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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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Assign Mandatory Message Approval

Overview If you are a Sprinklr Administrator, you may assign mandatory approval for published posts by select team members. An example use case would be if a member of your team is responsible for producing content related to a regulated industry and would require the approval of the legal team bef

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Approval

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Locked out of Sprinklr using the wrong username and password combination

Overview By default, there is virtually no limit on the amount of incorrect logins a user can perform. However, this can be customized and set to look a user out after a designated number of incorrect logins. If you wish to implement this feature, please contact your Account Manager. If a user is l

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Knowledge Base Article

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User Management

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Outbound Rules

Outbound Rules are initiated only on scheduled or sent messages. If an outbound rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.In the top right corner of th

outbound

Rule Engine

Knowledge Base Article

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Outbound Rules

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Activate a Deactivated User via Email

Sprinklr will send an email for all automatic deactivated users. This email will allow users to re-login with an expirable link. In other words, we will send an email with a reactivation link to users who are getting deactivated because of auto-deactivation capability. With a reactivation link, user

Activate User

Activate User via Email

Knowledge Base Article

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User Management

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Product Level Videos in Sprinklr for Meta

Product Level Video: OverviewProduct Level Video (PLV) allows advertisers to enhance Advantage+ Catalog Ads by incorporating video assets at the product/SKU level. This integration enables advertisers to effectively reach their audience with product-focused videos across all Meta placements, such as

Knowledge Base Article

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Video Templates in Sprinklr - Overview

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How to Create Product Level Video Ads

To create Advantage+ Catalog ads using video assets at the product level, advertisers can utilize Dynamic Video Templates. These templates need to be applied to specific product sets to enable this functionality. Here’s how you can create a product-led video Advantage+ Catalog ad using the Ads Compo

Knowledge Base Article

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Video Templates in Sprinklr - Overview

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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

Knowledge Base Article

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Ads Creative Library: FAQs

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How to Apply Filters in the Ads Creative Library

In Ads Creative Library, using filters can help you find the assets that you need to see by selecting specific criteria that the content meets in order to be displayed. You can opt to filter the Paid Assets by channel, for example, to quickly change your view to see only Facebook Creative assets, or

Knowledge Base Article

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Apply Filters in the Creative Library

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Project and Task Governance

Platform Governance now centrally manages Project and Task creation/editing permissions, ensuring consistent access control across project and content management workflows. To create or view Projects and Tasks within a Portfolio/Project, users must have:Permissions at the Global or Workspace level,

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Sprinklr Marketing

Knowledge Base Article

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Sharing and Access

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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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Manage Projects

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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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Knowledge Base Article

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Manage Projects

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

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Sharing and Access

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Sprinklr Marketing: 18.11 Capabilities and Enhancements

Sprinklr's latest release empowers businesses with enhanced AI, improved usability, channel expansion, consistent publishing and reporting, efficient content planning, and seamless project management for impactful customer experiences.

Sprinklr Marketing

Knowledge Base Article

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v18.11 Fall Release (November)

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Summary Table widget

The Summary Table is a data visualization widget that displays data in a table format and allows users to compare and analyze trends over time quickly. One of the key features of the Summary Table widget is that it automatically displays reporting data for the previous period, allowing users to see

Summary Table widget

Knowledge Base Article

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Types of Widgets

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Location Analysis widget

A Location Analysis Widget is a graphical representation of data that can be used to visualize the Location distribution of a particular metric. It also provides a distribution of Sentiment in a stacked form. To create a Location Analysis widgetTo plot a Location Analysis widget, you can use any exi

Location Analysis Widget

Knowledge Base Article

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Types of Widgets

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Smart Comprehend in Agent Console/Care Console

View Recommended Articles in Third PaneWithin the third pane of the Agent Console and Care Console, agents can quickly refer to the articles suggested via AI that match the content and intent of the ongoing conversation between a customer and an agent.Note: Article recommendations apply only to newl

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Smart Comprehend

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Reporting on Smart Comprehend

You can create reporting widgets to view the usage and adoption of the Smart Comprehend capability.To configure a Reporting WidgetClick the New Tab icon . Under the Sprinklr Service tab, click Care Reporting within Analyze.On the Reporting Home window, select the desired dashboard within the Dashboa

Knowledge Base Article

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Smart Comprehend

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Macro Actions

Macros in Sprinklr are a feature that allows businesses to automate and streamline their social media management processes. Macros enable businesses to create pre-defined sets of actions that can be executed with a single click, such as responding to common customer inquiries or applying tags to mes

Knowledge Base Article

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Macro Actions

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Associate and Dissociate Messages from a Case

In Sprinklr, a message refers to an individual customer interaction that is received by a business through a social media platform or any other communication channel supported by Sprinklr, such as email or live chat. A message can be a comment, post, direct message, or any other type of communicatio

Knowledge Base Article

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Associate/Dissociate Messages