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Apple Business Chat (ABC) - Templates

Before you start You can find the complete API documentation for the Asset Templates on this link.Navigating to Omni Channel Templates in the Asset Manager1. To navigate to create asset page in the Digital Asset Manager (DAM), follow Steps 1-2 in the Knowledge Base Article (Creating an Asset)2. Sele

Service

Knowledge Base Article

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Service Channels

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Creating an Asset in the Asset Manager

Before you StartThe Asset Manager provides a centralized repository for all media assets, documents, templates, and more. This article will help you with the steps to add assets in the asset manager. You can find the link to the Digital Asset Manager (DAM) here.​Steps to add an Asset to the Asset Ma

Service

Knowledge Base Article

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Service Channels

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Tasks in Production Dashboard

In this article, you will learn about the task view in Production Dashboard and the action you can take on tasks from the production dashboard.Note: With the addition of 'Request ID' as a grouping field within the Production Dashboard, you can conveniently track and manage tasks associated

marketing

Task

Production Dashboard

Knowledge Base Article

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Overview

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LINE Welcome Messages

LINE Welcome Messages in Direct Messages make it easier for businesses to define the customer experience from the start, without requiring any manual action at all. Welcome Messages are sent to users when they begin a Direct Message conversation with your LINE account and can be used to let customer

social

Knowledge Base Article

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Add a LINE Account

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Ad Comment Moderation for Pinterest

Learn about the new Pinterest comment moderation capabilities in Sprinklr and how you can use them to monitor and manage all comments and replies within Sprinklr.What Comments can we get?The table below provides you with information about the types of comments that can be fetched and if it requires

marketing

Pinterest

Ad Comment Moderation

Advertising

Knowledge Base Article

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Pinterest

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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

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Initiate Workflow on Entities

Initiation of a workflow can be done from various areas of the platform. Workflows can be initiated automatically by setting up some rules that use a well-defined logic to initiate workflows automatically. But you can also initiate workflows manually from the Production dashboards, Editorial Calenda

marketing

Start Workflow

Workflow Engine

initiate workflow

Knowledge Base Article

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Workflow Actions

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View a Workflow

After creating a Workflow, other users might need to view the workflow without accidentally modifying it. Users can do so by understanding how to access Workflow Engine and view the right workflow as needed.To View a WorkflowClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Wor

marketing

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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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

marketing

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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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

marketing

Production Dashboard

Knowledge Base Article

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Advanced Functionalities

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Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

marketing

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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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

marketing

Ad Creatives

Knowledge Base Article

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Paid Content

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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

marketing

Workflow Engine

Sub-Campaigns

initiate workflow

Knowledge Base Article

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Automate your Workflow

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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

marketing

Workflow Components

Workflow Engine

Knowledge Base Article

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Task Actions

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Stop the Workflow on an Entity

Initiation of a workflow can be done from various areas of the platform. Workflows sometimes need to be stopped after initiation. You can also stop workflows manually from the Production dashboards, Editorial Calendar, Third Pane & Campaigns sections as well.To Stop a workflow manuallyClick the

marketing

Stop Workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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Assign task to a Specific User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

marketing

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Agent Screen Share Configuration

To enable agent screen sharing, begin by creating an Agent Screen Share template within the Digital Asset Manager. This template invites your customers to participate in a screen-sharing session with one of your agents for personalized assistance and support.Following this, integrate the template in

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Agent Screen Share

RS
Drilldown for Customer Feedback Management Analytics

The drilldown capability in Customer Feedback Management Analytics allows you to move from summarized metrics to detailed, response-level or segment-level views. This feature facilitates a contextual exploration of survey data by opening a secondary analysis pane. This pane computes and displays res

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

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Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you 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

marketing

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules