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Create a New Portfolio

Portfolios are collections of projects grouped based on factors such as department, strategic initiative, team, and more for the purpose of tracking, reporting and analysis. Anyone with the Create Portfolio permission can create portfolios. To Create a PortfolioNavigate to the Portfolios window from

PM_PORTFOLIOS

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Create Project Views

OverviewTask and Project Views allow you to visualize your work according to your needs. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. For a more detailed look at views and how to use

Knowledge Base Article

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Manage Project views

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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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Set Task Queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task 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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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

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PM_POPULAR

Knowledge Base Article

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Platform Basics

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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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Add Campaign Brief Template

SummaryAdd Brief templates to all the Campaigns directly without any manual effort by creating a Campaign Rule.Example Use case shown below: If the status of the campaign is approved, then the “sample campaign Brief” is automatically attached to the Campaign.How to Set-UpClick the New Tab icon. Unde

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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Boosting Recommendations for Organic Posts in the Editorial Calendar within Distributed

The feature identifies which organic posts are most suitable for boosting to increase engagement and ROI. This feature automatically evaluates posts against a set of rules and recommends posts for boosting every six hours. Use CasesA marketing team wants to maximize the reach and engagement of their

Distributed User

Boost Recommendations in Distributed

Social - SES

DST - SES

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Knowledge Base Article

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Publishing & Calendar (Distributed User)

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Dependency Types

OverviewTask Dependencies allow you to better visualize and manage interconnected and interdependent Tasks. In complex projects with multiple moving parts, it's common to have Tasks that are dependent on each other such that one Task cannot be started or ended while other Tasks are still in pro

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PM_GENERIC_2

Knowledge Base Article

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Dependencies

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View Reporting on Content Tones

Your outbound content will now be classified into different tones based on AI. With the help of our AI model, you can analyze the performance of your content categorized by these tones. This is done by creating a widget in the Reporting Dashboard. Our AI model will label outbound messages with prede

Reporting

Knowledge Base Article

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View Reporting on Entities

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Advocacy Analytics

Using Advocacy Analytics dashboards, you can see actionable insights into content performance, advocate activity, and more that can then be shared with your team. To navigate to the advocacy homepage:Click the New Tab icon. Under Sprinklr Marketing, switch to the Marketing section.Then click Advocac

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

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Create an Image Type Post in Advocacy

Image Type posts are the type of posts that contain an Image that was explicitly added by the publisher using either the Digital Asset Manager or by manually uploading the image from the computer. How Media Type (Image/Video) posts are different from Link Type The most striking difference between a

Advocacy - SES

Social - SES

Knowledge Base Article

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Content Curation

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MAS Compliant Advocacy Site

Microsoft Accessibility Standards (MAS) are a comprehensive set of guidelines established to ensure digital experiences are inclusive and usable by people with disabilities. These standards are aligned with global accessibility norms such as WCAG (Web Content Accessibility Guidelines) and Section 50

Advocacy - SES

Sprinklr Social

New Article

20.10

+1

Knowledge Base Article

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Advocacy Acumen

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Set the task's due date to a specified date in bulk

Want to update the due date of multiple tasks at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can set the

Task

Workflow Engine

Macros

Knowledge Base Article

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Advanced Task

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Assign Tasks to a specific user in bulk

Want to assign multiple tasks to a user at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can change the us

Task

Task Management

Macros

Assign Task

Knowledge Base Article

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Advanced Task

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

Knowledge Base Article

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Content Variants

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Agent Screen Share Configuration

To enable agent screen sharing, begin by creating an Agent Screen Share template within the Digital Asset Manager. This template invites your customers to participate in a screen-sharing session with one of your agents for personalized assistance and support.Following this, integrate the template in

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Agent Screen Share

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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

Knowledge Base Article

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Troubleshooting and FAQs

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Manage Overtime Policies

Overtime Policies allow Workforce Managers to control which agents can apply for Overtime Slots. You can set limits on daily and weekly overtime duration to maintain a healthy work balance. These policies help eliminate manual tracking, reduce inconsistencies in overtime allocation, and ensure agent

Sprinklr Service

New Article

20.10

Knowledge Base Article

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Manage Overtime Policies