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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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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

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View a Workflow

After creating a Workflow, other users might need to view the workflow without accidentally modifying it. Users can do so by understanding how to access Workflow Engine and view the right workflow as needed.To View a WorkflowClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Wor

marketing

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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Assign task to a Specific User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

marketing

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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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

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

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How to navigate to Request Forms?

Go to Launchpad Select the Sprinklr Marketing tab.Switch to the Marketing section.Under the Plan section, select Request Forms. A list view of the existing request forms on the environment will be displayed. From this screen, you can create new request forms or manage existing ones. ​

marketing

Request Forms

Knowledge Base Article

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Navigating to Request Forms

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Search Tasks in Task Calendar View

OverviewYou can now use the search bar to search for Tasks in Task Calendar Views. ​The search results are highlighted on the Task Bars.Search Tasks1. Click the Search icon.  2. Enter the search term to search for Tasks that match it. You can click on the results to open the Task Overlay for that Ta

marketing

Knowledge Base Article

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Task Calendar View

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Dynamic Image Template Text Editor: Enhancements and Migrations

OverviewWe are excited to announce important updates to our Dynamic Image Template (DIT) system following the 19.8 deployment (August End Release). This update includes a transition from the old text editor to a new, advanced text editor. Below, you'll find details about the changes and how the

marketing

Knowledge Base Article

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Create and edit Dynamic Image Template

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How to Apply Dynamic Image Templates to Catalog-Based Ads

Leverage versatile, dynamic image templates to modify your product images whenever required without having to edit the entire product feed.Dynamic Image Templates give you the ability to incorporate desired changes in the product images in one or more product feeds without the need for editing and u

marketing

Knowledge Base Article

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Use a Applied DIT in Catalog based Ad

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iOS - v15.1.1

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Compatibility RequirementsEnsure that your setup meets the requirements listed below:Category Requirement Supported Version SDK Minimum iOS Version 15.1  Maximum Supported/T

Service

Knowledge Base Article

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Older Versions

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Ad Variant

PaidApiAdVariant SchemaField NameField TypeDescriptionSupported UpdateChange TypechannelIdStringIdentifier for the ad channelNidStringUnique identifier for the ad variantNnameStringName of the ad variantYNAMEstatusAdVariantStatusEnumStatus of the ad variantACTIVE, PAUSED, DRAFTYSTATUScreativeTypeStr

marketing

Knowledge Base Article

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Quora as a Benchmarking source

Sprinklr supports Quora as one of its multiple Benchmarking sources. Quora is one of the leading question-and-answer sites. Available as a firehose stream, Quora integration will enable the research community to leverage in-depth, expertly written content on a wide variety of companies, issues, and

Insights

Quora as Benchmarking source

Knowledge Base Article

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Sources in Benchmarking

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Universal Product Cart Report - Live Chat

The Universal Product Cart Report provides detailed insights into customer shopping activity, tracking metrics like cart status, creation and modification times, purchase completion, and discounts applied. It helps brands analyze purchase behavior, monitor cart statuses, and evaluate total purchases

Knowledge Base Article

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Live Chat Commerce

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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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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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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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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

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill 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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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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Create a New Portfolio

OverviewPortfolios are a collection of Projects sharing a common thread. Portfolios can be created by anyone with the Create Portfolio permission. You can create Portfolios through the Portfolios window. Create a Portfolio1. Navigate to the Portfolios window in Project Management by clicking the Por

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics