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Understanding Roles and Permissions 

In establishing robust Advocacy programs at scale, a dedicated team of administrators, publishers, and analysts plays a pivotal role.This document introduces the strategic approach of assigning On-Site Roles and Permissions tailored to each admin, publisher, and analyst, ensuring precise and empower

Advocacy - SES

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Social - SES

Knowledge Base Article

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Site Admin Roles and Permissions

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 ⁠Overview of On-Site Publishing (Advocacy)

Advocacy posts can be created with the help of the Site Admin Publisher. You can use the Publisher to publish different type of Advocacy content. Example: Display content: Link, Image, Video Type Post Suggest Type Post Announcement In this article, we will cover On-Site Publishing which allows admin

Advocacy - SES

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Social - SES

Knowledge Base Article

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Content Creation and Management

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Streamlining Automated Transactions

Automated methods of facilitating sales leverage technology to streamline processes, increase efficiency, and improve the overall effectiveness of sales efforts.​Brands can design customized chat bots with Sprinklr to interact with customers and help guide them through the sales process providing 24

Service

Knowledge Base Article

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Automated Transactions

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Esendex Account Addition

Esendex has been integrated into Sprinklr as an SMS channel, enabling the sending and receiving of text messages seamlessly within the platform.Note: Please raise a support ticket at tickets@sprinklr.com to receive the wehbook URLs for enabling publishing and grabbing support in Sprinklr for an esen

Service

Knowledge Base Article

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Esendex

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Accessing Project Management

OverviewProject Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects. Navigating

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marketing

Knowledge Base Article

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Platform Basics

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Configure an Information Card with Video Call

This is only required for customer-initiated video calls.Configure an Information Card with the Video Call ActionNavigate to Live Chat Care and either edit an existing application or create a new one.Go to Personalize Your Live Chat and then to Home Screen.Under Cards, add the Information Card.Choos

Service

Knowledge Base Article

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Configuration Steps

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Survey Settings

In the Settings tab, you can configure the Survey Details, Page Settings, Button Settings, Survey Link Settings, and Language Switcher Settings of your survey.Survey DetailsIt includes the name of the survey and its Active/Inactive status. Survey Base language serves as the base language for transla

Surveys

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Knowledge Base Article

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Survey Builder

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Android - v14.0.2

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your Android mobile app.​Note: Before you begin, note the following requirements:Sprinklr Messenger requires a minimum Android API level of 24.Sprinklr Messenger for Android supports compileSdk

Service

Knowledge Base Article

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Native 14.0.x

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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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JIRA Integration

OverviewThe Jira Connector connects Jira and Sprinklr to streamline collaboration and enhance workflow efficiency. This article provides an overview of the connector's capabilities, benefits, and implementation process. The Jira—Sprinklr Connector offers several key features that facilitate seamless

marketing

Knowledge Base Article

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Integration Guides

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Manage Naming Conventions: Share, Edit, Clone and Delete

Note: Sharing, Editing, Cloning and Deleting Naming Conventions require specific permissions. Contact your Workspace Admin if you do not have the required permissions. 1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions. ​

marketing

Knowledge Base Article

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Naming Conventions

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Screen Control​

Use-cases:Enable agents to troubleshoot customer issues by directly accessing the customer’s screens, leading to faster issue resolution and improved customer satisfaction​Customers can revoke screen control/co-browsing anytime during the session User Experience:Agent requesting Screen control while

Service

Knowledge Base Article

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Co-browsing

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iOS - v14.0.0

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Note: Sprinklr Messenger supports iOS 15.1 and above.Minimum supported Xcode version is Xcode 16.1.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two me

Service

Knowledge Base Article

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Native 14.0.x

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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)

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Facilitating Customer Journeys

Sprinklr’s Journey Facilitator helps marketers create unified, omnichannel customer journeys using a visual, state-of-the-art flow builder. Brands can express appreciation for a customer's patience during a previous order by sending vouchers, thereby reinforcing their importance and fostering c

Service

Knowledge Base Article

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Journey Facilitator

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Approve/Reject posts

Approval processes and workflows help to automate simple, repeatable tasks so that you can focus on the work that matters most. An approver has the option of modifying content sent for approval. Being able to make changes as an approver, the user can make quick alterations to messages that may requi

Approval Workflow

Publishing - SES

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approval

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Knowledge Base Article

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Approval workflows

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Different types of Data Connectors

This article aims to provide an overview of the various types of data connectors available in Sprinklr, including FTP, S3, API, and CRM tools. By understanding these connectors, businesses can effectively leverage them to streamline data ingestion and drive more impactful marketing campaigns. ​FTP (

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Connectors in Data Collection

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Change Password & Security Question for Own Account

To ensure regular privacy of your Sprinklr account, update your password and security question regularly. Sprinklr prompts you to change your password every few days. A security question helps you gain access to your account if it gets locked due to incorrect passwords. This article lists down the s

social

Knowledge Base Article

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Advanced Capabilities

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Set up Web Analytics to Track Link Attribution and Link Clicks

Advocacy Admins can effortlessly monitor website traffic by utilizing Web Analytics, specifically tracking the visitors accessing the website through links embedded in the posts shared by Advocates. Why Web Analytics is Important With Web Analytics, Advocacy Admins can monitor how their post is perf

Advocacy - SES

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Social - SES

Knowledge Base Article

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Link Click Tracking

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Make Custom Fields as Mandatory in Request Form

While creatimg the request form, we can mark the custom fields as mandatory. Custom fields can be marked mandatory on the request form even if it is not marked mandatory in the custom field settings. It allows you to gather all the mandatory information from the requestors

marketing

Knowledge Base Article

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Request Form Builder