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Add a Dialogue Tree Tool

Adding a Dialogue Tree Tool to a task automatically initiates the associated dialogue tree. The tree runs in the background to ensure the interaction follows the predefined conversational flow. Dialogue tree nodes can be used to execute hardcoded workflows.ProcedureIn the Tools window, select Add To

Knowledge Base Article

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Core Tools

RS
Understanding Triggers in Entity Studio

Triggers let you automate actions when changes are made to the records of an entity. They help you maintain data quality, reduce manual work, and keep business workflows consistent. A trigger can validate data, update related records, or run automation such as a workflow, rule, or script. This artic

Knowledge Base Article

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Triggers

RS
Manage All Email Distributions

The Distribution Record Manager offers a centralized interface to create, manage, and monitor email distributions. It allows you to easily track key metrics, make edits, and analyze performance data, all in one place.Email distribution enables users to send customizable survey invitation emails to c

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Email Distribution

SH
Sprinklr URL Shortening Capabilities

Sprinklr provides a Uniform Resource Locator (URL) shortening utility, spr.ly, which combines the functions of existing URL shortening services, such as bit.ly, or ari.ba along with the capabilities suited for an enterprise client’s specific needs. The following are the advantages of

experience:space

Custom Link Library

social

URL shortening

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Knowledge Base Article

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URL Shorteners

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Right to Access Cases

The Right to Access Cases section under Privacy complies with Data Subject's right to Transparency as defined under GDPR. It confirms the right to access the data about an individual within Sprinklr. To Navigate to Right to Access Cases Click the New Tab icon  and select Right to Access

marketing

Insights

article:howto

social

+2

Knowledge Base Article

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Privacy Guides

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Journey Elements - Actions and Conditions for all your Marketing use-cases

Actions and Conditions are the building elements of a customer journey flow. Arrange different actions and conditions in a way that the customers move along the mapped path to achieve the journey goal.Journey Elements - Actions and ConditionsSend Message: This action element sends a message on the m

marketing

Journey Facilitator

Customer Journey

Actions in Journey

Knowledge Base Article

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Journey Conditions and Actions

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Use Custom Field Check in Journey Facilitator

In this article, you will learn about the usage of Custom Fields in a Journey.Taking Decisions based on Custom Field valuesWhile creating the flow of the Journey in the Journey Builder canvas, you can use the Custom Field Check node under the Conditions section.This will take you to the window where

marketing

Custom Fields

Journey Facilitator

Knowledge Base Article

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Custom Field Check in Journeys

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Create WhatsApp DM asset to be used in Journeys

In this article, you will learn how to create WhatsApp DM assets to be used in Journeys.Create a WhatsApp DM template in DAMClick on the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, click on Digital Asset Management within Plan.Click Create Asset in the top right corn

marketing

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys

RS
Fields and Relationships - An Overview

Fields define what information is captured for each entity. They represent the attributes of a business entity​, such as name, status, amount, date, priority, or category. ​Entity Studio supports a wide range of field types, enabling users to accurately model both simple and comp

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

RS
Rich Text Field

The article outlines the steps to create a Rich Text Field in Entity Studio. Creating a Rich Text Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manager page appears with the list of entities. Search for the

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

RS
Text Field

The article outlines the steps to create a Text Field in Entity Studio. Creating a Text Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manager page appears with the list of entities. Search for the desired en

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

RS
Textarea Field

The article outlines the steps to create a Textarea Field in Entity Studio. Textarea allows you to input and editmultiple lines of text. Creating a Textarea Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manag

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

RS
How to Migrate Old Dynamic Video Templates

Overview  ​Video templates have become one of the most vital marketing tools today, saving time and helping create attractive video ads. We’re excited to announce a significant upgrade to our After Effects-based video templates. To enhance efficiency and speed, we are transitioning to a new renderer

marketing

Knowledge Base Article

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Video Templates - Part 1 (How to create a video template)

RS
Record Manager - An Overview

A Record Manager is a configurable, tabular interface used to display and manage records for a specific entity in a structured, user-friendly format. It acts as a central workspace where teams can view, filter, and act on entity data in real time—tailored to their specific business roles and workflo

Knowledge Base Article

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Record Manager - An Overview

RS
Importing Responses Data

The Import Survey Responses feature allows users to upload response data from external sources directly into a survey. This functionality is particularly useful for consolidating survey data collected through multiple channels or transitioning responses from legacy systems into a centralized platfor

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Response

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How to Apply Dynamic Image Templates to Catalog-Based Ads

Leverage versatile, dynamic image templates to modify your product images whenever required without having to edit the entire product feed.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 u

marketing

Knowledge Base Article

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Use a Applied DIT in Catalog based Ad

RS
Dependency Types

OverviewTask Dependencies allow you to better visualize and manage interconnected and interdependent Tasks. In complex projects with multiple moving parts, it's common to have Tasks that are dependent on each other such that one Task cannot be started or ended while other Tasks are still in pro

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Dependencies

RS
Global Navigation Menu

OverviewThe Global Navigation Menu provides a convenient way to switch between Portfolios and Projects without having to visit the Portfolio screen every time. The menu can be accessed from anywhere within the Project Management Persona and shows all the Portfolios and Projects created by or shared

PM_POPULAR_2

PM_PORTFOLIOS_2

marketing

PM_TASK_TIMELINE_VIEW_2

+5

Knowledge Base Article

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Basic Functionalities

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Campaign - Content Strategy Tab

About the Content Strategy TabYou can view the Content Strategy associated with the Campaign, from the Campaign details window.The Content Strategy tab of a Campaign compiles and organizes the Messages and Assets that make up a campaign’s content strategy in one comprehensive overview. Here, you can

campaign management

marketing

Content Strategy Tab

Knowledge Base Article

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Introduction

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Ad Account Area Permissions

Ad Account permissions allow you to restrict specific ad accounts for different Users or User Groups within a specific area of Sprinklr Marketing (Ads). This allows certain users to view the ad accounts only in certain sections of the advertising platform, such as Ads Composer, Ads Manager and Ads R

marketing

Advertising

Governance, Securities and Admin Capabilities

Knowledge Base Article

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Required Permissions on Sprinklr