Add Content Placeholders for Advocacy Posts

Updated 

You will now be able to use placeholders while publishing an advocacy post. With this capability, every advocacy user will be able to autofill certain personalized text when they are sharing posts from the advocacy site.

Points to Remember

  • Sprinklr will allow content publishers to add a Content Placeholder in the description of the advocacy post.

  • The placeholder will be replaced with the corresponding user’s information on the advocacy site.

STEP 1: To set up screener questions via Custom Fields

  1. Click the New Tab icon Space Add New Tab Icon. Under the Governance Console, click All Settings within Platform Setup.

  2. In the Platform Settings window, select Custom Fields within Manage Workspace.

  3. In the top right corner of the Custom Fields window, click Add Custom Field.

  4. On the New Custom Field window,

    1. Select the Custom Field Type as Picklist or Picklist Multiselect. The custom field type will determine how your potential advocates will answer screening questions - by selecting from provided options, entering text, etc. Picklist or Multi-Select Picklist are the most common options for Advocacy screening questions.

    2. Enter a Name(the screener question) and an optional Description for your custom field.

    3. Select Community as the custom field Asset.

    4. Fill in the remaining steps as per your requirements. For more information, see Add a Custom Field.

    5. Click Save in the bottom right corner.

STEP 2: To use text as a content placeholder via Admin Console

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Admin Console within Engage.

  2. In the Community window, hover over the Options icon Space_Icon_Options (Vertical).pngalongside an Advocacy Community and select View Sites.

  3. Next to the site you'd like to make changes to, hover over the Options icon  Space_Icon_Options (Vertical).pngand select Build Site.

  4. In the site dashboard bar, click Screener to navigate to the Screener tab.

  5. In the Screener tab, you can add custom questions and user detail questions. You can also specify whether questions are mandatory or optional for users.

  6. After configuring the Header Image and Screener Description. By default, both Header Image and Screener Description is enabled on your Advocacy site. You can enable or disable these options by checking the desired box, respectively.

  7. Add Custom Questions by selecting the Add icon Screen Shot 2017-10-05 at 1.11.49 PM.pngand choose Text Input. Text input allows users to provide their answer in the text (Example: Provide feedback on the brand).

  8. Next, click the Add Placeholder option and check the box alongside to Use as a Content Placeholder.

  9. Fill in the remaining steps as per your requirements. For more information, see Admin Console Screener Tab.

  10. Click Save in the bottom right corner.

STEP 3: To publish content placeholders for advocacy posts

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Quick Publish within Engage.

  2. In the Create Post window, search and select the required Advocacy account(s) in the Accounts field. You can also use Advanced Search to narrow your searches by a series of different filters. The preview of the post will be enabled in the right pane. This will allow viewing a preview of how your post will appear on the advocacy site before publishing.

  3. Select the Type of Message as Display Content from the drop-down menu.

  4. Once you have selected the account you would like to publish to, enter the Title and Description for the post.

  5. To add a content placeholder, click Screen Shot 2018-06-08 at 2.40.26 PM.pngInsert icon in the bottom left corner of the Description box. Select Content Placeholder from the drop-down menu.

    • Next, select the placeholder you would like to use and note that the name of the content placeholder will match the name of the Custom Field created in STEP 1.

  6. Enter additional details for your post and click Post to publish.