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Scheduled Export CFM

The Scheduled Exports feature in CFM Analytics allows you to automate dashboard exports from your custom dashboards. You can set up recurring deliveries of reports in multiple formats, such as PDF, Excel, PNG, PPT, or CSV, so stakeholders receive insights at regular intervals without any manual effo

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

RS
Message Text Filter

Within Reporting Dashboards for the Outbound and Inbound post, at the dashboard level, there is a Message Text option available in the Filter bar. Whereas, a new dimension Message Text is introduced for widget text search. You can filter all your widgets that have a specific text by filtering on the

social

Reporting - SES

Social - SES

Knowledge Base Article

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Standard reporting dashboards

SH
Standard Dashboard for Ads Comment Analysis

Leverage Ads Comment Moderation Dashboard to monitor comments and get access to in-depth reports and mitigate risks related to people's reviews of your business and products.​To monitor and mitigate potential risk, a major portion of your advertising strategy would be focused on the content of

marketing

Ads Reporting

Ad Comment Moderation

Advertising

Knowledge Base Article

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Standard Dashboard for Analysis

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Macro Tool

The Macro Tool allows the AI Agent to execute predefined actions, automating tasks and streamlining workflows. Steps to Configure a Macro ToolFollow the steps below to configure the Update Properties Tool in AI Agent Studio:​1. Access the Macro ToolNavigate to AI Agent Studio from the Sprinklr Launc

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Automation Tools

RS
Campaign/Sub-Campaign Task Sheet Governance

OverviewTask Sheet Governance enhances the structure and control of campaign and sub-campaign tasks by assigning visibility, ownership, and create/edit permissions to the appropriate users or user groups. This framework ensures that tasks are managed securely and efficiently, strengthening overall g

marketing

New Article

20.10

Sprinklr Marketing

Knowledge Base Article

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Task Governance

SH
Task Rules

Task Rules can be created for all kinds of tasks and task types. Using the Task rules, you can assign or remove tasks based on Task Type, Task Status, Task Queue, Assignment Present or Asset Type. If a Task rule is set up and enabled, and the conditions are met then the action setup takes place.How

marketing

Task

Rule Engine

Knowledge Base Article

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Task Rules

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Post-Publishing Rules

Post Publishing Rules apply to outbound messages upon publishing. You can use Post Publishing Rules to automatically apply properties to a message, to send an email notification to other Sprinklr users, or to apply properties to the recipient of the outbound message. If a Post Publishing rule is set

marketing

Rule Engine

publishing

Knowledge Base Article

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Post-Publishing Rules

SH
Request Update Rules

Request Update Rules are initiated on a request that is updated. If a request rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.In the top right corner of the

marketing

Rule Engine

Requests

Knowledge Base Article

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Request Rules

SH
Compare Brand Performance dashboard

Social accounts help any brand to build and increase their brand awareness by sharing boosted or organic content and responding to fan comments thereby building a community of loyal customer base. Thus, it is really important for brands to analyze the performance of their social accounts, benchmark

Insights

brand performance

Benchmarking

Knowledge Base Article

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Standard Dashboards in Benchmarking

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Best Practices for the Google Analytics Ads Integration

What is the frequency of the Data Fetch of Google Analytics in Sprinklr?Data is updated in every hour in SprinklrCan I still have my data mapped to Ad Entities if I don't publish through Sprinklr Web Analytics?Yes, If you have unique identifier present in your Ads at any level. Sprinklr will be

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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How to Create and Use Ads Naming Conventions

​Naming conventions are an essential aspect of advertising, especially when it comes to organizing, tracking, and reporting campaigns. Using consistent naming conventions, advertisers can easily identify and sort through their campaigns, ad groups, and ads. This article provides a step-by-step guide

marketing

Advertising

Knowledge Base Article

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Configuration

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How to Apply Adobe Analytics and Google Campaign Manager (DCM) Tracking Together on Ads

Adobe Analytics and DoubleClick can be used together in a single workflow. Adobe Analytics is appended to the Web URL before sending to DoubleClick. Refer to Use Google Campaign Manager and Web Analytics Simultaneously for more information.

marketing

Knowledge Base Article

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Advanced Use Cases

RS
Activate Instagram Sharing in Advocacy

Starting with release 19.11.1, from 2nd December 2024, advocates will no longer be able to connect their personal Instagram profiles to the advocacy site. Due to a recent change from Meta, we are discontinuing the ability to connect and reauthorize Instagram personal profiles within Sprinklr Advocac

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Administration

SH
How to Create Ad Campaigns in Ads Manager

You can create campaigns for all social channels with a single click from Sprinklr Ads Manager. The Ads Manager provides you with quick access to the Ads Composer, where you can seamlessly build your ad campaign.​Note: Use of this feature requires that Sprinklr Marketing (Ads) be enab

marketing

Knowledge Base Article

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Ad Campaign Creation

RS
Setting Up Quotas

A Quota in survey settings sets a limit on the number of responses allowed from specific respondent profiles based on user-defined conditions. This helps ensure balanced and controlled data collection from targeted groups. For example, if a company wants to collect 500 responses from participants in

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Settings

RS
Getting Started with Reward Engine

This article provides a step-by-step guide to set up the Reward Engine on the Advocacy platform. From enabling gamification to making the Reward Engine visible to you, this guide ensures admins can configure the feature effectively and deliver a seamless experience. Pre-requisites Required to Set Up

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Getting Started

RS
Project Tabs in Production Dashboard

The Production Dashboards in Sprinklr now include project tabs, designed to enhance project visibility across portfolios. You can add project tabs to your dashboard, allowing you to manage and track projects across multiple portfolios in one place. This article explains how to add and edit project t

marketing

Knowledge Base Article

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Tabs Configuration

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Best Practices in Setting Up Hierarchical Reporting

The best practices are listed below:Define the Organizational Hierarchy ClearlyMap Out Levels: Start by defining the levels of hierarchy (for example, Organization > Region > Store > Team). Make sure these levels correspond to your organizational framework. Make sure there is a distinct col

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Hierarchical Reporting

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Respond To Facebook Comments

You can respond to a brand/fan comment as a private message and keep track of the conversation. Here we cover steps to both respond and then later view these private conversations in engagement dashboards.Respond to CommentsClick the New Tab icon . Under Sprinklr Social, click Engagement Dashboards

social

Knowledge Base Article

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Reply from Engagement dashboards

RS
React Native - v14.0.2

You can integrate Live Chat into your brand’s React Native mobile application to provide real-time chat support for your customers. Sprinklr offers a comprehensive Live Chat Mobile SDK to enable this functionality.Live Chat SDK VersionCurrent Release: 14.0.2Supported Versions: Starting August 2025,

Knowledge Base Article

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Older Versions