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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

marketing

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

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PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

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Knowledge Base Article

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Sharing and Access

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Types of Columns in Tasks/Projects

Project management offers a diverse range of column (field) types which can be added to your projects or tasks. The available field types are: Single Line Text Multi Line Text Number Attachment Checkbox Single Select Multi Select Date URL Email User Percentage CurrencyLet's discuss each one of

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Knowledge Base Article

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Columns in Tasks

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Customizing Warning Messages

Administrators can customize the warning message displayed above the reply box by utilizing the "Append Warning Message" action within Autofill rules. This functionality allows them to tailor the message according to their organization's unique communication requirements or policies.B

Service

Knowledge Base Article

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Publishing Functionalities

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Copy Properties from Draft to Asset

Create a Draft rule to automatically copy properties from the Draft message onto the Media Asset. This way users do not have to manually update the properties of assets and can automate this entire process by setting up the following rule. Once the rule is enabled, all the tasks satisfying the condi

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Draft Rules

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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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Copy Properties from Campaign / Outbound Message to Media Asset

Copy various campaign/outbound message properties from the campaign/outbound message level to the asset level by creating a DAM 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: Goal, Content pillar, Br

marketing

Rule Engine

Knowledge Base Article

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DAM Rules

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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

marketing

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

marketing

publishing

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

marketing

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Knowledge Base Article

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Platform Basics

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What are Views?

OverviewsViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. The details of Tasks/ Projects remain the same but different views allow you to visualize your work in different ways and parse the information differently. Some views, like Kanban are

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Knowledge Base Article

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Platform Basics

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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

marketing

Knowledge Base Article

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Manage Project views

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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

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Knowledge Base Article

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Project Tabs

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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

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Knowledge Base Article

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Task Sheet Advanced Use Cases

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Automating Sub Campaign Creation Using the Rule Engine

Overview You can automate the process of creating Sub Campaigns by specifying certain criteria or conditions under which Sub Campaigns can be created. You can set a start and end date for your Sub Campaign, give it a name, and set custom properties. You can also let the Sub Campaign inherit its prop

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marketing

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Sub-Campaign Rules

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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

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Guided Workflow Canvas

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Guided Workflow Screen Components - URL

OverviewThis is an extension of the text input. It also has a pattern for validation of the URL and a placeholder to show the end user the expected format of the URL.Various Fields in URL InputVarious Fields in URL ComponentAPI Name: The API Name is a unique identifier used to reference a particular

Service

Knowledge Base Article

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Guided Workflow Canvas

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Global Variables in Guided Workflows

​Global Variables are configurable values that can be defined once and reused across multiple workflows within a specific environment. They provide a centralized way to manage shared data, improving consistency and simplifying updates across workflows.​Key BenefitEfficiency: Define once, use everywh

Sprinklr Service

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Updated Article

Knowledge Base Article

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Global Variables