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SH
What are Ads Restricted Metrics?

In Ads Reporting, administrators can give users or user groups access to only see data points related to clicks and impressions, but not see data related to specific metrics like Spend, CPM, Total Spend, etc. This separation of data is very important to large clients who do not want certain users to

marketing

Knowledge Base Article

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What's Restricted Metric

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How to Apply Volumatic Ads Benchmarks using Ads Macros

To Tag via MacrosClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Manager within Analyze.On the Ads Manager window, select the desired Campaign(s) or Ad(s) you want to tag a benchmark to and click Macros from the bottom Edit panel. Click Build New Macro.​​3. On the 

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Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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How to Copy Custom Field Values from Outbound Posts to Ad Variants

You can use the Paid Rule Engine to automatically assign Post custom fields to Ad Variant custom fields. In this article, we will guide you through the actions that can be used to implement this use case.How to Copy Custom Field Values from Outbound Posts to Ad Variants via Paid RulesClick the New T

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Knowledge Base Article

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Advanced Use Cases

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Stats Imports FAQs

Q: Can I use a custom field or any other dimension as a unique identifier?A: No, currently only a few specific fields are supported as a unique identifiers. Sprinklr will map data only if one of these fields is available in the file.Given below are the unique identifiersCampaign IdAd Set IdAd Channe

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Best Practices for Stats Imports

SummaryThis article covers all best practices for Stats Import  Best PracticesUse the exported file from your 3rd party solution to create your template.There should be atleast one column of a unique identifier. Campaign IdAd Set IdAd Channel IdAd NameCreative Name (works only for Linkedin)Google An

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Importing Stats Files Manually

SUMMARYThis article covers how to manually import files in stats import after a template has been created..Import stats using Manual ImportClick the New Tab icon. Under the Sprinklr Marketing - Advertising tab, click Tools and Settings within Plan.On the Ads Settings window, select Stats Imports wit

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Knowledge Base Article

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Setting Up Stats Import

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How to Apply Naming Conventions in Ads Composer

To use Naming Convention in Ads Composer, you need to have a Naming Convention set up in Tools & Settings. For more info, please check this article.Naming Convention for Campaign Name1. Under Campaign Name, select Use a Naming Convention to use a predefined campaign name.2. Select a naming conve

marketing

Knowledge Base Article

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Create & Manage Campaigns at Scale

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Create a New Reporting Dashboard

OverviewYou can create multiple dashboards in Global Reporting to view analytics for Projects and Tasks across all Portfolios. You can customize your dashboards with layered filters and widgets to gain specific, actionable insights and detailed reporting on your Projects and Tasks.Create a Reporting

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Knowledge Base Article

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Global Reporting

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Create Task Views

OverviewViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. You can create Task Vi

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Knowledge Base Article

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Manage Task Views

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Reorder Tasks and Sub-Tasks in Task Sheet View

OverviewYou can use a drag-and-drop feature to change the order of Tasks and Sub Tasks in the Task Sheet. To use this feature, you’ll need to select the relevant row(s) in the Task Sheet and then drag and drop the Tasks where you want them. You can drag and drop multiple Tasks at once. If the sele

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Knowledge Base Article

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Task Sheet Advanced Use Cases

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Formula

OverviewFormula allows you to perform calculations within your Task Sheet. You can use Task fields as input values and apply mathematical, statistical, and text operations on them to produce precise results. Formula greatly improves the use value of Task Sheets and allows you to use them for budget

marketing

Knowledge Base Article

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Task Sheet Advanced Use Cases

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View Task List in Calendar Third Pane

In the Task Calendar View, you can obtain a comprehensive view of all available tasks on a specific day, week or an entire month using the calendar's third pane. Below are the steps to access the Calendar's third pane. In the displayed project, suppose you want to view the tasks available

marketing

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Knowledge Base Article

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Task Calendar View

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Hover Actions on Tasks

On hovering over a task title, we see five icons enabling us to perform quick actions related to the task.  From left to right, these five icons represent View Details, Add Sub-task, Lock Row, Add Attachment and Comment. Let's discuss each of these in detail. View Details  Clicking on the "

marketing

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Knowledge Base Article

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Task Sheet View

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Standard Widgets in Project Analytics

OverviewWhen you first open Analytics for any Project, you will see 7 preset Standard Widgets. These include: Task Overview, Task by Status, Task by Priority, Assignee Overview, Average Task Completion Time, Completion Burn-up and Average Task Completion Time by Assignee. These Standard Widgets give

marketing

Knowledge Base Article

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Project Level Analytics

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Create and Share Task Forms

OverviewTask Forms allow you to collect actionable data from various stakeholders and collaborators and add them as tasks in your project. You can use Task Forms to generate tickets, collect feedback and suggestions, manage requests and more. Task Forms let various internal and external stakeholder

marketing

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Knowledge Base Article

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Request Forms

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How to Apply Ad Scheduling and Dayparting in Ads Manager

Automate the schedule on which your ads are run and paused, and set them to run at different times on different days using Ad Scheduling and Dayparting.- Ad Scheduling: Automatically run or pause multiple ads having different Start / End dates within an Ad Set at the optimal time of day without any

marketing

Knowledge Base Article

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Ad Campaign Optimization

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User Journey

During customer interaction on a social media channel, the agent becomes aware that they need to obtain sensitive information from the customer. The agent can send a unique link to the customer through the social media channel. Upon clicking the link, the customer is redirected to a Live Chat window

Service

Knowledge Base Article

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User/Agent Journey

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Use Cases

HealthcareEmail ID to implemented diagnostics or test reportsSocial Security number to check insurancePatient health information while seeking consultationEmployment details to check coverage, history and applicable packagesUser location to detect nearby health centerTelecommunicationsContact number

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Knowledge Base Article

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Use Cases

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Custom Field Visibility Based on User Availability Status

The flexibility, power, and customization behind features like Custom Fields allow you to configure workflows that streamline processes and make collaboration among teams easy and effective. This help topic is for the Sp

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Knowledge Base Article

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Custom Fields

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Publish to WordPress Account

In this article, we will cover the steps to add a new custom field in Sprinklr. Sprinklr supports direct scheduling and publishing to WordPress. With direct publishing, you can publish WordPress blogs directly from the platform.Steps to Publish to WordPressClick the New Tab icon .&nbs

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Publish to WordPress

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WordPress

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