Filtering in Workflows

The Filter action will filter contacts based on property.

This is a Sakari Workflows feature and is currently in Beta.

To request access to the beta, please complete this survey.

Setup

When configuring the action, you must define the property used for filtering, a comparator, and define the criteria to match.

Multiple filters can be configured within a single Filter action

Property (selection)

  • Define property that will be evaluated for the filter

  • Property selection can be:

    • Sakari contact property

      • Default properties: First Name, Last Name, Mobile, Email
      • Custom Attributes: Any configured custom contact attribute
    • Group property
    • Message property
      • Sent or received
    • Any other generated output property

Comparator

  • Define comparator for Property Selection to be evaluated against Property Evaluation

Defined Criteria

  • Define criteria for Property Selection to be evaluated against.
    • Manual Input: Manually input criteria for enrollment property to be evaluated against

    • Output Property: Select available property from upstream in the workflow

  • Or
    • Define additional criteria for the property selection to be evaluated against

+ Add

  • Define an additional set of Property (selection), comparator, and defined criteria

Note:

This action results in a single branch, allowing matching contacts to continue in the workflow while terminating the workflow for non-matching contacts.

 

Output Properties

Output properties [add article link] are properties that an action or trigger generates that can be used by other triggers and actions downstream in your workflow. 

This action generates the following property option(s): 

  • none

 

Examples

Example 1

This action can be configured to filter based on a single property

Screenshot 2024-07-10 at 09.24.59.png

 

Example 2

This action can be configured to filter based on multiple properties

Screenshot 2024-07-10 at 09.29.07.png

 

FAQ