Setup And Configuration
Guides for Setting Up and Configuring Sakari
Inbox
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Inbox Overview
The Sakari Inbox shows your conversations (sent and received messages) with contacts, organized by Group. The Inbox allows users to quickly navigate between Gr...
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Conversations
Overview A Sakari Conversation consists of the outbound messages and inbound replies that you exchange with a specific Contact. Conversations can cover the en...
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Send a Message
Overview You can send individual messages directly from your Sakari Inbox. This section includes information on sending messages immediately and scheduling an...
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Add Contact attributes to a Message
Overview Easily customize a message to your Contact by adding Contact attributes. Send a message with a Contact attribute In the left navigation, select Inb...
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Messaging Templates
Message templates allow you to quickly load saved messages for reuse. Create a New Template To create a new message template: In the left navigation, selec...
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Send an image message (MMS)
Requirements Supported image formats are: .jpg, .png, gif. The recommended image file size is no more than 500kb. Note MMS messaging is currently only supp...
Calls
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Calls (Sakari Voice}
Overview Introducing Sakari Voice! Make and receive calls - all from Sakari! You no longer need to reply on multiple platforms or switch between devices to tex...
Contacts
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Contacts Overview
Overview A Contact in Sakari is a record containing the details of a person you want to send SMS messages to. Note The unique identifier for Contacts in Sakar...
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Contact Card
Overview When manually creating, viewing, or editing a contact within your Sakari account, you will be introduced to the Contact Card module. Accessing the Con...
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Add Contacts
When connecting your Sakari account to an Integration (e.g. HubSpot), your Contacts will automatically sync to Sakari. You also have the option to add Contac...
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Edit a Contact
Editing an Individual Contact You can change an individual Contact's information in Sakari from their Contact Card. To edit information, select the appropria...
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Manage Contacts
Overview You can manage Contacts individually via the Contact Card or, with bulk selection, you can perform the following actions: Bulk Export Bulk Block Bul...
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Lists
Overview Contact Lists allow you to organize and group your contacts easily. Lists can be used in your Sakari messaging Campaigns, as well as workflows. ...
Senders
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Adding Regulatory Info to Number (US & CA)
10DLC Initial Registration when initially registering, you can select the numbers you want associated with your regulatory campaign. Once approved, the numbers...
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Senders Overview
Senders The Senders panel in Sakari allows you to view all numbers associated with your account. From the main page, you can view: Number - Phone Number Type ...
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Phone Number Overview
Dedicated Phone Numbers Sakari offers dedicated local phone numbers from over 100 countries for paid accounts. The type of phone numbers available will vary by...
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Add a Number
Overview To add a new number to your account, click "Add Sender" at the top of your screen. You will have the option to: Buy Number - Register a new number th...
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Manage Senders
Sender Table The Senders table allows you to view all numbers associated with your account and the main attributes of that sender: Number - Phone Number Ty...
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Enable or Disable Destination Countries for Phone Number
Overview A phone numbers supported destination countries define the countries that your phone number can send to. Here's how to update these countries: 1...
Campaigns
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[Campaigns] Overview
Use the Campaigns view in Sakari to view, manage, execute and report on the campaigns you have created View campaigns The Campaigns view will show each of the ...
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Create a New Campaign
Overview Navigate to the Campaigns tab to create a new Campaign. Create Click on Create Campaign You will be directed to five stages of creating a campaign...
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Execute a Campaign
Once you have created and saved a Campaign, you can Execute or Preview them at any time from the Campaigns page on your dashboard which changes depending on w...
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Use the AI Feature to Create Campaigns
Overview Our new AI Assistant is a powerful feature that will save you time when creating your campaigns by automatically generating 3 messaging prompts for y...
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Campaign Report
Overview Sakari offers reports that allow you to see messaging reports on your campaigns. You can view reports for executed campaigns under the Campaigns page....
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Tag to List, Campaign Migration [V1 to V2]
FAQ What is happening? As part of the V2 rollout, Sakari will be migrating Contact Tags functionality into Contact Lists When will this change occur? This ...
Groups
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Groups Overview
Overview Groups in Sakari enable you to attribute a Sender to account Users. You can use them to choose which Users can use which Senders, or associate all Us...
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Create and Manage Groups
Overview Use Groups to manage your Users' access to messaging on a specific Sender in Sakari. Create a Group Navigate to Groups via the left navigation bar me...
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Set your Default Phone Number Group
Overview The Sakari inbox is organized by phone number groups, with each group is a shared unique inbox. When a new message is requested to be sent, and no spe...
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Create and Manage Auto Responders
Overview Auto Responders enable automatic responses from your dedicated Sakari phone number and are configured by Group. Using Auto Responders, anytime a text ...
Tools
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QR Code Generator
Overview Our platform is designed to empower users to create and utilize QR Codes effortlessly. This tool not only enhances customer communication but also pro...
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Link Tracking
Overview Shortened URLs can be used to decrease the character count in messaging and provide a branded experience. Please note: Sending links is not available...
Account Settings
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Account Settings Overview
To access your Account Settings, look for the Settings icon the bottom left of your screen. A pop-up will appear, and you can click into "Account Settings" In...
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General
General You can edit your Account name, Legal Business Name, and Default Country of your account in the General tab
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Add, Manage, and Remove Users
Users - Overview Users in Sakari have (email-based) permission to interact with Sakari directly and via any integration. User Roles and the different levels o...
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Advanced Settings
Validate Phone Numbers Text messages sent to a landline phone number will error, but these are still chargeable messages. Sakari offers an additional service ...
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Setting Up A Custom Domain (for shortened URLs)
Sakari offers the ability to shorten the URLs/Links you're sending in your text messages. We strongly recommend using your own custom domain to ensure best del...
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Reporting
Overview Download summary and detailed message reports of your Sakari account activity Summary Report This report allows you to view a summary (count) of mess...
Profile Settings
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Profile Settings
Overview Profile Settings is where the details of your individual User profile are stored and edited. Only the logged-in user can access these settings; other...
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Reset Your Password
Your Sakari password can be reset during the Sakari login process, as well as within your account. Reset Password at Login Page To reset your Sakari password...
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Setup Received Message Notifications (Email, SMS, Desktop)
Overview There are various options for getting notified when a new text message has been received; this article focuses on the three notification options gener...
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Enable Chrome Desktop Notifications
Overview When a new SMS is received in Sakari, you can receive a notification on your desktop. Setup 1. Enable or disable web push notifications in Chrome for ...
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Enable Third-Party Cookies in Chrome
Overview Sakari uses third-party cookies during your account login process to authenticate your account. Cookies are files created by websites you visit. They...
Sakari Mobile App
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How to Use SMS Templates in the Sakari Mobile App
You can now send messages with our reusable SMS templates directly in the Sakari mobile application. These templates eliminate the need to re-type messages and...
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How to Enable Mobile Notifications on the Sakari App
How to Enable Mobile Notifications on the Sakari App using either an iOS or Android device. iOS 1. On your iOS device go to Settings 2. Select Notificati...