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SH
Autofill Rules - Conditions and Actions

The following conditions are available to for users to select while creating a Autofill Rule for messages / posts.Autofill Rule Conditions — DescriptionsConditionsDescriptionThe Channel Properties of the MessageSet the condition based on the following Channel properties:AccountAccount Owner User IDA

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

SH
Request Rules

Request Rules are initiated on a request that is created or updated. If a request rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.In the top right corner of

marketing

Rule Engine

Requests

Knowledge Base Article

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Request Rules

SH
How to Apply Ads Web Analytics to Existing Posts in Ads Composer

This article will cover the application of web analytics on an existing post.More and more brands are launching ad posts focusing on obtaining impressions and engagement and then turning these Ads into conversion ones. With the previous engagements, the costs tend to be lower when the ads are later

Paid Web Analytics

marketing

Web Analytics

tracking

Knowledge Base Article

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Apply Web Analytics to Existing Posts

SH
View Reporting on Content Tones

Your outbound content will now be classified into different tones based on AI. With the help of our AI model, you can analyze the performance of your content categorized by these tones. This is done by creating a widget in the Reporting Dashboard. Our AI model will label outbound messages with prede

marketing

Reporting

Knowledge Base Article

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View Reporting on Entities

SH
How to Apply Ads Web Analytics to Existing Posts in Ads Manager

This article will cover the application of web analytics on an existing post.More and more brands are launching ad posts focusing on obtaining impressions and engagement and then turning these Ads into conversion ones. With the previous engagements, the costs tend to be lower when the ads are later

Paid Web Analytics

marketing

Web Analytics

tracking

Knowledge Base Article

 • 

Apply Web Analytics to Existing Posts

SH
Guided Workflow - Secure Screen Node

OverviewThe Secure Screen Node is a specialized feature in guided workflows designed to enhance data security. It allows sensitive information, such as credit card numbers and personal identification details, to be transmitted directly to a PCI-compliant server, bypassing the Sprinklr platform entir

Service

Knowledge Base Article

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Guided Workflow Canvas

SH
Message Third Pane

In this article, you will learn about the Message Third Pane or the Message Details Pane.What is the Message Third Pane/Message Details Pane?The Message Third Pane provides a snapshot overview of the message and allows you to perform Quick Actions on it. Actions available may vary depending on the t

marketing

Third Pane

Message

publishing

Knowledge Base Article

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Message Third Pane

SH
Create Language groups for your message

In this article, you will learn how to create language groups to quickly translate all your messages into languages of your choice instead of selecting all languages individually every time you create localized copies.How to create a Language Group?Navigate to the Localized Copies tab in the Advance

marketing

Language Groups

Knowledge Base Article

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Content Localisation

SH
Create a Message Idea

Learn how to create Message Ideas which are content placeholders that do not require full message details such as the actual message content, details, and targeting. Create Message IdeaIn the top right corner of the Navigation Bar click the Publishing Options icon and select Create Message Idea from

marketing

Message Idea

publishing

Knowledge Base Article

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Content Creation

SH
How to Apply Dynamic Image Templates to Catalog-Based Ads

Leverage versatile, dynamic image templates to modify your product images whenever required without having to edit the entire product feed.Dynamic Image Templates give you the ability to incorporate desired changes in the product images in one or more product feeds without the need for editing and u

marketing

Knowledge Base Article

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Use a Applied DIT in Catalog based Ad

RS
Dependency Types

OverviewTask Dependencies allow you to better visualize and manage interconnected and interdependent Tasks. In complex projects with multiple moving parts, it's common to have Tasks that are dependent on each other such that one Task cannot be started or ended while other Tasks are still in pro

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

+1

Knowledge Base Article

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Dependencies

RS
Integrating Google Drive with Sprinklr

By integrating your Google Drive with Sprinklr, you can upload assets like documents, presentations, excel files, image, videos, and more, directly from your Google account to your Projects, Tasks, Campaigns, Sub-campaigns, Messages and Requests. To do this, you will need to authenticate your Google

marketing

Knowledge Base Article

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Google Drive and Sprinklr Integration

RS
Create and Manage Dependencies

OverviewYou can create Dependencies between interconnected or interdependent Tasks to better manage and visualize them. Dependencies allow you to manage complex projects more easily and stay aware of Tasks that are blocking or being blocked by other Tasks. Before adding Dependencies to your Project,

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

+1

Knowledge Base Article

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Task Sheet Advanced Use Cases

RS
Guided Workflow Screen Components - Same Screen Evaluation in Picklist

OverviewA picklist is an input field that enables you to select a predefined option from a drop-down menu. It allows for structured data selection, improving accuracy and consistency across workflows. Picklists can be defined in five ways: Using Variables – Customize options with a defined form

Service

Knowledge Base Article

 • 

Guided Workflow Canvas

RS
Guided Workflow Screen Components - Toggle

OverviewA toggle is a versatile user interface element that enables users to switch between two distinct states, typically "on" and "off" or "enabled" and "disabled." It functions like a switch, allowing users to easily activate or deactivate features or options within a workflow. Toggles are common

Service

Knowledge Base Article

 • 

Guided Workflow Canvas

RS
Guided Workflow Display Components - HTML Display

OverviewThe HTML Display option allows you to incorporate and customize additional content, enabling the creation of rich, visually appealing descriptions to enhance the guided workflow. You can use HTML tags within the designated section to format and style the content as needed.To make the individ

Service

Knowledge Base Article

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Guided Workflow Canvas

RS
Confirmed Appointment Node

​The Confirmed Appointment Node, available under User Communication Elements, allows Guided Workflows to automatically confirm appointments with users. Customers receive a confirmation link through their preferred communication channel, and the appointment is confirmed only after the user clicks the

Service

Knowledge Base Article

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Guided Workflow Canvas

RS
Guided Workflow - Secure Screen - Layouts

Overview The Layouts component is a powerful tool designed to organize and differentiate content effectively on the screen while optimizing space utilization. It includes features like a section divider to visually separate different segments for better clarity and flow. Additionally, it offers two-

Service

Knowledge Base Article

 • 

Guided Workflow Canvas

RS
Guided Workflow Custom Components - Custom App Widget

OverviewThe Custom App component in Sprinklr allows brands to seamlessly integrate third-party or external applications directly into guided workflows. These apps can be developed using the Custom Apps module available under platform settings (manage customer section)and then rendered within guided

Service

Knowledge Base Article

 • 

Guided Workflow Canvas

RS
Guided Workflow Custom Components - Loop Form

OverviewA loop form is a component that allows you to iterate over a set of fields dynamically, making it easier to manage processes involving multiple items. The loop form dynamically generates separate forms for each item in a process based on the number of items selected. This enables users to in

Service

Knowledge Base Article

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Guided Workflow Canvas

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