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SH
Set up a User Task in a Workflow

Tasks are to-dos that are assigned to a user, or a group of users or automatically handled by the system. Tasks are equivalent to the steps in your process. So, you can define each of the steps in your process and assign it to relevant users to ensure timely intimation, completion, and tracking as n

marketing

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in the Workflow

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How to Apply Volumatic Ads Benchmarks in Ads Manager

Tagging a Paid Initiative with an Advertising Benchmark allows you to assess its performance accurately by comparing your metrics with the benchmark. Benchmarks can be tagged either on the Paid Initiative or Ad Variant level. Depending on your use case will determine the level you should tag. If mor

marketing

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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How to Apply Cost & Rate Ads Benchmarks via Paid Rules

To Apply Benchmarking via Rule EngineYou can configure a Paid Rule or Paid Pre Publishing Rule as per your use case to apply the Cost and Rate Benchmarks.Click the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Manage Rules within Optimize.Click Create New Rule in the top right

marketing

Knowledge Base Article

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Apply Cost & Rate Benchmarks

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How to Export Volumatic Ads Benchmarks

To Export Ads BenchmarksClick the New Tab icon . Under the Sprinklr Marketing (Ads) tab and select Ads Benchmarks within Analyze.On the Ads Benchmark window, select the benchmarks you want to export by checking the box alongside each benchmark.Click 

marketing

Knowledge Base Article

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Managing a Benchmark

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How to Create Ads Restricted Metrics

To Create Restricted Metrics in Ads ReportingClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.On the Ads Reporting Home, click the Options icon in the top-right corner and select Restricted Metrics. 3. If you are on a Ads Reporting Dashboard

marketing

Knowledge Base Article

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Create & Manage

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How to Apply Volumatic Ads Benchmarks in Ads Composer

To Tag an Advertising Campaign via Ads ComposerClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Composer within Execute.On the Create an Ad Campaign window, select an ad account.Enter/select the details of the campaign. For more information, see About the Ads Compos

marketing

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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What are Ads Restricted Metrics?

In Ads Reporting, administrators can give users or user groups access to only see data points related to clicks and impressions, but not see data related to specific metrics like Spend, CPM, Total Spend, etc. This separation of data is very important to large clients who do not want certain users to

marketing

Knowledge Base Article

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What's Restricted Metric

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How to Apply Volumatic Ads Benchmarks using Ads Macros

To Tag via MacrosClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Manager within Analyze.On the Ads Manager window, select the desired Campaign(s) or Ad(s) you want to tag a benchmark to and click Macros from the bottom Edit panel. Click Build New Macro.​​3. On the 

marketing

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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How to Copy Custom Field Values from Outbound Posts to Ad Variants

You can use the Paid Rule Engine to automatically assign Post custom fields to Ad Variant custom fields. In this article, we will guide you through the actions that can be used to implement this use case.How to Copy Custom Field Values from Outbound Posts to Ad Variants via Paid RulesClick the New T

marketing

Knowledge Base Article

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Advanced Use Cases

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Using Cost & Rate Ads Benchmarks in Ads Reporting

To Analyze Benchmarks in Ads ReportingClick the New Tab icon. Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.On the Ads Reporting Home, select the custom dashboard where you want to view your reporting.Proceed to add a widget to your dashboard. To learn more, see 

marketing

Knowledge Base Article

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Analyze Cost & Rate Benchmarks

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Stats Imports FAQs

Q: Can I use a custom field or any other dimension as a unique identifier?A: No, currently only a few specific fields are supported as a unique identifiers. Sprinklr will map data only if one of these fields is available in the file.Given below are the unique identifiersCampaign IdAd Set IdAd Channe

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Custom Field Visibility Based on User Availability Status

The flexibility, power, and customization behind features like Custom Fields allow you to configure workflows that streamline processes and make collaboration among teams easy and effective. This help topic is for the Sp

article:howto

stage:final

experience:v3

Knowledge Base Article

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Custom Fields

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Publish to WordPress Account

In this article, we will cover the steps to add a new custom field in Sprinklr. Sprinklr supports direct scheduling and publishing to WordPress. With direct publishing, you can publish WordPress blogs directly from the platform.Steps to Publish to WordPressClick the New Tab icon .&nbs

experience:space

Publish to WordPress

channel:wordpress

article:howto

+4

Knowledge Base Article

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WordPress

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Managing Export Audits

The export audit window in Sprinklr contains the list of all the exports that were generated from the platform. It will help you identify if the export link is still active or not. Additionally, it also helps you in identifying the time after which a link will be expired.Internal NoteDP Details: SEC

Export Audit

Knowledge Base Article

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Security

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How to Apply Ad Scheduling and Dayparting in Ads Manager

Automate the schedule on which your ads are run and paused, and set them to run at different times on different days using Ad Scheduling and Dayparting.- Ad Scheduling: Automatically run or pause multiple ads having different Start / End dates within an Ad Set at the optimal time of day without any

marketing

Knowledge Base Article

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Ad Campaign Optimization

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Best Practices for Stats Imports

SummaryThis article covers all best practices for Stats Import  Best PracticesUse the exported file from your 3rd party solution to create your template.There should be atleast one column of a unique identifier. Campaign IdAd Set IdAd Channel IdAd NameCreative Name (works only for Linkedin)Google An

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Importing Stats Files Manually

SUMMARYThis article covers how to manually import files in stats import after a template has been created..Import stats using Manual ImportClick the New Tab icon. Under the Sprinklr Marketing - Advertising tab, click Tools and Settings within Plan.On the Ads Settings window, select Stats Imports wit

marketing

Knowledge Base Article

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Setting Up Stats Import

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How to Apply Naming Conventions in Ads Composer

To use Naming Convention in Ads Composer, you need to have a Naming Convention set up in Tools & Settings. For more info, please check this article.Naming Convention for Campaign Name1. Under Campaign Name, select Use a Naming Convention to use a predefined campaign name.2. Select a naming conve

marketing

Knowledge Base Article

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Create & Manage Campaigns at Scale

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Facebook Opportunity Score in Ads Manager

Opportunity Score, a new tool from Meta, helps you improve campaign performance by identifying and prioritizing high-impact recommendations in near real time. Using Meta’s insights into optimal ad setups, it assigns a score from 0 to 100 at the campaign, ad set, and ad levels.Along with th

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marketing

New Article

Sprinklr Marketing

Knowledge Base Article

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Facebook Advanced Capabilities

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X Housing, Lending, and Employment (HLE) Compliance

Advertisers must adhere to certain policies such as Special Ad Category for Facebook, Housing, Lending, and Employment (HLE) policy for X, and Credit, Housing, or Employment (CHE) policy for Snapchat in order to protect people against discrimination in housing, employment, and credit advertising. In

marketing

Knowledge Base Article

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Publish Twitter Ads

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