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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

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Set Task Queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task Rules

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Copy Properties from Campaign Request to Campaign

Create a Campaign Autofill rule to automatically copy properties from the Campaign Request onto the Campaign. This way users do not have to manually update the properties of Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condi

Autofill

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign 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: Brand, Region, Country & Channel Type

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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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

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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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

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Project Tabs

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

Knowledge Base Article

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Task Sheet Advanced Use Cases

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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

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Notification Preferences for Project Management

In project management, you can choose which notifications you want to receive and where you want to receive them. The following table describes the types of notification you recieve in project management tool.Notification TypeDescriptionTask assignedNotifies you when a task is assigned to youTask un

PM_POPULAR_2

PM_FAQ_2

PM_GENERIC_2

Knowledge Base Article

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Notifications

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Apple Business Chat (ABC) - Templates

Before you start You can find the complete API documentation for the Asset Templates on this link.Navigating to Omni Channel Templates in the Asset Manager1. To navigate to create asset page in the Digital Asset Manager (DAM), follow Steps 1-2 in the Knowledge Base Article (Creating an Asset)2. Sele

Knowledge Base Article

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Service Channels

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Filters and Filter Groups in Task Views

OverviewFilters and Filter Groups enable you to sort and filter Tasks based on specific criteria. When viewing large or complex Projects with multiple Tasks, you can use Filters to view only relevant Tasks and minimize confusion. You can filter Tasks based on status, priority level, custom fields, o

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

PM_TASK_KANBAN_VIEW_2

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Knowledge Base Article

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Manage Task Views

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Color Coding in Task Calendar View

OverviewColor coding helps with data organization and visualization. You can highlight important information and streamline data for analysis and communication. For example, you can use different colors to represent completed, in-progress, or not-started Tasks. You can color-code your Tasks in Cale

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

Knowledge Base Article

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Content Variants

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Opt-out of WhatsApp Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt out of WhatsApp 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

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

WhatsApp Messages

Journey Facilitator

Knowledge Base Article

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Opt-Out of WhatsApp Messages

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Journey Elements - Actions and Conditions for all your Marketing use-cases

Actions and Conditions are the building elements of a customer journey flow. Arrange different actions and conditions in a way that the customers move along the mapped path to achieve the journey goal.Journey Elements - Actions and ConditionsSend Message: This action element sends a message on the m

Journey Facilitator

Customer Journey

Actions in Journey

Knowledge Base Article

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Journey Conditions and Actions

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Add Audience Profiles for Email Marketing, SMS and WhatsApp

In this article, you will learn how to add Audience Profiles by importing an Excel Template for Email Marketing, SMS and WhatsApp.Downloading the Excel Template:Click the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, then click Audience Profiles within Publish.​On the

whatsapp

SMS

Email Marketing

Journey Facilitator

Knowledge Base Article

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Add Audience Profiles

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Deploy End to End Email Marketing, SMS and WhatsApp Journeys

In this article, you will learn how to create customer journeys for the Email Marketing, SMS, and WhatsApp channels using Journey Facilitator along with the end to end overview of the steps required to set up your Journey. Follow these steps to create, deploy and analyze your journeys in Sprinklr.Jo

Journey Facilitator

Knowledge Base Article

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Create and Deploy Journeys

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Create an Email Marketing asset to be used in Journeys

In this article, you will learn how to create email marketing assets to be used in Journeys.Creating Email Marketing Content Template:Using the Template Builder, marketers can create responsive templates by adding components using its drag-and-drop feature. These templates help save a lot of time an

Email Marketing

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys

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Create WhatsApp DM asset to be used in Journeys

In this article, you will learn how to create WhatsApp DM assets to be used in Journeys.Create a WhatsApp DM template in DAMClick on the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, click on Digital Asset Management within Plan.Click Create Asset in the top right corn

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys