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Know your Email Account Type

To integrate your email account with Sprinklr Service, follow the specific instructions based on your account type:Google Email Service ProviderPersonalized Domain Account (@brand.com)If your email address uses a custom domain (Example, yourname@yourcompany.com), you are utilizing Google's G Suite (

Service

Knowledge Base Article

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Setup - Care Operations

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Types of Columns in Tasks/Projects

Project management offers a diverse range of column (field) types which can be added to your projects or tasks. The available field types are: Single Line Text Multi Line Text Number Attachment Checkbox Single Select Multi Select Date URL Email User Percentage CurrencyLet's discuss each one of

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PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Columns in Tasks

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Enable Google Analytics 4 (GA4)

Note: As of 1st July 2023, Google Analytics (UA) has been sunset, however, we have successfully implemented Google Analytics 4 (GA4) in Sprinklr. This migration will allow us to continue accessing crucial website traffic analysis and user behavior insights.To ensure a smooth transition, please follo

Service

Knowledge Base Article

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Reporting on Livechat

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Integrating Sprinklr Advocacy with Microsoft Apps

The Sprinklr - Advocacy app allows employees to discover, share, and engage with company-approved content directly within Microsoft Teams, Outlook, and M365. By integrating Advocacy into these platforms, organizations can streamline content engagement while keeping employees within their primary wor

Advocacy - SES

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Social - SES

Knowledge Base Article

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Integrations

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Set Up Single Sign-On

Single Sign-On (SSO) capability replaces standard email/password login to Sprinklr. It will enable login using the customer’s company credentials. This adds convenience for the customer as they have fewer logins that they need to create and remember. Additionally, SSO also provides improved security

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Single Sign-On

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Knowledge Base Article

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SSO

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

marketing

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Knowledge Base Article

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Sharing and Access

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Single Sign-On

What is SSO?Single Sign-On capability provides the end users an easier way to login compared to the email/password login method. Users can log in to the Sprinklr platform via their company’s enterprise login only, with just a click. For example, for a Microsoft user, who is logged into the Microsoft

social

Knowledge Base Article

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SSO

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Mapping Configuration Screen for Voice Cases

You can map the source headers to the Sprinklr destination fields using the Mapping Configuration screen. Determining which fields from the source will be mapped to which fields in Sprinklr is an essential stage because each entity has certain standard fields that aid the Sprinklr system in creating

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Service

Knowledge Base Article

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Mapping Configuration Screen for Voice Cases

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Project Notes Tab

In this article, you’ll learn how to add notes or post updates on your project. ​ To add a note, simply begin typing in the designated notes space. For adding multi-line text, use "shift + enter" on Windows or “shift + return” on Mac. You can also incorporate bullet points and numbered lis

marketing

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Knowledge Base Article

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Project Tabs

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Process Execution Analytics Report

Extensive data points and customer journeys in the IVR can be tracked through the Process Execution Analytics data source in reporting. You can report on the customer journey within the IVR, including the sequence of customer interactions at each conversation level.Metric/DimensionDefinitionCase Num

Service

Knowledge Base Article

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Report Glossary

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Select Account Groups in Engagement Dashboard Columns

Engagement Dashboards provide a customizable display of content from which you can view, engage, respond to, and take action on the content. Engagement Dashboards content is organized into columns. The configuration of engagement columns controls the content that is displayed in a given dashboa

Account Groups in Engagement Dashboard Columns

Engagement - SES

Account Groups in Engagement Columns

social

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Knowledge Base Article

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Getting started with Social Engagement

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What can I do with Instagram?

Instagram is becoming a great social media platform for businesses. In this article, we share some use cases on how brands can leverage it for customer experience management. There are links to detailed guides on how to for each use case also.​1. Engage with your audience on Instagram:Engage better

Engagement

article:howto

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Instagram

Knowledge Base Article

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Getting started

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Create a Facebook Cross Post Video

A cross-posted video is published across different Pages, without having to share or upload it again. If you manage multiple Facebook Pages, you can cross-post videos across all those Pages from Sprinklr. This article will cover the steps to publish a cross-post video on multiple Facebook PagesSetup

social

Knowledge Base Article

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Create a post on Facebook

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Support for Bulk Import of Live Chat Cases Using Multi Case Format

A Multi-Case file format is defined for Live Chat cases in addition to a Single-Case format. In a Multi-Case file format, a single zip file contains a metadata file and a message file that corresponds to multiple cases. Here in the metadata file, there are more than one conversation id and multiple

marketing

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Service

Knowledge Base Article

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Supported Format for File Based Connectors

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Create Scheduled Exports to keep your team informed

Use Sprinklr's Scheduled Exports to set up automated exports of your Listening and other reporting dashboards.Sprinklr’s Scheduled Exports allows you to set up automated as well as customizable exports of your Listening, Benchmarking, and other reporting dashboards to keep your team informed. You ca

Insights

Create Scheduled Exports

Knowledge Base Article

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Scheduled Exports

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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

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Types of metrics in Facebook

Facebook Reporting revolves around six different types of metrics. These metrics help in analyzing the performance of your post or your Facebook Page. To understand the different categories of metrics and their specific use cases, we first need to understand what these categories mean. This article

social

Knowledge Base Article

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Facebook reporting glossary

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What can I do with Youtube?

YouTube is one of the most popular websites in the world. It has a massive user base, with over 2 billion monthly active users which is still growing. This article covers top reasons why your brand should make social media presence on Youtube. Once your brand is onboard on Youtube, there are multipl

social

Knowledge Base Article

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Getting started

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Volumetric Alert capabilities within Listening

An effective early warning system triggering alerts when a pre-defined specific threshold criterion is met ​The new Listening alert module covers alert configuration for all the data powered by the Listening data source. The following modules are covered in the same: Listening Insights alertsProduct

Listening Alerts

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Listening volumetric alerts

Volumetric Alerts

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Knowledge Base Article

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Listening Volumetric Alerts

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Volumetric Alerts for Product Insights

An effective early warning system triggering alerts when a pre-defined specific threshold criterion is met ​The new Listening alert module covers alert configuration for all the data powered by the Listening data source. The following modules are covered in the same: Listening Insights alerts Produc

Insights

Volumetric Alerts for Product Insights

Knowledge Base Article

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Alerts