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URL Shortener Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within URL Shorteners, you'll want to ensure that their role is granted the right permissions. This article covers Role-based URL Shorteners permissions. &

experience:space

article:howto

product:engagement

URL Shortener Permissions

+3

Knowledge Base Article

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URL Shorteners

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How to Configure Home Page Widgets?

RECORD PAGE EDITOR Each persona has a defined view of its own and this is called the Record Page of the Persona. This view includes multiple tabs like Home Page, Queues, Agents, etc. Each page has a lot of different widgets that display various metrics, and these are customisable.   ​The Record Page

Service

Knowledge Base Article

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Overview

RS
Customizing Warning Messages

Administrators can customize the warning message displayed above the reply box by utilizing the "Append Warning Message" action within Autofill rules. This functionality allows them to tailor the message according to their organization's unique communication requirements or policies.B

Service

Knowledge Base Article

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Publishing Functionalities

RS
Advanced Use Cases of Audit Assignment Types

Assign Cases to the User Manager for EvaluationYou can assign cases to the agent's manager for evaluation by first copying the agent's manager into a case custom field using the copy action. Then, assign that case to the manager for evaluation.1. Create a Case Update rule to retrieve the last engage

Service

Knowledge Base Article

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Automated Sampling and Allocation

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Customer Availability Manager

In countries with multiple time zones, such as Germany and Mexico, aligning agent availability with customer contactable hours is difficult due to regional business hour differences. This challenge can lead to calls being made outside customer business hours, risking non-compliance and customer diss

Service

Knowledge Base Article

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Customer Availability Manager

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Market Analytics

Market Analytics dashboard focuses on metrics such as Types of engagement by time and day, Types of engagement by channels, fan keywords, and Brand activity keywords. These metrics can be used to perform market analysis for various brands.You can access this dashboard by:Clicking the New Tab icon. U

marketing

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

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LINE Welcome Messages

LINE Welcome Messages in Direct Messages make it easier for businesses to define the customer experience from the start, without requiring any manual action at all. Welcome Messages are sent to users when they begin a Direct Message conversation with your LINE account and can be used to let customer

Knowledge Base Article

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Add a LINE Account

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Manage Columns in Production Dashboard

In this article, you will learn how you can manage columns in your Production DashboardEnable/disable columns in production dashboardsNavigate to the Production Dashboard List or Kanban ViewFrom the Dashboard Bar of the Production Dashboards window, click the Manage Columns icon. Select the Colum

marketing

Manage Production Dashboards

Production Dashboard

customize columns

Knowledge Base Article

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Manage Columns

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Publish your content using Content Templates

Users can follow the below steps to publish their content using the content templates:In the top-right corner of the Navigation Bar, click the Publishing Options icon and select Create Message.In the Overview section, Select the Account Type under which the content template was created within the Ch

marketing

Content Templates

publishing

Knowledge Base Article

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Publish using Content Templates

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What is a Portfolio?

A Portfolio is a collection of Projects that are grouped together for ease of tracking, management, reporting, and analysis. You can create a Portfolio to group together Projects based on strategic initiative, department, team or other criteria.  For example, you can create a Portfolio for a brand r

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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How to get the Allocadia Integration enabled?

To use Sprinklr’s Allocadia Integration, you can get in touch with your Success Manager or the Sprinklr Support Team by simply mailing to tickets@sprinklr.com.​To enable this integration, you need to share the list of properties on your Marketing Activities that you want to be mapped to the custom f

campaign management

marketing

Allocadia and Sprinklr Integration

Knowledge Base Article

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Allocadia and Sprinklr Integration

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How to Apply QA Checklists in Ads Composer

Eliminate the risk of off-brand advertising with an automated QA Checklist. ​Campaign QA checklist serves as a crucial tool for verifying essential campaign details such as objectives, budgets, timelines, and ad types. By automating this process, you can enhance governance and streamline the approva

marketing

ADS_CHECKLIST_POPULAR

Knowledge Base Article

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Ads Composer Application

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How to Approve Ads or Ad Creatives by Email

An Approver may only need to review and approve ad variants or ad creatives instead of having to use Sprinklr actively. This can be achieved by a simple mechanism of sending an email to approve the entity.Sprinklr introduces Email Approvals for ad creatives to implement this mechanism

marketing

Approval Workflow

Advertising

Governance, Securities and Admin Capabilities

Knowledge Base Article

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Common Use Cases

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Ads Creative Library Roles & Permissions

Ads Roles and Permissions for Ads Creative Library are crucial in managing organizational access efficiently. This article will explain in detail the permissions for the Ads Creative Library, outlining both enabling actions and restrictive measures to ensure effective campaign management.In this art

marketing

ads creative library

Roles and Permissions

Advertising

+2

Knowledge Base Article

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Ads Creative Library

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Sort Content in Production Dashboard

In this article you will learn how content can be sorted according to different properties in List and Kanban view of the Production DashboardHow it worksNavigate to the Production DashboardsFrom the Dashboard Bar of the Production Dashboards window, click Sort By.Select the desired dimension from t

marketing

Sort Grouping Dimensions

Manage Production Dashboards

Production Dashboard

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Knowledge Base Article

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Production Dashboard Actions

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Clone a Production Dashboard

In this article, you will learn how to clone a Production Dashbaord.Clone a Production DashboardNavigate to the Production Dashboards.Click on the ellipses in the top right corner of the production dashboard screen.Select Clone Dashboard from the dropdown menu.After filling in the name of the new da

marketing

Manage Production Dashboards

Production Dashboard Actions

Production Dashboard

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Knowledge Base Article

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Production Dashboard Actions

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Export Production Dashboard

In this article, you will learn how to Export a Production Dashboard.Share the Production Dashboard ExternallyClick on the Export button in the top right corner of the window. Provide name to your export file.Select the format as Excel or CSV. Click on Export to receive the Export of the dashbo

marketing

Production Dashboard

share dashboard

export

Knowledge Base Article

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Imports and Exports

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In-line edit content in dashboard

In this article, you will find out how to edit the entity details in the list view of Production Dashboards.How it worksDouble-click on the required field and update the information:Supported fields for In-line editingEntityDescriptionMessagesFields that you can in-line edit within the Outbound Mess

List View

marketing

In line Editing

Production Dashboard

Knowledge Base Article

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Production Dashboard Actions

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Project Attachment Tab

The project Attachment tab is the go-to place for all project-level and task-level attachments. It can be found in the bar at the top of the task sheet view, among all the other project tabs. ​  How do we add attachments to the project and tasks?  Task Attachments: These are att

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Project Tabs

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Ads Pivot Roles & Permissions

In this article, you will learn about the different permissions available for Ads Pivot and their respective privileges for users having access to this module.NoteAll Ads Pivot permissions that a user has can only be used to take actions on ad accounts s/he has access to with either the All Permissi

marketing

Ads Pivot

ads creative library

Roles and Permissions

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Knowledge Base Article

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Ads Pivot