[Workflows] If/Then

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 separate contacts into 2 branches based on true or false logic

 


Setup

When configuring the action, you must select a property, comparator, and define criteria

The action will separate contacts into 2 branches:

  • True 
    • The selection property matches the defined criteria, contact continues down True branch
  • False 
    • The selection property does not match the defined criteria, contact continues down False branch

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:

Multiple inputs can be utilized for the True/False logic.

 


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 on a multiple properties

Screenshot 2024-07-10 at 13.29.25.png

 

FAQ