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How do I enable / disable Future tasks

In this article, you will learn how to enable or disable future tasks on a workflow.To enable future tasksClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Workflow Engine within Produce.In the top right corner of the Workflow Engine window, click Create New Workflow.On the Cre

Task

Workflow Engine

Knowledge Base Article

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Tasks

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UnDeploy a Workflow

To Undeploy a workflow:Undeploying a Workflow can be only done for deployed workflows. A disabled/undeployed workflow will not appear in the workflow options when you trigger a Workflow.Navigate to the Workflow Builder window, click the Deployed option in the top right corner, and select Undeploy.

undeploy a workflow

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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What are Tasks?

Tasks are action items assigned to specific users or the system itself. User Tasks assign tasks to users, user groups, or task queues to be completed while Service Tasks initiate automated tasks.

Task

Knowledge Base Article

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Getting Started with Tasks

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Campaign Autofill Rules

SummaryYou can create campaign autofill rules for auto-filling campaign properties. This rule pre-fills all the custom fields that are common to the Source and the Campaign. You can also use these rules to automate certain actions with respect to a campaign.How to Set-UpClick the New Tab icon and se

campaigns

rules

Autofill Rule

Knowledge Base Article

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Campaign Rules

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Campaign Update Rules

SummaryCampaign Update Rules are initiated on existing Campaigns. If a campaign update 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 and select Rule Engine under All Settings.In the top right corner of the Rule Engine wi

campaigns

rules

Campaign Update Rule

Knowledge Base Article

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Campaign Rules

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Sub-Campaign Rules

SummarySub-Campaign Rules are initiated only on newly created Sub-Campaigns. If a Sub-Campaign 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 and select Rule Engine under All Settings.In the top right corner of the Rule En

Conditions on Sub-Campaigns

Actions on Sub-Campaigns

Initiate Workflows on Sub-Campaigns

Automate Sub-Campaigns

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Knowledge Base Article

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Sub-Campaign Rules

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DAM Rules Conditions and Actions

The following conditions are available for users to select while creating a DAM Rule.DAM Rule — ConditionsTermDescriptionCondition Applies To Social Media Assets On Creation Or Update Set the condition based on the following asset properties on creation or update:AccountAsset Auto-ImportedAsset Sour

Actions

DAM Rules

Rule Engine

Conditions

Knowledge Base Article

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DAM Rules

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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

Knowledge Base Article

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Campaign Rules

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Autofill Rules - Conditions and Actions

The following conditions are available to for users to select while creating a Autofill Rule for messages / posts.Autofill Rule Conditions — DescriptionsConditionsDescriptionThe Channel Properties of the MessageSet the condition based on the following Channel properties:AccountAccount Owner User IDA

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Sub-Campaign Rules Actions

The following actions are available for users to select while creating a Sub-Campaign Rule-Sub-Campaign Rule — ActionsConditionDescriptionActions which are applicable for Sub-CampaignSet the actions on the sub-campaigns:ArchiveBrief TemplatesInitiate WorkflowSet Naming ConventionStatusShareStop Work

Actions

Sub-Campaign

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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What are Pre-Publishing Rules?

Pre-Publishing rules are created to set Actions on post such as recalling a post, rescheduling to a future date, or to stop publishing any messages based on the condition setup. If a Pre Publishing rule is set up and enabled, and the conditions are met then the action setup takes place.How to set up

Pre-Publishing Rules

rules

Rule Engine

Knowledge Base Article

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Pre-Publishing Rules

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Right to Access Cases

The Right to Access Cases section under Privacy complies with Data Subject's right to Transparency as defined under GDPR. It confirms the right to access the data about an individual within Sprinklr. To Navigate to Right to Access Cases Click the New Tab icon  and select Right to Access

article:howto

stage:final

Knowledge Base Article

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Privacy Guides

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Subscribe to an Inbound Queue

Overview You can add yourself as a subscriber to Inbound Message queue type. If any message is added to the inbound message queue to which you have subscribed, then you will receive a notification. [New feature in v8.5] Ensure that the notification settings of Message Added to Queue under Inb

article:howto

stage:draft

experience:v3

Knowledge Base Article

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Queue

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Events in the Editorial Calendar

Events are entities available in Sprinklr to enhance your planning experience for your brand. You can associate events with Campaigns and Sub-Campaigns as non-mandatory fields. The associated events are visible in the Overview and Editorial Calendar tabs of the respective Campaigns and Sub-Campaigns

Editorial Calendar

events

Knowledge Base Article

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Events in Calendar

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Initiate Workflow Automatically on your Media Assets

Create an initiate workflow rule to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well-defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media assets satisf

assets

Workflow Engine

initiate workflow

Knowledge Base Article

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Automate your Workflow

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View and Restore Previous Versions of a Rule

Overview In the Rule Engine, Sprinklr now displays previous versions of saved rules. A rule's previous versions will display the iterations of the rule as it has been updated and saved over time. You can select a past version to see the exact configuration of the at that time. You can also restore

video:no

module:rule-engine

release:10-1-0

article:howto

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Knowledge Base Article

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Rule Engine

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Clone Macros

Overview Sprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macro

video:no

cloud:core

release:10-1-0

article:howto

+5

Knowledge Base Article

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Macros

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Leveraging Macros to Maximize Workflow Efficiency

How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.Macro-level actio

Create Macro

Overview of Macros

Macros

Knowledge Base Article

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Macros

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Dynamic Image Template Text Editor: Enhancements and Migrations

OverviewWe are excited to announce important updates to our Dynamic Image Template (DIT) system following the 19.8 deployment (August End Release). This update includes a transition from the old text editor to a new, advanced text editor. Below, you'll find details about the changes and how the

Knowledge Base Article

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Create and edit Dynamic Image Template

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How to Apply Dynamic Image Templates to Catalog-Based Ads

Leverage versatile, dynamic image templates to modify your product images whenever required without having to edit the entire product feed.Dynamic Image Templates give you the ability to incorporate desired changes in the product images in one or more product feeds without the need for editing and u

Knowledge Base Article

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Use a Applied DIT in Catalog based Ad

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