Can't find what you're looking for?

Ask a question

Relevance
Selected Relevance

Category

Published Date :

Lifetime

Selected Lifetime

Conversation Type :

Posts

Selected Posts

Search Results (5.8K)

SH
Add a Haptik Account

Haptik is an Intelligent Virtual Assistant solution that enhances customer experience and drives ROI for different brands. By adding your Haptik account directly into the platform, you can extend your brand's audience and engage with even more users from a single, unified platform. Once Haptik

experience:space

article:howto

Haptik Account

Haptik Client Name

+5

Knowledge Base Article

 • 

Haptik

SH
Haptik Capabilities and Limitations

In this article, you can find details about the capabilities and limitations of Haptik within the Sprinklr platform.Haptik Capabilities and LimitationsFunctionality Sprinklr Supported EngagementView all ConversationYesReply to a MessageYesReply with a Text MessageYesReply with an Image MessageYesDel

experience:space

article:howto

Haptik Account

Haptik Client Name

+5

Knowledge Base Article

 • 

Haptik

SH
TikTok Split Testing

Split test, commonly referred to as A/B testing, allows you to test two different versions of your ads to determine which one performs best and optimize future campaigns. You may have a hypothesis that one creative will perform better than the other. You can use Split Test to keep the other variable

Split Testing

Knowledge Base Article

 • 

TikTok Advanced Capabilities

SH
Add Multiple Conversion Locations to a Facebook Campaign

Promoted Object describes the object an ad set is promoting, such as a Page or App. In Sprinklr Ads Composer, you can add multiple promoted objects to your Facebook campaign. This will create separate Ad Sets for each promoted object. You can view and add different targeting and creatives for each p

Knowledge Base Article

 • 

Create Facebook Ads

SH
How to Bulk Edit Ad Campaigns in Ads Manager

Once you have created multiple campaigns within Sprinklr, you can bulk edit the saved campaigns. The bulk edit option will enable you to edit details of multiple campaigns, even when the fields are different or values are mixed.​To Bulk Edit Campaigns in Ads Manager1. Click the New Tab icon . Under

Knowledge Base Article

 • 

Ad Campaign Management

RS
Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

 • 

Project Tabs

RS
Stack by Field in Kanban View

OverviewThe Kanban view is useful for visualizing and optimizing workflows. It’s designed to maximize efficiency and accurately visualize the flow of tasks. Kanban boards organize tasks by using stacks. Stacks are a group of tasks, in card format, that are stacked under particular fields based on ei

PM_TASK_KANBAN_VIEW_2

PM_GENERIC_2

Knowledge Base Article

 • 

Task Kanban View

RS
Project Analytics

OverviewProject Analytics provide detailed insights into your Tasks at the Project level. You can use this feature to gain insights into task distribution across users and teams, analyze Project progress and identify trends affecting task progress. Managers can use Analytics to keep a bird’s eye vie

Knowledge Base Article

 • 

Project Level Analytics

RS
Create Project Views

OverviewTask and Project Views allow you to visualize your work according to your needs. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. For a more detailed look at views and how to use

Knowledge Base Article

 • 

Manage Project views

SH
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

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

 • 

Autofill Rules

SH
Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

publishing

Autofill Rule

Knowledge Base Article

 • 

Autofill Rules

SH
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

Rule Engine

Autofill Rule

Knowledge Base Article

 • 

Autofill Rules

SH
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

Task

Task Rule

Rule Engine

Knowledge Base Article

 • 

Task Rules

SH
Copy Properties from Campaign Request to Campaign

Create a Campaign Autofill rule to automatically copy properties from the Campaign Request onto the Campaign. This way users do not have to manually update the properties of Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condi

Autofill

campaigns

Rule Engine

Knowledge Base Article

 • 

Campaign Rules

SH
Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

campaigns

Rule Engine

Knowledge Base Article

 • 

Campaign Rules

SH
Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign 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: Brand, Region, Country & Channel Type

Rule Engine

Knowledge Base Article

 • 

Sub-Campaign Rules

SH
Add Campaign Brief Template

SummaryAdd Brief templates to all the Campaigns directly without any manual effort by creating a Campaign Rule.Example Use case shown below: If the status of the campaign is approved, then the “sample campaign Brief” is automatically attached to the Campaign.How to Set-UpClick the New Tab icon. Unde

Add Campaign Brief Template

Knowledge Base Article

 • 

Campaign Rules

SH
Project Attachment Tab

The project Attachment tab is the go-to place for all project-level and task-level attachments. It can be found in the bar at the top of the task sheet view, among all the other project tabs. ​  How do we add attachments to the project and tasks?  Task Attachments: These are att

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

+1

Knowledge Base Article

 • 

Project Tabs

RS
Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

Knowledge Base Article

 • 

Task Sheet Advanced Use Cases

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

PM_GENERIC

PM_POPULAR

Knowledge Base Article

 • 

Platform Basics