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How to navigate to Request Forms?

Go to Launchpad Select the Sprinklr Marketing tab.Switch to the Marketing section.Under the Plan section, select Request Forms. A list view of the existing request forms on the environment will be displayed. From this screen, you can create new request forms or manage existing ones. ​

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Request Forms

Knowledge Base Article

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Navigating to Request Forms

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Autofill Rules - Conditions and Actions

The following conditions are available to for users to select while creating a Autofill Rule for messages / posts.Autofill Rule Conditions — DescriptionsConditionsDescriptionThe Channel Properties of the MessageSet the condition based on the following Channel properties:AccountAccount Owner User IDA

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Rule Engine

Autofill Rule

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Autofill Rules

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What are Pre-Publishing Rules?

Pre-Publishing rules are created to set Actions on post such as recalling a post, rescheduling to a future date, or to stop publishing any messages based on the condition setup. If a Pre Publishing rule is set up and enabled, and the conditions are met then the action setup takes place.How to set up

marketing

Pre-Publishing Rules

rules

Rule Engine

Knowledge Base Article

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Pre-Publishing Rules

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Setting Up Social Direct Message- Reddit Creative (Standard)

Social Direct Message – Reddit Creative (Standard) enables brands to design and manage survey invitation messages specifically tailored for Reddit direct message interactions. These creatives define how the survey invite appears within ongoing Reddit DM conversations, ensuring a consistent and platf

Knowledge Base Article

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Social DM

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Guided Workflow Screen Components - Picklist Input

A picklist is an input field that enables users to select a predefined option from a drop-down menu. It is commonly used within workflows to represent specific actions or states, aiding in tasks such as information gathering, decision-making, and process automation.Key applications of picklists incl

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Guided Workflow Canvas

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Guided Workflow Screen Components - Hierarchical Picklist

The Hierarchical Picklist component enables brands to capture multi-level categorical information through a single, interactive dropdown. It is designed for use cases where the user must drill down through multiple layers of a hierarchy—such as Issue Category → Sub-Issue → Reason—within one consolid

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Sprinklr Service

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Service

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Screen Components - Radio Group

Overview Radio buttons are an effective input tool that enables customers to quickly and easily select a single option from a predefined set. They are particularly useful for simplifying decision-making and streamlining workflows.Key features of radio buttons include:Option Input: You can add option

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Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow - Secure Screen - Layouts

Overview The Layouts component is a powerful tool designed to organize and differentiate content effectively on the screen while optimizing space utilization. It includes features like a section divider to visually separate different segments for better clarity and flow. Additionally, it offers two-

Service

Knowledge Base Article

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Guided Workflow Canvas

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Embed Advocacy Intranet Widget in MS SharePoint

Sprinklr allows you to view and discover advocacy content from your SharePoint intranet. This integration connects the Sprinklr Advocacy product to Microsoft SharePoint. Unify the advocates' experience by enriching, deflecting, and triaging appropriate interactions on modern channels to SharePo

Advocacy - SES

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Sprinklr Social

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Integrations Enablement (Advocacy)

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Android - v14.0.2

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your Android mobile app.​Note: Before you begin, note the following requirements:Sprinklr Messenger requires a minimum Android API level of 24.Sprinklr Messenger for Android supports compileSdk

Service

Knowledge Base Article

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Older Versions

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Prerequisites for Salesforce Integration

Ensure that the following prerequisites are in place before you start with the integration.Sprinklr RequirementsSprinklr Service Care must be enabled and configured.Salesforce Webhooks must be configured within Sprinklr.A Sprinklr Global Admin user is required for authentication and authorization.Sa

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Insights

social

Service

Knowledge Base Article

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Prerequisites

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Editorial Calendar (Advocacy)

Editorial calendar is a visualization tool for planning & organizing all marketing activities. You can customize your Editorial Calendar to monitor advocacy and organic content in a comprehensive view to provide your team insight into content strategy and efficient collaboration. Why Use Editori

Advocacy - SES

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Social - SES

Knowledge Base Article

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Content Management (Advocacy)

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Configure Distributed Home Page with Widgets

You can customize the available widgets on the Home Page of the Distributed environment, based on your Persona or business requirements. Below is a quick overview of the widgets. Home Page WidgetsAccount Summary: With the help of the Account Summary widget you can add/re-add/reactivate accounts dire

Configure Sprinklr Distributed Home Page

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Social - SES

Configure Sprinklr Distributed Home Page with Widgets

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Platform Setup (Distributed Admin)

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Mark Custom Fields as Favorite at Bulk for All Distributed Users

Admins can mark Custom Fields as Favorite for all the users across the platform. By doing that it will appear for every user as a favorited field in the Overview Section. However, individual users, if they want to, can un-favorite a field marked as favorite by the Admin.Steps to Mark Custom Fields a

Mark Custom Fields as Favorite for All Users

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Mark Custom Fields as Favorite

Social - SES

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Knowledge Base Article

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Governance (Distributed Admin)

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Manage and Share Editorial Calendar Boards

OverviewEditorial Calendar Boards are an efficient way of sorting and organizing your Editorial Calendar to improve efficiency and enhance collaboration. You can easily Lock, Update, Edit, or Share your Editorial Calendar Boards through the Options menu. Edit, Lock or Delete Editorial Calendar Board

marketing

Knowledge Base Article

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Calendar Boards

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Create and use Research Queries

Learn how to create Research Queries and expand your Quick Search analysis.What is a Research Query?Research Queries are the primary entities that can be used in a Research Explorer dashboard. You can create a Research Query to save your quick search analysis and revisit it anytime using Research Qu

Research Queries

Insights

Research Query Dashboard

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How to use Quick Search?

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FAQs on Predicted CSAT Rating

Here are some frequently asked questions on Predicted CSAT Scores:How do I enable CSAT?​CSAT predictions are by default enabled for all partners and supported languages. If default CSAT custom fields are not getting populated or are not visible, please raise a support ticket at tickets@sprinklr.com.

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Knowledge Base Article

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CSAT Prediction

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Agent Signature

An email signature is a block of text or graphics that is automatically appended to the end of an email message. It usually includes the sender's name, job title, contact information, and other relevant details such as social media links or company logo. The purpose of an email signature is to provi

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Email Signature

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Esendex Account Addition

Esendex has been integrated into Sprinklr as an SMS channel, enabling the sending and receiving of text messages seamlessly within the platform.Note: Please raise a support ticket at tickets@sprinklr.com to receive the wehbook URLs for enabling publishing and grabbing support in Sprinklr for an esen

Service

Knowledge Base Article

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Esendex

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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

marketing

Knowledge Base Article

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Task Calendar View