‎Get familiar with actions you can perform on Accounts & Account Groups

Get familiar with actions you can perform on Accounts & Account Groups

Updated

7 hours ago

This article discusses individual Accounts and Account Groups, and the various actions that can be performed on accounts.

This article will cover adding accounts, sharing accounts, giving access permissions to accounts, adding custom account properties, creating account targeting in the SAM, and deactivating and reactivating accounts.

Accounts

An Account refers to a specific social network account that has been authorized in Sprinklr. You can find Accounts in the left panel of the Administration Settings page. On the Accounts page, each account type listed will display the number of active and inactive accounts in Sprinklr.

Select an account type to see the individual accounts within that account type. You can view the number of followers and posts each individual account has. A dim and grey account is an inactive account, and should be re-activated in Sprinklr for continued use.

Adding an Account

Most accounts can be added to Sprinklr with username and passwords only. For some accounts, you will need to authenticate via the specific social network. In such cases, certain terms and conditions may apply. For example, when adding a Facebook page you are prompted to "allow Sprinklr to post on my behalf" and you will confirm through Facebook permission to post via Sprinklr.

Note:

The native permissions on certain social channels may affect your ability to add an account in Sprinklr. Facebook, for example, requires that you be a full Administrator of the page in order to grant Sprinklr access to post on behalf of the page.
Once an account password of a social media account is changed natively, then the same account becomes inactive in Sprinklr platform. To continue using the social media account in Sprinklr, the account holder must re-authorize the accounts in Sprinklr platform. For example, see Reactivation a Facebook Account.

The following is a list of accounts that need authentication:

Facebook Ads
Facebook Group
Facebook Page
Facebook Profile
Flickr
Foursquare Page
Foursquare Venue
Google+
Instagram
LinkedIn
LinkedIn Company
LinkedIn Group
RenRen
Sina Weibo
Social Feedback App
Tencent Weibo
Tumblr
Twitter
VK
YouTube

The following image shows an example of an authentication request:

The following are the list of accounts that need only the Username and Password:

BazaarVoice
Clarabridge
Crimson Hexagon
Lithium
LiveChat (API Key)
Slideshare
Wordpress (API Key)
Zendesk (Domain)

See the following topics to learn more about Accounts:

Add an Account

In the top navigation bar, hover over Administration and click Settings.
Click Accounts from the left pane.
Select the type of Social Media Channel that you want to Add.
On the top right corner, click + Add Account.
Depending on the account type, Log in and perform the authentication or enter the username and password.

Who is the Account Owner?

By default, the user who added the credentials for the account is considered the Account Owner. To change the Account Owner, an admin with proper permissions to the account can change the account owner by clicking the owner name and selecting a new user as the account owner.

Sharing an Account

You can share the account amongst a user group within the client, and any of the users in the group automatically gets access to the account. You can share the account globally, that is across all client environments within the partner environment, or you can also share the account across select client environments within the same partner.

Note:

Sharing an Account will not automatically grant Client Environments with which it has been shared the ability to view content drafted, published, or scheduled from other Client Environments.

To learn more, see Sharing an Account.

Providing Permission to Access an Account

Provide Account-Level Permissions

To learn more, see Providing Permission to Access an Account.

Adding Custom Properties

Adding Account Properties

To learn more, see Adding Account Properties.

Create Account Targeting from SAM

If you have targeting enable in the social account, you can create target options in Sprinklr for that account. These options are available in SAM and are also available in Publishing. This allows you to target messages for a set group of people.

To learn more, see Create Account Targeting from SAM.

Deactivating an Account

Deactivate an Account

To learn more, see Deactivating an Account.

Reactivating an Account

You can reactivate an inactive or deactivated account from Sprinklr. An authorization token may be required to reactivate an account.

To learn more, see Reactivate an Account .

If Facebook account holder or the Facebook page admin has changed the password natively, then your Facebook account or Facebook page is deactivated in Sprinklr. Change in password invalidates the API session with third party applications like Sprinklr, and the account is deactivated due to authorization failure. To activate the account, you will need to authenticate in Sprinklr by re-adding the account.

To learn more, see Reactivate a Facebook Account

Set Default URL Shortener

Set Default URL Shortener to an Account

To learn more, see Set Default URL Shortener.

Account Groups

An Account Group is a grouping of multiple accounts. An Account Group can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). An Account Group is not limited to a single social media channel. Accounts in an Account Group can belong to different channels. Grouping accounts within a group allows you to perform actions simultaneously on all the account types given that the user has been provided permission to all the accounts within the account group. A user having a permission to the account group does not ensure that the user automatically gets the permission to all the accounts within the account group. To ensure that any account group related action is performed in all the accounts within the account group, the permission must be granted to the user individually for all account types.

For example, if a user wants to publish a content using Account Group consisting of a Facebook account and a Twitter account, but the user only has permission to the Facebook account, then the content will only get published to Facebook and not Twitter. For more information, see Publishing Content Using Account Groups.

Account Groups can be created, edited, provided permissions to and deleted. To add an Account Group, select Account Groups from the left pane of the Settings page, and select +Create Account Group in the upper right corner. You'll be asked to name your Account Group and to either add accounts manually to the group or to select the property or properties that determine an account's inclusion in your Account Group.

You can also use Account Groups for filters in Scheduled Reports. To learn more, see Schedule Reports with Account Group Filters.