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RS
SFTP Upload via External Sources to Create Audience Profile via Data Pipeline

​Note: This article is only for reference for existing implementations leveraging Data Pipeline and supported for maintenance only. For any new use cases related to Data Import, refer to Data Connector articles here.Before you BeginEnsure you have reviewed the articles on uploading files into audien

Service

Knowledge Base Article

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Audience Update via SFTP

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Manage Video Call Case Creation

Creating CaseCreate a rule for routingWhen a customer initiates the video call, the case could be either already beAssigned to an agentUnassigned/Assigned to bot​If the case is assigned to an agent when a video call is initiated, the routing logic should be that the video call should be assigned to

Service

Knowledge Base Article

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Configuration Steps

RS
Stack by Field in Kanban View

OverviewThe Kanban view is useful for visualizing and optimizing workflows. It’s designed to maximize efficiency and accurately visualize the flow of tasks. Kanban boards organize tasks by using stacks. Stacks are a group of tasks, in card format, that are stacked under particular fields based on ei

marketing

PM_TASK_KANBAN_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Kanban View

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Validation Screen - Voice Campaigns

OverviewThe Validation Screen for Voice Campaigns provides campaign managers and implementation teams with a proactive tool to identify configuration errors after creating a campaign. This feature helps prevent issues that may affect call connectivity and campaign performance by validating all confi

Service

Knowledge Base Article

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Validate Campaign Configurations

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What are Listening Dashboards?

Use Listening dashboards to visualize listening data and translate it into insights. Listening dashboards OverviewWith Sprinklr's Listening Dashboards, you can visualize any Listening data captured using Topics, making it easy to track and analyze social media conversations in real time.Listeni

Insights

Listening Dashboards

Knowledge Base Article

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Listening Dashboards

RS
Care Console iFrame

Sprinklr's Care Console is a comprehensive, omnichannel customer support platform designed to help businesses manage customer interactions across various channels, including social media, email, chat, and more. The Care Console iFrame is an embeddable interface that allows companies to integrate Spr

marketing

Insights

social

Service

Knowledge Base Article

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iFrame

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Change User Password

Admins can change passwords for their users, in cases where the user has locked their account due to multiple incorrect passwords, and the account needs to be reset for the user to access the account. This article lists out the steps for the same.Steps to change user passwordClick the New Tab icon.

social

Knowledge Base Article

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Getting started

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Notification Settings in Advocacy

Sprinklr Advocacy utilizes notifications on mobile, within the platform, and through email to remind users about platform activities. This multi-channel approach ensures that users stay engaged by receiving timely updates and reminders for upcoming events or tasks. Users have the flexibility to man

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Setup Advocacy Account

RS
Sprinklr Insights: 19.2 Capabilities and Enhancements

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

Knowledge Base Article

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19.2 Release (Feb 17-25, '24)

RS
Integration Reporting Dashboards

Integration Reporting widgets give a brief overview of the usage of all the supported third-party software integrations in Sprinklr Advocacy. For example: Slack, MS Teams, MS SharePoint, Yammer. ImportanceThese dashboards allow admins to understand how well they are able to reach advocates outside t

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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Approval Column

OverviewYou can create an Approval column in the Task Sheet to track approval responses and view how many approvals are completed and pending. You can also send automated or manual reminders to your Approvers to keep content publishing on track. Approvers receive platform and email notifications and

marketing

PM_TASK_SHEET_VIEW

Knowledge Base Article

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Columns in Tasks

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Troubleshooting and Best Practices

Following are some commonly asked questions along with their answers.Q: What happens in reporting if a Checklist or a Checklist Parameter is deleted?A: If a checklist or its parameters are deleted, reporting remains unaffected. Historical data still displays the checklist and its questions with dime

Service

Knowledge Base Article

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Audit Checklist Builder

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Create Your Own Post (Advocacy)

'External Post Creation' via Native Publisher empowers Advocates with the ability to create and publish their own content directly to their connected social accounts.  Content being published through the External Publisher on the Advocacy Site does not need to be pre-approved by administra

26.1

Advocacy - SES

social

Sprinklr Social

+2

Knowledge Base Article

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End Users

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Data Mapping

Data Mapping Important: Please note that only mapped columns in the Data Mapping Pane will be ingested into Sprinklr. Please ensure that you map all the columns you want to ingest. On the right side of the Configuration Screen, you can see all your columns with the Select Mapping Field dropdown. Cli

Insights

Knowledge Base Article

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First Party Data Ingestion

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Admin Home Page

The home page is a critical aspect of the Admin Persona for managing and monitoring the activities of all the agents and supervisors within the platform. Upon logging in, Home Page gives a thorough overview of their team's key performance metrics, enabling Admins to quickly evaluate the perform

Service

Knowledge Base Article

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Voice Admin Home Page

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Sprinklr Service: Patch Changes (19.5.1)

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

18.5 Release

Sprinklr Service

marketing

Insights

+2

Knowledge Base Article

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19.5.1 Patch (Jun 14-17, '24)

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Sprinklr Social: 19.8 Capabilities and Enhancements

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

18.5 Release

marketing

Insights

social

+2

Knowledge Base Article

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19.8 Release (Aug 23 - Sept 1, '24)

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Boosting Recommendations for Organic Posts in the Editorial Calendar within Distributed

The feature identifies which organic posts are most suitable for boosting to increase engagement and ROI. This feature automatically evaluates posts against a set of rules and recommends posts for boosting every six hours. Use CasesA marketing team wants to maximize the reach and engagement of their

Distributed User

social

Boost Recommendations in Distributed

Social - SES

+3

Knowledge Base Article

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Publishing & Calendar (Distributed User)

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Interact with Corporate Social Accounts Posts (Advocacy)

Content that is created and curated by a brand to promote its products, services, or values and published on brand's social media accounts are corporate social account posts or brand posts. Admins pull these published brand posts from brand social handles with which advocates can re-engage.Impo

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Sharing

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Set up UTM Parameters: Best Practices 

Here are some best practices while setting up UTM parameters for Advocacy.Ensure you add the following 4 UTM parameters in your Advocacy Profile. This will ensure you plot and filter down Clicks data on individual user level, post level and parent post level. Community User ID Consumer Post ID Paren

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Link Click Tracking