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What are Ads Custom Metrics?

Custom Metrics help you define and calculate key metrics for your business and keep track of important data like ROI.Similar to the standard metrics used in reporting widgets, you can create your own metrics across all reporting dashboards within Sprinklr. Custom Metrics in Ads are critical for repo

marketing

Knowledge Base Article

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Custom Metrics in Advertisement

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Initiate Workflow Automatically on your Sub-Campaigns

Create an initiate workflow rule to trigger workflows on all Sub-Campaigns. This way you can automate the process of initiating workflows in bulk on Sub-Campaigns based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the Sub-Campaig

marketing

Workflow Engine

Sub-Campaigns

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Tags in Production Dashboards

In this article, you will learn how to view your Custom Dashboards under different tags and how to create/edit their tags.What are tags?Tags are used to categorize your Production Dashboards into different collections. They cannot be applied to any Standard Production dashboard while multiple tags c

marketing

Production Dashboard

Knowledge Base Article

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Advanced Functionalities

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Add Campaign Brief Template

SummaryAdd Brief templates to all the Campaigns directly without any manual effort by creating a Campaign Rule.Example Use case shown below: If the status of the campaign is approved, then the “sample campaign Brief” is automatically attached to the Campaign.How to Set-UpClick the New Tab icon. Unde

marketing

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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Tasks Third Pane - Activity

Sprinklr allows you to track the activity on a task via the tasks third pane.How it worksOpen the My Tasks Dashboard via Production Dashboards. Open the third pane of the task you would like to check the activity on.Go to the activity tab, where you can see the trail of activities or actions taken

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Initiate Workflow on Entities

Initiation of a workflow can be done from various areas of the platform. Workflows can be initiated automatically by setting up some rules that use a well-defined logic to initiate workflows automatically. But you can also initiate workflows manually from the Production dashboards, Editorial Calenda

marketing

Start Workflow

Workflow Engine

initiate workflow

Knowledge Base Article

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Workflow Actions

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Search Tasks in Task Calendar View

OverviewYou can now use the search bar to search for Tasks in Task Calendar Views. ​The search results are highlighted on the Task Bars.Search Tasks1. Click the Search icon.  2. Enter the search term to search for Tasks that match it. You can click on the results to open the Task Overlay for that Ta

marketing

Knowledge Base Article

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Task Calendar View

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Reschedule Messages in the Global Editorial Calendar

Within the Editorial Calendar, you are able to reschedule the Start Date and End Date of Messages. Usually, to make changes to a Message, you’d need to edit the message from the message publisher and update the scheduled date as required. Instead, you can also drag and drop messages to reschedule th

Editorial Calendar

marketing

Message

Knowledge Base Article

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Recurring Posts

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Configure Details in your Messages using Show Properties & Time Axis in Editorial Calendar

Show/Hide Properties and Time Axis:The option to Show Properties in Configure View Settings is available only when you select Large as your message card size. Whereas, the option to show or hide the Time Axis is always available irrespective of the card size you select for your view. Users can enabl

Editorial Calendar

marketing

Editorial Calendar Views

Message Cards

Knowledge Base Article

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Calendar Actions

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Configure Custom Fields for Advocacy

Sprinklr's Custom Fields can be used to segment your advocates within Advocacy Marketing. When screening for advocates, screener questions can be utilized to help determine which potential advocates should be approved based on their answers.Note: Use of this feature requires that Advocacy Marke

Advocacy

Custom Fields

Advocacy - SES

social

+2

Knowledge Base Article

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Enablements

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Autofill Account Types based on Pre-Defined Conditions

By setting “Account Type” as an action in Autofill Rules under “Actions To Change properties of Message”, you can Autofill the account type and template fields while creating a message in the Publisher.How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collabor

marketing

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Upgrade to HTTP/2 or HTTP/3

If you are currently using HTTP/1.1, upgrading to HTTP/2 or HTTP/3 is highly recommended. This upgrade introduces substantial advancements over HTTP/1.1, such as optimized website performance and a seamless user experience. Upgrading to HTTP/2 or HTTP/3 will help optimize your website's speed,

Knowledge Base Article

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Troubleshoot & FAQs

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Transition Screen Actions in CTI

Transition Screen actions allow agents to perform specific call‑related tasks directly from Guided Path (GP) workflows during an active voice interaction in CTI. This enables agents to manage recordings and capture important conversation details without leaving the CTI interface.PrerequisiteEnsure t

26.1

marketing

social

New Article

+2

Knowledge Base Article

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Transition Screen Actions

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 ⁠Overview of On-Site Publishing (Advocacy)

Advocacy posts can be created with the help of the Site Admin Publisher. You can use the Publisher to publish different type of Advocacy content. Example: Display content: Link, Image, Video Type Post Suggest Type Post Announcement In this article, we will cover On-Site Publishing which allows admin

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Creation and Management

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Color Coding in Task Calendar View

OverviewColor coding helps with data organization and visualization. You can highlight important information and streamline data for analysis and communication. For example, you can use different colors to represent completed, in-progress, or not-started Tasks. You can color-code your Tasks in Cale

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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Pre-select a Production Dashboard for a Campaign

How does it work? Navigate to the Rule Engine from the launchpad Create a draft rule within campaign rule ​​​User defines the Condition under “Conditions Applies To The Properties of Campaign”. Define the operator of the rule (the operation to be carried out when the rule is triggered) Define the Ac

marketing

Knowledge Base Article

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Functionalities

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Validate an existing model training project for Text Classifier

In this article, we will guide you through the process of validating an existing model for Sprinklr's Text Classifier. Sprinklr's Text Classifier can categorize messages that match a specific query or come from a particular account without the need for any rules or keyword lists. With Text

Insights

Text Classifiier

ai studio

Validate Existing Model for Text Classifier

Knowledge Base Article

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Create a Existing Model Validation for Text Classifier in AI Studio

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Create a new model training project for Text Classifier

This section aims to provide a comprehensive guide on creating a new model training project for Sprinklr's Text Classifier, which can filter out irrelevant terms for your brand or industry without any manual rule implementation or keyword maintenance. The article will walk you through the entir

Text Classifier New Model

Insights

ai studio

Knowledge Base Article

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Create a New Model Training project for Text Classifier

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Minimize Inconsistency in LinkedIn Demographics Data

To protect LinkedIn member privacy, demographic metrics were approximated. As the metrics were approximated, the data was not consistent with native while broken down by demographic dimensions such as Company, Job Title, etc. when comparing:Similar time ranges, for example, reporting on results over

marketing

Knowledge Base Article

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LinkedIn Advanced Capabilities