Allocadia User

Sprinklr User

• Create subcategory level n or an immediate nested subcategory level n+1 with name, start date, and end date fields filled in.

• Send a subcategory to create a new campaign in Sprinklr automatically.

• Send an immediate nested subcategory level to automatically create a new sub-campaign in Sprinklr under the parent campaign mapped to the parent subcategory in Allocadia.

• Click “Sync with Sprinklr” to create a new campaign or sub-campaign in Sprinklr for the above flow.

• Edit the subcategory in Sprinklr and click “Sync with Sprinklr” to update the corresponding campaign or sub-campaign in Sprinklr.

• Navigate via the link of the corresponding campaign or sub-campaign when viewing the Subcategory in Allocadia.

• Delete the Allocadia subcategory and nested sub-category which should archive the corresponding campaign and sub-campaign in Sprinklr.

• View the Sprinklr campaign and sub-campaign, which has the name, campaign tracking number, start date, and end date copied over from Allocadia.

• Navigate via the link of the corresponding subcategory when viewing the Campaign or Sub-Campaign in Sprinklr.