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Save a Project as a Template

In Project Management, you can save your projects as templates. This reduces the repetitive tasks associated with creating a new project and ensures consistency and standardization across all similar project undertakings. For example, if different people across the organization run multiple email ca

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Manage Projects

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Step-by-step overview for an Email Marketing Campaign

In this article, you will learn the step-by-step overview of the entire process for running an Email Marketing campaign in Sprinklr. 1. Create a campaignCreate a campaign or modify the existing campaign to send it across to the segmented users.2. Importing leads into SprinklrGather valuable leads by

audience

Targeting

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Email Templates

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Setting up Email Marketing 

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Add a Simple Text Template Asset for SMS

Simple Text Template Assets are assets that can be uploaded in the Asset Management and can be used to save frequently used messaging for published messages or replies. Additionally, Simple Text Templates can be saved as Canned Responses for use as quick replies when engaging users. You can&nbs

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SMS

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Recording Encryption

Sprinklr provides encryption for in-house recordings in accordance with industry standards to ensure compliance. The following is a simplified architectural workflow outlining the process:      Store Encrypted RecordingsFollow these steps to store encrypted recordings:Unique encryption set

Knowledge Base Article

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Voice Recordings

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Reddit Capabilities and Limitations

Reddit hosts online conversations among more than 330 million monthly users in nearly 150,000 active communities. With its broad reach, extensive user base, and diversity of conversation, Reddit offers a unique opportunity for brands to engage at the forefront of trends. With Sprinklr's Reddit suppo

Sprinklr Social

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Knowledge Base Article

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Getting started with Reddit

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Impressions Deprecation and Introduction of Views

As part of Facebook's latest platform updates, Impression metrics—along with several others—will be deprecated starting November 15, 2025. These metrics will still be available on our platform; however, new data will not be updated after the transition. ​List of Metrics Being Deprecated and The

Sprinklr Social

Channels - SES

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Knowledge Base Article

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Facebook Change Log

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WhatsApp Business API Capabilities and Limitations in Sprinklr Distributed

WhatsApp Business enables you to have a business presence on WhatsApp, communicate more efficiently with your customers, and grow your business. This article covers the API capabilities and limitations of WhatsApp Business.​FunctionalitySupported in Distributed Web Platform (Desktop)NotePublish Text

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Knowledge Base Article

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Channel Limitations (Distributed)

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Data Connector - Setting up the Persona App

Before you Begin:In standard persona apps, the Data Connector isn't initially visible. This article provides a walkthrough on configuring a persona app to incorporate the Data ConnectorNote: To ensure the feature is enabled, please contact tickets@sprinklr.com and provide the Partner ID and Name. If

Knowledge Base Article

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Entity Studio

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Response Compliance Overview

Introduction Since brands are engaging on multiple channels every day, this engagement should be compliant with the community guidelines to avoid crises for your brands and manage risk. The AI-powered legal compliance check ensures that each brand response adheres to - Brand Guidelines, Non-Profanit

Knowledge Base Article

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Response Compliance

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Guided Workflow Application Manager

For external guided workflows, you have the capability to integrate them into an application, providing a means to define and customize their styling. This allows you to tailor the appearance and visual elements of the guided workflows according to the specific branding or design requirements.To Add

Knowledge Base Article

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Getting Started with Customer-Facing Guided Workflows

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Referral in Facebook Messenger

Facebook Messenger allows you to create a link (M.Me links) that when clicked, the user will automatically start a conversation with your bot. The mechanism is very simple and effective when it comes to boosting your conversions. What’s more, it is a platform-independent solution, meaning that it wo

Knowledge Base Article

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Customer Entry Points

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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Knowledge Base Article

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Entity Studio

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Add a Kakaotalk Business Account in Sprinklr

Sprinklr has partnered with Infobank to enable the addition of KakaoTalk accounts. Before you can add your KakaoTalk account to Sprinklr, you must sign up with Infobank. Once you have signed up with Infobank and received your PlusFriend ID and API key, you can proceed with the following steps to add

Knowledge Base Article

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KakaoTalk Account Addition

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Surveys

The Survey Widget enables users to create and display surveys within the community page. This widget promotes customer engagement by providing an avenue for users to share their thoughts and opinions. The Survey Widget is user-friendly, enabling brands to configure customized surveys with ease. The

Knowledge Base Article

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Widget Library

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Opt-out of WhatsApp Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt out of WhatsApp Messages in case they want to unsubscribe. You can remove the user’s profile permanently from the profile list and the user will not receive any future messages. This enables you to manage opt-out requests from your customers.Before You BeginYou

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

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Knowledge Base Article

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Opt-Out of WhatsApp Messages

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What is the Ads Manager?

In the Sprinklr Ads Manager, you can view and manage your Ad entities of all channels on a single platform. Advanced filtering, grouping, and viewing options provide seamless management for all your ad campaigns. A large number of options, such as creating campaigns in bulk and making quick changes

Knowledge Base Article

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Getting Started

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Search and Filter in Engagement Columns

Search and Filter functionalities in Engagement Columns help you quickly search and analyze billions of conversations on social media. Additionally, you can accelerate your speed to insights by performing an advanced search within the Engagement Columns.In this article, you will learn about how to p

Search in Engagement Columns

Engagement - SES

Engagement Columns

Search and filter in Engagement Columns

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Knowledge Base Article

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Getting started with Social Engagement

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Enable Smart Responses

Enabling Smart Responses for your brand allows agents to leverage AI-driven suggestions to enhance response efficiency and consistency. By activating this feature, customer care teams can receive real-time, contextually relevant response options, saving valuable time and improving overall service qu

Knowledge Base Article

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Smart Responses

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Customize Quick Filter in Engagement Columns

Limited filtering options within Engagement Dashboards have previously restricted the user's ability to fully tailor their view, necessitating more effort to find the right posts in the Engagement Dashboard. With the introduction of the Customize Quick Filter, users can now create filters using vari

Engagement - SES

Customize Quick Filter

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Customize Quick Filter in Engagement Dashboards

Knowledge Base Article

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Other engagement capabilities

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Re-share LinkedIn Posts on Distributed

You can now reshare LinkedIn posts from the Distributed environment. Add your thoughts to fan posts and reshare them on company pages or brand profiles. Note: This capability needs specific set up. Get in touch with your Success Manager to enable this feature on your environment.Steps to Reshare Lin

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Reshare LinkedIn Posts

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Knowledge Base Article

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Engagement (Distributed User)