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How to Create and Use Ads Macros

​Macros in Sprinklr Marketing (Ads) streamline your workflow by allowing you to implement multiple changes across entities with a single click. You can create and save macros tailored to different ad entities, enhancing efficiency in campaign management. Automate manual actions instantly across mult

marketing

Advertising

Knowledge Base Article

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Configuration

RS
Creating Data Masking Templates

The Data Masking Templates feature enables you to create and apply predefined templates that automatically mask sensitive information in survey responses. These templates support compliance with data privacy regulations and help prevent unauthorized access to personal data. As an admin, you can easi

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Security Features

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Introduction to Security Features

Security features in the Customer Feedback Management system help safeguard personal data through automated sensitive data masking. This capability detects and redacts information like personal identifiers from survey responses across channels such as web, email, WhatsApp, and in-app. By applying ma

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Security Features

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How to Use Dynamic Image Templates in Catalog Ads

Get customized overlays and create versatile ads to show relevant content to potential users.Dynamic Image Templates allow advertisers to have customized overlays over their creative which increases the relevance of the content, in turn driving higher revenue. The overlays can be sourced directly fr

marketing

Knowledge Base Article

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Use Image Templates in Catalog Ads (Overview)

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Add Reddit Ad Accounts

Before You BeginThe Reddit Ad Account data availability outside Reddit is subjected to the whitelisting process from Reddit. Before Ad Account addition in Sprinklr users need to make sure that they are getting whitelisted through the process mentioned below.​To Add a Reddit Ad AccountClick the New T

marketing

Knowledge Base Article

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Setting Up Reddit In Sprinklr

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Subscribe to an Inbound Queue

OverviewYou can add yourself as a subscriber to Inbound Message queue type. If any message is added to the inbound message queue to which you have subscribed, then you will receive a notification. [New feature in v8.5]Ensure that the notification settings of Message Added to Queue under Inbound

marketing

Insights

article:howto

Service

+2

Knowledge Base Article

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Queue

RS
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

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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Dashboard-level filtering

Filtering reporting dashboards and widgets can help you get relevant data quickly and easily, allowing you to hone in on the information that you need to see for a more focused analysis. Whether you need to see the social performance of a single social account, remove older campaigns from the data y

Insights

apply filter

Dashboard level filtering

filter on dashboard

Knowledge Base Article

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Dashboard-level Filtering

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Tracking past assignments from reporting

Supervisors can use Sprinklr's powerful Care Reporting module for tracking details of any past assignment with respect to Agent or Work queue. In this article, we will learn about different reporting metrics and how to plot reporting widget for checking past assignments.Creating Past Assignment

Service

Knowledge Base Article

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Reporting

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Making Customer Calls at the Best Time (Call Optimization in Voice Campaigns)

Introduction Imagine calling a friend at the right time when they’re free and happy to chat. Businesses want to do the same with their customers. By picking the best time to call, they can: Make customers happierSave money​Increase likelihood of salesBoost call successGet better feedbackBetter agent

Service

Knowledge Base Article

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Scheduled Time to Call

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Brief Sections: Actions

OverviewSections allow you to better organize your Briefs and add elements like text, numbered or bulleted lists, media assets, tables and custom fields. Brief sections can be cloned, locked, reordered or deleted. You can also add padding, margins and borders to Brief sections. Clone Brief SectionsH

marketing

Brief

Knowledge Base Article

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Brief Template Components

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Reporting on Insights

You can generate reports on insights by utilizing Social Analytics and Standard Entity metrics and dimensions. Additionally, you can incorporate custom metrics, created during the configuration of insight groups, to further enhance the depth and specificity of your insights reports.Standard Entity G

Service

Knowledge Base Article

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Reporting

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Dynamic Record Manager - Configuration and Use

Before you BeginEnsure that a record for a custom entity is created in the Custom Entity Manager, with at least one entry, to display records. Additionally, you will have to configure a record in the Entity Manager and enable its view in the Persona App Manager.OverviewThe Record Manager serves as t

Service

Knowledge Base Article

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Entity Studio

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Navigate to Workflow Engine

There are two simple ways to navigate to  Workflow Engine, given you have Workflow Engine “View” permissions - From the launchpadOpen Sprinklr Marketing -> Marketing Tab -> Workflow Engine under Produce​You can also search for the Workflow Engine from the Search bar:

marketing

Workflow Engine

Knowledge Base Article

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Workflow Engine Basics

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Auto-Initiate Video Calls

In your Conversational AI bot, you have the option to incorporate a deflect node. This deflect node serves to redirect users from one social channel to Sprinklr Live Chat, where a video call is automatically initiated.​For example, if a user initiates a conversation on a social media platform but re

Service

Knowledge Base Article

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Additional Features

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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

marketing

Task

Permissions

Knowledge Base Article

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Getting Started with Tasks

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Reporting on Contact Drivers

You can create reports on Contact Drivers by using standard metrics and dimensions. Furthermore, you can integrate custom metrics available within the Social Analytics data source to enrich the comprehensiveness and precision of your Contact Drivers reports.Dimensions for Contact Drivers Analysis Re

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Reporting

RS
Add User(s) in Sprinklr (New Entitlement-Based Access)

Overview This article applies to Sprinklr customers using the New Entitlement-Based Access Model. ​This article walks Sprinklr Customer Admins through adding a new user using the updated user experience provided by Sprinklr's New Entitlement-Based Access Model. The flow is designed to make user acce

Knowledge Base Article

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Add User(s) in Sprinklr (New Entitlement-Based Access)

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Create a rule for Preferred Case Assignment by Agents

You can configure a rule to identify users who have engaged with a case in the past.Case Update and Case Creation rules can be configured with a condition to use Custom Fields to prefer an assignee. These Custom Fields can be created and used to identify users who have engaged with a case in the pas

Service

Knowledge Base Article

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Assignment Engine Use Cases

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Debug Using Reporting Dashboard

An agent not receiving cases refers to a situation in which a specific agent does not receive any case assignments despite new customer cases entering the work queue. This issue may arise due to factors such as incorrect routing configurations, agent capacity limits, or inactive status settings. Uni

Service

Knowledge Base Article

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Reporting