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SH
What is a Portfolio?

In this article we will discuss what is a portfolio, collaboration in portfolio management and how to get permission to create a portfolio. If you just wish to know how to create a portfolio, refer to the article Create a new portfolio. What is a portfolio? In Project Management a portfolio refers t

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PM_PORTFOLIOS_2

marketing

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Manage Portfolios

RS
Integration of Checklist with Approval Queues

Eliminate the risk of off-brand advertising with an automated QA Checklist. ​Campaign QA checklist serves as a crucial tool for verifying essential campaign details such as objectives, budgets, timelines, and ad types. By automating the verification process, you can enhance governance and streamline

marketing

ADS_CHECKLIST_POPULAR

Updated Article

26.4

+1

Knowledge Base Article

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Approval Queue Integration

RS
WhatsApp Template Comparison

You can compare HSM templates created for a WhatsApp Business Account (WABA) to evaluate their performance. By comparing templates, you can analyze key metrics such as send frequency, block-to-send ratio, and the primary reasons templates are blocked. These insights help you optimize template perfor

Service

Knowledge Base Article

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HSM Templates

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Managing Permissions for Hidden Attachments in Engagement

To protect sensitive information, such as account statements or content containing personally identifiable information (PII), the platform provides built-in controls to restrict access to certain attachments, including PDFs, screenshots, and other media files.This functionality helps organizations r

26.1

Engagement - SES

social

Sprinklr Social

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Knowledge Base Article

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Other engagement capabilities

RS
Guided Workflow - Secure Screen - Display Components

OverviewThis article provides an overview of the Secure Screen Node components in Sprinklr's guided workflows, focusing on the Banner and Description Text features. It highlights their key functionalities, customization options, and practical use cases for enhancing user experience and ensuring data

Service

Knowledge Base Article

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Guided Workflow Canvas

SH
Create an HSM Template for WhatsApp Business

​Note: WhatsApp Template Updates:Pause on WhatsApp Marketing Messages for US Customers: Effective April 1, 2025, Meta will temporarily halt businesses from sending marketing template messages to WhatsApp users with US phone numbers (+1 dialling code). Meta advises businesses to utilize utility, auth

Service

Knowledge Base Article

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HSM Templates

SH
Ads Exports Overview

Sprinklr’s Exports allows you to set up automated as well as customizable exports of your Ads Reporting, Ads Manager to keep your team informed. You can easily customize your export by selecting the file format, layout, and scheduling details. The supported file formats are PDF, Excel, PNG, PPT, HTM

marketing

Knowledge Base Article

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Overview

RS
Vanilla Forum - Overview

We are introducing an integration with Vanilla Forum, a customizable platform for building and managing online communities. This integration enables the management of discussions, comments, and community engagement directly within Sprinklr. You will now be able to interact with and moderate content

social

Knowledge Base Article

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Overview - Vanilla Forum

RS
Add an Ad Account (Distributed User)

Sprinklr supports Ad Accounts for Distributed Users for LinkedIn, Facebook and Twitter.Note:Use of this feature requires that Paid Media Advertising be enabled in your environment. To learn more about Paid Media Advertising, please contact your Success Manager.In order to advertise for Facebook and

Distributed User

Add Ads Accounts

social

Social - SES

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Knowledge Base Article

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Governance (Distributed User)

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Bulk Import Assets

Bulk upload enables you to import up to 1,000 assets in a single action, streamlining the process of building your content library. Assets can be added via a .zip file or through direct URLs, offering greater flexibility in how you manage your uploads. This functionality now supports Post assets acr

DAM - SES

social

Bulk import assets

Assets Bulk Import

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Knowledge Base Article

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Manage assets

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Configure a Vanity URL for Sprinklr or Custom/Branded Subdomain

A vanity URL is a unique web address that is branded for marketing purposes. It is easy to remember, share and can be used for publishing. Sprinklr supports two types of vanity URLs: Sprinklr Vanity URLs and third-party Vanity URLs which can be created with the pro domain of a URL shortener. Importa

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Enablements

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Add SSO as a Screener Question in Advocacy

With SSO setup, your employees are able to access advocacy platforms, but as a brand, there is no way for you to own user categorization that drives content visibility. So if you want to classify users into certain content categories, there is no way to do so. Going forward, you will be able to cate

Advocacy - SES

social

SSO as a Screener Question

Social - SES

Knowledge Base Article

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Enablements

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View Audience Activity Report for Email Marketing on Salesforce

Sprinklr allows you to view the audience activity reports for the sent emails on Salesforce. This capability helps your sales team be updated about any sort of marketing pitch that has been communicated with the customer or how the customer has reacted to the communication. So, this capability makes

marketing

Insights

article:howto

social

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Knowledge Base Article

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Marketing Cloud

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Download an asset

With the ability to download an asset, you can save assets from your Social Asset Manager directly to your device for review or update. You can even download them in bulk from the asset manager. This article helps with the steps to download single and multiple assets in bulk. Steps to download an as

DAM - SES

Download an Asset

social

Asset Download

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Knowledge Base Article

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Manage assets

RS
Engaging with TikTok Accounts

In the Engagement column on TikTok, you can select a post to interact with. Steps to Engage with a Post Choose the post you want to engage with from your preferred engagement column.The actions available for engagement are macros, assign, comment, archive, or more options (i.e., Channel actions and

social

TikTok Business

Knowledge Base Article

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Engagement in TikTok

SH
Why is Facebook important?

Facebook is a social media networking site that allows users to connect with friends, family, co-workers and others, including groups of people who share similar interests. Users can share pictures, videos, articles and opinions with their friends. Here, we explain few reasons on why brands should m

social

Knowledge Base Article

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Introduction to Facebook

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What Can Cause Pinterest Ad Accounts to Deactivate?

Sprinklr uses access tokens, which are provided by social networks, to connect to your social accounts. When an access token expires or becomes invalid, you must reconnect your social account to Sprinklr (see Re-Add a Deactivated Account in Sprinklr). Doing this generates a new token. Each social ne

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Sprinklr Service - Roles and Permissions

To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Care features, you need to assign the right permissions to their roles.In this article, you can find Care Permissions and their respective descriptions.To review the basics of adding users, see Add a User

Service

Knowledge Base Article

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Sprinklr Service Glossary

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Create a Shortened Link without Creating a Post

This article will explain how to create a shortened link in the Sprinklr platform without actually having to publish a post on the platform. This can be useful for clients who need a shortened link for Instagram or other social media channels they wish to post from natively. Why Use Shortened Link?S

experience:space

release:N-A

Custom Link

social

+9

Knowledge Base Article

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URL Shorteners

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Create a Shortened Link without Creating a Post

This will explain how to create a shortened link in the Sprinklr platform without actually having to publish a post on the platform. This can be useful for clients who need a shortened link for Instagram or other social media channels they wish to post from natively. Why Use Shortened Link?Shortened

experience:space

release:N-A

Custom Link

social

+9

Knowledge Base Article

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Shortened links

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