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Custom Fields Configurations

In this article, we will cover the different ways to configure custom fields in Sprinklr.Controlling Fields provide a level of organization, governance, and simplicity within Custom Field Management. Controlling Fields allow you to set the visibility of custom fields by a specific value. It can be c

experience:space

article:howto

Custom Fields

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Knowledge Base Article

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Custom Fields

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How to Choose the Right SDK for Your App

Selecting the right SDK for your app development can be a complex decision, especially with multiple frameworks and platforms to consider. Sprinklr offers a range of SDKs tailored to different development environments, ensuring seamless integration with your app. The right choice depends on your exi

Service

Knowledge Base Article

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Frameworks Overview

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Audit Trail for Custom Fields

In this article, we will get the steps to view audit trails for custom fields. Use cases for Audit trails for Custom Fields.Custom Fields can be applied to multiple assets used in many different ways in the Sprinklr platform - from establishing the workflow status of a message to categorizing your a

experience:space

social

product:engagement

devices:desktop

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Knowledge Base Article

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Custom Fields

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Write a note on an asset

Sprinklr provides you the ability to collaborate on assets with your team members using notes. You can mention other users for action needed. Adding notes on assets helps to improve visibility and optimize workflows. This article lists out the steps to write a note on an asset.Steps to write a note

DAM - SES

write a note on an asset

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Asset with a note

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Knowledge Base Article

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Manage assets

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Changeset Migration

Changesets provide a structured and reliable way to transfer configurations across environments. Typically, teams set up and validate features in development or staging, and once everything is verified, they promote those configurations to production using changesets.The following are supported by c

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

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Changeset Migration

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Edit custom field values

In this article, we will cover the steps to edit values for exisitng custom fields.​Impact of Editing custom field values​You can edit and update existing values in a custom field without breaking its connection with previous tags, filtering, etc. The updated values are reflected within the third pa

experience:space

Insights

article:howto

Custom Fields

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Knowledge Base Article

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Custom Fields

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Change a Custom Field's Asset Class

In this article, we will cover the different ways to configure custom fields in Sprinklr.After you've created a Custom Field, you can easily change the Asset Class associated to the Custom Filed. For example, if you created an Outbound Message and Campaign Custom Field and realized after you sa

article:howto

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stage:final

Knowledge Base Article

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Custom Fields

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User Data Retention​

IntroductionUser Data Retention—This feature drives value by aligning with GDPR Data protection standards, ensuring clients' confidence in their data’s strict privacy, and forging trust with Sprinklr within the European region.​User Data Retention automatically masks or deletes u

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Knowledge Base Article

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Others

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Community Management Persona App

Centralize your engagement and community management efforts by bringing in all your dashboards into the Community Management persona app. You can leverage the persona app overview page to get a top-level summary of how much people are engaging with your brand and your responses. This article detail

Community Management Persona App

Community Management

Engagement - SES

persona app

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Knowledge Base Article

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Community Management & Insights

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Terms and Conditions in Sprinklr

Overview The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met. This feature is especially useful for enforcing user acknowle

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Social - SES

Governance - SES

Knowledge Base Article

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Others

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

marketing

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Brand, Region, Country & Channel Type

marketing

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Configure Colours for User Availability Status on Sprinklr

Users set different statuses that can be configured as a custom field (User Availability Status). Sprinklr now allows you to set your preferred colors assigned to respective availability statuses.Each status entry in the custom field can be assigned a color, using a hex value or by using the color p

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Knowledge Base Article

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Others

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Target Metrics in Benchmarking

Within Benchmarking, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare actual performance of a metrics against a pre-set goal. It also helps you set targets and performs reporting to check whether the performa

Insights

Target Metrics in Benchmarking

Knowledge Base Article

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Advanced Concepts

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Support for Import of Voice Cases Using Single Case Format

In a Single Case File Format, a zip file contains an audio recording, and a CSV file containing the Metadata of that file. Here a single row contains a unique call id pertaining to a single recording.Note: For information on Multi-Case File format for Voice cases, refer Ingestion of Voice Cases.Guid

marketing

Insights

social

Service

Knowledge Base Article

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Supported Format for File Based Connectors

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Version History of a Dialogue Tree

OverviewIn our day-to-day activities, we often make changes to things without really remembering them. This is when the "Ctrl Z" feature comes in handy as a lifesaver if someone makes a mistake. Similarly, when we're working on dialogue trees, many people make lots of changes, and it becomes really

Service

Knowledge Base Article

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Dialogue Trees - Overview

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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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Actions on a Dialogue Tree

Before You BeginLearn how to create a Dialogue Tree.OverviewA dialogue tree is a logical design for a conversational journey. It defines the sequence of a conversation with a virtual agent based on the questions the bot asks and the various replies a user provides. There are several actions that can

Service

Knowledge Base Article

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Dialogue Trees - Overview

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Add an Infobip SMS Account

You can add an Infobip SMS account in Sprinklr to enable sending text messages directly from Sprinklr.Note: The Infobip channel supports adding multiple SMS accounts that share the same Sender ID. Each account is uniquely identified by its API key and Project URL. This allows every account to be cre

Service

Knowledge Base Article

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Infobip

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URL Shortener in Distributed

The URL Shortener is a tool that reduces the length of your URLs, making them more manageable and aesthetically pleasing. This feature is useful particularly for social media posts where character limits are a concern. When using the URL Shortener in the Publisher, your links will be automatically s

social

Social - SES

DST - SES

Knowledge Base Article

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Publishing & Calendar (Distributed Admin)