Workflows [BETA]

Automate business processes with workflows

Articles

  • 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...

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