How to change Round Robin settings?
We talked about creating a Distribution Rule in-depth. In this article, we’ll look at some organization-level settings that you can set as an admin.
Strict vs Flexible Round Robin
In RevenueHero, you have the option to display slots based on a Strict Round Robin or a Flexible Round Robin.
Head to ”Settings” from the left navigation menu and click on ”Distribution” to update the distribution settings.
In the ”Round Robin settings for meeting distribution” section, click on the ”Change” button under the ”Current meeting distribution method“.
With Strict Round Robin, prospects are only shown the time slots of the member who is up next for meetings based on round robin assignment.
When a prospect submits a form to book a meeting, the assignee who is up next for round robin is pre-determined based on your distribution rules, and only that member’s available slots are presented to the prospect.
This setting optimizes for equal distribution of meetings amongst members.
With Flexible Round Robin, prospects are shown the time slots of all the members who are available on any chosen day.
When a prospect submits a form to book a meeting, they are shown the availability slots of all the members of the team that are available to take that meeting.
If there is more than one member available for the time slot that the prospect chooses, then the meeting is assigned to the one with the least number of meetings.
If there are only two members with the same number of meetings, the assignment is random.
This setting optimizes for a larger number of availability slots being presented to your prospects.
Round Robin Calibration
When a Member goes on Vacation
Within RevenueHero, you have the option to remove meeting assignments to particular users when they are on vacation or are Out-of-Office.
From the ”Distribution” settings, you can turn on the Toggle where if a user goes on Vacation, RevenueHero will track that from the all-day ‘Out-of-Office’ event marked on their calendar and will not assign meetings to them even if they are part of the round robin assignment.
There is also an option to compensate for meetings after they’re back. When this is enabled, RevenueHero will assign more meetings to the rep who was away to ensure a balanced distribution of meetings.
When a meeting is canceled or marked as a no-show
If an assigned meeting is canceled or marked as a ‘No-show’ by the user in RevenueHero, you can ensure equal distribution of quality leads to your reps by crediting back a meeting whenever this happens.
You can also ensure a balanced distribution of meetings when there are new users in the team or when there are only a few days of the month left, by giving them more priority in the round-robin assignment.
