Create workflows to enhance team efficiency and automate your business processes. 

Set enrollment criteria (event-based triggers) to automatically enroll contacts into a workflow.

Enrollment

Triggers are event-based criteria that, when conditions are met, automatically enroll contacts into the workflow.

Each created workflow must be configured to start from one of the following enrollment triggers:

• Message Received
• Link Clicked
• Message Status Changed
• Contact Added to List
• Contact Updated
• Contact Created
• Missed Call

Additional actions or triggers can be added to further refine the contacts enrolled in the workflow and make updates or execute an action as specified.

Contacts will enroll in your workflow every time an event occurs where the trigger criteria met, even if the contact has previously been enrolled.

Nodes

Actions

Actions are functions that will execute within your workflow. The actions available in Sakari are shown in the below categories:

Triage

• Filter
• Random split
• Choice
• If/Then Branch
• A/B Test

Assignment

• Add to list
• Remove from list
• Update Contact Property
• Set Workflow Property

Integrations

• Import from Google Sheets
• Export to Google Sheets

Send Message

• Send SMS/MMS message

Inline Triggers

Inline triggers are event based functions criteria that when conditions are met, allow your workflow to continue to run.  The inline triggers available in Sakari are:

Delay

• Time Delay

Event

• Wait for SMS Received
• Wait for Link Accessed

Create new workflow

To create a new workflow:

• Click Create Workflow
• Enter a Name for your workflow to easily identify it in the future
• Select Enrollment trigger from the provided options:
• Click Create Workflow

Please check out some of our templates to help you get started.

FAQ

What is the maximum time a contact can stay enrolled in a workflow?

Workflows can run for up to 30 calendar days.  Any contact that is in a workflow for more than 30 days will be unenrolled.