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Stop the Workflow on an Entity

Initiation of a workflow can be done from various areas of the platform. Workflows sometimes need to be stopped after initiation. You can also stop workflows manually from the Production dashboards, Editorial Calendar, Third Pane & Campaigns sections as well.To Stop a workflow manuallyClick the

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Stop Workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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Apply Macros in the Editorial Calendar

Macros can be configured in Settings and applied via the Editorial Calendar, Engagement Dashboards, or Production Dashboards to outbound posts. Macros are used to perform multiple actions on an entity with a single click. In the Editorial Calendar, you can -Perform bulk actions on multiple Messages

Editorial Calendar

marketing

Macros

Knowledge Base Article

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Bulk Updates

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Add a StopWatch

The stopwatch feature enables automatic completion of the task after which it is set up. The task will be finished automatically based on the time specified on the stopwatch. In a way, it pauses the workflow for an interval and then proceeds.To Add a StopwatchWhen you are in the Workflow Engine edit

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Workflow Components

Workflow Engine

Knowledge Base Article

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System Actions

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How do I enable / disable Future tasks

In this article, you will learn how to enable or disable future tasks on a workflow.To enable future tasksClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Workflow Engine within Produce.In the top right corner of the Workflow Engine window, click Create New Workflow.On the Cre

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Task

Workflow Engine

Knowledge Base Article

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Tasks

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Task Permissions

Go to Launchpad → Search → All Settings ​​→ Workspace RolesAdd the following permissions to the required role. Select All, if you would like to grant all permissions related to ‘Task’.TypeCategoryPermissionDescriptionContentTaskViewAllow users to view existing tasks.ContentTaskCreateAllow users to

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Task

Permissions

Knowledge Base Article

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Getting Started with Tasks

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UnDeploy a Workflow

To Undeploy a workflow:Undeploying a Workflow can be only done for deployed workflows. A disabled/undeployed workflow will not appear in the workflow options when you trigger a Workflow.Navigate to the Workflow Builder window, click the Deployed option in the top right corner, and select Undeploy.

undeploy a workflow

marketing

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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Create a Task Macro

Macros are used to execute multiple actions on an entity with a single click. You can apply task macros to tasks to take multiple actions the same way you can with other entity types. Macros allow you to create efficient task workflows, taking multiple actions on a task at once. While creating Task

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Knowledge Base Article

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Macros

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Apply Macros to take multiple actions on an entity

Execute multiple actions via saved configurations with a single click on various entities and bring efficiencies to your workflows.Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one

Apply Macros

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Insights

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Knowledge Base Article

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Macros

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Execute a Rule via Macro

Overview Sprinklr now allows Rules to be executed through a macro action. Using this feature, your saved Rules can be applied to messages by applying a macro. You can use this feature to apply On Demand Rules to messages. On Demand Rules, unlike standard Rules, do not run continuously and allow you

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Insights

article:howto

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Knowledge Base Article

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Macros

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Clone Macros

Overview Sprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macro

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Knowledge Base Article

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Macros

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Universal Search

Universal Search can help you quickly find and access all the entities of Sprinklr like Assets, Campaigns, Dashboards, Cases, Macros, Rules and Tasks, thus saving time in locating data that you want to view. You can submit a universal search using the Universal Search icon which is availab

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marketing

article:howto

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Knowledge Base Article

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Universal Search

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Universal Search: Use Tweet URL To Search Tweet on Sprinklr

You can display a Tweet by inputting Tweet URLs into Sprinklr Search Bar. This will fetch the Tweet and the information associated with it. After fetching, you can perform actions like share, reply, retweet, etc. on that Tweet as per your requirement.

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Input twitter URL

Insights

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Knowledge Base Article

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Universal Search

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Custom Fields Usage

OverviewThis article outlines how to view the usage of custom fields across the platform. This feature enables users to easily identify where a custom field is referenced, including within process workflows, voice campaigns, business rules, guided paths, and work queues.By providing clear visibility

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Insights

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Knowledge Base Article

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Custom Fields

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Campaign Autofill Rules

SummaryYou can create campaign autofill rules for auto-filling campaign properties. This rule pre-fills all the custom fields that are common to the Source and the Campaign. You can also use these rules to automate certain actions with respect to a campaign.How to Set-UpClick the New Tab icon and se

marketing

campaigns

rules

Autofill Rule

Knowledge Base Article

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Campaign Rules

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Campaign Update Rules

SummaryCampaign Update Rules are initiated on existing Campaigns. If a campaign update 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 and select Rule Engine under All Settings.In the top right corner of the Rule Engine wi

marketing

campaigns

rules

Campaign Update Rule

Knowledge Base Article

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Campaign Rules

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Sub-Campaign Rules

SummarySub-Campaign Rules are initiated only on newly created Sub-Campaigns. If a Sub-Campaign 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 and select Rule Engine under All Settings.In the top right corner of the Rule En

Conditions on Sub-Campaigns

Actions on Sub-Campaigns

Initiate Workflows on Sub-Campaigns

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Knowledge Base Article

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Sub-Campaign Rules

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Pre-select a Production Dashboard for a Campaign

How does it work? Navigate to the Rule Engine from the launchpad Create a draft rule within campaign rule ​​​User defines the Condition under “Conditions Applies To The Properties of Campaign”. Define the operator of the rule (the operation to be carried out when the rule is triggered

marketing

Knowledge Base Article

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Campaign Rules

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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

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Sub-Campaign Rules Actions

The following actions are available for users to select while creating a Sub-Campaign Rule-Sub-Campaign Rule — ActionsConditionDescriptionActions which are applicable for Sub-CampaignSet the actions on the sub-campaigns:ArchiveBrief TemplatesInitiate WorkflowSet Naming ConventionStatusShareStop Work

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Actions

Sub-Campaign

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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What are Pre-Publishing Rules?

Pre-Publishing rules are created to set Actions on post such as recalling a post, rescheduling to a future date, or to stop publishing any messages based on the condition setup. If a Pre Publishing rule is set up and enabled, and the conditions are met then the action setup takes place.How to set up

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Pre-Publishing Rules

rules

Rule Engine

Knowledge Base Article

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Pre-Publishing Rules