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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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Capacity limits for Channels

Unified Routing enables users to create multiple Capacity Groups inside a Capacity Profile depending on the number of channels (Social, Email, Voice, SMS, etc.) from which the incoming cases come from. In this way, an agent can be assigned cases from multiple channels at a time and we can individual

Service

Knowledge Base Article

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Additional Use Cases

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Sprinklr Marketing: Patch Changes (18.11.1)

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

marketing

Insights

social

Service

+1

Knowledge Base Article

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18.11.1 Patch (Jan 13-17, '24)

RS
Brief Sections: Actions

OverviewSections allow you to better organize your Briefs and add elements like text, numbered or bulleted lists, media assets, tables and custom fields. Brief sections can be cloned, locked, reordered or deleted. You can also add padding, margins and borders to Brief sections. Clone Brief SectionsH

marketing

Brief

Knowledge Base Article

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Brief Template Components

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Troubleshooting and Best Practices

Unable to Access the Standard Quality Management Reporting DashboardIf you're unable to access the standard Quality Management Dashboard within the Quality Management (QM) persona, ensure that you have the appropriate permissions for it.Troubleshooting Incorrect Data in Lens Configured DrilldownsIf

Service

Knowledge Base Article

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Reporting

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Color-coding in Project Calendar View

OverviewColor-coding helps with data organization and visualization. You can easily highlight and communicate important information. For instance, you might use red for high-priority items, yellow for medium-priority items, and green for low-priority items. This allows users to instantly see which i

marketing

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Project Calendar View

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About Campaigns and Sub-Campaigns

What is a Campaign?Campaigns are used in Sprinklr as the primary tags to categorize outbound messages and thereby effectively organize and collaborate on activities around the campaign such as tasks, assets, messages, workflows, etc.What is Campaign Management?Campaign Management allows you to effec

campaign management

marketing

Campaign Basics

Sub-Campaigns

Knowledge Base Article

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Campaigns and Sub-Campaigns Overview

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Publish an Instagram Story via Direct Publishing

Instagram Stories allows Instagram users to share photos and videos to their "Story" -- which is visible to followers of the user's Instagram account -- and to specific users the Story's sender follows. Like in Snapchat, Instagram Stories are ephemeral, meaning they disappear after 24 hours. This ar

social

Knowledge Base Article

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Publishing on Instagram

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Boost Organic Posts in Distributed

What is boosting? Boosting is the paid promotion of a post on social media to increase its visibility and reach allowing it to be seen by a wider audience beyond your followers. Sprinklr provides you with the capability to allow distributed users to boost organic content using their Ad accounts

Distributed User

social

Boost Posts in Distributed

Social - SES

+2

Knowledge Base Article

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Publishing & Calendar (Distributed Admin)

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How to Apply Dynamic Image Templates to Catalogs

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 uploading product feed sheets over and over again. This unique feature offers a way to efficiently change the way product images are display

marketing

Knowledge Base Article

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How to apply DIT on Catalogs

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Measure Email Performance (Advocacy)

Email newsletters serve as an indispensable tool for admins seeking to engage and re-engage advocates. With the increasing importance of personalized communication in today's digital age, email newsletters have become more relevant than ever. This article provides a step-by-step guide on curati

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Email Newsletters (Advocacy)

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Publish a 1 Click Ad Buy within Sprinklr Distributed

The 1 Click Ad Buy feature within Sprinklr Distributed allows admins to set up the configuration for Ad campaigns and create an Ad Buy to ensure that all the campaign creators (Distributed users) use the pre-configured values and communicate and advertise at a local level. The Distributed User has t

Create A 1 Click Ad Buy within Sprinklr Distributed

1 Click Ad Buy

social

Social - SES

+2

Knowledge Base Article

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Advertising & Marketing (Distributed User)

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Reporting

In Care reporting, the self-monitoring agent dashboard provides the activity report of the user logged in to the care/agent console.To configure a reporting widget1. Click the New Tab icon. Under the Sprinklr Service tab, click Care Reporting within Analyze.2. On the&nb

Service

Knowledge Base Article

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Care Agent Persona - Digital

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Create Twitter Audience Studies

As a brand owner, you may struggle to find out the habits, lifestyles, interests, and likes or dislikes of your target audience. What are the habits and lifestyle choices of my audience? Which channel of communication does my audience prefer? What are the demographics of my target audience? Audience

audience study

Insights

Audience Insights

Knowledge Base Article

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Create Audience Studies to understand your audience better

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Defining routing logic (Routing configurations) - Skill based Routing

Routing Configurations are a set of action groups which perform actions on cases pending in the work queue based on defined conditions. The routing checks all the pending cases in real time and instantly performs the defined actions on the case like dropping the skills tagged with the case, increasi

Service

Knowledge Base Article

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Setting up Skill based routing

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Dual Axis widget

The Dual Axis widget is a type of graph that displays two sets of data on the same plot, with each set of data having its own Y-Axis. This allows you to compare two different types of data that have different units of measurement, scales, or ranges. The Dual Axis widget can be customized with differ

Insights

Dual Axis Widget

Knowledge Base Article

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Types of Widgets

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Area Spline widget

An Area Spline Widget is a type of chart that is used to display a time series of data, where the data points are connected by a smooth curve that fills the area under the curve.The area spline widget consists of a series of data points plotted on a Cartesian coordinate system, with the x-axis repre

Insights

Area Spline Widget

Knowledge Base Article

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Types of Widgets

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Topic Analysis widget

Create a Topic Analysis widget to visualize and drill down on keywords relevant to your brand.The Topic Analysis widget can help you visualize the distribution of common words and topics used in messages by your brand and your competitors. Topic Analysis widget provides a great way to see the share

Topic Analysis Widget

Insights

Knowledge Base Article

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Types of Widgets

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Smart Word Cloud widget

The Smart Word Cloud visualization, similar to a Word Cloud, is a graphical representation of text data in which the size of each word indicates its frequency or importance within the text. The more frequently a word appears in the text, the larger it appears in the word cloud.To create a Smart Word

Insights

Smart Word Cloud Widget

Knowledge Base Article

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Types of Widgets

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Post Card widget

The Postcard widget allows you to view messages in a card format. Besides showing the conversation, the widget also allows you to view data associated with messages beneath it. This view gives users more granular details at the message level, like sentiments, engagements, reach, and more.To add a Po

Insights

Post Card Widget

Knowledge Base Article

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Types of Widgets