[Workflows] Update Contact Property

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 update a default or custom attribute of a contact

 

Setup

To configure this action, select define the contact from the workflow, property and what that property should be updated to

Contact

  • Enrollment Contact

  • Output Contact

Add Property

  • Add one or more configured properties to set for selected contact

Set Property

  • Manually set property value
  • Set property value based on output property from upstream in workflow

Note:

Multiple properties can be adjusted within a single Update Contact action

 

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): 

  • Contact

 

Examples

Example 1

This action allows for multiple properties to be updated at once. Properties can be updated to a custom value or an output property generated earlier in the workflow

Screenshot 2024-07-10 at 17.07.35.png

 

FAQ