Product

Sakari Platform: Inbox, Contact & List Management, Bulk SMS Campaigns, Workflows, Calling, and more!

Inbox

  • 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...

    Read more

  • Conversations

    A Sakari Conversation includes all messages exchanged with a specific Contact. It can encompass the full message history or be archived and a new conversation ...

    Read more

  • 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...

    Read more

  • 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...

    Read more

  • Sakari URL Shortener

    Note Sakari recommends avoiding using all free URL shorteners when sending your messages. Sakari currently has a free shortened URL domain available. However...

    Read more

  • Using the AI Assistant

    Feel stumped on what to say? 😊 A new Sakari artificial intelligence (AI) assistant has been added to help you draft your messages.  Using the assistant you ca...

    Read more

See all 8 articles

Calls

  • 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...

    Read more

Contacts

  • 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...

    Read more

  • 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...

    Read more

  • Add Contacts

    Add Contacts Manually (individually) In the left navigation, select Contacts > Add contacts Select Add Manually to create a single contact   Import Contac...

    Read more

  • 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...

    Read more

  • 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...

    Read more

  • 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.    ...

    Read more

See all 7 articles

Campaigns

  • [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 ...

    Read more

  • 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...

    Read more

  • 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...

    Read more

  • 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...

    Read more

  • 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....

    Read more

  • 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 ...

    Read more

Workflows [BETA]

  • Introduction to Workflows

    Create workflows to enhance team efficiency and automate your business processes.  Set enrollment criteria (event-based triggers) to automatically enroll conta...

    Read more

  • Workflow Branch(es)

    Branches connect various actions and triggers within a workflow and show the path(s) a contact may take once enrolled through completion of the workflow. There...

    Read more

  • View-mode

    View-mode is the default, view-only mode shown when you click into your workflow.  Clicking into your configured triggers and icons will allow you to see the c...

    Read more

  • Versioning

    Sakari allows you to see the historical iterations of your published workflows. There are 3 states a workflow can be in: draft, active, and inactive. This is...

    Read more

  • Execution History

    Enrollment History allows you to see the path that a specific contact traveled through in your workflow. This is a Sakari Workflows feature and is currently ...

    Read more

  • Output Contacts and Output Properties

    When configuring your workflow, outputs allow you to utilize dynamically generated tokens from a node when configuring a downstream trigger or action. This i...

    Read more

Sakari Mobile App

  • 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...

    Read more

  • 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...

    Read more