How can we assign Journeys automatically after an HDL load of new employees? — Cloud Customer Connect
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How can we assign Journeys automatically after an HDL load of new employees?

edited Dec 18, 2023 2:02PM in Journeys 2 comments

Summary:

We loaded a large group of new hires, but the onboarding Journeys did not assign automatically after the load completed. This onboarding Journey is set to allocate upon the Hire action, when the Action Record becomes effective. Is there another way to set this up so that it will auto-assign after an HDL load of new employees?

Content (required):

Wondering if changing the Allocation Criteria to "Checklist Manually allocated or record created or approved" would change the response after an HDL load.

Version (include the version you are using, if applicable):

22B

Code Snippet (add any code snippets that support your topic, if applicable):

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