Setting Up Unified Analytics
Updated
Sprinklr unifies data from paid advertisements, brand-owned content, and earned media within a single, AI-powered platform that provides marketing teams with complete visibility, consistent reporting, and actionable insights across the customer journey.
In this article, you will learn:
The benefits of Paid, Owned, Earned (POE) dashboards
How to set up a Custom Entity
How to tag custom entities across Social, Insights, and Paid modules
How to plot a Custom Entity on widgets
Benefits of POE Dashboards
Understanding the impact of paid and owned content on your brand and how earned engagements contribute to your brand's growth is crucial to capture the full voice of the customer. POE dashboards consolidate all this data into a single view, offering the following advantages:
Consolidated data across paid ads, brand-owned content, and earned media in one dashboard to understand what channels and content types are driving true business impact.
Consolidated and enriched meta tags for improved efficiency.
Move beyond traditional single-campaign reports by slicing and analyzing data by events, products, or content titles directly within the dashboard.
Cross-Channel views with breakdowns by media type including organic posts, ad campaigns, influencer content, and customer engagement.
Collaboration across departments, helping global teams align their strategies, track progress, and measure outcomes according to a shared set of standards.
Prerequisites to Setting Up a Custom Entity
To set up and report on a custom entity in a POE dashboard, you need:
Access to CRM Studio
Event-based reporting enabled
Contact your success manager with the modules where you'd like to enable custom entities, or submit a request at tickets@sprinklr.com.
Create Custom Entity from CRM Studio
Custom entities act as centralized database solutions accessible across Sprinklr applications. Once created, you can use them as dimensions in dashboards to:
Unify Filtering Across Channels: Filter data from paid, social, and listening channels using a single dimension, eliminating the need to apply multiple custom fields.
Enable Event-Based Filters: Analyze content performance based on specific events and corresponding dates.
Steps to Create Custom Entity:
Open the CRM Studio persona app.
In the Entity Manager, switch to the Custom tab.
Click +Create Custom Entity in the top right corner.
Fill in the following fields in the Create Custom Entity screen:
Entity Name: Enter the desired name for the entity.
Plural Name: Enter the plural form of the entity name.
API Reference ID: Enter relevant Sprinklr API reference ID.
Description (Optional): Provide a brief description of the entity.
Click Create in the bottom right corner to save.
Once created, add entity fields to link multiple custom fields in the custom entity.
Steps to Add Entity Fields
Double-click on a custom entity to view the corresponding entity fields. Alternatively, hover over the entity and click View.
In the Fields and Relationships screen, click +Create Field in the top right corner.
Select the Field Type for your entity field from the dropdown.
Enter a Name and API Reference ID.
Add Help Text and a Placeholder for the field. The placeholder text will be displayed when the field is empty.
Enable/disable the toggles (Mandatory, Enable Sorting, Enable Searching and more) as required for the entity field.
Click Save in the bottom right corner to complete the entity field setup.
For further details, refer to Creating Custom Entities in Sprinklr.
Uploading data in Custom Entity
You can upload data to your custom entity in two ways:
Using API: Sprinklr supports API-based data uploads.
Using Data Connectors: Data connectors allow you to upload data into the custom entity directly through Sprinklr. Follow these steps to install a data connector -
In CRM Studio, go to Data Connector in the left menu.
Click + Install Connector in the top right corner and configure the following:
Entity Selection: Choose your custom entity.
Entity Specific Settings: Define what actions apply in the Integration Type field.
Source Selection: Choose data source(s) for import and enter the Connector Name.
Source Specific Settings: Upload a sample mapping file.
Mapping Configuration: Map the fields in your file to custom entity fields.
Click Save to finish setup.
Upload your Excel data file via the configured connector.
For further details, refer to Data Connector Configuration.
Plotting Custom Entity on Widgets
After completing the above setup, follow these steps to visualize and verify data using custom entities in widgets:
Navigate to the desired POE dashboard and create a new widget. Refer to Create a Widget for more details.
In the widget creation screen, select Custom Entity as the data source.
Choose the custom entity you created as the dimension.
Click Add to Dashboard to add the widget to your dashboard.
How to Report on Custom Entity in Different Modules
After setup, tag your custom entities to the appropriate modules: Insights, Social, and Paid.
Insights
While creating a topic, enter topic details and scroll to the Custom Entity section. For more details on creating a topic, refer to Topic Creation & Setup.
In Custom Entity Type, select your custom entity.
Choose the appropriate entity field in Custom Entity Name. Once selected, all the corresponding properties will be displayed.
Click Save to tag the custom entity to the topic.
Social & Paid
To report on custom entities within the Social and Paid modules, you first need to link the custom entity fields to corresponding custom fields. This linkage ensures that Sprinklr can pull relevant data from these fields during reporting and visualization.
Link Custom Entities to Custom Fields
Before using custom entities in Paid Initiatives or Outbound Messages, you must associate the entity with a custom field. Follow these steps to link the custom entities:
Navigate to Custom Fields in All Settings and create a custom field. For more details, refer to Add a Custom Field.
In the Set Values section:
Choose Custom Entity as the field Type.
In the Source dropdown, select the custom entity you want to associate.
Once linked, you can tag custom entity fields in Paid Initiatives and Outbound Messages for reporting purposes.
To tag custom entities in Paid Initiatives:
Navigate to Ads Manager and edit the required Paid Initiative. For more details, refer to How to Edit Ad Entities in Ads Manager.
At the Paid Initiative level, scroll to the Paid Initiative Properties section.
Click on the custom entity fields to tag them.
Alternatively, you can also tag them using Macros and Reverse Naming Conventions.
To tag custom entities in Outbound Messages:
Access the third pane of the required outbound message. Refer to accessing third pane for more details.
Go to the Properties section in the third pane.
In the Custom Entities section, click on the custom entity fields to tag and update them.
Once the setup is complete, you can start creating your dashboard to visualize Insights, Paid and Social data using custom entities.
Limitations
Listening: You must use either a custom entity or a topic theme to report on data.
Event-Based Reporting: Custom entities are necessary to report on event-specific data. Without them, you can't apply event-based filters.