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Campaigns in the Editorial Calendar

Campaigns are available for you to visualize and engage with in the Editorial calendar. You can create Campaigns from the Editorial Calendar. You can also view all the Campaigns that have been created. Additionally, you can modify the campaign from the editorial calendar and update its properties as

Editorial Calendar

marketing

campaigns

Knowledge Base Article

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Content Creation

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Create Messages in Editorial Calendar

In this article, you will learn how to create messages from the editorial calendar. This way you can streamline your publishing workflow by combining editorial planning and publishing.To create messages from the Editorial CalendarClick the New Tab icon. Under the Sprinklr Marketing tab select Market

Editorial Calendar

Create Message

marketing

Knowledge Base Article

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Content Creation

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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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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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Change Users’ Properties in Advocacy

Users while being active on the advocacy site have different user statuses and so have different roles and permissions. These states include the following and are governed by status field: Screener Pending  Pending  Approved (based on whether the approved user is an advocate or an admin, his roles v

Advocacy - SES

social

Social - SES

Knowledge Base Article

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User Management

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Advocacy SFTP Setup Guide

This article outlines the end-to-end process for setting up SFTP-based user sync on Advocacy.Steps to Set Up SFTP-based User Sync1. Server Hosting and SetupThe first decision is where the SFTP server will be hosted. The server can either be provisioned by Sprinklr or hosted on the client's end,

Advocacy - SES

Sprinklr Social

Social - SES

Knowledge Base Article

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User 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

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PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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Favorite Projects

OverviewYou can mark your most used or important Projects as Favorites for ease of access. Doing this pins these Projects to the top of your Portfolios window where you can navigate to them more easily. There are two ways of marking a Project as a Favorite. You can do it through the Portfolios windo

PM_PORTFOLIOS_2

marketing

PM_GENERIC_2

Knowledge Base Article

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Manage Projects

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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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Global Settings in Guided Workflow Manager

OverviewThe Global Settings provides a centralized interface to manage configuration options that apply across all Guided Workflows in your account. This ensures a consistent user experience and reduces the need for repetitive configuration at the individual workflow level.Global Settings are design

Service

Knowledge Base Article

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Global Settings

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Create A New Sub-Project

In Project Management, a sub-project is a smaller, more specific project that is part of a larger project. It has its own unique tasks and timelines, but they align with and contribute to the overarching goals of the parent project. Just like any project, a sub-project has a defined start date and e

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marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Manage Projects

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Sprinklr Insights: 20.7 Release Notes

Sprinklr Insights is an advanced analytics platform that helps businesses better understand customer interactions across multiple channels. The 20.7 release brings new features to enhance customer experiences, drive significant business impact, and improve overall outcomes.Here are the key features

marketing

Insights

social

Service

Knowledge Base Article

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20.7 Release (5th July '25 Onwards)

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Ad Asset FAQs

This article covers questions related to the Assets used in Ads, their authors and share settings.If I make an asset using an existing Asset from the DAM, does that affect the author or share settings on the Asset?No, author & share settings are not affected when an existing Asset is used in Ads

marketing

Knowledge Base Article

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Ads Creative Library: FAQs

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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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Presentations in Advocacy

IntroductionWith the latest updates in the Sprinklr platform, you now have the ability to use Advocacy as a data source for your presentations. Advocacy is now integrated as one of the data engines, enabling you to incorporate advocacy reporting data into your PowerPoint presentations. This feature

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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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

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marketing

social

New Article

+2

Knowledge Base Article

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Transition Screen Actions

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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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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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Session Screen Manager

You have the capability to manage anonymous user session expirations, including configuring the session expiry screen, setting the inactivity duration before a session expires, and customizing alert screens.There are 2 types of sessions -Time Based Rule Based Time-based session Application

Service

Knowledge Base Article

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Session Manager Builder