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How to Manage Custom Metrics in Reporting

Similar to the standard metrics used in reporting widgets, you can create your own metrics across all reporting dashboards within Sprinklr. You can use these metrics to collect and analyze data that reporting doesn't automatically track. Custom metrics offer much more dynamic reporting capabili

marketing

Knowledge Base Article

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Manage Custom Metrics

RS
Actions in the Gallery Editor

Within the Gallery Editor, you can toggle between different device previews for your Gallery content and retrieve the Gallery's embed code from the Embed Generator. You may also return to the main Gallery Management page from here.Device Preview for Gallery ContentToggle between phone, tablet,

experience:space

Display - SES

return to gallery management

release:N-A

+12

Knowledge Base Article

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Gallery

SH
Share workspace rules with relevant User/User Groups

You can share workspace rules with relevant User / User Groups. Previously, sharing a rule capability was only supported for Customer Rules, we have extended the same capability for Workspace Rules.Note that if share settings are updated, then the rule is only visible to the following:Rule OwnerShar

workspace

User

Workspace Rules

social

+3

Knowledge Base Article

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Introduction to Rule engine

RS
Using Resource Selector to define complex Conditions & Actions

The Resource Selector enables you to transfer, reference, and synchronize data across multiple Customer Feedback Management (CFM) assets within workflows. Supported data sources include profiles, transactions, survey responses, response custom fields, hierarchy data, AI-based text analytics, and Sal

Knowledge Base Article

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Resource Selector

SH
Create a Template for Instagram Direct Messages

Template messages have predefined layouts that help you create richer experiences for your users. The Instagram generic template allows you to send a structured message that includes an image, text and buttons. This article tells you how to create generic templates.StepsNavigate to the Sprinklr Soci

social

Knowledge Base Article

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Advanced capabilities

SH
What is a Customer-Facing/External Guided Workflow?

OverviewA Customer-facing/External Guided Workflow is an interactive, step-by-step interface that empowers customers to independently address their queries. It can be seamlessly integrated into client websites, Sprinklr communities, or knowledge base articles. These workflows offer a wide range of f

Service

Knowledge Base Article

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What is a Customer-Facing Guided Workflow?

SH
Product Insights standard dashboard

The Persona App offers users multiple pre-curated reporting templates designed for the most common Product Insights use cases. The Standard Dashboard is created to give insights based on various product dimensions with a single click on the product catalog. It includes sections like Insights, Source

Insights

Knowledge Base Article

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Dashboards

SH
Delete Published Pinterest Pins

Published Pins can be deleted from a Pinterest column in the Engagement Dashboards, allowing your team to delete Pins without needing to access Pinterest natively. Save time by streamlining your Pinterest account management in one place while maintaining security with Sprinklr's account permiss

social

Pinterest

Pinterest Publishing

Knowledge Base Article

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Engage, publish and report on Pinterest

RS
Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

Service

Knowledge Base Article

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Facebook Messenger Analytics

SH
Reporting for Tumblr

Sprinklr reporting will include data from your added Tumblr accounts in Inbound Volume and Outbound Engagement. There are a number of Tumblr-specific metrics that you can use to create custom Reporting widgets and dashboards:TermDescriptionTumblr Blog FollowersThe number of users currently following

Reporting for Tumblr

social

Knowledge Base Article

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Tumblr

SH
Permission to Deactivation and Re-Add Notification in Reporting Dashboard

To ensure that you don’t miss any opportunity to engage with your customers, we are making some account governance updates generally available - users of the reporting dashboard will view a notification bar at the top highlighting recently deactivated accounts. On clicking the notification, the user

Deactivation Notification in Reporting Dashboard

social

Reporting - SES

Re-Add Notification in Reporting Dashboard

+1

Knowledge Base Article

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Getting started with reporting dashboard

RS
Add a Telegram Proxy (Corezoid) Account (Limited Availability)

Corezoid is an Actor Engine that lets you build, host, and run algorithms of any complexity in the cloud: chatbots, communication scenarios, CRM functionality, client support, omnichannel marketing campaigns, hardware monitoring, anti-fraud solutions, financial management tools, and so on.On Sprinkl

social

Knowledge Base Article

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Telegram Proxy (Corezoid)

RS
Supported Queries in Sprinklr Copilot for Marketing: Ads Reporting

The introduction of chat interface in the Sprinklr Copilot lets you ask queries about the data in your dashboard enabling you to interact with the dashboard in a more conversational way. Instead of searching through charts and filters, you can simply ask questions in the chat and receive clear, mean

marketing

20.10

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Sprinklr Copilot for Marketing: Ads Reporting

SH
How to set up Automated Newsletters?

Recurring communication is now simplified with an Automated Newsletter.An automated newsletter is an important tool for corporate communication enabling users to set up regular communication such as daily coverage feeds for brands and competitors, recurring communication on campaigns to track progre

Insights

Knowledge Base Article

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Newsletter setup

SH
Disable Grabbing Private Messages for Accounts

Sprinklr provides you with the capability to disable grabbing of Direct Messages for your Facebook pages and X (formerly Twitter) Accounts. This capability will help you improve privacy for your brands.To Disable Grabbing Private Messages for AccountsClick the New Tab icon  in your Sprinklr platform

Do Not Grab Private Messages

social

Disable Grabbing Private Messages for Accounts

Stop Grabbing Private Messages

Knowledge Base Article

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Manage Accounts

RS
API Node in Journey Facilitator

The API node in Journey Facilitator serves as a pivotal link between the platform and external systems, enabling users to seamlessly make API calls. Acting as a bridge, it facilitates communication with diverse entities, such as client databases, third-party vendors (e.g., Shopify, Shiprocket, CRMs,

Service

Knowledge Base Article

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Journey Builder

SH
Validate predictions of a new model and deploy

This article aims to provide a comprehensive guide on creating a new model training project for Sprinklr's Text Classifier, which can filter out irrelevant terms for your brand or industry without any manual rule implementation or keyword maintenance. The article will walk you through the entir

Validate Predictions of New Model

Insights

ai studio

Knowledge Base Article

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Validate predictions of the new model and deploy

RS
Troubleshooting Jira Connector Common Issues

This page lists common issues you may encounter with the Sprinklr and Jira integration, along with their resolutions.Issue: You encounter this error: This user is already added to an application in client <client_name>.​Resolution: Ensure that the Jira user used for the integration is not alre

marketing

Insights

social

Service

Knowledge Base Article

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Troubleshooting and FAQs

SH
How to Create a Keyword Query?

To learn about Keyword Matcher Query, See What is Keyword Matcher Query?Steps to Add a Keyword QueryOpen the Conversational AI Persona App and go to "Build". Click on "Keyword Queries"To add a keyword query, click on "Add Keyword Query" in the top right cornerSelect &qu

Service

Knowledge Base Article

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Keyword Query

RS
Short Text Field

A Short Text Field question allows respondents to enter structured text-based information in a predefined format. Use this question type to collect details such as names, email addresses, phone numbers, postal codes, dates, and numeric values while applying validation rules to ensure data accuracy.S

Knowledge Base Article

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Survey Questions

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