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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

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Knowledge Base Article

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Platform Basics

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Message Updates in Editorial Calendar

In this article, you will learn how to view all the latest updates made to the messages in Sprinklr in Editorial Calendar.How to view Message Updates in Editorial Calendar?Navigate to the Editorial Calendar.Click on the Message Updates Icon in the top right corner of the window. In the Message Upd

Editorial Calendar

Message

Knowledge Base Article

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Calendar Actions

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Smart Rules for Weather

You can predefine the consumer-based content and activate the Paid Initiatives using Smart Rules when market trends are favorable. You can configure Smart Rules for Weather so that you can optimize your ads in real-time based on live weather insights of a location. This capability helps you to enhan

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Configuring Smart Rules

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How to Bulk Edit Strategy Groups using Exports

To bulk import using exported templatesClick the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.Click on Strategy Groups in the top left corner to navigate to your configurations.Select the desired strategy groups from the Ads Manager window.Hover over the Opt

Knowledge Base Article

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Getting Started

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How to Bulk Import Videos for Ads

You can import all of your video media files via Sprinklr Marketing (Ads) Tools & Settings and Ads Manager. Using this capability helps manage the media imports with access to upload in bulk and make changes with just a few clicks. Bulk Video Imports reduce efforts of uploading each video manual

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Getting Started

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Ads Web Analytics Roles & Permissions

To make sure that new Users in your Sprinklr environment are set up with the appropriate access and capabilities to create and view configurations within the Web Analytics, you'll want to ensure that their Role is granted the right permissions.This article covers Role-based Web Analytics permis

Paid Web Analytics

Web Analytics

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Permissions

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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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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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How to Migrate Old Dynamic Video Templates

Overview  ​Video templates have become one of the most vital marketing tools today, saving time and helping create attractive video ads. We’re excited to announce a significant upgrade to our After Effects-based video templates. To enhance efficiency and speed, we are transitioning to a new renderer

Knowledge Base Article

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Video Templates - Part 1 (How to create a video template)

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How to Use the AI+ Rephrase Tone & Audience Prompts

IntroductionIn the ever-evolving landscape of advertising and content creation, precision and personalization have become paramount. Enter our innovative feature: "Custom Prompts for Enhanced Targeting and Tone of Communication" within the Ads Composer and Ads Creative Library. Designed to

Knowledge Base Article

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Rephrase Tone & Custom Prompts for Audience

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Configuring a GCS Connection

The Google Cloud Storage (GCS) Connector in Sprinklr allows businesses to integrate and access data stored in Google Cloud Storage directly from the Sprinklr platform. This integration can be particularly useful for managing large datasets, importing or exporting files, and ensuring seamless workflo

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List of Supported Connector Types

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Search inside the Topic Queries using the search box

Quickly search your queries, select multiple topics, and assign bulk actions to them.This article will discuss bulk actions associated with topics such as sorting, cloning, enabling/disabling fetching, etc. We will learn how we can search for other crucial aspects of a topic, such as queries, tags,

Topic Queries

Knowledge Base Article

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Topic Management

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Privacy Workflows

In order to operate one of the Privacy Cloud's four options for Data Subject Rights, you must use Sprinklr's Workflow Engine (also referred to as Privacy Workflows) to apply the actions. There is a default workflow in place for each of the options listed under the Data Subject Rights within the

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Privacy Guides

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Additional features: Rich Link, Typing Indicator, Tapback Reactions

Tapback ReactionsSometimes users respond to messages using a Tapback, such as the heart or thumbs up expressions. This feature allows you to detect user tapbacks.Typing IndicatorTyping indicator allows you to see typing activity in the Agent Console as well as on the user front. Rich LinkEvery URL

Knowledge Base Article

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Additional features

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Estimated wait time in Skill based routing

How you can leverage estimated wait time and handling time for cases to improve case resolution time and overall customer satisfaction.You can view and share an expected wait time with your customers for a case or a message in the Assignment Work Queue. This information is sent out to customers via 

Knowledge Base Article

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Additional Use Cases

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Create & Remove Columns in a Pipeline

Sprinklr's Data Engine merges data from multiple sources into a Pipeline that transforms the combined data into a single report. Sometimes you'll want to create a column in order to manipulate data into custom metrics for a desired report that was previously not able to be done due to unde

Knowledge Base Article

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Data Flow

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Guided Workflow Report

The Guided Workflow Report provides in-depth data on the Guided Workflows (GW) executed. It belongs to the Guided Workflow Report Group.Metrics and DimensionsBelow are the Metrics and Dimensions available under the Guided Workflow Report:MetricsDimensionsNameDescriptionCount of GW ExecutionsTotal co

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Glossary

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Caller ID Types in Dialer Profiles

Choosing the right Direct Inward Dialing (DID) type is essential for the success of your outbound campaigns. Each DID type offers distinct advantages based on your campaign goals and requirements. This article provides an overview of the four available DID types to help you make an informed choice.1

Knowledge Base Article

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Dialers

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Create a column for Instagram Comments

You can view all the brand and fan comments on your instagram posts using the engagement columns. Here we list out the steps on how to create such columns.StepsClick on the New Tab icon in Sprinklr. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.In the Engagement Dashboard,

Knowledge Base Article

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Create an Instagram Column in Engagement Dashboard

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Expire Live Chat Templates

You can expire all Live Chat templates (card, carousel, quick reply, etc.) present in a conversation, preventing customers from interacting with them.​​​There are two methods to expire these assets:Via RulesTo do this,Create a Case Update rule in Rule Engine.Under “Actions on chat conversation assoc

Knowledge Base Article

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Rich Text Assets