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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

Social - SES

Knowledge Base Article

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Content Administration

SH
Target Ads by user location

You can target Ads by physical location:Everyone in this location - People whose home or most recent location is within the selected area.People who live in this location - People whose home is within the selected area.People recently in this location - People whose most recent location is within th

Insights

social

Service

Knowledge Base Article

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Google Analytics

RS
Project and Task Governance

Platform Governance now centrally manages Project and Task creation/editing permissions, ensuring consistent access control across project and content management workflows. To create or view Projects and Tasks within a Portfolio/Project, users must have:Permissions at the Global or Workspace level,

marketing

New Article

20.10

Sprinklr Marketing

Knowledge Base Article

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Sharing and Access

RS
Ad Variant

PaidApiAdVariant SchemaField NameField TypeDescriptionSupported UpdateChange TypechannelIdStringIdentifier for the ad channelNidStringUnique identifier for the ad variantNnameStringName of the ad variantYNAMEstatusAdVariantStatusEnumStatus of the ad variantACTIVE, PAUSED, DRAFTYSTATUScreativeTypeStr

marketing

Knowledge Base Article

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X

SH
Lock or Unlock Messages within Sprinklr

Lock/Unlock permission for outbound messages within Publishing enables users to Lock Messages to prevent any unnecessary changes. You can lock/unlock messages from within the Production Dashboards, Editorial Calendar, Engagement Dashboards, Message Third Pane, and Campaign or Sub-Campaign's Con

Editorial Calendar

Engagement Dashboards

marketing

campaigns

+5

Knowledge Base Article

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Lock/Unlock Messages

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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

PM_POPULAR_2

marketing

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

RS
Add an Ozonetel Voice account

Use the Ozonetel Voice integration to route inbound and outbound calls through Sprinklr Service. Adding an Ozonetel Voice account allows Sprinklr to receive call traffic from your Ozonetel telephony provider and enables features such as IVR flows, voice bots, and agent call handling.Enablement Note:

Account

Service

Ozonetel

Voice

Knowledge Base Article

 • 

How to add Oz number

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Notify authors: Change of parent message schedule date

Create an outbound rule to let users know regarding changes in schedule date of parent message to ensure that the variants do not get published before the parent message does. Once the rule is enabled, all the outbound messages satisfying the condition will have the selected actions initiated on it.

marketing

outbound rules

Rule Engine

Knowledge Base Article

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Outbound Rules

SH
Continuation of Live Chat Conversations via Email on Sprinklr

This article outlines steps for brands to continue conversations with customers via email when live chat agents are unavailable.1. Collection of Email IDs during Live ChatWhile engaged in the live chat session, prompt users to share their email IDs. For a smoother process, consider integrating this

Service

Knowledge Base Article

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Continuing Live Chat Conversations via Email

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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

marketing

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

marketing

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request 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

SH
Automate Subfolder Tagging for Incoming Emails

Effortlessly enhance your email management with the automatic tagging of incoming emails within subfolders. As each email arrives, the corresponding account-level custom field will be applied in Sprinklr, providing you with a clear indication of the subfolder to which the email belongs.This organize

Service

Knowledge Base Article

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Subfolder Tagging

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Create a New Portfolio

OverviewPortfolios are a collection of Projects sharing a common thread. Portfolios can be created by anyone with the Create Portfolio permission. You can create Portfolios through the Portfolios window. Create a Portfolio1. Navigate to the Portfolios window in Project Management by clicking the Por

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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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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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

SH
What is a Portfolio?

A Portfolio is a collection of Projects that are grouped together for ease of tracking, management, reporting, and analysis. You can create a Portfolio to group together Projects based on strategic initiative, department, team or other criteria.  For example, you can create a Portfolio for a brand r

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

RS
Filters and Filter Groups in Task Views

OverviewFilters and Filter Groups enable you to sort and filter Tasks based on specific criteria. When viewing large or complex Projects with multiple Tasks, you can use Filters to view only relevant Tasks and minimize confusion. You can filter Tasks based on status, priority level, custom fields, o

marketing

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

+2

Knowledge Base Article

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Manage Task Views

RS
Color Coding in Task Calendar View

OverviewColor coding helps with data organization and visualization. You can highlight important information and streamline data for analysis and communication. For example, you can use different colors to represent completed, in-progress, or not-started Tasks. You can color-code your Tasks in Cale

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View