Mass Assign Using Filtered List

You can mass assign journeys for a selected population or assign the journey to multiple people by using a filtered list that can be configured by using various criteria.

A filtered list is a custom list where you can define a list of persons that match the criteria.

Here's how you mass assign the journey by using a filtered list:

  1. Go to My Client Groups > Journeys.
  2. Click the Explore tab, select the journey, and then click Assign.
  3. Enter the date to assign and comments.
  4. Select the List of Persons value for the assignee selection type.
  5. Select the filtered list from the person list.
  6. Add another filtered list by clicking Add Assignee and repeat step 5.
  7. Click Assign.