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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

marketing

PM_TASK_TIMELINE_VIEW

PM_TASK_SHEET_VIEW

PM_TASK_KANBAN_VIEW

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Knowledge Base Article

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Sharing and Access

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WhatsApp outbound case creation and inbound case association

PersonaCare agents, Care supervisors - Users who need to reach out to the fans (customers) by sending them a WhatsApp message. Use casesBrands can reach out to their customers on WhatsApp and create a case. If the customer replies to the brand, their message will be associated in the same case. This

Service

Knowledge Base Article

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Advanced Use Cases

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About the AppsFlyer Ads Integration

​What is AppsFlyer? Appsflyer allows you to promote your apps and reach larger audiences in markets where Google Play Store is not available.AppsFlyer supports attribution in the context of third-party app stores as follows: IMEI or Android ID: The SDK doesn't automatically collect the IMEI or

marketing

Knowledge Base Article

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Getting Started

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Apply Date Range Filters in Inbound and Outbound Columns in Distributed

Sprinklr Distributed users can filter Inbound and Outbound columns to get more relevant data. They can use date range filters to focus on data from a specific date range.Note: This capability needs a specific setup. Get in touch with your Success Manager to enable this feature in your environment.To

social

Date Range Filters in Inbound and Outbound Columns in Distributed

Social - SES

DST - SES

Knowledge Base Article

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Engagement (Distributed User)

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Re-share LinkedIn Posts on Distributed

You can now reshare LinkedIn posts from the Distributed environment. Add your thoughts to fan posts and reshare them on company pages or brand profiles. Note: This capability needs specific set up. Get in touch with your Success Manager to enable this feature on your environment.Steps to Reshare Lin

LinkedIn

social

Distributed

Social - SES

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Knowledge Base Article

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Engagement (Distributed User)

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View and Manage Published Messages (Sprinklr Distributed)

Keeping the published messages organized can be difficult, especially when managing content across multiple channels and accounts. With the help of the Outbox in Sprinklr Distributed and Editorial Calendar, users can see a comprehensive view of all the sent, scheduled, and drafted messages. To

social

Social - SES

DST - SES

Knowledge Base Article

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Engagement (Distributed User)

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Instagram Historical Backfill Capabilities and Limitations

Historical backfill is the process of updating data for posts which have been published either before the account was added in Sprinklr or 60 days prior. There is a default backfill range for 60 days which is added as soon as the account is added into SprinklrNote: All post-level data gets automatic

social

Knowledge Base Article

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Reporting Glossary

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Using Stats Import Data in Ads Reporting

SUMMARYThis article covers how to report on stats import data Reporting on Stats Import DataOnce the data is imported in Sprinklr either by manual import or automatically using SFTP or Amazon S3, all the metrics, and dimensions will be exposed in Ads Manager, Ads Manager Pivot, and Ads Reporting.In

marketing

Knowledge Base Article

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Setting Up Stats Import

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Social Reporting Changelog

Facebook October 1, 2024Important Update: Changes to the Sprinklr "Followers" Metric Issue: The Sprinklr Standard Metric- "Followers" has been pulling data from the Facebook "Facebook Page Regional Likes" instead of the correct "Facebook Page Follows" value. This discrepancy has caused confusio

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Reporting - SES

Social - SES

Knowledge Base Article

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Reporting glossary

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Manage Deployments

You can manage existing AI deployments directly from the Record Manager screen in AI+ Studio. Click the vertical ellipsis (⋮) next to the desired deployment to access available actions.​Available ActionsEdit Pipeline: Modify the pipeline configuration for the selected deployment.Edit Details: Update

marketing

Insights

social

Service

Knowledge Base Article

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Use-Case Deployments

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

marketing

Knowledge Base Article

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Content Variants

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Instagram Channel Updates

April 2025With the release of Graph API v22, receiving usernames of profiles commenting on Instagram ad posts now requires additional account linkages. To access this data, your Instagram account must:Be linked to a Facebook PageHave both the Instagram account and Facebook Page under the same Busine

social

Service

Knowledge Base Article

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Getting started - Instagram

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VKontakte as a Listening source

By adding VKontakte as a Listening source, you can listen to and learn from VKontakte data in real-time. ​VK, aka "Russian Facebook", is Russia's largest social media platform. VKontakte attracted millions of users around the former Soviet countries, such as Kazakhstan, Belarus, Latvi

Insights

Knowledge Base Article

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VK

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Agent Signature

An email signature is a block of text or graphics that is automatically appended to the end of an email message. It usually includes the sender's name, job title, contact information, and other relevant details such as social media links or company logo. The purpose of an email signature is to provi

Service

Knowledge Base Article

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Email Signature

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How to See Ad Account Deactivations in Ads Reporting

Previously, users faced significant challenges due to the lack of visibility into deactivated Ad Accounts, leading to disruptions in Ads publishing. This issue has been addressed through the implementation of custom reporting for Account Deactivation.​Now, users have access to comprehensive informat

marketing

Knowledge Base Article

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Advertising Accounts and Permissions Video Overview

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Ad Account Permissions Video Overview

Learn about adding accounts and providing permissions to the users and user groups for the added social channel accounts.What to ExpectAdding accounts in Sprinklr.Providing permissions to the users and user groups for the added social accounts.

marketing

Advertising

Governance, Securities and Admin Capabilities

Knowledge Base Article

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Advertising Accounts and Permissions Video Overview

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Notification Settings in Advocacy

Sprinklr Advocacy utilizes notifications on mobile, within the platform, and through email to remind users about platform activities. This multi-channel approach ensures that users stay engaged by receiving timely updates and reminders for upcoming events or tasks. Users have the flexibility to man

Advocacy - SES

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Social - SES

Knowledge Base Article

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Setup Advocacy Account

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Generate a Call Summary Using Sprinklr AI+

​One of the most essential functions of any after-call work is to take the summary of the call. This ensures that all vital information from a call is captured and documented. It also facilitates better communication and collaboration between the stakeholders of the organization. Organizations can p

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Generate a call summary using Sprinklr AI+

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Create a group of curated users with Global Profile Lists

Use Global Profile Lists to create a group of curated users such as brand advocates based on location and save them as a list.Global Profile Lists allow you to make a curated group of users and save it as a list. Profile lists are available both at the Workspace-level &

experience:space

cloud:core

Insights

release:N-A

+10

Knowledge Base Article

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Profile List

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Profile Settings in Advocacy

Advocates can conveniently manage their account settings by accessing the profile page, accessible through the profile widget on the platform or within the Sprinklr Extend mobile app. This user-friendly interface provides advocates with a centralized location to oversee and customize various aspects

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Setup Advocacy Account