[Workflows] Choice

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

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

Overview

This action will create multiple branches for contact to pass through workflow based on property match

 


Setup

When configuring the action, you must define branches as a value to compare to the selected property

Property (selection)

  • Define contact property that will be evaluated for in the choice node

    • Enrollment Contact Property
    • Output Property

Branch

  • Define value for Property (selection) to be evaluated again
    • manual input
  • other branch (required)
    • branch for enrolled contact to travel through if match does not exist for defined branches
  •  

+ new branch

  • Add an additional branch

 


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 have unlimited branches. All contacts will proceed down a defined branch (unlimited) or other

Screenshot 2024-07-10 at 13.22.43.png

 

FAQ