{"id":10716,"date":"2025-07-03T02:15:11","date_gmt":"2025-07-03T02:15:11","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=10716"},"modified":"2025-07-30T04:42:52","modified_gmt":"2025-07-30T04:42:52","slug":"advanced-lead-assignment-logic","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/advanced-lead-assignment-logic\/","title":{"rendered":"New: Advanced Lead Assignment Logic"},"content":{"rendered":"\n

We just released a game-changing update for anyone assigning leads to their team \u2014 Advanced Logic for your Lead Assignment and Lead Distribution Rules<\/strong>! \ud83e\udd2f<\/p>\n\n\n\n

This will save you a lot of time when setting up rules to send new leads to specific people based on the information a lead submits.<\/p>\n\n\n\n

It\u2019s super useful when you want to route leads to team members based on the campaign, contact form, or the product a lead is interested in. But instead of creating ten or twenty rules to exactly match every form and campaign name, you now only need to create one rule. \u261d\ufe0f<\/strong><\/p>\n\n\n\n

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Why use this?<\/strong><\/h2>\n\n\n\n

Previously, only one type of rule was available \u2013 EQUALS \u2013 which required your lead\u2019s data to be a 100% match with the rule criteria.<\/p>\n\n\n\n

So if you wanted to assign new leads from two campaigns with almost the same name, you\u2019d have to create two completely separate rules. Have 10 similar campaigns? That\u2019s 10 rules! \ud83d\ude2d<\/p>\n\n\n\n

Advanced Logic to the rescue<\/strong><\/h2>\n\n\n\n

With this release, you get much more flexibility because a lead rule can now match with only part of the campaign name<\/strong>, and not its entire name.
Let\u2019s say you have new leads coming from multiple Facebook campaigns that follow a specific naming convention, such as \u201cNYC_TestDrive_Forrester_May2025\u201d and \u201cNYC_TestDrive_Crosstrek_May2025\u201d<\/em>. Now you can\u2026<\/p>\n\n\n\n

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Should you assign or distribute leads?<\/strong><\/h2>\n\n\n\n

Advanced Logic works for both!<\/p>\n\n\n\n