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Initiate Workflow Automatically on your Media Assets

Create an initiate workflow rule 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 assets satisf

marketing

assets

Workflow Engine

initiate workflow

Knowledge Base Article

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Automate your Workflow

RS
Entity Specific Settings for Email

Options unique to Email are displayed on the Entity Specific Settings screen when you select Case (System entity) in the Entity Selection screen, and Email from the Account Type dropdown in the Entity Specific Settings screen. This guide is a walkthrough on the different fields that you can view, an

marketing

Insights

social

Service

Knowledge Base Article

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Entity Specific Settings for Email

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Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

marketing

Knowledge Base Article

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Tasks

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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

SH
Tasks Third Pane - Activity

Sprinklr allows you to track the activity on a task via the tasks third pane.How it worksOpen the My Tasks Dashboard via Production Dashboards. Open the third pane of the task you would like to check the activity on.Go to the activity tab, where you can see the trail of activities or actions taken

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks

SH
Control Visibility of your Workflow

After creating a Workflow you might also want to share your Marketing Calendar Boards with other users or restrict their visibility to prevent any changes from being made to it without authorization. The Share options allow users to do this. Users can do so by understanding how to access Workflow En

Visibility Control of Workflow

marketing

Hide Workflow

Workflow Engine

+1

Knowledge Base Article

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Workflow Actions

RS
Smart Comprehend Features and Functionalities

This article outlines key features and functionalities of the Smart Comprehend module. Recommending Language-Variant Articles Based on Agent Platform LanguageSmart Comprehend supports recommending knowledge-base article variants based on the agent’s platform language, even when the case language is

26.1

Sprinklr Service

New Article

Service

Knowledge Base Article

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Smart Comprehend

RS
Apply Compliance Policy for a Case

After creating a compliance policy, you need to apply it to your cases. This can be done through the following steps:For Outbound Calls:Select the compliance policy you want to apply to all calls dialed from that specific dialer.For Inbound Calls:Select the compliance policy you want to apply to all

Service

Knowledge Base Article

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Compliance Manager

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Create Volumetric Alerts in Benchmarking

An effective early warning system triggers alerts when a pre-defined specific threshold criterion is met. ​The new Benchmarking alert module covers alert configuration for all the data powered by the Benchmarking data source. The key sections of the alert form in Benchmarking module are explained be

Insights

Create Volumetric Alerts in Benchmarking

Knowledge Base Article

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Alerts in Benchmarking

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Quora as a Benchmarking source

Sprinklr supports Quora as one of its multiple Benchmarking sources. Quora is one of the leading question-and-answer sites. Available as a firehose stream, Quora integration will enable the research community to leverage in-depth, expertly written content on a wide variety of companies, issues, and

Insights

Quora as Benchmarking source

Knowledge Base Article

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Sources in Benchmarking

SH
Add Annotations on graphs in Benchmarking dashboards

Annotations give you the ability to add annotations to certain charts. They are attached to the dates themselves so they can only be seen in a graph or chart where Date is the primary dimension. Once created, the annotation will appear as a small box on the graph that expands when hovered over. To a

Annotations

Insights

Annotations in Benchmarking

Knowledge Base Article

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Advanced Concepts

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Automating Sub Campaign Creation Using the Rule Engine

Overview You can automate the process of creating Sub Campaigns by specifying certain criteria or conditions under which Sub Campaigns can be created. You can set a start and end date for your Sub Campaign, give it a name, and set custom properties. You can also let the Sub Campaign inherit its prop

26.1

marketing

Updated Article

Sprinklr Marketing

Knowledge Base Article

 • 

Sub-Campaign Rules

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

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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

 • 

Request Rules

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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

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill 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

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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

marketing

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

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Troubleshooting Rule Engine via Sprinklr Support

How do I navigate through errors in Rule Engine?Step 1: Go through the list of Articles to understand if any of these can help you understand the root cause for your error. The Configuration & Setup section can help you the best in this scenario.Step 2: If you’re not able to utilize our existing

marketing

Troubleshooting

Rule Engine

Knowledge Base Article

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Troubleshooting & FAQs

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Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

marketing

publishing

Autofill Rule

Knowledge Base Article

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Autofill Rules