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SH
How to Apply Filters in the Ads Creative Library

In Ads Creative Library, using filters can help you find the assets that you need to see by selecting specific criteria that the content meets in order to be displayed. You can opt to filter the Paid Assets by channel, for example, to quickly change your view to see only Facebook Creative assets, or

marketing

Knowledge Base Article

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Apply Filters in the Creative Library

SH
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

SH
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

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

SH
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

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Columns in Tasks

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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

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Platform Basics

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View Reporting on Content Tones

Your outbound content will now be classified into different tones based on AI. With the help of our AI model, you can analyze the performance of your content categorized by these tones. This is done by creating a widget in the Reporting Dashboard. Our AI model will label outbound messages with prede

marketing

Reporting

Knowledge Base Article

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View Reporting on Entities

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Market Analytics

Market Analytics dashboard focuses on metrics such as Types of engagement by time and day, Types of engagement by channels, fan keywords, and Brand activity keywords. These metrics can be used to perform market analysis for various brands.You can access this dashboard by:Clicking the New Tab icon. U

marketing

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

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Smart Assist in Care Console

Agents can access the Smart Assist widget within Care Console, allowing them to efficiently address customer queries and ensure a consistent and high-quality customer experience. By utilizing the Smart Assist widget, agents have quick access to relevant recommendations, resources, and guidance, enab

Service

Knowledge Base Article

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Introduction

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Project Analytics

OverviewProject Analytics provide detailed insights into your Tasks at the Project level. You can use this feature to gain insights into task distribution across users and teams, analyze Project progress and identify trends affecting task progress. Managers can use Analytics to keep a bird’s eye vie

marketing

Knowledge Base Article

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Project Level Analytics

RS
Conversational Insights Column in Engagement Dashboard

You can configure Conversational Insights columns within Engagement Dashboards to view a stream of message content based on the conversation. You can also set additional parameters to further restrict the conversation-level data you see.Using a Conversational Insights column, you can monitor message

Insights

Knowledge Base Article

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Conversation Insights mentions in Engagement Dashboard

RS
Troubleshooting Jira Connector Common Issues

This page lists common issues you may encounter with the Sprinklr and Jira integration, along with their resolutions.Issue: You encounter this error: This user is already added to an application in client <client_name>.​Resolution: Ensure that the Jira user used for the integration is not alre

marketing

Insights

social

Service

Knowledge Base Article

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Troubleshooting and FAQs

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How to Sync Ad Account Data in Ads Manager

You can sync account data for a particular account to get the latest data. If there are multiple sync requests for an account in a time span of ten minutes, the latest ones are ignored.To Sync Account DataClick the New Tab icon .  Under the Sprinklr Marketing (Ads) tab, clic

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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TikTok Ads Reporting Dashboards

Users can view Tiktok data by making a custom dashboard or selecting an existing standard dashboard build for easy understanding.Using Custom DashboardClick the New Tab icon. Under the Sprinklr Marketing (Ads) tab, select Ads Reporting within Analyze.Create a reporting dashboard by clicking on Creat

marketing

Knowledge Base Article

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Reporting and Analytics

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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

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Strategy Groups Roles & Permissions

In advertising, roles and permissions are crucial for managing campaigns effectively and securely. In this article, you will learn about the different permissions available for Strategy Groups and their respective privileges for users having access to this module. Note: All Strategy Group permissio

marketing

Strategy Groups

Ads Reporting

Roles and Permissions

+2

Knowledge Base Article

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Strategy Groups

RS
Styling Survey: Styling in Default Mode

Survey Styling offers the ability to customize the visual design of your surveys by adjusting elements like backgrounds, fonts, buttons, and more. This level of customization helps align the survey with your brand identity while enhancing the overall respondent experience. The result is a more engag

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Styling

SH
Ads Creative Library Roles & Permissions

Ads Roles and Permissions for Ads Creative Library are crucial in managing organizational access efficiently. This article will explain in detail the permissions for the Ads Creative Library, outlining both enabling actions and restrictive measures to ensure effective campaign management.In this art

marketing

ads creative library

Roles and Permissions

Advertising

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Knowledge Base Article

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Ads Creative Library

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Pinterest Channel Capabilities and Limitations

Pinterest CapabilitiesCapabilitiesSprinklr SupportedNotesFor details on media recommendations, see Pinterest Media Recommendations.Change Profile PhotoNoAPI LimitationChange Board Cover PhotoNoAPI LimitationPublish PhotoYesPublish VideoYesPublish LinkYesEdit Board name and/or descriptionNoAPI Limita

social

Pinterest

Capabilities and Limitations

Knowledge Base Article

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Setting up Pinterest account in Sprinklr

SH
Advanced Use Cases of AI Creative Insights

Use case 1: Check which aspect ratio is performing better in a particular placementIn the creative elements tab, in the performance by aspect ratio widget, edit the widget to add a placement dimension which will give a breakdown of placement vs aspect ratioThis gives an idea of which aspect ratio is

marketing

Knowledge Base Article

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Advanced Use Cases

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