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Product Insights on FPDI data

What is FPDI?Apart from social and review data, there are various forms of first-party data, such as surveys, feedback, and reports, that an organization may maintain with them. Sprinklr has the functionality to run its Product Insights models on these types of data as well, in the form of FPDI – Fi

First Party Data Ingestion

product insights

FPDI

Knowledge Base Article

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Sources

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Use or Edit Data Presets in Display

In Presentations (Display), data presets are quick saved filter configurations that you can access at any time. If you need to apply the same filters to multiple widgets in your slides (scenes) you can easily leverage the data presets to efficiently streamline and set up your work, without having to

Display - SES

Social - SES

Knowledge Base Article

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Display

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Whatsapp Business Account Profile Photo & Description Update

Note: The person updating the profile settings (profile photo, display name etc.) should have admin level access to Facebook Business ManagerProfile photos are to be sqaured with a max edge of 640px and max size of 5M before uploading to our servers1. Select the required business portfolio and click

Knowledge Base Article

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Profile Photo & Description

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Introduction to Custom Fields

Overview Custom Fields are customizable tags that can be applied to many different types objects, or Asset Classes. The Asset Classes available include Account, Outbound Message, (Inbound) Message, Profile, Media Asset, User, Campaign, Sub Campaign, Paid Initiative, Ad Set, Ad Variant, Case, Task, a

Knowledge Base Article

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Overview

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Understanding Roles and Permissions 

In establishing robust Advocacy programs at scale, a dedicated team of administrators, publishers, and analysts plays a pivotal role.This document introduces the strategic approach of assigning On-Site Roles and Permissions tailored to each admin, publisher, and analyst, ensuring precise and empower

Advocacy - SES

Social - SES

Knowledge Base Article

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Site Admin Roles and Permissions

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Manage Global Profile Lists

Global Profile Lists allow Sprinklr users to make a curated group of users and save it as a list. Profile lists are available both at the Workspace-level and Customer-level. A list can fetch filters and tags from Profile Bios, Profile Statistics, and Profile Properties.From the Global Profile Lists 

manage global profile lists

Global Profile Lists

Knowledge Base Article

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Profile List

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How to Automate your Report Generation with Scheduled Exports

Sprinklr provides you the capability to schedule exports to automate the download of data and to schedule an email containing the exported report to other Sprinklr users or to recipients who are not Sprinklr users. For example, you can send a report of the previous week's activity to an analyst

Knowledge Base Article

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Automate your Report Generation

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Logout Rules

Logout Rules are initiated when a user changes the availability or status. The Logout rule affects how messages are assigned to users within the platform based on availability statuses. For example, if you log out from the Sprinklr platform then based on the user conditions, the chosen action takes

Knowledge Base Article

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Types of Rules

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Assignment Activity

Complete audit logs for a case are accessible within the Activity tab in the third pane, providing full visibility of all assignment activities.Each assignment will be displayed as a separate "Card" in the case activity, with the macro or rule that triggered the assignment prominently highlighted at

Knowledge Base Article

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Automated Sampling and Allocation

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New Conversation Card

The "New Conversation widget" allows users to start a new conversation as shown below.1. Welcome TextIn Home Screen section of Live Chat builder you can put the desired welcome text.You can also change the font type by raising a support ticket containing the the appID and the font files in

Knowledge Base Article

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Home Screen

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Deploying Quality Management Persona

To deploy Quality Management in any partner, a support ticket is raised at tickets@sprinklr.com. The partner needs to soecify separately if there is a need to enable Automated QM and Coaching functionalities.Once the persona is deployed, the standard setup from QM can be imported for both Manual and

Knowledge Base Article

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Getting Started with Quality Management

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Import data through Excel Import

Sprinklr enables you to import user profiles from CSV or Excel files.You can add a CSV or Excel file containing all the audience profiles to be added to specific Profile Lists via Audience Profile in Sprinklr.Under Sprinklr Marketing, click Audience Profiles.​​​In the top right corner of the Audienc

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Import profiles through Excel

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Grabbing User Lists in Bluesky

Sprinklr now enables you to import and view your Bluesky user lists in the engagement dashboard, allowing you to follow and interact with their posts. This integration enhances audience management by tracking relevant content and enabling direct engagement with users on the list.Steps to Grab User L

Knowledge Base Article

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BlueSky

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Dynamic Creative Optimization Overview

What is Dynamic Creative Optimization? Dynamic Creative Optimization (DCO) is a digital advertising technology that uses data and algorithms to automatically tailor ad creative to individual viewers in real time. It enables advertisers to deliver personalized and highly relevant ads to different aud

Knowledge Base Article

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DCO in Sprinklr Overview

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How to Set the Approval Workflows while Publishing?

In this article, you will learn about how users can set the approval path while publishing any post through the Quick Publisher window or using Outbound Rules.​Steps to Set Approval Workflows while PublishingClick the Publishing Options icon in the top right corner of the Navigation Bar. Select the

Approval Workflow

Publishing - SES

approval

Tiered Approvals

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Knowledge Base Article

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Approval workflows

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Remove Assignments Pending Quality Evaluations

By utilizing a Case Update rule within the Rule Engine, you have the capability to remove cases that are pending quality evaluations from work queues or unassign users and user groups linked to these cases.This action might be necessary in scenarios where cases have been erroneously assigned and nee

Knowledge Base Article

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Common Rule Actions and Conditions

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Offline Conversions - LinkedIn

The LinkedIn Conversions API enables a direct connection from Sprinklr to LinkedIn, facilitating the accurate tracking of offline conversion events. This connection is crucial for marketers who want to measure the impact of their LinkedIn ads on offline sales and conversions.​Kindly refer to this Do

Knowledge Base Article

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Offline Conversions

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How to See Ad Account Deactivations in Ads Reporting

Previously, users faced significant challenges due to the lack of visibility into deactivated Ad Accounts, leading to disruptions in Ads publishing. This issue has been addressed through the implementation of custom reporting for Account Deactivation.​Now, users have access to comprehensive informat

Knowledge Base Article

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Advertising Accounts and Permissions Video Overview

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Telephony Outcome Retry Strategy

Business use caseWhenever outbound calling is done from a campaign, each call has different call outcomes. Based on the call outcomes, the admin tries to reach out to the customers again.Retry Strategy in SprinklrSprinklr offers an automated, configurable, and scalable Retry Strategy solution. Easil

Retry Strategy

Voice

Knowledge Base Article

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Retry Strategy

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Configure a Vanity URL for Sprinklr or Custom/Branded Subdomain

A vanity URL is a unique web address that is branded for marketing purposes. It is easy to remember, share and can be used for publishing. Sprinklr supports two types of vanity URLs: Sprinklr Vanity URLs and third-party Vanity URLs which can be created with the pro domain of a URL shortener. Importa

Advocacy - SES

Social - SES

Knowledge Base Article

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