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SH
Automate Confidentiality in Messages

Create a Draft rule to automatically mark your Draft messages as confidential and restrict visibility to certain user groups. Once the rule is enabled, all the messages (drafts) satisfying the condition will have the selected action initiated on it.Example Use case shown below: This rule is to ensur

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task Rules

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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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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

SH
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

RS
Manage and Share Editorial Calendar Boards

OverviewEditorial Calendar Boards are an efficient way of sorting and organizing your Editorial Calendar to improve efficiency and enhance collaboration. You can easily Lock, Update, Edit, or Share your Editorial Calendar Boards through the Options menu. Edit, Lock or Delete Editorial Calendar Board

Knowledge Base Article

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Calendar Boards

RS
Filters and Filter Groups in Task Views

OverviewFilters and Filter Groups enable you to sort and filter Tasks based on specific criteria. When viewing large or complex Projects with multiple Tasks, you can use Filters to view only relevant Tasks and minimize confusion. You can filter Tasks based on status, priority level, custom fields, o

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

PM_TASK_KANBAN_VIEW_2

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Knowledge Base Article

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Manage Task Views

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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

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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Drive Engagement through Reaction Campaigns (Advocacy)

The Reaction Campaign in Sprinklr Advocacy empowers Advocates to automatically like brand posts using their connected social accounts. Admins initiate campaigns, prompting users to opt in, and opted-in users have brand posts automatically liked on their behalf.  Importance of Reaction CampaignsHeigh

Advocacy - SES

Social - SES

Knowledge Base Article

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Content Creation and Management

RS
Data Connector - Setting up the Persona App

Before you Begin:In standard persona apps, the Data Connector isn't initially visible. This article provides a walkthrough on configuring a persona app to incorporate the Data ConnectorNote: To ensure the feature is enabled, please contact tickets@sprinklr.com and provide the Partner ID and Name. If

Knowledge Base Article

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Entity Studio

RS
View Policy

Thanks for reaching out. The content in the article will be added in upcoming release.

Knowledge Base Article

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Entity Studio

RS
Setup Content Targeting to Build a Personalized User Experience 

Content Targeting, also referred to as content segmentation, is a huge part of Advocacy experience. The advocacy website content segmentation is the process of writing, designing, and organizing content for each of your website’s segmented groups of advocates. Essentially, content segmentation allow

Advocacy - SES

Social - SES

Knowledge Base Article

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Content Administration

RS
Managing Workflows

The Workflows Record Manager in Customer Feedback Management offers a centralized platform for overseeing all workflows established within the Customer Feedback Management module. It enables you to see a list of current workflows, providing an overview of their statuses and configurations.You can re

Knowledge Base Article

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Manage Workflows

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Link related cases in Care Console

Agents can manually link related cases and view all of them in a single widget, using the Link Case widget. For instance, if your agent wishes to view similar cases created by customers on different channels, they can link it together and visualise it under the Link Case Widget.Note: Only visual lin

Knowledge Base Article

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Link related cases in Care Console

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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

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Information Card

Information cards let you display information in various layouts, such as image-only, text-only, text with images, or text with icons on the Home Screen of Live Chat. You can add and configure these cards on the Home Screen of your Live Chat, and optionally include buttons to let users take actions.

Knowledge Base Article

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Home Screen

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New Conversation Card

The "New Conversation widget" allows users to start a new conversation as shown below.1. Welcome TextIn Home Screen section of Live Chat builder you can put the desired welcome text.You can also change the font type by raising a support ticket containing the the appID and the font files in

Knowledge Base Article

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Home Screen

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Troubleshooting Workflow Engine via Sprinklr Support

How do I navigate thorugh errors in Workflow Engine?Step 1: Go through the list of Articles to understand if any of these can help you understand the root cause for your error. The Functionalities section, and Configuration & Setup section can help you the best in this scenario.Step 2: If you’re

Workflow Engine

Troubleshooting

Knowledge Base Article

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Troubleshooting & FAQs

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