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Create and Manage Dependencies

OverviewYou can create Dependencies between interconnected or interdependent Tasks to better manage and visualize them. Dependencies allow you to manage complex projects more easily and stay aware of Tasks that are blocking or being blocked by other Tasks. Before adding Dependencies to your Project,

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Task Sheet Advanced Use Cases

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Confidential Messages

OverviewIf your marketing campaign includes sensitive content, you might want to restrict access and visibility for such Messages. For example, you may not want confidential or sensitive product information becoming available to people outside the product team, before launch. In such a scenario, you

marketing

Knowledge Base Article

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Content Creation

RS
Scheduler: Planner (Advocacy)

The 'Scheduler' feature on the menu bar present at the left of the advocacy site arranges posts published or scheduled by advocates in an easy-to-navigate calendar view. Advocates can even edit the caption of the posts or reschedule the posts that are scheduled to be published from the adv

Advocacy - SES

social

Sprinklr Social

Social - SES

+2

Knowledge Base Article

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End Users

SH
YouTube Capabilities and Limitations

In this article, we will cover the capabilities and limitations of YouTube within the Sprinklr platform.General CapabilitiesFunctionality Sprinklr SupportedNote​Update Cover Photo (One or more accounts at a time)​NoAPI LimitationCreate audience profilesYes YouTube CommunitiesNoAPI LimitationYouTube

social

Knowledge Base Article

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Capabilities and Limitations

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Referral in Facebook Messenger

Facebook Messenger allows you to create a link (M.Me links) that when clicked, the user will automatically start a conversation with your bot. The mechanism is very simple and effective when it comes to boosting your conversions. What’s more, it is a platform-independent solution, meaning that it wo

social

Service

Knowledge Base Article

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Customer Entry Points

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Step-by-step overview for an Email Marketing Campaign

In this article, you will learn the step-by-step overview of the entire process for running an Email Marketing campaign in Sprinklr. 1. Create a campaignCreate a campaign or modify the existing campaign to send it across to the segmented users.2. Importing leads into SprinklrGather valuable leads by

marketing

audience

Targeting

Email Marketing

+2

Knowledge Base Article

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Setting up Email Marketing 

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How to find Metrics within Reporting

Choosing the right metric to be plotted in a dashboard can be a challenging task. There are often many metrics to choose from, and selecting the wrong one can lead to inaccurate conclusions. Furthermore, the terminology used to describe metrics can be confusing, and it may be difficult to understand

social

Reporting - SES

Social - SES

Knowledge Base Article

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Getting started with reporting dashboard

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Email Archival via Webhooks

Data ingested from Social Channels and Platforms in Sprinklr can be archived to Enterprise Information Archiving Tools so that brands can have a Data repository for Governance and Compliance use cases. The Data remains secure in the necessary WORM-compliant systems. This ingested data can be convert

Integrations

Email

Insights

social

+3

Knowledge Base Article

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Integration Guides

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Transactions

Transactions are specific to Customer Feedback Management and are contained within a user profile, allowing you to document interaction data for particular events concerning your customers. By recording information about individual interactions at specific moments, transactions create a valuable and

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Audience Management

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How to build a widget in Media Monitoring & Analytics?

Learn how to create MM&A dashboard widgets in Sprinklr Insights to visualize data for multiple metrics in real-time.Media Monitoring & Analytics (MM&A) dashboard widgets are customizable widgets that you can add to an MM&A dashboard to visualize data. They allow you to engage with re

Insights

Knowledge Base Article

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Dashboard setup

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Ads Manager Find & Replace Macro

Sprinklr Macros within Sprinklr Marketing (Ads) can be used to make multiple changes to entities at once, creating efficiencies in your workflows. In this article, learn how it allows allows you to update the names of your Ads with ease, using intuitive find & replace functionality to update tex

marketing

Knowledge Base Article

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Advanced Use Cases

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Creating Instagram Partnership Ads using Partnership Ad Code

Partnership ads allow advertisers to run ads with creators, brands, and other businesses. The advertiser and partner accounts are featured in the ad’s header and the ads leverage signals from both accounts for improved ranking and incremental performance. By sharing an ad code, an advertising p

marketing

New Article

20.10

Sprinklr Marketing

Knowledge Base Article

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Facebook and Instagram Partnership Ads

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What Can Cause LINE 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 and FAQs

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Automate Twitter Feedback Cards

You can automate the process by which Twitter Feedback cards are sent to your followers. Automating Twitter Feedback Cards ensures consistency in your requests for feedback and will save time for your Customer Service team.Once Feedback is given, users will have the option to Tweet their experience,

social

Service

Knowledge Base Article

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Automated interaction with customers

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Newsletters FAQs

Below are some of the frequently asked questions about Newsletters –Note: Newsletter can not be sent from the Sandbox/Staging Environment.No. It is a separate product and available to be purchased separately within Sprinklr’s Sprinklr Insights product family.Can I send newsletters from Sprinklr?Yes,

Insights

Knowledge Base Article

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FAQs

RS
Survey Builder Overview

With the Survey Builder module, you can create fully customized surveys using a wide range of pre-built templates and an extensive template library. Whether you choose a template tailored to your needs or build a survey from scratch, you’ll have complete control over questions, themes, and branding.

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Builder Overview

RS
Global Variables in Guided Workflows

​Global Variables are configurable values that can be defined once and reused across multiple workflows within a specific environment. They provide a centralized way to manage shared data, improving consistency and simplifying updates across workflows.​Key BenefitEfficiency: Define once, use everywh

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Global Variables

RS
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

+2

Knowledge Base Article

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Other engagement capabilities

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Onboarding Module

The onboarding module provides a guided tour of the key Listening functionalities within the Social Listening Persona App. During the tour, first-time users will be taken through the following pages – Quick SearchTopicsThemes Listening DashboardsAlerts & Reports, andAdvanced AI capabilities like

Listening Persona App

Onboarding Module

Insights

Social Listening

Knowledge Base Article

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Onboarding Module

SH
Customize the Start Day of the Week in Editorial Calendar

You can customize the start day of the week in Editorial Calendar as per your requirements as the week in different geo-locations starts on different days. For example, in the US, the week starts on Sunday and in Europe, the week starts on Monday. Customizing the week's start day will enable yo

Editorial Calendar

marketing

Knowledge Base Article

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Calendar Views Customization