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De-duplication of cases in Reporting

You can manage duplicate cases and view the unique case count by creating a table widget in reporting when there are multiple dimensions (comma-separated values) associated with a single case, for example, when there are multiple agents or social channels involved in the same cases.​Let's take

Knowledge Base Article

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Reporting Entities and its Relation

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Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

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Journey Builder

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Multi-Sort in Stream Widgets for Inbound Analytics

When creating a Stream widget for Inbound Analytics in reporting, you have the option to define sorting criteria. Multi-sorting allows you to arrange messages based on specific metrics. For example, you can first sort the messages by the "Associated Case ID Metric" and then by the "Inbound Message D

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Reporting Entities and its Relation

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DCO Ads Reporting Dimensions

Creative Dimensions Reporting for DCO Creative level reporting is the micro level analysis tool that will help the users identify not only which graphic is working for them, but also what is the creative level content that is working for that particular graphic. To understand it better, let's t

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Reporting for DCO

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HSM Marketing Template Limits

​Note: Pause on WhatsApp Marketing Messages for US CustomersEffective April 1, 2025, Meta will temporarily halt businesses from sending marketing template messages to WhatsApp users with US phone numbers (+1 dialling code). Meta advises businesses to utilize utility, authentication, service conversa

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HSM Templates

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FAQs on Similar Cases

Q1. What are the languages in which Similar Cases work?Ans. Currently, Similar Cases capability is available in the English language only.Q2. Can Similar Cases be enabled for a few users?Ans. Yes, Similar Cases can be enabled for some selected users.Q3. What is the ideal number of cases required to

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Similar Cases

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Actions with Autofill rules

Create Autofill Rules to pre-populate content in the publisher window based on the set conditions and is best used to apply properties as soon as a user opts to create a message. Autofill rules are applied to outbound messages, but unlike Outbound Rules which apply when a message is sent for publish

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Autofill rules

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Actions with Inbound Rules

Actions are executed on the inbound message or the profile associated with the message. In this article, we'll look at each Inbound Rule Action type and the specific actions within those action types:Assign a Message to a User/Queue:Assign a Message to User/Queue Actions are actionable tasks on

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Inbound rules

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Actions with Inbound Rules

Actions are executed on the inbound message or the profile associated with the message. In this article, we'll look at each Inbound Rule Action type and the specific actions within those action types:Assign a Message to a User/Queue:Assign a Message to User/Queue Actions are actionable tasks on

Inbound Rules

Actions

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Benchmarking rules

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Conditions applicable with outbound rules

Brands can leverage outbound rules in Sprinklr's Rule Engine to control the properties of messages that have been published. Users can also create Outbound rules to automate actions on scheduled outbound messages based on some set conditions. Below, is a list of the Outbound Rule Condition types and

Outbound Rule

Create Rule

Outbound Message Rules

Rule Engine

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Outbound rules

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Actions with pre publishing rules

In this article we will cover the various actions in Pre-publishing rules.Pre Publishing Rule ActionsConditionsDescriptions Change properties of Post Set the action based on the following Post attributes:  TagPartner custom propertyClient custom propertyC

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Pre publishing rules

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Facebook Best Practices

In this article, we list out some of the best practices to follow while using Facebook as a channel for your brand’s social media presence using Sprinklr.​Adding Facebook Page AccountPlease make sure your personal Facebook account must have an admin role on the Facebook Page that you'd like to

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Getting Started

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Facebook Workplace Capabilities and Limitations

To utilize the Facebook Workplace channel to its maximum potential, you need to be aware of its capabilities and limitations. Here we list all the capabilities and limitations regarding Facebook Workplace in Sprinklr.Engagement Capabilities and LimitationsCapabilitiesSprinklr SupportedView Facebook

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Getting Started

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Set Minimum Number of Posts in Order for a Gallery to Load on a Page

Defining the minimum amount of posts for a Gallery can be helpful when there is a desire to ensure the visible post slots within your Gallery are always filled when the Gallery first loads.To Set the Minimum Visible Post NumberNavigate to your Gallery and click on it to enter the editor.Click the Se

Display - SES

article:howto

Social - SES

stage:final

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Gallery

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WeChat - Engage with Messages

Sprinklr supports a number of engagement and reporting capabilities for WeChat after you link your WeChat account through Sprinklr. You can engage in and respond to Brand Posts and Conversations on WeChat in real time.Here's a walkthrough for creating WeChat columns in the Engagement Dashboards

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Engage with Customers on WeChat

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TroubleShooting

Prompt not coming upPlease ensure the following:Make sure your creative is linked to an interceptThat the intercept is in active state​The intercept schedule has not expired Recheck the intercept conditions to make sure you have configured the right page URLs and the URL actually has the associated

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Troubleshooting

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Overview

Proactive prompts allow targeting website visitors with certain configurable messaging based on their behavior. Brands can make the first step to engage with their customers with contextual pop-ups. It can help achieve multiple business goals like increase conversions, reduce cart abandonment, custo

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Overview

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Listen when user interacts with prompt

When you click on a prompt button CTA, you get an inbound message.You can use a message-level rule to catch this and use the following conditions to make sure it is coming from a specific prompt.After this, you can call your desired Bot Application.​​

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Configuration Steps

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User Journey

User sees prompt after it is triggeredWe can configureLook and feel of the proactive prompt. For more information, see this sectionConditions regarding where and when the prompt will trigger. For more information, see this sectionIf the conditions for the prompt are met, it is shown to the user. Onc

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User Journey

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Screen Components

OverviewIn a customer-facing guided workflow, you can easily gather input from customers by utilizing various components available on a Screen. These components are designed to collect specific types of information from the user such as text, numbers, radio buttons, picklists, etc. To ensure the acc

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Getting Started with Customer-Facing Guided Workflows