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How to import a file using FPDI

Sprinklr’s FPDI offers the capability to import message and its related custom data in the form of an excel file, which can be viewed and ingested into Social Listening. Additionally, users can now transform the data on Sprinklr before it can be ingested into Social Listening.  What file formats are

Insights

Import FPDI File

Build FPDI File

Knowledge Base Article

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First Party Data Ingestion

RS
Lookup Field

The Lookup Field in Entity Studio is a field that establishes a relationship between two entities. It allows you to link records from one entity (the child) to another entity (the parent), thereby creating a dynamic reference. This field type enables the management of cross-entity relationships, whe

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

RS
Understanding Recipient Selection (To Field) in Email Conversations

When you reply to emails from the Care Console, the To field is automatically populated with an email address. This behavior is based on the conversation history of the case, not on customer profile data.This can cause confusion when:A different email address appears than expectedSecondary email add

Sprinklr Service

New Article

26.7

Knowledge Base Article

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Review Before Contacting Support

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Setting Up Quotas

A Quota in survey settings sets a limit on the number of responses allowed from specific respondent profiles based on user-defined conditions. This helps ensure balanced and controlled data collection from targeted groups. For example, if a company wants to collect 500 responses from participants in

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Settings

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LinkedIn Ads Reporting Metrics

Leverage this detailed list of all LinkedIn metrics available in Sprinklr's Ads Reporting to operate the reporting dashboard better. Below is a list of all LinkedIn metrics, along with their descriptions.​LinkedIn Metric NameSprinklr NameDescriptionTotal EngagementLinkedIn Total EngagementsAll

marketing

20.10

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Metrics

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QnA Track Functionality with Service Reporting Copilot

In this article, you’ll learn how QnA Track functionality in Copilot helps you ask reporting-related questions and receive instant, contextual, data-backed answers. Instead of manually analyzing dashboards or building reports, you can simply ask questions in natural language—such as “Find me the age

Knowledge Base Article

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QnA Track Functionality

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Request Rules

Request Rules are initiated on a request that is created or updated. If a request rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.In the top right corner of

marketing

Rule Engine

Requests

Knowledge Base Article

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Request Rules

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Choose your skin tone for emojis

Emojis are a spin on common emoticons. In Sprinklr Publisher, emojis are both fun and helpful for getting work done – use them to enhance your messages or add emoji reactions to respond quickly to messages. To get the most out of emojis you can adjust your default skin tone.Steps to use emojis while

emoji skin tones

Publishing - SES

social

skin tone for Emojis

+2

Knowledge Base Article

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Advanced capabilities

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Add Amazon Ads Account

Amazon Ads allows businesses to promote their products on Amazon international marketplaces. It provides a suite of advertising solutions designed to help businesses of all sizes reach their target audiences, boost visibility, and drive sales. Sprinklr supports ads publishing and reporting from your

marketing

Knowledge Base Article

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Setting up Amazon Ads

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X Poll Insights

You can leverage X insights to learn more about overall trends across your followers and understand how your poll is performing with your audience. You will be able to report on X Polls, by drilling down into the poll results and options, percentage of votes in each poll option, etc.Poll InsightsMet

social

Knowledge Base Article

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Report on X activities

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Troubleshooting Jira Connector Common Issues

This page lists common issues you may encounter with the Sprinklr and Jira integration, along with their resolutions.Issue: You encounter this error: This user is already added to an application in client <client_name>.​Resolution: Ensure that the Jira user used for the integration is not alre

marketing

Insights

social

Service

Knowledge Base Article

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Troubleshooting and FAQs

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Actions with Inbound Rules

Actions are executed on the inbound message or the profile associated with the message. In this article, we'll look at each Inbound Rule Action type and the specific actions within those action types:Assign a Message to a User/Queue:Assign a Message to User/Queue Actions are actionable tasks on

social

Knowledge Base Article

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Inbound rules

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Add an Exit Conversation Tool

The Exit Conversation Tool in Sprinklr’s AI Agent automatically closes a customer case when the conversation ends. This automation reduces manual effort, prevents cases from being left open, and ensures consistent reporting data. It streamlines customer service operations by providing a clear and ef

Knowledge Base Article

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Core Tools

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Create Record Form for Ticketing Workflow

You can create a record form to display the custom fields used for capturing primary and secondary ticket information.This form serves as the interface where agents enter and update the custom field values for a case. On this record form, agents can document ticket details, update key properties, an

Service

Knowledge Base Article

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Create Record Form

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Unified Platform & Cross-Products: 19.8 Capabilities and Enhancements

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

18.5 Release

marketing

Cross-Products

Insights

+3

Knowledge Base Article

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19.8 Release (Aug 23 - Sept 1, '24)

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Add and Manage Columns in Project List View

In Project Management, you have the capability to create your own columns and control their visibility within the project list view.  Permissions: You should have either owner or admin permissions in Portfolio to add and manage the columns. Add a New Column to Project List View The project list view

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Project List View

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Trigger Survey Inside the Live Chat Widget

Agents can trigger surveys directly inside Sprinklr Live Chat to collect customer feedback in real time. By embedding surveys within the conversation flow, brands can reduce clicks and create a seamless, consistent user experience, helping boost response rates and capture valuable insights instantly

Knowledge Base Article

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Live Chat Survey

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X Ads Reporting Dimensions

Leverage this detailed list of all X dimensions available in Sprinklr's Ads Reporting to gain more insight into your X Ads. Given below is a list of all X dimensions, along with their descriptions.Dimension NameSprinklr Dimension NameDimension DescriptionDateDateBreakdown of Data by Date.DayDay

26.1

marketing

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Dimensions

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Setting Up Social Direct Message-X Creative (Standard)

Social Direct Message-X Creative empowers brands to craft and oversee survey visuals tailored for private social direct messaging. These visuals dictate the appearance of survey invitations within ongoing social care DM exchanges.A Social DM‑optimized survey invitation that includes the survey URL a

Sprinklr Insights

26.1

Insights

New Article

Knowledge Base Article

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Social DM

RS
Sprinklr Insights: 19.11.1 Capabilities and Enhancements

Sprinklr Insights' latest 19.11.1 Patch release introduces a range of exciting new capabilities to empower your business to create more meaningful customer experiences across all touchpoints. Here are the key features included in Sprinklr Insights' latest release:Sprinklr InsightsSprinklr

marketing

Insights

social

Service

Knowledge Base Article

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19.11.1 Patch (Dec 3-18, '24)