‎Presentations in Advocacy | Sprinklr Help Center

Presentations in Advocacy

Updated

16 days ago

Introduction

With the latest updates in the Sprinklr platform, you now have the ability to use Advocacy as a data source for your presentations. Advocacy is now integrated as one of the data engines, enabling you to incorporate advocacy reporting data into your PowerPoint presentations. This feature enhances the engagement and impact of your presentations for the audience.

Steps to Use Advocacy as a Data Source in Presentations

Follow these steps to find and use presentations with Advocacy as a data source:

To Locate Presentations and Create a New Style Kit

1. Go to the Presentations Homepage within the Distribute section (under Sprinklr Insights). The page that opens will look similar to the one below:

2. Click on the PPT icon to access the Style Kit Library, where you can choose between Default Styles or My Styles.

My Styles: Here, you can either create new presentation styles or use previously saved ones.

Default Styles: Browse through the default presentation styles available, and you can also add them to your personal style kit by clicking Add to My Styles.

Additionally, you can create a custom style kit by clicking the Create button located at the top right of the Presentations window.

To Create a New Presentation

1. Click on the droplet icon to prepare the presentation template from the Style Kit Library.

2. Select the Edit button below the template to adjust colors and other settings.

3. After selecting your preferred presentation template, click on Create to generate a new presentation on the Presentations Homepage.

4. A new window titled Create Storyboard will appear. Here, you can enter the presentation name, switch style kits, and choose the screen layout (if necessary). Afterward, click Confirm.

5. Another window titled Choose Template will pop up where you can select your template.

6. Once you click on the chosen template, a form called Configure Data will open. Choose Advocacy from the dropdown as the Engine, and click Done.

7. The resulting presentation will display data pulled from your chosen Engine. You can also choose Metrics and Grouped by fields. For instance, we have used metrics and grouped by as Total Likes on Channel and Date, respectively.

Note: You can modify the Metrics and Group by fields using their respective dropdown menus.

8. Once you're satisfied with the presentation, click Save. If you wish to make changes, click Revert. Both these options are visible on the top left of the screen.

9. When saved, your new presentation will be available under All Presentations on the Presentations Homepage.

To Use an Existing Presentation

1. Navigate to the Presentations Homepage.

2. Scroll down to the All Presentations section.

3. Click on the options menu at the bottom right of the presentation you want to work on. A menu will appear with options to Edit, Clone, Tag, Export, Export Config, and Delete.

4. Click on Edit to make changes to the selected presentation. The edit screen will look like this:

5. In the right panel, click on Data. A new panel will open. Here, click on the + icon next to Add Data Source.

6. A new screen will appear. In this screen, enter a name for your data source and select Advocacy from the dropdown menu for the engine type. You can also choose to add a filter by selecting Add Filter from the dropdown menu, or skip adding a filter and click Create to add the new data source. Alternatively, click Cancel to exit without adding a data source.