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.
For more information about creating a filtered list, see these topics:
Here's how you mass assign the journey by using a filtered list:
- Go to My Client Groups Journeys.
- Click the Explore tab, select the journey, and then click Assign.
- Enter the date to assign and comments.
- Select the List of Persons value for the assignee selection type.
- Select the filtered list from the person list.
- Add another filtered list by clicking Add Assignee and repeat step 5.
- Click Assign.