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Create an Email Marketing asset to be used in Journeys

In this article, you will learn how to create email marketing assets to be used in Journeys.Creating Email Marketing Content Template:Using the Template Builder, marketers can create responsive templates by adding components using its drag-and-drop feature. These templates help save a lot of time an

marketing

Email Marketing

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys

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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

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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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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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

marketing

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media

marketing

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

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Initiate Workflow Automatically on your Request

Create an initiate workflow rule to trigger workflows on requests received via request forms. This way you can automate the process of initiating workflows in bulk on requests based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all th

marketing

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request 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

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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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

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DAM 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

marketing

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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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

marketing

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

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Autofill Rules

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Copy Properties from Draft to Asset

Create a Draft rule to automatically copy properties from the Draft message onto the Media Asset. This way users do not have to manually update the properties of assets and can automate this entire process by setting up the following rule. Once the rule is enabled, all the tasks satisfying the condi

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Draft Rules

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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

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Initiate Workflow Automatically on your Message

Create an initiate workflow rule to trigger workflows on all draft messages. This way you can automate the process of initiating workflows in bulk on messages based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the messages satisf

marketing

Workflow Engine

Rule Engine

Knowledge Base Article

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Draft Rules

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Add and Manage Columns in Project List View

In Project Management, you have the capability to create your own columns and control their visibility within the project list view.  Permissions: You should have either owner or admin permissions in Portfolio to add and manage the columns. Add a New Column to Project List View The project list view

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Project List View

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Project Files Tab

The "Project Files" tab is the go-to place for all project-level and task-level files. 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 files to the project and tasks?  Task Files: These are attachments added direct

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

+2

Knowledge Base Article

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Project Tabs

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How to Create a Google Analytics 4 WebAnalytics Profile

Note: 1.For Google Analytics 4, Web analytics setup would be similar to that of Google Analytics. 2.Existing Google Analytics would work for Google Analytics 4 as well.​You can create a new Google Analytics Profile in Sprinklr Web Analytics.​1. Click the New Tab icon. Under Governance Console, click

marketing

Knowledge Base Article

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Setting Up Google Analytics 4

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Notification Preferences for Project Management

In project management, you can choose which notifications you want to receive and where you want to receive them. The following table describes the types of notification you recieve in project management tool.Notification TypeDescriptionTask assignedNotifies you when a task is assigned to youTask un

PM_POPULAR_2

marketing

PM_FAQ_2

PM_GENERIC_2

Knowledge Base Article

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Notifications

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Google Analytics 4 FAQs

What is the frequency of the Data Fetch of Google Analytics 4 in Sprinklr?Data is updated in every hour in SprinklrCan I still have my data mapped to Ad Entities if I don't publish through Sprinklr Web Analytics?Yes, If you have unique identifier present in your Ads at any level. Sprinklr will

marketing

Knowledge Base Article

 • 

Troubleshooting & FAQs

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Apple Business Chat (ABC) - Templates

Before you start You can find the complete API documentation for the Asset Templates on this link.Navigating to Omni Channel Templates in the Asset Manager1. To navigate to create asset page in the Digital Asset Manager (DAM), follow Steps 1-2 in the Knowledge Base Article (Creating an Asset)2. Sele

Service

Knowledge Base Article

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Service Channels