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Utilizing Audit Status Conditions in Rules

If you need to take actions based on the Audit Status of a case, you can use the Audit Checklist condition in Case Update Rules within the Rule Engine.Select the Audit Checklist to check if it is present in the case. Additionally, you can use the following conditions:- Agent: The evaluated agent on

Knowledge Base Article

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Common Rule Actions and Conditions

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Sprinklr Social: Patch Changes (19.5.1)

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

Sprinklr Social

Knowledge Base Article

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19.5.1 Patch (Jun 14-17, '24)

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Slack Integration in Advocacy

Sprinklr Advocacy admins can use the capability of amplification to increase the reach and visibility of brand content by leveraging Advocacy integration capabilities with the most popular workplace collaboration Slack Supported IntegrationsBroadcast ImportanceBrands can significantly increase the e

Knowledge Base Article

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Integrations

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Introduction to Auto import Rules

This topic aims to take you through Auto Import Rules, a Rule Type in Sprinklr. Auto Import rules are initiated when a message is posted natively via the social media channel instead of Sprinklr. If an Auto Import rule is set up, enabled and the conditions are met, then the corresponding action take

auto import

module:rule-engine

Rule Engine

Knowledge Base Article

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Auto import rules

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Create A Column For Instagram Posts

This article tells you how to create an Engagement Column containing brand posts/ fan posts of an Instagram Account.StepsClick on the New Tab icon in Sprinklr. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.In the Engagement Dashboard, click Add Column in the top right corn

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Create an Instagram Column in Engagement Dashboard

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Enhanced Audio Controls for Agents

The Global Audio Settings feature in Sprinklr provides agents with the ability to control and customize their audio input and output devices during calls. This feature enhances flexibility, allowing agents to manage how they hear and speak to customers, ensuring that they never miss important calls

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Call controls

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Freshdesk Migration

If the Brand is currently using Freshdesk for email customer service and wants to switch to Sprinklr for their email customer service, but they don't want to lose all the customer email tickets that have been created till now in Freshdesk.In this case, We’ll need to migrate all the Freshdesk em

Knowledge Base Article

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Freshdesk Migration Guide

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Add Audience Profiles for Email Marketing, SMS and WhatsApp

In this article, you will learn how to add Audience Profiles by importing an Excel Template for Email Marketing, SMS and WhatsApp.Downloading the Excel Template:Click the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, then click Audience Profiles within Publish.​On the

whatsapp

SMS

Email Marketing

Journey Facilitator

Knowledge Base Article

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Add Audience Profiles

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Entity Manager - Creating Custom Entities in Sprinklr

Before you BeginEnsure the the custom Entity Manager is visible by configuring it using the Persona App Manager.​You will find a list of standard/ custom entities. Ensure you make a new Custom Entity, since the standard entities might be in use.PermissionsEnsure you have enabled the permissions for

Knowledge Base Article

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Entity Studio

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How to Send Ad Campaigns & Creatives for Approval

Approvals for Paid Initiatives, Ad Sets, Ad Variants, and Creatives can help ensure that your campaigns meet the required guidelines before they are published. With an approver in place, you have greater control over the quality of the content that is being published.In this article, you will be lea

Approval Workflow

Advertising

governance

Knowledge Base Article

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Common Use Cases

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Add Google My Business account in Sprinklr

Google My Business (formerly termed as Google Places) allows you to create and claim your business listings across one or more locations. Your business listing will include business name, location, website, contact details, operating hours, pictures, and reviews. It appears on the right-hand side of

experience:space

Google Places

cloud:core

Google My Business

+10

Knowledge Base Article

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Google My Business

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Add a Sina Weibo account in Sprinklr

Sina Weibo is a Chinese microblogging website. Akin to a hybrid of Twitter and Facebook, it is one of the most popular sites in China. Sprinklr supports a number of publishing and engagement features once you link your Sina Weibo account. In this guide, we’ll walk through how to link

Knowledge Base Article

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Sina Weibo

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Create Community

With Sprinklr Communities, you can create an environment where you as a brand can engage with customers directly and where customers can interact with each other in order to resolve issues, provide product feedback to internal teams, and help to reduce churn with initiatives focused on customer bran

Knowledge Base Article

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Customize your Community

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Amplify with Advocacy by sending brand posts directly to Advocacy

Sprinklr allows Admins to send brand posts directly to Advocacy, using the Send to Advocacy feature, available in the engagement column. With the help of this capability, admins can selectively choose which post to send to Advocacy, so that the Advocates can boost these posts later.Note: The suppor

Knowledge Base Article

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Content Curation

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Create a Custom Metric in reporting

Custom Metrics allows you to create your own derived metrics using standard reporting metrics. These custom metrics can be used to collect and analyze data that reporting does not track automatically. Custom Metrics offer the capability to build dynamic metrics based on industry-standard norms and v

Knowledge Base Article

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How to create a new widget

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Create Volumetric Alerts in Benchmarking

An effective early warning system triggers alerts when a pre-defined specific threshold criterion is met. ​The new Benchmarking alert module covers alert configuration for all the data powered by the Benchmarking data source. The key sections of the alert form in Benchmarking module are explained be

Create Volumetric Alerts in Benchmarking

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Alerts in Benchmarking

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Setup Manual Audit Checklists/Evaluation Forms?

Create audit checklists in Sprinklr to perform an audit of proactive content published through the platform. This can be done to ensure that all the criteria in the checklist are considered while performing the audit. You can also generate reports based on the audit results and monitor the performan

Knowledge Base Article

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Audit Checklist Builder

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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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Product Insights Persona App

Sprinklr’s innovative Product Insights Persona App will offer a revamped user experience designed to provide more granular insights into products. The app's goal is to revolutionize Product Insights by transforming it from a mere reporting tool into a comprehensive end-to-end solution. It lever

Knowledge Base Article

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Persona App

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Apply Macros to take multiple actions on an entity

Execute multiple actions via saved configurations with a single click on various entities and bring efficiencies to your workflows.Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one

Apply Macros

Macros

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Macros