‎Reference Guide for Sprinklr Marketing

Reference Guide for Sprinklr Marketing

Updated

11 months ago

Welcome to Sprinklr Marketing. This is your go-to guide with essential resources to get you started.

Getting Started with Marketing

Launch your digital marketing campaigns and implement your use cases in Sprinklr Marketing.

Setting up Users and User groups

Sprinklr provides several options for user governance. You can assign granular permissions such as publishing, campaign creation and much more while setting up users.

Marketing Configuration and Setup

Learn more about how to configure and set up key marketing components with the help articles below.

Editorial Calendar

Production Dashboards

Content Planning and Publishing

Workflow Management

Marketing Analytics

Sprinklr Marketing offers unified marketing analytics to uncover real-time performance insights for better campaign strategy and higher marketing ROI.

Marketing Persona Apps

Persona Apps are persona-based interfaces in Sprinklr that gives users quicker access to relevant information. Personas solve for usability and reduce complexity through a simplified version of the current UI while retaining the power and unification of the platform.

Marketing Persona Apps

Getting Started with Advertising

Launch your advertising campaigns and implement your use cases.

Advertising Configuration and Setup

Learn more about how to configure and set up key advertising components with the help articles below.

Ads Manager

Further Queries

Still have queries? Visit Sprinklr Marketing Knowledge Base for more information or reach out to our support team at "support@sprinklr.com" .

Article	Description
What is Editorial Calendar?	Learn about the Sprinklr Editorial Calendar.
Setting up Calendar Views	Explore and learn how to set up the different calendar views.
Calendar Views Customization	Customize start day/month in the calendar, update campaign dates and add color configuration.
Calendar Boards	Create, manage and share calendar boards.
Content Creation	Create and edit content, campaigns and sub-campaigns from the editorial calendar.
Recurring Posts	Schedule recurring posts and reschedule messages from the editorial calendar.
Bulk Updates	Use macros to take bulk actions on content in the editorial calendar.
Calendar Actions	Learn about filters, quick filters, data grouping, message properties and time axis in editorial calendar.
Paid Content	View and engage with paid and owned content, ad campaigns and creatives in the calendar.
Calendar Imports and Exports	Export and share your editorial calendar. Import content into your editorial calendar.

Article	Description
What is Production Dashboard?	Learn about the production dashboards.
Production Dashboard Overview	Manage events, tasks, assets, messages, campaigns and requests in the production dashboard.
Prodcution Dashboard Views	Learn about Kanban and List view in Production Dashboard and save customized views.
Production Dashboard Actions	Learn how to clone a production dashboard and initiate workflows, edit and group content and apply filters in the Production Dashboard.
Bulk Actions	Learn how to apply macros and bulk actions in Production Dashboard.
Exporting and Sharing	Learn how to export and share Production Dashboards.
Manage Columns	Manage columns in the List or Kanban view in the Production Dashboard.
Custom Dashboards	Create custom Production dashboards and manage tabs.
Color Configuration	Learn how to use color tags in the Production Dashboard.
Advanced Filtering	Add quick filters and learn how to use advanced filters in Production Dashboards.

Article	Description
Campaigns and Sub-campaigns	Learn about campaigns and sub-campaigns in Sprinklr Marketing.
Configuration and Setup	Create events, campaigns and sub-campaigns.
UTM Manager	Learn about Urchin Tracking Module (UTM) and how to configure it.
Campaign Tabs	Explore and learn in detail about the different tabs (overview, content strategy, assets, editorial calendar etc.) in a campaign.
Campaign Third Pane	Learn in detail about the different tabs (overview, activity, tasks, plan, collaborate etc.) in campaign third pane view.
Campaign Analytics Tab	Import and view the desired reporting dashboard in the Campaign Analytics tab.

Article	Description
Request Forms	Learn what are requests and request forms.
Create Request Forms	Learn how to create request forms and kick-start your marketing intake process in Sprinklr.
Request Management	Manage all your request forms and requests from the “My Requests” Production Dashboard.
Initiate and Manage Workflows on a Request	Automate the process of requesting campaign creation ideas from the content creation or generation teams.

Article	Description
Quick Publisher	Learn how to create and publish posts from the quick publisher.
Message Ideas	Create and edit message ideas.
Content Creation	Learn how to create post using advanced publisher, use image editor, restrict visibility for sensitive content, publish content on multiple channels, and much more.
Content Briefs	Add briefs to your messages/posts.
Initiate and Manage Workflows	Initiate workflows on your message/post in the Advanced Publisher.
Message Third Pane	Learn in detail about the different tabs (overview, activity, tasks, plan, collaborate etc.) in message third pane view.
Collaboration	View messages, posts and message ideas in production dashboard and editorial calendar.
Content Localisation	Create language groups and localized copies of your messages in different languages.
Content Variants	Create and manage variants of a message.
Vanity URL	Learn how to use a vanity URL for publishing.
Lock/Unlock Messages	Lock messages to avoid any unnecessary changes to your messages and posts.

Article	Description
What are Content Templates	Learn about Content Templates in Sprinklr Marketing.
Create Content Templates	Create content templates and import custom fonts in content templates.
Publishing using Content Templates	Learn how to publish using content templates.

Article	Description
Inbox	Filter and manage notifications in your inbox.
Notifications	Setup your notification preferences.

Article	Description
What is Email Marketing?	Learn about email marketing in Sprinklr.
Setting up Email Marketing	Set up email marketing campaigns.
Executing Email Marketing Campaigns	Learn about audience targeting in email marketing, reporting and how to create email marketing content template.
Adding personlization	Add personalization to your email marketing messages.
Unsubscribe	Add an unsubscribe link to your email marketing messages.

Article	Description
Brief Templates	Learn what brief templates are and how to create them.
Brief Template Components	Learn how to better organize briefs with brief sections, components and custom fields.
Types of Brief Templates	Explore the different types of brief templates and how to manage them.

Article	Description
Workflow Engine Basics	Explore workflow management in Sprinklr. Learn about workflow engine terminologies, navigation and permissions.
Getting Started with Tasks	Learn about user task structure and terminologies.
Workflow Actions	Learn how to create, deploy and initiate workflow on entities (campaigns, sub-campaigns, messages).
Task Actions	Add service and user tasks to a workflow in workflow engine.
Define Tasks in Workflow	Learn how to set up approval tasks, assign tasks to users and set task due dates in the workflow engine.
Tasks	Define assignee restrictions, add checklists to tasks and enable/disable future tasks.
Track Actions	Define milestones, custom fields and decision box in the workflow.
System Actions	Add gamification, sub-workflow and stopwatch in workflows.
Flow Actions	Define the flow of your workflow with merger nodes, end components and splitters.
Advanced Workflow	Set up task notifications and define number of review cycles in the workflow.
Automate Workflows	Automate workflow initiation on requests, campaigns, messages, media assets and sub-campaigns.
Rule Engine and Automation	Learn in detail about how to create rules to automate actions on drafts, posts, tasks, requests and much more in Rule Engine.

Article	Description
Manage Projects	Learn how to create and manage projects.
Manage Portfolios	Understand portfolios and how to create one.
Sharing and Access	Add/remove collaborators to projects and Portfolios.
Project Tabs	Learn about the different types of project tabs.
Project Views	Explore the different types of views available in projects.
My Tasks	Learn how to sort and filter your tasks in the My Task view.

Article	Description
Automated Ads Overview	Understand what automated ads and their use cases are.
Setup feeds for Automated Campaigns	Learn how to set up data feeds and Dynamic Image Templates (DIT) for automated campaigns.
Setup Automated Campaigns	Learn how to set up automated campaigns in detail.
Advanced Use Cases	Explore advanced approvals, activity log enhancement carousel media creation using row grouping in automated ads.
Dynamic Creative Optimization Overview	Learn about Dynamic Creative Optimization (DCO) and how a DCO feed works.
Setup DCO	Learn how to set up DCO in Sprinklr.
DCO Ads Reporting Dimensions	Explore creative dimensions reporting for DCO.

Article	Description
What is the Ads Composer?	Explore the use cases of Ads composer.
Create an Ad Campaign in Ads Composer	Learn how to create ad campaigns from Ads Composer.
Ads Campaign Sections	Learn in detail about the different sections when creating campaigns.
Modify Existing Campaigns in Ads Composer	Use existing campaigns as template to reduce campaign creation time and avoid creating campaigns from scratch.
Apply Naming Conventions	Learn how to apply naming conventions in Ads Composer.
Apply Dynamic Image Templates	Learn how to apply Dynamic Image Templates (DIT) in Ads Composer.
Apply Dynamic Video Templates	Learn how to apply Dynamic Video Templates in Ads Composer.

Article	Description
What is Ads Manager?	Learn how to view and manage your Ad entities for all channels in Ads Manager.
Ad Campaign Creation	Create Ad campaigns and learn how to clone Ad entities in Ads Manager.
View and Edit Ad entities	Learn how to view and edit ad campaigns, as sets and creatives in the Ads Manager.
Bulk Edit Ad Campaigns	Learn how to edit Ad campaigns in bulk from the Ads Manager.
Filter options in Ads Manager	Explore the filter options available in Ads Manager to customize your view of campaigns, ad sets and creatives.
Manage Errors	Manage errors in Ads Manager using the guided error messages.
Configure Columns in Ads Manager	Configuring columns in the Ads Manager allows you to customize the data you see for Paid Initiatives, Ad Sets, and Ad Variants.
Configure Color Tags	Create color configuration for specific columns to group and highlight values in Ads Manager.
Ads Macros	Use Ads Macros to make multiple changes to Ad entities at once in the Ads Manager.
Ads Scheduling and Dayparting	Learn how to apply ad scheduling and dayparting in Ads Manager.
Create and Manage Boards	Create and manage boards in Ads Manager that allow you to save all the details of an Ads Manager view.
Apply Strategy Groups	Learn how to apply strategy groups to your campaigns from Ads Manager.
Smart Rules in Ads Manager	Learn how to optimize Ad campaigns using smart rules in Ads Manager.
Apply Tags to Google Adwords Campaigns	Incorporate your Google AdWords accounts and apply custom properties to your Ads in the Ads Manager.
Troubleshooting and FAQs	Ads Manager troubleshooting and FAQs.

Article	Description
What is Ads Manager Pivot?	Learn how to view and manage your Ad entities for all channels in Ads Manager Pivot.
Ads Manager Pivot Navigation	Explore all the various actions available in Ads Manager Pivot.
Setup Ads Manager Pivot	Learn how to set up and customize Ads Manager Pivot as desired.
Compose Ad Campaigns	Create Ad campaigns from Ads Manager Pivot.
Filters in Ads Manager Pivot	Learn how to apply filters in Ads Manager Pivot.
Edit Ads	Explore the editing options available in Ads Manager Pivot.
Replace Ad Values	Learn how to replace Ad values from the Ads Manager Pivot.
Troubleshooting and FAQs	Ads Manager Pivot troubleshooting and FAQs.

Article	Description
Configure One Click Ad Buys (Admin Task)	An admin can pre-configure some of the Ad campaign details and create an Ad Buy to ensure that all the campaign creators use the pre-configured values and maintain consistency.
Compose One Click Ad Buys	Learn how to create Once Click Ad Buys.