Campaign Third Pane - Collaborate

Updated 

When you open a Campaign in the third pane, you can access in-depth information of the campaign and collaborate with other team members through messages on the campaign.

To Navigate to Campaign Third Pane

  1. Click the New Tab icon, navigate to Sprinklr MarketingMarketing Tab, and click on ‘Campaigns’ within Plan.

  2. On the Campaigns window, hover over the Options icon next to your desired Campaign, and select View Details

Campaign Third Pane - Collaborate

When you open a campaign in the third pane, the information related to the campaign will be displayed into five tabs. Using the Collaborate tab, you can work together with other team members through messages on the campaign. While collaborating via notes, messages, and attachments, the notes field will expand on adding a long text.

Note:

While copy-pasting the content from an email, notes, or any other document, the formatting such as Bold, Italics, Underline, New Line, Numbers, Numbered Lists, Bulleted Lists etc, will not be lost within the Sprinklr platform.

The same is also applicable for Sub-Campaign, Task, and Message Third Panes.

Enablement note:

To learn more about getting this capability enabled in your environment, please work with your Success Manager.

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Functionality

Description


1

@Mentions

You can @mention users / user groups in the messages within the collaboration tab. Hover over the @mentioned user to view user details. Apart from this, you can also send a message to the @mentioned user.


2

Other User's Message

While viewing other users' messages in the collaboration tab, you can view the user details such as the user's designation, department, and email ID. Apart from this, you can also send a separate message to the user and reply to his/her message.

3

Self Comment Actions

You can reply, edit, and delete a message added by you.

4

Hide Replies

Click to hide replies on the message. You can still view the number of replies on a comment as Replies(n).

5

Attachment 

You can also import additional file types while adding notes and comments such as AIFF, WAV, AAC, ZIP, PSB, SRT, TTML, SCC, SUV, SBV, SUB, LRC, MBSVP, CAP, RT, VTT, and DFXP.The notes box will expand up to 60% within the Collaborate tab as the note is being typed in.


6

Emoticons

You can also add and remove Emoji Reactions on comments and replies. This enables you to mark a comment as read without actually replying to it. Other users can also add the same emoji by clicking on the added emoji once more. Apart from this, you can also view the total count of emojis next to it.

7

Workspace level Restriction

You can also restrict the users to not be able to @mention other users that don't share the same workspace as theirs; only the users within their workspace can be @mentioned in notes during collaboration.

8

Collaboration Visibility Restriction

This feature is not enabled by default. To enable this you’ll have to reach out to tickets@sprinklr.com.
With this feature, you can restrict collaboration visibility between @mentioned users and everyone.