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Two-Factor Authentication for New User

You can add a second layer of security to your Sprinklr accounts using the Two-factor authentication. Once this is added, users will have to enter TOTP (Time-based One-Time Password) in addition to their username and password. Follow the steps mentioned below to set up 2FA in Sprinklr for a new use

social

Knowledge Base Article

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Advanced Capabilities

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Permissions required for executing Email Marketing Campaign

In this article, you can find what permissions are required to execute the different steps of an Email Marketing Campaign. Permissions for creating a CampaignTo create a campaign or modify an existing one, you will need the following permissions under:Setup > CampaignPermissions required for Audi

marketing

Permissions

Email Marketing

Roles and Permissions

Knowledge Base Article

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Setting up Email Marketing 

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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

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What Is the Ads Widget Library?

To Navigate to Widget LibraryClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.On the Reporting Dashboard, click Add Widget in the top right corner.NoteIf you are unable to find this option, click Enter Edit Mode in the top right corner to be

marketing

Knowledge Base Article

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Widget

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Create a Variable Definition at Customer Level

IntroductionUsing the Guided Workflow Manager you can define global variables at the customer level. This allows you to efficiently create, update, and manage global variables and the associated Groovy codes.Benefits of using Customer Level VariablesReduced Redundancy: By defining global variables a

Service

Knowledge Base Article

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Creating a Guided Workflow

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Create Reports and analyse the performance of an Email Marketing Campaign

Once you have sent out the emails, you might want to evaluate the engagement of the audience. Sprinklr provides you with the ability to measure audience activity and demand generation funnel via its Reporting dashboard. It helps you to have a detailed overview of sent, opened, and clicked emails, bo

marketing

Email Marketing

Email Reporting

Reporting

Knowledge Base Article

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Execute an Email Marketing Campaign

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How to Apply Volumatic Ads Benchmarks using Paid Rules

To Tag an Advertising Campaign via Rule EngineClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Manage Rules within Optimize.Click Create New Rule in the top right corner of the Rule Engine window.Follow th

marketing

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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Export Accounts

This article guides you on the steps to take export of your accounts. Accounts export can give a quick overview of all the accounts and their details. With this export, you can also perform quick analysis on specific fields for your accounts using Excel tools. StepsClick the New Tab icon. Under Plat

social

Knowledge Base Article

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Manage Accounts

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Create an X (formerly Twitter) Post

Sprinklr gives you a smarter way to manage your presence on X. You can leverage your X account in the best possible way using Sprinklr's social publishing tool which provides you key publishing functionalities to enhance the content you publish to X. It allows you to easily schedule and publish cont

social

Knowledge Base Article

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Publish to an X account

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Track Access to Call Recordings in Quality Management

In Quality Management (QM), users such as Quality Managers (QMs), supervisors, and administrators can listen to or download call recordings from the Case Analytics page, subject to their assigned permissions. However, without visibility into who accessed these recordings, organizations face potentia

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New Article

26.4

Knowledge Base Article

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Voice Analytics

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Campaign Update Rules

SummaryCampaign Update Rules are initiated on existing Campaigns. If a campaign update 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 and select Rule Engine under All Settings.In the top right corner of the Rule Engine wi

marketing

campaigns

rules

Campaign Update Rule

Knowledge Base Article

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Campaign Rules

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Engage with Direct Messages from TikTok Company Accounts to Profiles

IntroductionSprinklr enables brands to engage with direct messages (DMs) received from TikTok profiles. While TikTok Business Accounts cannot initiate conversations, they can reply to DMs sent by individual TikTok users. This feature supports efficient community engagement within Sprinklr’s Engageme

social

Knowledge Base Article

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Engagement in TikTok

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Standard Co-browse Configuration

Co-browsing in Live Chat allows agents to securely view the customer’s screen and assist them in real time. This feature enhances customer support by enabling faster issue resolution and providing more personalized guidance. This article walks you through the end-to-end process of configuring co-bro

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Co-browsing

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Navigate through the Persona Application

OverviewIn this article, we will talk about the different sections present in the conversational ai persona application.Let's BeginSwitch to the Conversational AI Applications tab where you can either create a new application or make changes to the existing ones.Click the desired application ca

Service

Knowledge Base Article

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Conversational AI Persona Application

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Track Channel Engagement on User's Posts

The Channel Engagement widgets give an overview of the performance of the content that is shared by the user on their social channels.  These widgets can help admins realize the amplified native engagement they are receiving on their brand campaigns by using Advocacy. These widgets can also help adm

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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Use Cases of PCI-Compliant Secure Forms

PCI compliance is used in a variety of industries and situations where sensitive payment information is collected stored, or transmitted. Some common use cases includeOnline RetailE-commerce websites must comply with PCI standards in order to accept credit card payments onlineHealthcareHealthcare pr

Service

Knowledge Base Article

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PCI Compliant Secure Forms

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Create reporting widgets to analyze WhatsApp pricing

Businesses using the WhatsApp Business Platform are charged per conversation, which includes all messages delivered in a 24 hour session.How It WorksConversations are categorized with one of the following categories:Marketing — Marketing conversations include promotions or offers, informational upda

Service

Journey Reporting

Knowledge Base Article

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Channel Specific Reporting

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Ads Reporting Suggestion Messages

In order to provide you great user experience, we have made certain enhancements in the Ads Reporting. We have enabled suggestion pop-ups that help you while creating ad widgets or ad dashboards in Sprinklr. These pop-ups will suggest you the caveats or limitations related to the metrics or dimensio

marketing

Knowledge Base Article

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Suggestion & Pop Ups

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Refining Surveys Using Survey Abandonment Report

The Survey Abandonment Report provides data on when and why respondents leave a survey before completing it. By monitoring abandonment rates at the question and page level, survey creators can identify challenging sections, understand issues with the survey experience, and develop effective solution

Sprinklr Insights

26.1

Insights

New Article

+2

Knowledge Base Article

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Survey Refining

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Configure Canned Response for Agent Copilot

Select the set of canned responses that will be available to train the Copilot. Only the chosen responses will be considered when generating suggestions or replies.​​​Follow these steps to add guided workflows: 1. Click the Configure button in the Canned Responses section. 2. Click the Add Cann

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Data Management