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Assign the Admin Role to an Advocate 

To assign on-site Admin roles to advocates based on their specific persona and responsibilities, we can empower them with distinct roles such as admin, publisher, and analyst, each equipped with precise permissions Steps to Assign Admin Roles to Advocates(Admin)On-site admins can navigate to the Use

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Site Admin Roles and Permissions

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Leadership Overview - All Channels

Leadership Overview – All Channels provides a consolidated, high‑level view of operational performance across all customer interaction channels, including Inbound Voice, Outbound Voice, Email, Social, Live Chat, and Agent Time Card. It enables leadership to monitor agent activity, workload distribut

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Detailed Dashboards

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Introduction to Dynamic Video Templates

Why do you need video templates?Today videos have overpowered all other forms of content on social media platforms. Be it short-form videos like Facebook status videos, Instagram shorts, or long-form videos like Youtube videos, videos are everywhere. Businesses invest and depend on design agencies t

marketing

Knowledge Base Article

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Video Templates in Sprinklr - Overview

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Sprinklr Insights: 18.11 Capabilities and Enhancements

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint.

Sprinklr Insights Capabilities and Enhancements

marketing

Insights

social

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Knowledge Base Article

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v18.11 Fall Release (November)

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Add and Manage Columns in Project List View

In Project Management, you have the capability to create your own columns and control their visibility within the project list view.  Permissions: You should have either owner or admin permissions in Portfolio to add and manage the columns. Add a New Column to Project List View The project list view

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Project List View

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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

marketing

Sort Grouping Dimensions

Manage Production Dashboards

Production Dashboard

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Knowledge Base Article

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Production Dashboard Actions

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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

marketing

Manage Production Dashboards

Production Dashboard Actions

Production Dashboard

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Knowledge Base Article

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Production Dashboard Actions

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Reschedule Messages in the Global Editorial Calendar

Within the Editorial Calendar, you are able to reschedule the Start Date and End Date of Messages. Usually, to make changes to a Message, you’d need to edit the message from the message publisher and update the scheduled date as required. Instead, you can also drag and drop messages to reschedule th

Editorial Calendar

marketing

Message

Knowledge Base Article

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Recurring Posts

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Scheduled Exports of the Editorial Calendar

In this article, you will learn how to set scheduled exports from the editorial calendar for repeating time intervals and save time by automating the export process.To Schedule an ExportClick the New Tab icon. Under the Sprinklr Marketing tab, switch to the Marketing section, then click Editorial Ca

Editorial Calendar

marketing

Scheduled Exports

Knowledge Base Article

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Scheduled Exports

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Configure Details in your Messages using Show Properties & Time Axis in Editorial Calendar

Show/Hide Properties and Time Axis:The option to Show Properties in Configure View Settings is available only when you select Large as your message card size. Whereas, the option to show or hide the Time Axis is always available irrespective of the card size you select for your view. Users can enabl

Editorial Calendar

marketing

Editorial Calendar Views

Message Cards

Knowledge Base Article

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Calendar Actions

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Create a New Portfolio

OverviewPortfolios are a collection of Projects sharing a common thread. Portfolios can be created by anyone with the Create Portfolio permission. You can create Portfolios through the Portfolios window. Create a Portfolio1. Navigate to the Portfolios window in Project Management by clicking the Por

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Assigning Roles to Users 

To assign roles to advocates based on their specific persona and responsibilities, on-site admins can empower them with distinct roles such as admin, publisher, and analyst, each equipped with precise permissions Steps to Assign Roles to AdvocatesRoles can be assigned to the approved/ rejected/ pend

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Advocacy User Management

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Configure Custom Fields for Advocacy

Sprinklr's Custom Fields can be used to segment your advocates within Advocacy Marketing. When screening for advocates, screener questions can be utilized to help determine which potential advocates should be approved based on their answers.Note: Use of this feature requires that Advocacy Marke

Advocacy

Custom Fields

Advocacy - SES

social

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Knowledge Base Article

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Enablements

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What is a Portfolio?

A Portfolio is a collection of Projects that are grouped together for ease of tracking, management, reporting, and analysis. You can create a Portfolio to group together Projects based on strategic initiative, department, team or other criteria.  For example, you can create a Portfolio for a brand r

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Who receives the Task Notifications?

Understand who all received notifications for all the tasks generated by the workflow engine across campaigns, sub-campaigns, outbound messages, media assets, and requests.Notification Preferences — Task Descriptions TaskDescriptionReceiver Controlled by Notification PreferencesTask Creation and Ass

marketing

Task

notifications

Knowledge Base Article

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Advanced Workflow

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Set the task's due date to a specified date in bulk

Want to update the due date of multiple tasks at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can set the

marketing

Task

Workflow Engine

Macros

Knowledge Base Article

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Advanced Task

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Update the status of the tasks in bulk

Want to update the status of multiple tasks at once? This is easily possible with the application and usage of macros. This is easily possible with the application and usage of macros. By defining your macro appropriately and applying it on tasks, users can change the status of the selected tasks in

marketing

Task

Status Update

Task Management

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Knowledge Base Article

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Advanced Task

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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:

marketing

Workflow Engine

Knowledge Base Article

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Workflow Engine Basics

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Add a StopWatch

The stopwatch feature enables automatic completion of the task after which it is set up. The task will be finished automatically based on the time specified on the stopwatch. In a way, it pauses the workflow for an interval and then proceeds.To Add a StopwatchWhen you are in the Workflow Engine edit

marketing

Workflow Components

Workflow Engine

Knowledge Base Article

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System Actions

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Google Analytics 4 FAQs

What is the frequency of the Data Fetch of Google Analytics 4 in Sprinklr?Data is updated in every hour in SprinklrCan I still have my data mapped to Ad Entities if I don't publish through Sprinklr Web Analytics?Yes, If you have unique identifier present in your Ads at any level. Sprinklr will

marketing

Knowledge Base Article

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Troubleshooting & FAQs