Create a Campaign for Distributed Users
Updated
Campaigns are used in Sprinklr as primary tags to categorize outbound messages for Reporting. Campaigns can align with your traditional marketing or PR campaigns and can be customized to give you the outbound categories you need for Reporting. Create new campaigns by selecting Campaigns under Sprinklr Service or Sprinklr Marketing to make them available when you create and publish outbound content.
When you have distributed users to use the Sprinklr platform, your responsibility is to:
and
Note In addition to creating a campaign and adding assets to it, it is necessary for you to schedule the assets. You can add only Post type assets to the campaign, when they are meant to be subscribed by the distributed users. |
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To Create a Campaign
While adding a Campaign within Sprinklr, you can Subscribe Users/User Groups to the particular campaign. The subscribed users/user groups will get In-Platform and Email notifications when they are subscribed to a campaign. However, the distributed users also have the capability to opt out, i.e., to unsubscribe from the campaigns at any point.
To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Click the New Tab icon
. Under the Sprinklr Marketing tab, click Campaigns within Plan.
Click the New Tab icon
. Under the Sprinklr Social tab, click Campaigns.
In the top right corner of the Campaigns window, click Add Campaign.
On the Add Campaign window, fill in the required details. For more information, see Add Campaign — Field Descriptions.
Click Save.
After creating a new Campaign, you will be taken to the Campaign Overview Tab. You can learn more about Campaign tabs in Campaign Details.
Note For User-Level Campaign Sharing, edit an existing campaign you wish to share and remove workspace details. |
Add Campaign — Field Descriptions
Field | Description | ||||
Campaign Name | Enter a name for the Campaign. | ||||
Description | Enter a description of the Campaign. | ||||
Start Date | Select the start date of the Campaign.
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End Date | Select the end date of the Campaign. If your Campaign will be available indefinitely with no required end date, select the Evergreen Campaign checkbox above the end date field. | ||||
Evergreen Campaign | Select the checkbox if your Campaign is always on and does not require an end date. | ||||
Status | Select the status of the Campaign.
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Tags | Associate tags with your Campaign. | ||||
Visibility | Select the visibility of your Campaign. Selecting Visible in all Workspaces will allow visibility for users across all Workspaces within your Customer. Selecting Workspaces will allow visibility for all users within the specified Workspace(s). Selecting Users/User Groups will allow visibility for only the specified user(s) and/or user group(s) if applicable. Note that it will not be set as your current Workspace by default now.
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Is Campaign Confidential? | Check the box if your Campaign has sensitive information or contains nonpublic information that will only be shared across specific users/user groups. If a user doesn't have access to a confidential Campaign, they will not be able to see any content related to that Campaign within the Global Editorial Calendar, Production Dashboard, Reporting, etc. | ||||
Custom Properties | Fill out any custom property information. Learn how to create a custom field for a Campaign, go here. | ||||
Brief Template | Select a Brief Template for the Campaign. A Campaign brief gives the agency or internal creative team enough information so that they can develop a Campaign concept. | ||||
To Add Assets to the Campaign
Now that you have created a campaign, you now have to add assets to the campaign and schedule them. To learn how to add assets to a campaign, see: Add Assets to Campaign.