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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 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

marketing

Rule Engine

Knowledge Base Article

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Sub-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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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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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

marketing

Sub-Campaign

Knowledge Base Article

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Sub-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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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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Set Task Queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

marketing

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task Rules

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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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Editorial Calendar (Advocacy)

Editorial calendar is a visualization tool for planning & organizing all marketing activities. You can customize your Editorial Calendar to monitor advocacy and organic content in a comprehensive view to provide your team insight into content strategy and efficient collaboration. Why Use Editori

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Management (Advocacy)

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MAS Compliant Advocacy Site

Microsoft Accessibility Standards (MAS) are a comprehensive set of guidelines established to ensure digital experiences are inclusive and usable by people with disabilities. These standards are aligned with global accessibility norms such as WCAG (Web Content Accessibility Guidelines) and Section 50

Advocacy - SES

social

Sprinklr Social

New Article

+2

Knowledge Base Article

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Advocacy Acumen

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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

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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

+2

Knowledge Base Article

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Enablements

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Manually Award Gamification Points to Users 

Automated gamification is a fantastic way to engage and incentivize users in your advocacy community. However, there may be occasions where admins need to manually award points to users. This article outlines the steps admins can follow to manually award points through the space or advocacy site. Wh

Advocacy - SES

social

Social - SES

Knowledge Base Article

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User Management

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Enablement of Kill Switch

Manage the risk of PR crises with the ability to automatically stop publishing across various social channels by enabling the kill switch rule. Use case scenario shown below: As soon as the kill switch rule is enabled, all the messages getting published via Sprinklr Advocacy site will be stopped. Ho

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Enablements

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Social Login from the Advocacy Site

Sprinklr Advocacy supports a variety of public authentication providers: LinkedIn, Facebook, Instagram, TikTok and Twitter. Steps to Login Using SocialThe Advocate enters the Sprinklr Advocacy Site link and selects the desired social channel icon with which they want to log into the platform. ​After

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Log into the Advocacy Site

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Email ID and Password Login to Advocacy

The advocacy platform administrators can enable users to access the platform by allowing them to sign up and log into the advocacy platform with email and password. This new login method offers the added security feature of two-factor authentication and supports the use of reCAPTCHA, which effective

Advocacy

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Log into the Advocacy Site