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Creating Programs, Sub-Programs and Surveys

Programs provide a structured way to organize and manage surveys at scale efficiently. By creating Programs and setting up Sub-programs within them, users can build a clear hierarchy that supports better organization, collaboration, and control. Surveys must be created within a Program or Sub-progra

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Creating Programs, Sub-Programs and Surveys

SH
Opt-Out of Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt-out of Messages in case they want to unsubscribe. You can remove the user’s profile permanently from the profile list and the user will not receive any future messages. This enables you to manage opt-out requests from your customers.Before You BeginYou need to c

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

WhatsApp Messages

Service

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Knowledge Base Article

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Unsubscribe List

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Add Annotations on graphs in Benchmarking dashboards

Annotations give you the ability to add annotations to certain charts. They are attached to the dates themselves so they can only be seen in a graph or chart where Date is the primary dimension. Once created, the annotation will appear as a small box on the graph that expands when hovered over. To a

Annotations

Insights

Annotations in Benchmarking

Knowledge Base Article

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Advanced Concepts

RS
Create a View Policy for Ticketing Workflow

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.A View Policy is a c

Service

Knowledge Base Article

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Create View Policy

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Telephony Outcome Retry Strategy

Business use caseWhenever outbound calling is done from a campaign, each call has different call outcomes. Based on the call outcomes, the admin tries to reach out to the customers again.Retry Strategy in SprinklrSprinklr offers an automated, configurable, and scalable Retry Strategy solution. Easil

Service

Retry Strategy

Voice

Knowledge Base Article

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Retry Strategy

RS
Reset Campaign Attempts on Segment Re-Entry

The Reset campaign attempts on segment re-entry checkbox introduces segment-level control over how campaign dialing behaves when leads exit and later re-enter a segment.By default, once a lead has been dialed in a campaign, it is treated as already dialed, and if it re-enters the segment, campaign a

Knowledge Base Article

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Segment-Level Control for Campaign Re-Attempts

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Outbound Voice Campaigns and Use Cases

Outbound Voice Campaigns refer to a planned series of outbound voice communication efforts aimed at achieving specific business objectives. Outbound voice campaigns are often used by businesses, organizations, or political campaigns to connect with customers, supporters, or potential voters.The purp

Service

Knowledge Base Article

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Introduction to Outbound Voice Campaign

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Dialer Permissions

Currently, the Dialer Status is managed through edit permissions, giving any user with edit access the ability to pause or shut down the dialer. Since dialers are directly responsible for managing outbound calling operations, this lack of restriction can cause unintended disruptions, operational dow

Service

Knowledge Base Article

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Dialers

RS
Voicemail Drop in Outbound Campaigns

In high-volume outbound calling, a significant number of calls go unanswered or are directed to voicemail. Earlier, agents either had to wait through voicemail prompts to leave a message or skip the process entirely. Then came Answering Machine Detection (AMD), where the system would either not offe

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Answering Machine Detection

RS
Marketplace Permissions

Before installing the Salesforce Connector, you must configure the necessary permissions to grant users appropriate access to the Sprinklr Marketplace. 1. Navigate to 'All Settings' From the Sprinklr Launchpad, go to All Settings. In the Platform Settings window, choose either: Workspace R

marketing

Insights

social

Service

Knowledge Base Article

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Prerequisites

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Snapshot Report on Campaign Performance

By utilizing the snapshot report on campaign performance within Care Reporting, you can gain access to comprehensive, half-hourly snapshots detailing campaign performance, enabling vigilant monitoring of progress and trend analysis. Additionally, you can conduct a thorough examination of lead distri

Service

Knowledge Base Article

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Campaign Performance Report

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Generate QR Codes for Survey

QR Code Distribution offers a convenient and user-friendly way to share surveys by allowing participants to scan a code and immediately access the survey. This method is especially effective in physical environments like events, retail stores, or public spaces, where quick and easy access is essenti

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Anonymous Survey Distribution

RS
Statistical Mode in CFM Copilot: Understand What’s Driving Your CX Metrics

Statistical Mode in CFM Copilot helps you move beyond surface-level metrics and understand the underlying drivers of your CX outcomes. Instead of only showing scores, it identifies why those scores exist by applying appropriate statistical methods to your survey data.Business Use CasesIdentify What

Knowledge Base Article

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CFM Copilot

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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

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Create a Gallery from User Generated Earned Content

OverviewCreating a Gallery for Owned Brand Content can be done in seven simple steps. Follow this step-by-step guide or go directly to an individual page below.  Create a Gallery (Earned Content)Product Catalog ImportSource PostsCurate ContentTag PostsDesign the experienceAdd your Web AnalyticsEmbed

experience:space

create a gallery from earned content

Display - SES

article:howto

+7

Knowledge Base Article

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Gallery

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Reporting of PII Masking

Note: This feature applies only to the Universal Message Masking template.You can now generate message-level reporting for the number of cases masked using the Masking Configuration in the Reporting Dashboard. This helps you evaluate template performance and test accuracy for debugging scenarios by

Service

Knowledge Base Article

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Masking Templates

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Create and Publish Bluesky Quote Post from Sprinklr

​Quoting posts on Bluesky allows you to share someone else's content while adding your own perspective. In this article, we will walk you through the steps to create and publish a Bluesky quote post from Sprinklr.​How to Create and Publish a Bluesky Quote PostOpen a new tab and navigate to Sprinklr

social

Knowledge Base Article

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BlueSky

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Update the status of the tasks in bulk

Want to update the status of multiple tasks at once? This is easily possible with the application and usage of macros. This is easily possible with the application and usage of macros. By defining your macro appropriately and applying it on tasks, users can change the status of the selected tasks in

marketing

Task

Status Update

Task Management

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Knowledge Base Article

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Advanced Task

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Create a Request Location Template for WhatsApp Business

Request Location templates contain body text and a Request Location button that users can tap. Tapping the button displays a location sharing screen which the user can then use to share their location. The location is returned as coordinates to Sprinklr once the user clicks to share the location . I

Service

Knowledge Base Article

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Request Location Templates

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Create A Column For X Mentions

Tracking X mentions is one of the most effective ways to measure your brand's presence on the network, as mentions of your brand indicate activity in specific communities. In this article, you will learn about how to create a column for X mentions.​Note: To see complete text of your mentions (m

social

Knowledge Base Article

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Engage with your fans