Functionalities in Brief Template Window

Updated 

Functionalities in Brief Template Window

How to Navigate to the Brief Template Window?
Click the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, then click Brief Templates within Plan.

Below we will take a look at some of the features that you will find on the Brief Templates window and how you can best take advantage of those features.

ModernMarketing_Brieftempaltes_Overview.png

Brief Template Functionalities:

#

Term

Description

1

Quick Filters

Quickly filter Briefs by Brief Type (Message Brief, Brand Brief, Persona Brief, or Campaign Brief). Click All to remove any filter that is currently applied.

2

New Brief Template button

Add a new Brief Template.

3

Brief Template Actions


Refresh

Icon_Space_Refresh.png

Refresh the Brief Templates page to view the most up to date view.

Search

Space icon – Search

Search for specific Brief Templates by typing in keywords.


4

Select All

Click the checkbox next to a brief to perform bulk actions on the Briefs.

5

Options icon


Edit

Edit the Brief Template.

Delete

Delete the Brief Template.

Clone

Clone the Brief Template.

View

View the Brief Template.


6

Checkbox(es)

Select one or more checkbox(es) to perform bulk actions to the selected Brands.