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Lock or Unlock Messages within Sprinklr

Lock/Unlock permission for outbound messages within Publishing enables users to Lock Messages to prevent any unnecessary changes. You can lock/unlock messages from within the Production Dashboards, Editorial Calendar, Engagement Dashboards, Message Third Pane, and Campaign or Sub-Campaign's Con

Editorial Calendar

Engagement Dashboards

campaigns

Message Third Pane

+4

Knowledge Base Article

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Lock/Unlock Messages

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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

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Knowledge Base Article

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Import/Export Tasks

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Types of Columns in Tasks/Projects

Project management offers a diverse range of column (field) types which can be added to your projects or tasks. The available field types are: Single Line Text Multi Line Text Number Attachment Checkbox Single Select Multi Select Date URL Email User Percentage CurrencyLet's discuss each one of

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Knowledge Base Article

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Columns in Tasks

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Notify authors: Change of parent message schedule date

Create an outbound rule to let users know regarding changes in schedule date of parent message to ensure that the variants do not get published before the parent message does. Once the rule is enabled, all the outbound messages satisfying the condition will have the selected actions initiated on it.

outbound rules

Rule Engine

Knowledge Base Article

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Outbound Rules

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Copy Properties from Draft to Asset

Create a Draft rule to automatically copy properties from the Draft message onto the Media Asset. This way users do not have to manually update the properties of assets and can automate this entire process by setting up the following rule. Once the rule is enabled, all the tasks satisfying the condi

Rule Engine

Autofill Rule

Knowledge Base Article

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Draft Rules

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Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

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Initiate Workflow Automatically on your Request

Create an initiate workflow rule to trigger workflows on requests received via request forms. This way you can automate the process of initiating workflows in bulk on requests based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all th

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request Rules

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Copy Properties from Campaign Request to Campaign

Create a Campaign Autofill rule to automatically copy properties from the Campaign Request onto the Campaign. This way users do not have to manually update the properties of Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condi

Autofill

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Copy Properties from Campaign / Outbound Message to Media Asset

Copy various campaign/outbound message properties from the campaign/outbound message level to the asset level by creating a DAM Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Goal, Content pillar, Br

Rule Engine

Knowledge Base Article

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DAM Rules

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Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules

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Autofill Account Types based on Pre-Defined Conditions

By setting “Account Type” as an action in Autofill Rules under “Actions To Change properties of Message”, you can Autofill the account type and template fields while creating a message in the Publisher.How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collabor

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

publishing

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Brand, Region, Country & Channel Type

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Search Tasks in Task Calendar View

OverviewYou can now use the search bar to search for Tasks in Task Calendar Views. ​The search results are highlighted on the Task Bars.Search Tasks1. Click the Search icon.  2. Enter the search term to search for Tasks that match it. You can click on the results to open the Task Overlay for that Ta

Knowledge Base Article

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Task Calendar View

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Accessing Project Management

OverviewProject Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects. Navigating

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Knowledge Base Article

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Platform Basics

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How to Create a Google Analytics 4 WebAnalytics Profile

Note: 1.For Google Analytics 4, Web analytics setup would be similar to that of Google Analytics. 2.Existing Google Analytics would work for Google Analytics 4 as well.​You can create a new Google Analytics Profile in Sprinklr Web Analytics.​1. Click the New Tab icon. Under Governance Console, click

Knowledge Base Article

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Setting Up Google Analytics 4

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Add Task in Kanban View

OverviewThere are multiple ways to add Tasks in Kanban view in Project Management. The first method is using the Add Task button which you can learn more about here. Specifically for Kanban view, you can also add a Task by clicking the + icon on top of each Task stack. Add Task to Kanban Stacks1.

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Knowledge Base Article

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Task Kanban View

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Publish Facebook Reels and Story from Distributed

Sprinklr leverages Facebook’s API to enable brands to manage their Facebook content directly from the Distributed platform. This includes publishing posts, albums, and live videos, and tracking engagement metrics. By integrating Facebook with Distributed, users can streamline their social media mana

Publish to Facebook

Social - SES

create a facebook album

DST - SES

Knowledge Base Article

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Publishing & Calendar (Distributed User)