Enroll Contact in Workflow When Contact Updated

The Contact Updated enrollment trigger will enroll contacts when a contact property is updated to match configuration criteria

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 trigger, you must define the property that when updated to match the defined criteria will enroll the contact into this workflow.

Property (selection)

  • Define contact property that when updated to match criteria will enroll contact into workflow

  • Property selection can be any Sakari contact attribute

    • Default properties: First Name, Last Name, Mobile, Email
    • Custom Attributes: Any configured custom contact attribute

Comparator

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

Property (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: This should not be an option for an enrollment trigger

Note:

Default contact properties are First Name, Last Name, Mobile, and Email.  Custom Properties must be defined before they can be configured for this trigger.

 

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 trigger generates the following property option(s): 

  • Contact Properties

 

Examples

Example 1

This trigger will enroll any contact where the NPS property is updated to 10

Screenshot 2024-07-09 at 21.44.47.png

FAQ