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Ad Account Permissions Video Overview

Learn about adding accounts and providing permissions to the users and user groups for the added social channel accounts.What to ExpectAdding accounts in Sprinklr.Providing permissions to the users and user groups for the added social accounts.

Advertising

governance

Knowledge Base Article

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Advertising Accounts and Permissions Video Overview

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Publish your content using Content Templates

Users can follow the below steps to publish their content using the content templates:In the top-right corner of the Navigation Bar, click the Publishing Options icon and select Create Message.In the Overview section, Select the Account Type under which the content template was created within the Ch

Content Templates

publishing

Knowledge Base Article

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Publish using Content Templates

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How to Bulk Edit Ad Campaigns in Ads Manager

Once you have created multiple campaigns within Sprinklr, you can bulk edit the saved campaigns. The bulk edit option will enable you to edit details of multiple campaigns, even when the fields are different or values are mixed.​To Bulk Edit Campaigns in Ads Manager1. Click the New Tab icon . Under

Knowledge Base Article

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Ad Campaign Management

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Sort Content in Production Dashboard

In this article you will learn how content can be sorted according to different properties in List and Kanban view of the Production DashboardHow it worksNavigate to the Production DashboardsFrom the Dashboard Bar of the Production Dashboards window, click Sort By.Select the desired dimension from t

Sort Grouping Dimensions

Manage Production Dashboards

Production Dashboard

Sorting

Knowledge Base Article

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Production Dashboard Actions

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Clone a Production Dashboard

In this article, you will learn how to clone a Production Dashbaord.Clone a Production DashboardNavigate to the Production Dashboards.Click on the ellipses in the top right corner of the production dashboard screen.Select Clone Dashboard from the dropdown menu.After filling in the name of the new da

Manage Production Dashboards

Production Dashboard Actions

Production Dashboard

Clone

Knowledge Base Article

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Production Dashboard Actions

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Apply Macros in the Editorial Calendar

Macros can be configured in Settings and applied via the Editorial Calendar, Engagement Dashboards, or Production Dashboards to outbound posts. Macros are used to perform multiple actions on an entity with a single click. In the Editorial Calendar, you can -Perform bulk actions on multiple Messages

Editorial Calendar

Macros

Knowledge Base Article

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Bulk Updates

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Requests in Production Dashboard

In this article, you will learn about viewing Requests in the Production Dashboard and the actions you can take on them from the production dashboard. Navigate to the Production Dashboards.Click on the Show Dashboard icon and then click on the Standard Dashboard dropdown. Here you can find the Reque

Request Management

Production Dashboard

Request Forms

Requests

Knowledge Base Article

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Overview

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In-line edit content in dashboard

In this article, you will find out how to edit the entity details in the list view of Production Dashboards.How it worksDouble-click on the required field and update the information:Supported fields for In-line editingEntityDescriptionMessagesFields that you can in-line edit within the Outbound Mess

List View

In line Editing

Production Dashboard

Knowledge Base Article

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Production Dashboard Actions

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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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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&

PM_POPULAR_2

PM_TASK_SHEET_VIEW_2

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

PM_POPULAR_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Columns in Tasks

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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

PM_PORTFOLIOS

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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What are Views?

OverviewsViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. The details of Tasks/ Projects remain the same but different views allow you to visualize your work in different ways and parse the information differently. Some views, like Kanban are

PM_POPULAR_2

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

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Knowledge Base Article

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Platform Basics

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Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Project Tabs

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Understand Message Cards in Calendar View

Message cards within the Month, Week, and Day periods of the Calendar view allows you to easily view details related to a post such as Account Name, Message Name, Status, Date and Time of publishing, etc. Also, you can Show or Hide Properties and Time-Axis in day and week views for a more compact vi

Editorial Calendar

Message

Knowledge Base Article

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Content Creation

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How to Apply Tags to Google AdWords Campaigns

Using Google AdWords, you can display your products and services to different web users within the Google Ad network. Sprinklr allows you to incorporate your Google AdWords accounts and apply custom properties to your ads in the Ads Manager. This enables you to filter and categorize the ads for

Knowledge Base Article

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Ad Campaign Analysis

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How to Configure Columns in Ads Manager

Configuring columns in the Ads Manager allows you to customize the data you see for Paid Initiatives, Ad Sets, and Ad Variants. With the ability to save column configurations, you can quickly view saved configurations without needing to reconfigure columns, allowing you to access frequently used col

Knowledge Base Article

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Ad Campaign Analysis

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How to Apply Dynamic Image Templates in Ads Composer

Leverage versatile, dynamic image templates to modify your product images whenever required without having to edit the entire product feed.Dynamic Image Templates give you the ability to incorporate desired changes in the product images in one or more product feeds without the need for editing and u

Knowledge Base Article

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Create & Manage Creatives at Scale

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Enhancements for Bulk Ad Imports

Bulk Import makes campaign launches faster by allowing you to effortlessly scale capabilities that add value to different stages of the campaign lifecycle. In this article, you will learn about the various enhancements made to the Bulk Import workflow for improved usability and increased efficiency.

Knowledge Base Article

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Configuring Bulk Imports

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How to Bulk Import Ads for Optimization Purposes

Bulk Importing Ads is an efficient way to create multiple ads in the Ads Manager. This makes campaign launches faster by allowing you to effortlessly scale capabilities that would add value to the different stages of the Advertising workflow. In this article, we will guide you through the different&

Knowledge Base Article

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Configuring Bulk Imports