Product
Sakari Platform: Inbox, Contact & List Management, Bulk SMS Campaigns, Workflows, Calling, and more!
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
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 ...
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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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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...
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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...
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
Add Contacts Manually (individually) In the left navigation, select Contacts > Add contacts Select Add Manually to create a single contact Import 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. ...
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 ...
Workflows [BETA]
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Introduction to Workflows
Create workflows to enhance team efficiency and automate your business processes. Set enrollment criteria (event-based triggers) to automatically enroll conta...
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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...
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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...
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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...
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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 ...
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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...
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...