

  1. Go to My Client Groups > Journeys Setup > Journey Templates.
  2. Select the journey template name to configure the performer group.
  3. Select the Advanced tab and select Add in the Performer groups section.
  4. Complete the relevant fields and select Add in the Users section.
  5. Enter the username and select the Submit icon.

    Ensure that the status is active for the performer group and user.

  6. Select Save.

Configure task to use performer group

  1. Select the Overview tab and edit the task to configure in the Tasks section.
  2. Complete the relevant fields and for performer, select Performer Group.
  3. Select the performer group name that you configured.
  4. Complete the other relevant fields and select Save.

    When the journey is assigned, the task is assigned to the users configured in the performer group.