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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

RS
Setting Up Adhoc Conversational WhatsApp Survey Distribution

The Conversational WhatsApp Survey feature allows you to send surveys directly within WhatsApp, where your respondents can answer questions through an interactive chat experience. Ideal for collecting real-time feedback, this method lets users respond conversationally without ever leaving the WhatsA

Sprinklr Insights

26.1

Insights

20.10

+1

Knowledge Base Article

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WhatsApp Distribution

RS
Setting Up Triggered WhatsApp Distribution (Standard & Conversational)

The trigger-based WhatsApp distribution feature enables the automatic delivery of ad-hoc or conversational surveys based on specific events. By configuring predefined triggers from external systems, businesses can automatically send WhatsApp surveys to customers. This approach allows for immediate o

Sprinklr Insights

26.1

Insights

20.10

+1

Knowledge Base Article

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WhatsApp Distribution

RS
AI+ Studio Deployment for Multi-Screen ACWs

You can now deploy AI Autofill for specific ACW screens in AI+ Studio. AI+ Studio lets you target specific screens within an ACW (After Call Work) when setting up AI Autofill deployments. When creating or editing an AI Autofill deployment, you can now filter by *ACW Name* to select which workflow (A

Service

Knowledge Base Article

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AI-Powered ACW Prefill

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What Can Cause LinkedIn Ad Accounts to Deactivate?

Sprinklr uses access tokens, which are provided by social networks, to connect to your social accounts. When an access token expires or becomes invalid, you must reconnect your social account to Sprinklr. Doing this generates a new token. Each social network has policies and security algorithms inte

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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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
Publish a 1 Click Ad Buy within Sprinklr Distributed

The 1 Click Ad Buy feature within Sprinklr Distributed allows admins to set up the configuration for Ad campaigns and create an Ad Buy to ensure that all the campaign creators (Distributed users) use the pre-configured values and communicate and advertise at a local level. The Distributed User has t

Create A 1 Click Ad Buy within Sprinklr Distributed

1 Click Ad Buy

social

Social - SES

+2

Knowledge Base Article

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Advertising & Marketing (Distributed User)

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How to Generate Headlines & Descriptions with AI+

Introduction  In the dynamic world of content creation, staying ahead of the curve has never been more critical. Enter Sprinklr AI+, your trusted companion in the realm of content generation. Harnessing the power of cutting-edge artificial intelligence with ChatGPT to empower creators, marketers, an

marketing

Knowledge Base Article

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Sprinklr AI+

RS
Upgrade Live Chat SDK on React Native

Upgrade to the latest version of the Live Chat SDK to take advantage of new features, enhancements, and performance improvements that enhance your app's user experience. For a detailed list of updates in this release, refer to the release notes.Current ReleaseLive Chat SDK Current Release: 16.1

Service

Knowledge Base Article

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React Native

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Tiered Approval Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within Tiered Approvals, you'll want to ensure that their role is granted the right permissions. Tiered Approval access and actions are controlled by

experience:space

Set-Up

cloud:core

Tiered Approval Permissions

+10

Knowledge Base Article

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Tiered Approval

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How to Apply Volumatic Ads Benchmarks using Paid Rules

To Tag an Advertising Campaign via Rule EngineClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Manage Rules within Optimize.Click Create New Rule in the top right corner of the Rule Engine window.Follow th

marketing

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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UTM Manager

What is UTM? UTM refers to "Urchin Tracking Module" parameters. UTM parameters are tags added to URLs in order to track the source, medium, campaign, and other relevant information about a link's origin and the context in which it's being clicked.   UTM parameters are used in digit

marketing

UTM Manager

Knowledge Base Article

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Campaigns and Sub-Campaigns Overview

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Smart Alerts for Product Insights

Proactive alerts on anomalies identified by Sprinklr's AI.​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 Product Insights alerts Location Insights alerts The k

Insights

Smart Alerts for Product Insights

Knowledge Base Article

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Alerts

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Filters in Reporting Dashboard

Filtering reporting dashboards and widgets can help you get relevant data quickly and easily, allowing you to hone in on the information that you need to see for a more focused visualization of data. Whether you need to see the social performance of a single social account, remove older campaigns fr

social

Reporting - SES

Social - SES

Knowledge Base Article

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Getting started with reporting dashboard

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Search and Filter in Engagement Columns

Search and Filter functionalities in Engagement Columns help you quickly search and analyze billions of conversations on social media. Additionally, you can accelerate your speed to insights by performing an advanced search within the Engagement Columns.In this article, you will learn about how to p

Search in Engagement Columns

Engagement - SES

Engagement Columns

social

+3

Knowledge Base Article

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Search & Filtering

RS
WhatsApp Voice Calling by Customers (Inbound)

Your customers have the option to initiate calls to your business directly within the WhatsApp app. They can choose to use the Call option provided or engage via a Voice Call CTA button shared by the business in a template message.Agents utilizing Sprinklr can efficiently handle these calls through

Knowledge Base Article

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WhatsApp Voice Calling

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Debugging with Signalwire

In today's fast-paced digital landscape, effective communication is key to ensuring smooth operations and delivering exceptional customer experiences. When technical issues arise, having a reliable and efficient system for reporting and resolving them becomes paramount. Signalwire, offers a str

Service

Knowledge Base Article

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Signalwire

RS
Create a WhatsApp HSM Template for Inbound Voice Calling

Customers have two options to initiate a voice call. They can either click the Call button located at the top right corner of their WhatsApp screen or click the Call CTA button provided within the HSM template sent by the brand.​​To Create an HSM Template with a WhatsApp Voice Call CTA ButtonCreate

Knowledge Base Article

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WhatsApp Voice Calling

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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

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Using Cost & Rate Ads Benchmarks in Ads Manager Analytics

To Analyze Benchmarks in Ads Manager AnalyticsClick the New Tab icon. Under the Sprinklr Marketing - Advertising tab, click Ads Manager within Analyze.On the Ads Manager window, click the View and Edit icon alongside the desired Campaign.In the Edit window to the right, click Analytics from the far-

marketing

Knowledge Base Article

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Analyze Cost & Rate Benchmarks