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Prerequisites and Permissions for Ticket Management

Before using the Ticket Management module in Sprinklr, ensure the following prerequisites and permissions are in place:PrerequisitesThe Entity Studio (also known as Entity Manager) persona app is created for your account.The respective Dynamic Property (DP) is enabled for your account.Note: To enabl

Service

Knowledge Base Article

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Prerequisites and Permissions

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Enable Notifications: A Campaign Field has been updated

Create a Campaign Update rule to let users know regarding changes in properties of Campaign fields. Once the rule is enabled, all the campaigns satisfying the condition will have the selected actions initiated on it.An example Use case is shown below: An email notification is sent to the authors whe

marketing

Field Update

Custom Field Notifications

Update Notifications

+2

Knowledge Base Article

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Campaign Rules

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Kill Switch Rule

Manage the risk of PR crises with the ability to automatically stop publishing across various social channels by enabling the kill switch rule. Example use case shown below: As soon as the kill switch rule is enabled, all the messages getting published via Sprinklr will get recalled.How to set up Cl

marketing

Kill Switch

Rule Engine

Knowledge Base Article

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Pre-Publishing Rules

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How to Optimize Ads based on Performance using Paid Rules

This article will show you an example of setting up a Rule to monitor the performance of Facebook Engagement campaign. For more details of Paid Rule Use Cases, see here.​Go to Sprinklr Marketing (Ads) > Optimization > Manage Rules > Customer > Paid > Create New Rule​Firstly, we want t

marketing

Advertising

Paid Rules Engine

Knowledge Base Article

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Use Case Configurations

RS
Add Multiple Account Administrators with Multiple Authorization Tokens (LinkedIn)

Multiple authorization tokens enable multiple users to be recognized administrators for same LinkedIn account within Sprinklr. If one admin’s token becomes invalid—for any reason outlined in this article—the account remains active, allowing other authorized users to continue publishing and engaging

social

Knowledge Base Article

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Getting started

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Initiate Workflow Automatically on your Message

Create an initiate workflow rule to trigger workflows on all draft messages. This way you can automate the process of initiating workflows in bulk on messages based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the messages satisf

marketing

Workflow Engine

Rule Engine

Knowledge Base Article

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Draft Rules

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Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media

marketing

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

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Facebook & Instagram Ads Reporting Dimensions

Leverage this detailed list of all Facebook and Instagram dimensions available in Sprinklr's Ads Reporting to gain more insight into your Facebook and Instagram Ads. Given below is a list of all Facebook and Instagram dimensions, along with their descriptions.Dimension NameSprinklr Dimension Na

marketing

20.10

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Reporting & Analytics

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Instagram as a Benchmarking source

Instagram is a photo and video-sharing social networking service that allows users to upload media that can be edited with filters and organized by hashtags and geographical tagging. Posts can be shared with publicly or preapproved followers. Users can browse other users' content by tag and loc

Sprinklr Insights

26.1

Insights

Instagram Data

+2

Knowledge Base Article

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Instagram

RS
Manage SMS Distributions and Access Distribution Reports

The Distribution Record Manager offers a centralized view to create, manage, and monitor your SMS distributions. You can easily track key metrics, edit existing distributions, and analyze performance data, all in one convenient location.Business Use CasesStreamlines the method of distributing survey

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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SMS Distribution

RS
User Platform Activity Report

The User Platform Activity Report shows detailed information about the entire user activity, including dashboard usage, user updates, account, password, Macros, post usages, and edits. It provides an in-depth view of the activity the agent is performing on the platform apart from the other day-to-da

Service

Knowledge Base Article

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Detailed Report Glossary

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Macro Extract

This documentation outlines the extract capturing macro usage activity within digital case interactions. The Macro Extract provides event-level records reflecting each instance where a macro is applied to a case in the platform.Each row represents a specific macro application event, capturing the as

Knowledge Base Article

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Digital Data Extracts

RS
Data Connector Activity Log

The Activity page in the Unified Data Connector provides a comprehensive list of all edits made to a connector after its creation. It offers detailed, record-level information on modifications and helps track the connector's configuration and execution history.Activity Page - An OverviewThis page pr

marketing

Insights

social

Service

Knowledge Base Article

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Monitoring Data Connector Activity

RS
Terms and Conditions in Sprinklr

Overview The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met. This feature is especially useful for enforcing user acknowle

social

Social - SES

Governance - SES

Knowledge Base Article

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Others

RS
Survey Response Details Report (Separate Dimension)

The Survey Response Details Report (Separate Dimension) provides comprehensive details of customer responses to survey questions. It includes basic information about the associated Case, such as sentiment, agent details, and last message details. Each question is presented as a separate Dimension, w

Service

Knowledge Base Article

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Detailed Report Glossary

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Respond To Facebook Comments

You can respond to a brand/fan comment as a private message and keep track of the conversation. Here we cover steps to both respond and then later view these private conversations in engagement dashboards.Respond to CommentsClick the New Tab icon . Under Sprinklr Social, click Engagement Dashboards

social

Knowledge Base Article

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Reply from Engagement dashboards

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Create a Column For External Mentions

External Facebook Mentions, mentions of the Brand that were not posted to the Brand's Facebook Wall, can now be fetched from the external Facebook profiles or pages. This article explains how you can view all these external mentions of your brand, using engagement dashboards.StepsClick the New Tab i

Service

Knowledge Base Article

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Engaging on Facebook

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Post-Publishing Rules

Post Publishing Rules apply to outbound messages upon publishing. You can use Post Publishing Rules to automatically apply properties to a message, to send an email notification to other Sprinklr users, or to apply properties to the recipient of the outbound message. If a Post Publishing rule is set

marketing

Rule Engine

publishing

Knowledge Base Article

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Post-Publishing Rules

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Enable Smart Responses

Enabling Smart Responses for your brand allows agents to leverage AI-driven suggestions to enhance response efficiency and consistency. By activating this feature, customer care teams can receive real-time, contextually relevant response options, saving valuable time and improving overall service qu

Service

Knowledge Base Article

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Smart Responses

SH
Conversation Screen Footer

You can customize the footer of the Live Chat conversation screen to meet your requirements. You can add a disclaimer or information card, add a persistent menu, set the character limit for responses, add message placeholder text, and more.Enable BannerYou can add a banner to the Conversation screen

26.1

Sprinklr Service

20.7.1

Service

+2

Knowledge Base Article

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Conversation Screen