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RS
Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

PM_PORTFOLIOS_2

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Projects

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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

Task

Workflow Engine

Knowledge Base Article

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Tasks

RS
Entity List Template and Auto-Suggest Type-Aheads

OverviewSprinklr's Entity List Template and Auto-Suggest Type-Aheads features help elevate user interactions during live chat session by streamlining the process of finding relevant information and responding to queries, making the live chat experience more efficient and user-friendly.Entity List Te

Knowledge Base Article

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Rich Text Assets

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Interactive Filters: Option to Update and Manage Date Range through Shareable URLs

Sprinklr Display and Presentations offers interactive filters to be included in shareable URLs directly for supervisors and stakeholders, allowing for more dynamic storytelling.Now you can directly change the date range temporarily from the shared URL for important KPIs to visualize and monitor how

Display - SES

Social - SES

Knowledge Base Article

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Display

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PR Tagging in Media Monitoring & Analytics

PR tags enable you to carry out a seamless end-to-end tagging process in MM&A.PR tags are independent and editable tags and provide you with the ability to select, add, update, and remove individual/bulk tags for messages.Creating and bulk updating PR TagsIn the Inline Editable Table widget, new

Knowledge Base Article

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Tagging related

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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

PM_POPULAR_2

Knowledge Base Article

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Platform Basics

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Search inside the Topic Queries using the search box

Quickly search your queries, select multiple topics, and assign bulk actions to them.This article will discuss bulk actions associated with topics such as sorting, cloning, enabling/disabling fetching, etc. We will learn how we can search for other crucial aspects of a topic, such as queries, tags,

Topic Queries

Knowledge Base Article

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Topic Management

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Campaign Briefs

OverviewCampaign Briefs can be attached to Campaigns within the platform to give the agency or internal creative team enough information so that they can strategize the concept for the Campaign.Briefs in a Campaign​You can add Multiple Briefs on Campaigns and Sub-Campaigns by selecting a separate br

campaigns

Add Campaign Brief Template

Brief

Knowledge Base Article

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Introduction

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X Pro Media

This document provides information for the X Pro Media accounts, which provides whitelisted applications to use advanced capability for videos on X. You can now use enhanced media privileges in Sprinklr with this direct integration to X Pro Media API, this article covers details on the same.Key Feat

Knowledge Base Article

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Advanced capabilities

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How to Add Multiple Images in Dynamic Product Ads

Add multiple images in Dynamic Product Ads to showcase your products and attract more customers by providing them with more choices to browse through.Product images in Dynamic Product Ads are important to showcase your products and help people recognize them in your ads on Facebook and Instagra

Knowledge Base Article

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How to add multiple images in Dynamic Product Ads

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Use Linkedin Reactions

LinkedIn Reactions are a set of expressions that offer users a way to participate in conversations easily, and communicate with their network. In this article, you will learn about how to use LinkedIn reactions in Sprinklr.Like, Unlike, React to PostsClick the New Tab icon . Under the Sprinklr Socia

Knowledge Base Article

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Engagement on Linkedin

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Send test emails using Advanced Publisher

In this article, you will learn how to send test emails while scheduling an email using the Advanced Publisher.How it worksSending test emails allows you to check the look and feel of the content you are sending to your audience through email marketing. To send test emails through the Advanced Publi

Email Marketing

publishing

Knowledge Base Article

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Content Creation

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Sprinklr Service: Patch Changes (18.8.1)

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint.

18.5 Release

Sprinklr Service

Knowledge Base Article

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v18.8.1 (September)

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Campaign Third Pane - Collaborate

When you open a Campaign in the third pane, you can access in-depth information of the campaign and collaborate with other team members through messages on the campaign.To Navigate to Campaign Third PaneClick the New Tab icon, navigate to Sprinklr Marketing → Marketing Tab, and click on ‘Campaigns’

Third Pane

campaigns

collaboration

Campaign Details

Knowledge Base Article

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Campaign Third Pane

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Journey Facilitator - Email

In this article, you will learn how to create and analyze end-to-end customer journeys for Email channel using Journey facilitator.WorkflowImporting leads into Sprinklr - Gather valuable leads by importing contacts using Audience Profiles into Sprinklr to send the intended message on the supported c

Knowledge Base Article

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Outbound Email

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Auto fill CC/BCC

To enable autofill cc/bcc while an agent replies from care console, we need to configure an autofill rule: Create an Autofill rule for Email threading1) Click the New Tab icon. Under Governance Console, click Rule Engine within Collaborate.2) On the Rule Engine window, click Create New Rule in the t

Knowledge Base Article

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Auto fill CC/BCC

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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

Knowledge Base Article

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Subfolder Tagging

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Owned Channel Reporting Value Realization

UseOpportunityValueCreate relevant tags for your brand, product, etc.Get granular reporting for all posts created around a specific product or initiative.Understand how much engagement a specific product garners or how many clicks through to a specific site/shop were generated.Create custom metrics

Reporting - SES

Social - SES

Knowledge Base Article

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Advanced Features

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How do Smart Bidding Strategy Groups Work?

A Bid is an offer of a particular amount of money for something when competing against other people to buy it. In other words, it is an amount that an advertiser is willing to pay in an auction to achieve their desired outcome.The success of your campaign relies on keeping it profitable means gettin

Knowledge Base Article

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Overview

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Widget visualization type - Stacked Bar

Stacked Bar visualizations are a type of chart that displays data in a bar, with each bar representing a category or a group of items. The bars are stacked on top of each other, and the length of each bar represents the total value of the category or group it represents. These charts are useful for

Reporting - SES

Social - SES

Knowledge Base Article

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Data visualisation types

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