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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

Workflow Engine

Sub-Campaigns

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

Knowledge Base Article

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Tasks

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Marketing Persona Apps FAQs

Persona Apps FAQs​How do I access the Marketing Persona Apps?The Standard Persona Apps are enabled by default on the Sprinklr Platform, along with the LaunchPad View simultaneously providing access to both the Persona and the holistic Sprinklr interface. For more information on navigating to the Mar

FAQs

Persona Apps

Knowledge Base Article

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FAQs

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Universal Search

Universal Search can help you quickly find and access all the entities of Sprinklr like Assets, Campaigns, Dashboards, Cases, Macros, Rules and Tasks, thus saving time in locating data that you want to view. You can submit a universal search using the Universal Search icon which is availab

experience:space

article:howto

product:engagement

devices:desktop

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Knowledge Base Article

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Universal Search

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Universal Search: Use Tweet URL To Search Tweet on Sprinklr

You can display a Tweet by inputting Tweet URLs into Sprinklr Search Bar. This will fetch the Tweet and the information associated with it. After fetching, you can perform actions like share, reply, retweet, etc. on that Tweet as per your requirement.

experience:space

Input twitter URL

article:howto

displayed tweet

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Knowledge Base Article

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Universal Search

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Ad Creatives in Editorial Calendar

View & Engage with Ad CreativesOn selecting Messages as the desired content type while configuring view settings, all your Ad Creatives will show up along with other messages and dark posts. Any creative produced via the Creative Library will show up in the Messages content section like any othe

Editorial Calendar

Ad Creatives

Knowledge Base Article

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Paid Content

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Manage Columns in Production Dashboard

In this article, you will learn how you can manage columns in your Production DashboardEnable/disable columns in production dashboardsNavigate to the Production Dashboard List or Kanban ViewFrom the Dashboard Bar of the Production Dashboards window, click the Manage Columns icon. Select the Colum

Manage Production Dashboards

Production Dashboard

customize columns

Knowledge Base Article

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Manage Columns

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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

Production Dashboard

Knowledge Base Article

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Advanced Functionalities

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Create a Service Task in a Workflow

Service Tasks initiate automated tasks while User Tasks assign tasks to users, user groups, or task queues to be completed. In this guide, we will go over how to create Service Tasks within a Workflow.To Create a Service TaskWhen you are in the Workflow Engine editor, click the Addition icon and sel

Workflow Components

Workflow Engine

Knowledge Base Article

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Task Actions

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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

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Clone a Production Dashboard

In this article, you will learn how to clone a Production Dashbaord.Clone a Production DashboardNavigate to the Production Dashboards.Click on the ellipses in the top right corner of the production dashboard screen.Select Clone Dashboard from the dropdown menu.After filling in the name of the new da

Manage Production Dashboards

Production Dashboard Actions

Production Dashboard

Clone

Knowledge Base Article

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Production Dashboard Actions

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Advanced Filtering in Production Dashboard

In this article, you will learn how to apply advanced filters on entities in Production DashboardAbout Advanced FilteringMaximize your filtering options in the Production Dashboards by utilizing advanced filtering during Tab Configuration. Additionally, you can apply advanced filters directly while

Manage Production Dashboards

quick filters

Filtering

Production Dashboard

Knowledge Base Article

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Advanced Filtering

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Export Production Dashboard

In this article, you will learn how to Export a Production Dashboard.Share the Production Dashboard ExternallyClick on the Export button in the top right corner of the window. Provide name to your export file.Select the format as Excel or CSV. Click on Export to receive the Export of the dashbo

Production Dashboard

share dashboard

export

Knowledge Base Article

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Imports and Exports

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In-line edit content in dashboard

In this article, you will find out how to edit the entity details in the list view of Production Dashboards.How it worksDouble-click on the required field and update the information:Supported fields for In-line editingEntityDescriptionMessagesFields that you can in-line edit within the Outbound Mess

List View

In line Editing

Production Dashboard

Knowledge Base Article

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Production Dashboard Actions

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Control Visibility of your Workflow

After creating a Workflow you might also want to share your Marketing Calendar Boards with other users or restrict their visibility to prevent any changes from being made to it without authorization. The Share options allow users to do this. Users can do so by understanding how to access Workflow En

Visibility Control of Workflow

Hide Workflow

Workflow Engine

Share Workflow

Knowledge Base Article

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Workflow Actions

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Sort Content in Production Dashboard

In this article you will learn how content can be sorted according to different properties in List and Kanban view of the Production DashboardHow it worksNavigate to the Production DashboardsFrom the Dashboard Bar of the Production Dashboards window, click Sort By.Select the desired dimension from t

Sort Grouping Dimensions

Manage Production Dashboards

Production Dashboard

Sorting

Knowledge Base Article

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Production Dashboard Actions

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Navigate to Workflow Engine

There are two simple ways to navigate to  Workflow Engine, given you have Workflow Engine “View” permissions - From the launchpadOpen Sprinklr Marketing -> Marketing Tab -> Workflow Engine under Produce​You can also search for the Workflow Engine from the Search bar:

Workflow Engine

Knowledge Base Article

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Workflow Engine Basics

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Set up an Approval Process in Workflow

Approval Tasks are used to define the direction of the process/workflow. If the task is approved, then the workflow can progress. But if the task gets rejected, then some of the tasks will need to be redone until we reach the desired state. This structure is achieved in the workflow using Approval T

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Set task queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well-defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

automation

Task Queues

Knowledge Base Article

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Advanced Task

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Delete a Workflow

After creating a Workflow you might also want to delete some of your old or test workflows to prevent clutter in your environment. The “Delete” option allows users to do this. Users can do so by understanding how to access Workflows, but delete permission should be reserved for system administrators

Delete Workflow

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions