Why Reassign Contacts to a Different Owner

When a team member leaves, takes on a new role, or when leads need to be redistributed across your sales team, reassigning contacts in bulk saves hours of manual updates. The Email Engagement Tracker report in Keap™ lets you select multiple contacts at once and reassign them all to a new owner in a single action — no need to open each contact record individually.

How to Reassign Contacts in Bulk Using the Email Engagement Tracker

1. Click Reports in the left-hand navigation of your Keap account.

   The screenshot below shows the Reports option in the Keap left-hand navigation menu. The Reports option appears as a labeled item in the main navigation with a chart icon.

   

2. Click the Email engagement tracker report from the Reports list.

   The screenshot below shows the Reports list in Keap with the Email engagement tracker report highlighted. The report appears as a labeled row in the reports list. Other report types appear in the same list above and below the Email engagement tracker option.

   

3. In the Email engagement tracker report, check the box next to each contact you want to reassign. You can select multiple contacts at once by checking multiple boxes.

   The screenshot below shows the Email engagement tracker report in Keap with multiple contacts selected using checkboxes. Each contact row displays a checkbox on the left side of the row. Selected contacts have their checkboxes checked and their rows appear highlighted.

   

4. Click the Actions button that appears after selecting contacts, then click Reassign contacts (batch) from the Actions dropdown menu.

   The screenshot below shows the Actions button and its dropdown menu open in the Email engagement tracker report. The dropdown displays available batch actions with Reassign contacts (batch) visible as a selectable option in the list.

   

5. Select the staff member you want to assign the selected contacts to from the owner dropdown menu.

   The screenshot below shows the owner selection dropdown in Keap that appears after clicking Reassign contacts (batch). The dropdown displays a list of available staff members by name. One staff member must be selected before proceeding.

   

6. Click Process Action to complete the reassignment.

   The screenshot below shows the Process Action button in Keap that appears after selecting the new owner. The button appears at the bottom of the reassignment confirmation screen. Clicking Process Action applies the owner change to all selected contacts simultaneously.

   

7. The page will refresh automatically within a few seconds and display a confirmation that the reassignment process is complete. All selected contacts are now assigned to the new owner.

Frequently Asked Questions

What does this article cover?

This article covers how to reassign multiple contacts to a new owner in bulk using the Email engagement tracker report in Keap. This article does not cover reassigning individual contacts from a contact record, or managing contact ownership through automations.

Can I reassign contacts to more than one owner in a single batch action?

No. The Reassign contacts (batch) action assigns all selected contacts to a single owner at one time. To reassign contacts to different owners, complete the batch reassignment process separately for each owner — selecting only the contacts for that owner each time.

Will the contacts be notified when their owner is reassigned?

No. Contacts do not receive a notification when their owner is reassigned in Keap. The reassignment updates the owner field on each selected contact record without sending any communication to the contact.

How many contacts can I reassign in a single batch action?

This article does not specify a maximum number of contacts per batch reassignment. For questions about batch size limits, contact Keap Support.