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How to add Annotations on Graphs in Reporting

Annotations give you the ability to add notes to graphs and charts. They are attached to the dates themselves, so can only be seen in a graph or chart where 'Date' is the primary dimension. Annotations can be created in two ways: either from the Settings section of the Left-Hand panel at t

Knowledge Base Article

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Dashboard

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How to Share an Ads Dashboard

Summary Once you have created an Ads Reporting Dashboard, you are able to share it across users and workspaces. This allows you to efficiently use an already existing dashboard without having to create the same in other workspaces. This article will help you understand how can you share your dashboa

Knowledge Base Article

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Dashboard

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Create A Column For Facebook Dark Posts

This article tells you how to create an Engagement Column containing dark posts of an Facebook Account. Dark Posts are specifically targeted posts. These posts don't appear on your timeline as organic and boosted posts do but appear as sponsored content on the users' feeds you are specific

Knowledge Base Article

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Add Facebook column in engagement dashboard

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Create a Column For Facebook Messenger

The Messenger Platform allows your app to send and receive messages between your Facebook Business Page and your customers, potential customers, and followers. Here we list out the steps on how to create columns in engagement dashboards to facilitate this.StepsClick the New Tab icon . Under the Spri

Knowledge Base Article

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Add Facebook column in engagement dashboard

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Building Custom Dashboards Using CFM (Surveys) Data

This module allows you to build custom reporting dashboards tailored to your specific analysis needs. Unlike the fixed, non-customizable per-question analytics view, it offers greater flexibility by enabling you to choose relevant metrics, apply filters, and organize data to suit your goals. This em

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

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Setting Up Conditions in Workflows

Conditions are a key component of workflows, acting as the decision-making logic that evaluates specific criteria. They help determine the next steps in the process, ensuring that workflows are flexible and can adapt to different situations. You can refer to the Survey Workflows Overview article to

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Setting up Conditions in Workflows

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Setting Up a Response Event Workflow

The Survey Response Event enables organizations to automate actions based on survey responses. Businesses can trigger follow-up actions by setting conditions based on answers like sending emails, creating cases, or updating customer profiles. This event streamlines the process of responding to surve

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Setting Workflow Trigger Events

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Close Looping of Cases

Agents can now close the loop on a case once customer feedback has been submitted through the survey. Once the case rule is defined and the escalation criteria are defined, the case will appear in the care console.Prerequisites​​To access Close Loop Feedback, you would need Program Level Permissions

Knowledge Base Article

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Managing Cases in Closed Loop Feedback

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Case Rules

Case Rules automatically create cases when survey responses meet defined conditions to ensure timely follow-up and resolution of customer feedback. PrerequisitesTo access Close Loop Feedback, you would need Program Level Permissions. You will require Program Level View, Edit, and Delete permissions

Knowledge Base Article

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Setting Up Closed Loop Feedback

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Setting up Closed Loop Feedback

Closed-loop feedback in Sprinklr allows brands to take immediate action based on customer responses by creating, assigning, and escalating cases based on survey feedback. Let’s examine the setup in detail.Prerequisites for Setting Up Closed-Loop FeedbackEscalation Criteria: Brands can automatically

Knowledge Base Article

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Setting Up Closed Loop Feedback

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Reporting Charts

Sprinklr Reporting provides multiple Visulization Techniques to view the data in a widget. While configuring a widget , Visualization Type has to be selected. This can be modified later by editing the widget. TermDescriptionPivot TablePivot Table displays multiple dimensions and attribute levels whi

Knowledge Base Article

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Reporting Visualisations

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Ads Manager Roles & Permissions

This article will explain the governance permissions available for the Sprinklr Ads Manager and how to set up a Role.​​ Note: Do not create or edit Roles without first consulting your System Admin. Appropriate Roles for all users should have been made during Implementation.To Grant a Role Level Per

Knowledge Base Article

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Getting Started

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Paid Initiative

An ad account is organized into campaigns, which represent a specific objective for an advertiser, such as driving page post engagement. Defining the campaign objective ensures that any ads added to that campaign align with the desired objective. The ads manager displays all active and paused campai

Knowledge Base Article

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Sprinklr Marketing Glossary

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Ad Set

Ad sets are a way to group ads together based on the same targeting, budget, billing, optimization goal, and duration. They allow businesses to configure the budget and schedule for the ads, which can be customized for each target audience. By creating ad sets for each target audience, businesses ca

Knowledge Base Article

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Sprinklr Marketing Glossary

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Ad Variant

Ads are individual advertisements within an ad campaign structure. These are at the third and the lowest level of the ad campaign hierarchy.Significance of Ad Variants in the Ad Campaign StructureAds are the individual components of an ad campaign that deliver a specific message to the target audien

Knowledge Base Article

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Sprinklr Marketing Glossary

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Adding Special Pages in the Survey

Sprinklr Surveys offers six Special Pages that help you deliver important information to respondents at different stages of the survey journey. These pages, Introduction, End Page, Already Submitted Page, Expired Page, Paused Page, and Quota Filled Page, are not intended for questions but can be ful

Sprinklr Insights

New Article

20.10

Knowledge Base Article

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Special Pages

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Setting Up Survey Distribution Using Anonymous Link

With Anonymous Link Distribution, you can share your surveys through a single link while maintaining participant anonymity. This makes collecting feedback without tracking identifiable data easier and ensures unbiased responses. Additionally, you can monitor basic performance metrics like response c

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Anonymous Survey Distribution

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Manage all In-App Distributions

In-App Surveys enable brands to gather solicited feedback directly within their mobile apps during key customer interactions. Brands can choose from pre-designed formats, such as micro-surveys, or customize pop-ups to match their visual identity. Surveys can also be embedded in any section of the ap

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Setting up the In-App distribution

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Viewing Responses with Default View

The Responses tab displays a table in which each row corresponds to a separate response. Within the Responses Tab, the Default View provides an extensive overview of all the responses collected from the survey.Please refer to the Survey Response Overview article for information on the use cases and

Sprinklr Insights

20.10

Updated Article

Knowledge Base Article

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Survey Response

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Restrict Multiple CTI Sessions Across Browsers and Systems

By default, CTI allows agents to log into multiple sessions across different browsers or systems. A CTI session essentially means accessing the Sprinklr iframe within a CRM platform such as Salesforce. For example, an agent might log into the Sprinklr iframe on their CRM platform using both Chrome a

Knowledge Base Article

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Restrict Multiple Sessions