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Copy Properties from Campaign Request to Campaign

Create a Campaign Autofill rule to automatically copy properties from the Campaign Request onto the Campaign. This way users do not have to manually update the properties of Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condi

Autofill

campaigns

Rule Engine

Knowledge Base Article

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Campaign 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

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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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

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign 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: Brand, Region, Country & Channel Type

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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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

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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Automate Subfolder Tagging for Incoming Emails

Effortlessly enhance your email management with the automatic tagging of incoming emails within subfolders. As each email arrives, the corresponding account-level custom field will be applied in Sprinklr, providing you with a clear indication of the subfolder to which the email belongs.This organize

Knowledge Base Article

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Subfolder Tagging

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Project Attachment Tab

The project Attachment tab is the go-to place for all project-level and task-level attachments. It can be found in the bar at the top of the task sheet view, among all the other project tabs. ​  How do we add attachments to the project and tasks?  Task Attachments: These are att

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Project Tabs

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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

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

Knowledge Base Article

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Task Sheet Advanced Use Cases

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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

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

Knowledge Base Article

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v18.11 Fall Release (November)

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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

Updated Article

Knowledge Base Article

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Agent Screen Share

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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

Sprinklr Social

New Article

20.10

+1

Knowledge Base Article

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Advocacy Acumen

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Embed Advocacy Intranet Widget in MS SharePoint

Sprinklr allows you to view and discover advocacy content from your SharePoint intranet. This integration connects the Sprinklr Advocacy product to Microsoft SharePoint. Unify the advocates' experience by enriching, deflecting, and triaging appropriate interactions on modern channels to SharePo

Advocacy - SES

Social - SES

MS SharePoint Integration

Knowledge Base Article

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Integrations Enablement (Advocacy)

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Create and Manage Dependencies

OverviewYou can create Dependencies between interconnected or interdependent Tasks to better manage and visualize them. Dependencies allow you to manage complex projects more easily and stay aware of Tasks that are blocking or being blocked by other Tasks. Before adding Dependencies to your Project,

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PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Sheet Advanced Use Cases

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iOS - v12.0.2

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Note: Sprinklr Messenger supports iOS 15.1 and above.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two methods:CocoaPods Swift Package Manager (SPM)

Knowledge Base Article

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Older Versions

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iOS - v12.1.2

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Note: Sprinklr Messenger supports iOS 15.1 and above.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two methods:CocoaPods Swift Package Manager (SPM)

Knowledge Base Article

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Older Versions

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Broadcast an Announcement in Distributed

The announcement capability (within Sprinklr) allows system administrators to send announcements to all the users, including Distributed users within the platform. Announcements can be created to be displayed once. Administrators can also customize the end date for displaying the announcements. For

Broadcast an Announcement in Distributed

Announcement

Distributed

Social - SES

+1

Knowledge Base Article

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Governance (Distributed Admin)

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Publish to TikTok Business on Distributed

You can leverage Sprinklr's key publishing capabilities to enhance the content you publish to your TikTok Business Account. This article provides a comprehensive overview of the specific features and functionalities available for publishing on TikTok, helping you craft content that performs optimall

Publish to TikTok Business on Distributed

Social - SES

TikTok Business on Distribute

TikTok Business on Distributed

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Knowledge Base Article

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Publishing & Calendar (Distributed User)