Can't find what you're looking for?

Ask a question

Relevance
Selected Relevance

Category

Published Date :

Lifetime

Selected Lifetime

Conversation Type :

Posts

Selected Posts

Search Results (6.2K)

SH
Copy Properties from Campaign / Outbound Message to Media Asset

Copy various campaign/outbound message properties from the campaign/outbound message level to the asset level by creating a DAM Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Goal, Content pillar, Br

marketing

Rule Engine

Knowledge Base Article

 • 

DAM Rules

SH
Add Campaign Brief Template

SummaryAdd Brief templates to all the Campaigns directly without any manual effort by creating a Campaign Rule.Example Use case shown below: If the status of the campaign is approved, then the “sample campaign Brief” is automatically attached to the Campaign.How to Set-UpClick the New Tab icon. Unde

marketing

Add Campaign Brief Template

Knowledge Base Article

 • 

Campaign Rules

RS
Managing Cases in Closed Loop Feedback

Case Management provides a structured approach to tracking, managing, and resolving cases efficiently. It ensures that every customer’s feedback is logged, prioritised and addressed in a timely manner. This centralised interface allows you to view open and escalated cases, update case statuses, and

Insights

Knowledge Base Article

 • 

Managing Cases in Closed Loop Feedback

SH
Understand Message Cards in Calendar View

Message cards within the Month, Week, and Day periods of the Calendar view allows you to easily view details related to a post such as Account Name, Message Name, Status, Date and Time of publishing, etc. Also, you can Show or Hide Properties and Time-Axis in day and week views for a more compact vi

Editorial Calendar

marketing

Message

Knowledge Base Article

 • 

Content Creation

SH
Campaigns in the Editorial Calendar

Campaigns are available for you to visualize and engage with in the Editorial calendar. You can create Campaigns from the Editorial Calendar. You can also view all the Campaigns that have been created. Additionally, you can modify the campaign from the editorial calendar and update its properties as

Editorial Calendar

marketing

campaigns

Knowledge Base Article

 • 

Content Creation

SH
Create Messages in Editorial Calendar

In this article, you will learn how to create messages from the editorial calendar. This way you can streamline your publishing workflow by combining editorial planning and publishing.To create messages from the Editorial CalendarClick the New Tab icon. Under the Sprinklr Marketing tab select Market

Editorial Calendar

Create Message

marketing

Knowledge Base Article

 • 

Content Creation

SH
Autofill Account Types based on Pre-Defined Conditions

By setting “Account Type” as an action in Autofill Rules under “Actions To Change properties of Message”, you can Autofill the account type and template fields while creating a message in the Publisher.How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collabor

marketing

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

 • 

Autofill Rules

SH
Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

marketing

publishing

Autofill Rule

Knowledge Base Article

 • 

Autofill Rules

SH
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

marketing

Task

Task Rule

Rule Engine

Knowledge Base Article

 • 

Task Rules

SH
Create an Editorial Calendar Board

Often users are applying the same set of filters or using the same GroupBy configurations. Users can save these settings in an Editorial Calendar Board, allowing them to easily access a frequently used view without the need to manually apply filters or other such settings each time they wish to see

Editorial Calendar

marketing

Editorial Calendar Boards

Knowledge Base Article

 • 

Calendar Boards

RS
Search Tasks in Task Calendar View

OverviewYou can now use the search bar to search for Tasks in Task Calendar Views. ​The search results are highlighted on the Task Bars.Search Tasks1. Click the Search icon.  2. Enter the search term to search for Tasks that match it. You can click on the results to open the Task Overlay for that Ta

marketing

Knowledge Base Article

 • 

Task Calendar View

RS
Change Users’ Properties in Advocacy

Users while being active on the advocacy site have different user statuses and so have different roles and permissions. These states include the following and are governed by status field: Screener Pending  Pending  Approved (based on whether the approved user is an advocate or an admin, his roles v

Advocacy - SES

social

Social - SES

Knowledge Base Article

 • 

User Management

RS
Advocacy SFTP Setup Guide

This article outlines the end-to-end process for setting up SFTP-based user sync on Advocacy.Steps to Set Up SFTP-based User Sync1. Server Hosting and SetupThe first decision is where the SFTP server will be hosted. The server can either be provisioned by Sprinklr or hosted on the client's end,

Advocacy - SES

Sprinklr Social

Social - SES

Knowledge Base Article

 • 

User Management

RS
Color Coding in Task Calendar View

OverviewColor coding helps with data organization and visualization. You can highlight important information and streamline data for analysis and communication. For example, you can use different colors to represent completed, in-progress, or not-started Tasks. You can color-code your Tasks in Cale

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

 • 

Task Calendar View

RS
Favorite Projects

OverviewYou can mark your most used or important Projects as Favorites for ease of access. Doing this pins these Projects to the top of your Portfolios window where you can navigate to them more easily. There are two ways of marking a Project as a Favorite. You can do it through the Portfolios windo

PM_PORTFOLIOS_2

marketing

PM_GENERIC_2

Knowledge Base Article

 • 

Manage Projects

RS
Setup Content Expiration Date in Advocacy

In the Sprinklr Advocacy site, admins can enhance the relevance and timeliness of shared content by setting expiration dates in the post. Importance of Content Expiration Dates:   By implementing post expiry, admins ensure that advocates are presented with timely and relevant content within the bran

Advocacy - SES

social

Social - SES

Knowledge Base Article

 • 

Content Curation

RS
MAS Compliant Advocacy Site

Microsoft Accessibility Standards (MAS) are a comprehensive set of guidelines established to ensure digital experiences are inclusive and usable by people with disabilities. These standards are aligned with global accessibility norms such as WCAG (Web Content Accessibility Guidelines) and Section 50

Advocacy - SES

social

Sprinklr Social

New Article

+2

Knowledge Base Article

 • 

Advocacy Acumen

SH
How to access Topics? (Navigation and required permissions)

In this article, you will learn how to access Topics and what permissions are required to access Topics.To access TopicsClick the New Tab icon. Under Sprinklr Insights, click Topics under Listen. Clicking Topics will take you to the Topic Record Manager window from where you can view the list of top

Insights

Knowledge Base Article

 • 

Topics

SH
Validate an existing model training project for Text Classifier

In this article, we will guide you through the process of validating an existing model for Sprinklr's Text Classifier. Sprinklr's Text Classifier can categorize messages that match a specific query or come from a particular account without the need for any rules or keyword lists. With Text

Insights

Text Classifiier

ai studio

Validate Existing Model for Text Classifier

Knowledge Base Article

 • 

Create a Existing Model Validation for Text Classifier in AI Studio

RS
Global Settings in Guided Workflow Manager

OverviewThe Global Settings provides a centralized interface to manage configuration options that apply across all Guided Workflows in your account. This ensures a consistent user experience and reduces the need for repetitive configuration at the individual workflow level.Global Settings are design

Service

Knowledge Base Article

 • 

Global Settings