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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

Sub-Campaign

Knowledge Base Article

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Sub-Campaign 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

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

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

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

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LiveChat not showing up while passing authenticated user details

Check the expected hash for any authenticated user passed inside chat settings.Hover over the Options icon alongside your Live Chat Application and select Validate User Hash.  On the Validate User Hash window, enter User ID, Profile Image URL, First Name, Last Name, Phone Number and Email. Clic

Knowledge Base Article

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Troubleshooting

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FAQs

Commonly Asked FAQsBelow are some frequently asked questions about Conversational AI:What is the standard format to raise any issue related to Conversational AI setup with the Support?To raise any issues related to the Conversational AI setup, you can reach out to the Product/Support Team at tickets

Knowledge Base Article

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Troubleshooting & FAQs

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How to enable/disable care console manager/builder?

To enable the care console manager, we need to create a global role. This can be accessed by going into platform settings and under the ‘manage customer’ category, we can see global roles. By adding a new role, we can name the role, set scope as global and add the permissions for “Record Page Builde

Knowledge Base Article

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FAQs

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Advantage Custom & Lookalike Audiences in Facebook & Instagram Ads

IntroductionAdvantage Custom Audience and Advantage Lookalike Audience are two powerful features offered by Meta that Sprinklr offers that can enhance the performance of your ad campaigns. This article will explore how these features work and how you can effectively use them to reach a wider audienc

Knowledge Base Article

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Facebook Advanced Capabilities

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How to access Topics? (Navigation and required permissions)

In this article, you will learn how to access Topics and what permissions are required to access Topics.To access TopicsClick the New Tab icon. Under Sprinklr Insights, click Topics under Listen. Clicking Topics will take you to the Topic Record Manager window from where you can view the list of top

Knowledge Base Article

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Topics

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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

Social - SES

Knowledge Base Article

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Content Creation and Management

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Assigning Roles to Users 

To assign roles to advocates based on their specific persona and responsibilities, on-site admins can empower them with distinct roles such as admin, publisher, and analyst, each equipped with precise permissions Steps to Assign Roles to AdvocatesRoles can be assigned to the approved/ rejected/ pend

Advocacy - SES

Social - SES

Knowledge Base Article

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Advocacy User Management

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Crisis Feed

Crisis Feed is the place where all the Crisis Cards are present. It is a scrollable feed which contains Crisis Cards from the projects that the user has access too. There are two types of Crisis Feed:  Global Crisis Feed: This contains crisis cards across all the projects that the user has access to

Knowledge Base Article

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Crisis Management (Beta)

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Use Work Week View in the Editorial Calendar

You can view the Editorial Calendar only for the work days in a week. You can select the days that you want to include in the work week, and create the workweek calendar. You can also view the post cards based on the workweek calendar that you create in the Editorial Calendar. Note: This capability

Editorial Calendar

Publishing - SES

About Editorial Calendar

Social - SES

Knowledge Base Article

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Editorial Calendar

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Approve/ Reject Users in Advocacy

In Sprinklr advocacy site after a user fills in the screener question, his status changes to pending and the admin gets a request to either approve the user or reject it.  Advocates that are already a part of the Advocacy community are the Approved users.  Approved users can be given access to the w

Advocacy - SES

Social - SES

Knowledge Base Article

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User Management

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Inactive Users in Advocacy

The advocates who have not done any activity in a while are marked as inactive users, though they are still part of the advocacy community. Admins can configure the duration after which they would like to set the user to this state. The inactive user state in the advocacy program can be attained by

Advocacy - SES

Social - SES

Knowledge Base Article

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User Management

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Configure Custom Fields for Advocacy

Sprinklr's Custom Fields can be used to segment your advocates within Advocacy Marketing. When screening for advocates, screener questions can be utilized to help determine which potential advocates should be approved based on their answers.Note: Use of this feature requires that Advocacy Marke

Advocacy

Custom Fields

Advocacy - SES

Social - SES

+1

Knowledge Base Article

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Enablements

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Simplified Setup for Easy Content Targeting using Custom Fields

Before setting up content targeting, ensure you understand What content targeting is and Various methods to achieve content targeting. Read this article for reference.Setting Up Content Targeting in an Advocacy Site There are multiple ways to ensure that users see relevant content: Tagging Custom Fi

Advocacy - SES

Social - SES

Knowledge Base Article

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Content Administration

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Export Production Dashboard

In this article, you will learn how to Export a Production Dashboard.Share the Production Dashboard ExternallyClick on the Export button in the top right corner of the window. Provide name to your export file.Select the format as Excel or CSV. Click on Export to receive the Export of the dashbo

Production Dashboard

share dashboard

export

Knowledge Base Article

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Imports and Exports