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SH
Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

marketing

Rule Engine

publishing

Knowledge Base Article

 • 

Pre-Publishing Rules

SH
Initiate Workflow Automatically on your Media Assets

Creating an initiate workflow rule allows you to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media

marketing

Workflow Engine

Rule Engine

initiate workflow

Knowledge Base Article

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DAM Rules

SH
Initiate Workflow Automatically on your Request

Create an initiate workflow rule to trigger workflows on requests received via request forms. This way you can automate the process of initiating workflows in bulk on requests based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all th

marketing

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request Rules

SH
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

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

SH
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

marketing

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

RS
Configure Custom Fields for Advocacy

Sprinklr's Custom Fields can be used to segment your advocates within Advocacy Marketing. When screening for advocates, screener questions can be utilized to help determine which potential advocates should be approved based on their answers.Note: Use of this feature requires that Advocacy Marke

Advocacy

Custom Fields

Advocacy - SES

social

+2

Knowledge Base Article

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Enablements

SH
Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

PM_POPULAR_2

marketing

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

RS
Email ID and Password Login to Advocacy

The advocacy platform administrators can enable users to access the platform by allowing them to sign up and log into the advocacy platform with email and password. This new login method offers the added security feature of two-factor authentication and supports the use of reCAPTCHA, which effective

Advocacy

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Log into the Advocacy Site

RS
Change Users’ Properties in Advocacy

Users while being active on the advocacy site have different user statuses and so have different roles and permissions. These states include the following and are governed by status field: Screener Pending  Pending  Approved (based on whether the approved user is an advocate or an admin, his roles v

Advocacy - SES

social

Social - SES

Knowledge Base Article

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User Management

RS
Approve/Reject Users in Advocacy

In Sprinklr advocacy site after a user fills in the screener question, his status changes to pending and the admin gets a request to either approve the user or reject it.  Advocates that are already a part of the Advocacy community are the Approved users.  Approved users can be given access to the w

Advocacy - SES

social

Sprinklr Social

Social - SES

+2

Knowledge Base Article

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User Management

RS
Favorite Projects

OverviewYou can mark your most used or important Projects as Favorites for ease of access. Doing this pins these Projects to the top of your Portfolios window where you can navigate to them more easily. There are two ways of marking a Project as a Favorite. You can do it through the Portfolios windo

PM_PORTFOLIOS_2

marketing

PM_GENERIC_2

Knowledge Base Article

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Manage Projects

RS
Understanding Roles and Permissions 

In establishing robust Advocacy programs at scale, a dedicated team of administrators, publishers, and analysts plays a pivotal role.This document introduces the strategic approach of assigning On-Site Roles and Permissions tailored to each admin, publisher, and analyst, ensuring precise and empower

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Site Admin Roles and Permissions

RS
Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

PM_PORTFOLIOS_2

marketing

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Projects

RS
Embed Advocacy Intranet Widget in MS SharePoint

Sprinklr allows you to view and discover advocacy content from your SharePoint intranet. This integration connects the Sprinklr Advocacy product to Microsoft SharePoint. Unify the advocates' experience by enriching, deflecting, and triaging appropriate interactions on modern channels to SharePo

Advocacy - SES

social

Sprinklr Social

Social - SES

+3

Knowledge Base Article

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Integrations Enablement (Advocacy)

RS
Manage Naming Conventions: Share, Edit, Clone and Delete

Note: Sharing, Editing, Cloning and Deleting Naming Conventions require specific permissions. Contact your Workspace Admin if you do not have the required permissions. 1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions. ​

marketing

Knowledge Base Article

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Naming Conventions

SH
Introduction to Dynamic Video Templates

Why do you need video templates?Today videos have overpowered all other forms of content on social media platforms. Be it short-form videos like Facebook status videos, Instagram shorts, or long-form videos like Youtube videos, videos are everywhere. Businesses invest and depend on design agencies t

marketing

Knowledge Base Article

 • 

Video Templates in Sprinklr - Overview

SH
"Ad Media Type", "Ad Creative Type" & "Ad Creative Format Type" Dimension Details

If you wish to report on your ad performance based on the Media Type i.e. Image/Video present in your Ad or based on the Post Type i.e. Carousel, Collection, etc., or the different creative formats/customizations, you can use the following dimensions:Ad Media Type - This dimension will primarily dep

marketing

Knowledge Base Article

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Reporting on Ad Media or Post Type

RS
Grabbing User Lists in Bluesky

Sprinklr now enables you to import and view your Bluesky user lists in the engagement dashboard, allowing you to follow and interact with their posts. This integration enhances audience management by tracking relevant content and enabling direct engagement with users on the list.Steps to Grab User L

social

Knowledge Base Article

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BlueSky

RS
Bluesky Reporting Glossary

Post Insights MetricsMetricDescriptionBlueSky Post Total Likes The number of likes on your post. This is a lifetime value.BlueSky Post Total QuotesThe number of times your post was quoted. This is a lifetime value.BlueSky Post Total RepliesThe number of replies on your post. This is a lifetime value

social

Knowledge Base Article

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BlueSky

SH
Create Twitter Cards via DAM (Distributed)

This article will cover the steps and guidelines on how to create a Twitter Card via DAM, which adds rich media to tweets for more engagement and information, increasing click-through rates, driving website traffic and providing a better user experience for their followers.Steps to Create Twitter Ca

Twitter Cards via DAM (Distributed)

Create Twitter Cards via DAM (Distributed)

social

Social - SES

+1

Knowledge Base Article

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Publishing & Calendar (Distributed Admin)

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