Card Template

Updated 

20 minutes ago

A card template is used when you want to give the users buttons to take different actions. The card can have either an image, text or both, followed by a list of buttons.

You can create a card template in Digital Asset Manager and send it to your customers on Sprinklr Live Chat by creating an auto-response rule in Rule Engine.

To Create a Card Template in Asset Manager

  1. Click the New Tab icon. Under the Sprinklr Social tab, click Assets within Engage.

  2. In the top right corner of Asset Management, click Create Asset and select Omni Chat Templates from the dropdown.

  3. On the Create New Asset window, enter a Name and optional Description for your asset under the Basic Details section.
    Card Template for Sprinklr Live Chat

  4. Under the Asset Specific section, select Card from the Template Type dropdown and Sprinklr Live Chat from the Channel dropdown. For more information, see Card Template — Field Descriptions.

  5. Under Asset Details, select Campaigns, Sub Campaigns, Status, Available from, Visible from, Expires on, Tags, Restricted, Brands, Persona, Customer Journey Stage, Automated Tags, and Information. 

  6. Under Asset Sharing, select Workspace(s) and Users/Users Group(s) you want to share this asset with. You can also check the box alongside Visible in all workspaces to share the asset within all workspaces.

  7. Next, enter the Properties per your needs.

  8. Switch to the Translation tab if you wish to translate your form into other languages. Select all the languages to translate the form into from the Select Languages dropdown. Next, select the Translation Language to open the editor for that particular language. You can view the form in your base language in the left pane and add the translated text in the right pane.

    Note: To learn more about getting the Translation capability enabled in your environment, please work with your Success Manager.

    

  9. Click Save in the bottom right corner.

Card Template — Field Descriptions

Term

Description

Upload Image

Select the desired image from DAM or Media Valet, or Upload a new image.

Title

Provide a title to your card template. You can bold, italicize, underline, and strikethrough the text.

Description

Enter the description. You can bold, italicize, underline, strikethrough, and hyperlink the text.

Hide Attachment Option

If you check the box, your customers will not be able to send any attachments before/after selecting a response from this template until you (brand) send a message again.

Disable Manual Response

If you check the box, your customers will not be able to send any message before/after selecting a response from this template until you (brand) send a message again.

Disable multiple submissions: User will only be able to submit once. This will not apply to URL buttons.

Check the box to make the card buttons disabled for clicking if already clicked once. So, the users will not be able to click any button other than the URL button if they have already made the selection once. The options will be greyed out once clicked as shown in the GIF below.

Sending Card Template in Live Chat Widget via SDK

Button 1

Buttons contain action properties that define the type of action set on user click operation. Under Button 1, enter the following details:

Label: Enter a label for button 1. The label of the button should not exceed 20 characters.

If required, you can get the text on the buttons left-aligned. To get this done, you are required to raise a support ticket at tickets@sprinklr.com.

Tracking ID: This ID will be used in the button click reporting.

Action: Select action as External Action, Text, URL, Phone call, Link Account, Sprinklr Audio Call or, Sprinklr Video Call.

  • When the Text button is clicked, the label of the button is captured as the user text response.

  • When the URL button is clicked, no response from the user is captured, instead, they are redirected to the configured URL in a new tab. Check the box to open url in same tab.

  • With External Action, you can define the parameter to be passed to the webpage once the user clicks on the button.

  • Using Link Account, you can get the users authenticated via SSO.

  • Sprinklr Audio Call - When the user clicks on this button, an audio call is made to an assigned agent. Please make sure that the Live chat application in which we are using this card has Audio and Video Call enabled.

  • Sprinklr Video Call - When the user clicks on this button, a video call is made to an assigned agent. Please make sure that the Live chat application in which we are using this card has Audio and Video Call enabled.

  • Clicking on the Phone Call button, the users will be presented with a menu allowing them to choose how they would want to make the call. Please make sure to prefix the international dialing code before the number.

Add New Button

Click to add a new button to your card template. A card asset can have a minimum of 1 and a maximum of 10 buttons.

You can get the buttons of a card template disbaled based on agent availability, business hours, and agent skills. To get this capability enabled, reach out to support at tickets@sprinklr.com.

Button stacking direction

It allows you to specify how buttons are arranged within a layout. You can choose between three stacking directions: Row, Grid, or Column. When selecting the Grid option, you have further customization options by specifying the number of columns. This can be set to either "Automatic," where the system determines the optimal number of columns based on the available space, or you can manually select a number from 1 to 4 columns. This flexibility enables you to tailor the button layout according to your design preferences and the available space on the interface.

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