Choosing Between Campaign Round Robin and CSV Routing for Imports

When importing contacts into Bonzo via a CSV or Excel file, you have two main options for distributing leads to your team:

1. Campaign Round Robin – evenly divides leads among selected team members.
2. CSV Routing – applies specific, rule-based routing to assign leads.

This article explains when to use each option and how to set them up.

Option 1: Campaign Round Robin

Campaign Round Robin is best when you want to evenly distribute imported leads across a group of users without additional rules.

When to Use

• You want a simple, equal split of leads (e.g., 100 leads split evenly between 4 team members = 25 each).
• You don’t need routing based on attributes like state, loan type, or other conditions.

How to Set It Up

1. Go to Data > Import > New Import > Import from File.
2. Select the Campaign you want to import into.
3. In that campaign’s Settings, go to Campaign Access & Round Robin.
4. Enable Round Robin and select the team members who should receive leads.
5. Import your file — the system will evenly distribute leads among the selected team members.

Option 2: CSV Routing

CSV Routing is best when you need custom, rule-based distribution of leads.

When to Use

• You want to route leads based on specific criteria, such as:
   
  • State licensing
  • Loan type
  • Other attributes in your file
     
• You need to split leads unevenly (e.g., 75% to LO1, 25% to LO2).
  
   

How to Set It Up

1. Go to Data > Import.
2. In the top-right corner, click Options > CSV Routing.
3. Click Add Routing and give your routing rule a name (e.g., “Daily Imports”).
4. Create a Routing Group:
    
   • Select the Campaign the leads should go into.
   • Select the User who should be assigned the leads.
   • Click the pencil icon (Edit Group) to add conditions (e.g., State = Ohio).
      
5. Add additional routing groups for other conditions (e.g., State = Michigan → LO2).
6. If two routing groups use the same condition (e.g., State = Pennsylvania), you can set percentages to control lead distribution between users.
    
   • Example: LO1 = 50%, LO2 = 50%.
   • Example: LO1 = 75%, LO2 = 25%.

7. Save your routing.

8. When importing, in the third step of the import process, select your CSV Routing Rule.

Quick Comparison