How to Automatically Assign Owners to Your Contacts Using the Owner Manager Plugin 👤 – Webmecanik

The Owner Manager feature allows you to automatically assign contacts to specific team members based on custom conditions and triggers. This helps streamline your lead distribution and ensures that sales representatives follow up with the right prospects at the right time.

⚙️ 1. Activating the Feature

To enable contact owner management in your account:

Click the gear icon ⚙️ in the top-right menu.
Select Plugins.
Click on the Owner Manager plugin tile.
Toggle Published to Yes and save.

Once activated, the Owners (Propriétaires) menu will appear in your left sidebar menu.

🚀 2. Creating an Assignment Rule

Navigate to the Owners menu in the left sidebar.
Click the New button in the top-right corner.
Enter a Name for your action (e.g., Sales Assignment — West Region).
Under Assign the following owner, select the user who should be assigned to the contacts.
Under When a contact..., select your desired trigger.

🎯 3. Available Triggers

You can choose from four automated assignment triggers:

🔄 Contact field changed

Reassigns the contact as soon as a specific contact field value is updated.

Setup: Select the field under Updated Contact Field, then specify the exact value in Changed to.
💡 Example: If the field Postal Code changes to 74, the contact is automatically assigned to the sales representative managing that area.

📈 Points incremented

Assigns an owner when a contact's score reaches or exceeds a specific threshold.

Setup: Define the point value threshold required to trigger the action.
💡 Example: Once a prospect reaches 100 points through their interactions, they are immediately assigned to your hot lead manager.

🛬 Visits a landing page

Changes the contact owner when a contact visits one or more of your landing pages.

Setup: Select the target landing pages (leave empty to apply to all landing pages).
📌 Frequency: By default, reassignment occurs on every visit. Enable Execute on each one time if you want the action to run only on the first visit to each page.

🌐 Visits a specific tracked URL

Triggers owner assignment when a contact visits a specific page on your website (tracked via your tracking script).

Setup: Enter the full URL or use the wildcard character * to include multiple pages (e.g., [https://yourwebsite.com/en/](https://yourwebsite.com/en/)* matches all English pages).
📌 Frequency: Choose whether the action should trigger repeatedly or only once per page.

⚡ 4. Retroactive Application & Advanced Options

In the right-hand options panel:

Apply to all existing contacts retroactively: Enable this option if you want the rule to apply immediately to current contacts in your database who already match the criteria.
⚠️ Important: When conducting a contact import, make sure to enable this setting so the assignment rules execute for imported contacts.
Scheduling: You can schedule when the rule is active using Publish at (date/time) and Unpublish at (date/time).

📊 5. Tracking & History

Rule Overview: View and manage all active assignment rules on the main Owners dashboard, including the target owner and trigger type.
Contact Activity Log: Every automatic owner reassignment is logged directly in the contact's activity timeline, ensuring complete traceability.