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How to Apply Filters in the Ads Creative Library

In Ads Creative Library, using filters can help you find the assets that you need to see by selecting specific criteria that the content meets in order to be displayed. You can opt to filter the Paid Assets by channel, for example, to quickly change your view to see only Facebook Creative assets, or

Knowledge Base Article

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Apply Filters in the Creative Library

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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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Columns in Tasks

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

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Task Sheet Advanced Use Cases

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Set Restrictions on Attachments in Request Forms

While creating a request form, an additional component, Attachment is added which can be selected as a question type. This enables you to add attachments such as images, videos, and documents of various formats as supported within the Digital Asset Management.To add attachment component in Request F

Request Forms Overview

Request Management

Add Attachments in Request Forms

Attachments in Request Third Pane

Knowledge Base Article

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Request Form Builder

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Manage your Request Forms

Request Forms can be managed from the list view of the forms. The list view includes various actions which are described below. You can navigate to the list view from Launchpad → Sprinklr Marketing → Marketing Section → Plan ​​→ Request Forms.Request Forms Overview#TermDescription1Create New Request

Request Forms

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Request Management

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Raise Requests to submit new ideas for your marketing campaign or content

Marketing Managers, Content Managers and Campaign Marketers can generate ideas for new marketing campaigns, sub-campaigns and posts by generating requests from the wider Organisation.How it worksIn the top right corner of the Dashboard Menu bar, click the Publishing Options icon.Select the Raise Req

Request Forms

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Entities Creation from Requests

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Enable Custom Note on Request Status Updates

Custom Notes on request status updates enable Sprinklr users to collaborate with both internal and external requesters (requesters who do not have access to the Sprinklr platform). When creating request forms, users can now enable a toggle that will allow them to send a custom note through email and

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Request Management

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Manage your Requests

Learn how to manage your requests from the "My Requests" production dashboard.How it WorksClick the New Tab icon. Under the Sprinklr Marketing tab, click Production Dashboards within Produce.From the Dashboard dropdown, go to Standard Dashboards and click on My Requests. Select the tab of the Requ

Request Forms

Requests

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Request Management

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Ability to create sections

If you are creating a lengthy request form, it's helpful to organize the fields into multiple sections. Sections also help requesters consume a long form that has been organised into smaller sections.  When you create a new request form or edit an already existing request form, you will see “Ad

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Request Form Builder

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Scheduled Exports of the Editorial Calendar

In this article, you will learn how to set scheduled exports from the editorial calendar for repeating time intervals and save time by automating the export process.To Schedule an ExportClick the New Tab icon. Under the Sprinklr Marketing tab, switch to the Marketing section, then click Editorial Ca

Editorial Calendar

Scheduled Exports

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Scheduled Exports

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Create a message from a Request

You can create a message out of a request and publish it on your channels.Note: A message can only be created out of a request which is submitted for a “Message” type of request formCreate a Message out of a RequestGo to the Request Management Dashboard via Production Dashboards.Open the tab of the

Message

Requests

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Entities Creation from Requests

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Create a Sub-Campaign from a Request

You can create a marketing Sub-campaign out of a request.Note: A Sub-campaign can only be created out of a request which is submitted for a “Sub-Campaign” type of request form.Create a Sub-Campaign out of a RequestGo to the Request Management dashboard via Production Dashboards.Open the tab of the r

Request Forms

Sub-Campaign

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Entities Creation from Requests

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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. ​

Request Forms

Knowledge Base Article

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Navigating to Request Forms

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Project Analytics

OverviewProject Analytics provide detailed insights into your Tasks at the Project level. You can use this feature to gain insights into task distribution across users and teams, analyze Project progress and identify trends affecting task progress. Managers can use Analytics to keep a bird’s eye vie

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Project Level Analytics

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Naming Conventions

The Naming Convention Monitoring and Alert System actively scans your ad entities to detect inconsistencies in naming structures. It helps you maintain standardized naming across campaigns and ensures accurate mapping of custom fields through Reverse Naming Conventions. By identifying gaps

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Ads Manager Copilot

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iOS - v12.0.2

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Note: Sprinklr Messenger supports iOS 15.1 and above.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two methods:CocoaPods Swift Package Manager (SPM)

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Older Versions

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Troubleshooting and Best Practices

How to Modify the Call Overview DashboardThe Call Overview dashboard is standard, and currently, no changes are supported in this dashboard. If modifications are needed, it is recommended to create a replica of the dashboard with the desired changes. Afterward, the modified dashboard can be added to

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Configure Case Analytics View

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Outbound Voice Campaigns and Use Cases

Outbound Voice Campaigns refer to a planned series of outbound voice communication efforts aimed at achieving specific business objectives. Outbound voice campaigns are often used by businesses, organizations, or political campaigns to connect with customers, supporters, or potential voters.The purp

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Introduction to Outbound Voice Campaign

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Paid Rule Keyword Lists

You can leverage the Paid Rule Engine to automate the tagging of Ad Variants based on Keyword Lists. Keyword Lists allow you to quickly and easily create a frequently used set of keywords or phrases and use them in Rules, saving time and reducing the possibility for any manual error.For any queries,

Advertising

Paid Rules Engine

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Paid Rule Properties