Create Community

Updated 

With Sprinklr Communities, you can create an environment where you as a brand can engage with customers directly and where customers can interact with each other in order to resolve issues, provide product feedback to internal teams, and help to reduce churn with initiatives focused on customer brand loyalty.

Enablement note:

  • Once created, the community cannot be deleted. To get it deactivated, reach out to support at tickets@sprinklr.com.

  • You need to have appropriate permissions to access Communities.

To create a Community

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png. Under the Sprinklr Service tab, select Community Builder within Resolve.

  2. On the Community Admin window, click Create Community in the top right corner.

  3. The new community builder consists of 7 tabs, viz. Overview, Branding, Widget Library, Page Layouts, Content Settings, Screener, Gamification, and Version History.

  4. Click Save in the bottom right corner to create the community.

Use cases of Sprinklr Community

  • Provide customers with a place to self-serve their care needs.

  • Give customers an opportunity to share ideas and troubleshoot together.

  • Gather and analyze feedback from customers about your products and services.

  • Engage with loyal customers and leverage them as brand ambassadors.

  • Seamlessly transfer feedback to product and R&D teams to drive enhancements.

  • Introduce new products and services that resonate with your customer base.

Overview — Terms and Descriptions

Enter the basic details of your community.

Term
Description

Select Language

If you have selected the secondary languages, then change the language from the top right corner to translate the content.

Organization Name

Enter the organization's name.

Community Name

Enter a name for the community.

Community Description

Enter an optional description of the community.

Base Language

Select the desired language in which your community will be created. The supported languages are English (US), English (UK), Dutch, Spanish, France, Italian, Brasil, German, Russian, Chinese, Arabic, Japanese, Korean, Danish, Romanian, Hebrew, Hindi, Indonesia, Kannada, Malaysia, Malayalam, Philippines, Tamil, Telugu, Thai, Czech, Greek, Finnish, French Canadian, Croatian, Hungarian, Norwegian Bokmal, Flemish, Polish, Swedish, Ukrainian, Vietnamese, Turkish, Icelandic, Egyptian Arabic, and Slovak.

Secondary Languages
Select the secondary languages you want to translate your community into.
Active Languages
Select the languages that you want the community to be active in. Select active languages only if your brand community is translated into the selected language.
On the Community Forum, you can change the desired active language from the top right corner.

Through Label Customization, you have the ability to customize labels for specific locales appearing within the language switcher.

Email

Enter your brand's email address.

Website URL

Enter the URL of your brand's website.

Terms of Service URL

Enter the URL of the terms of the service. The Terms of Service is a set of rules that a user must agree to before they engage in services or use a product.

Private Policy URL

Enter the private policy URL. A Private Policy is a statement or declaration that explicitly details your company policy regarding how you handle user and customer information.

Custom Domain

Enter the custom domain.

Base Path

Enter the base path, the consistent part of your web address.

Enable Country

Add different countries and map active languages to show community content based on the country of a user.

View Full Page Preview

Click to preview the community page that you have created.

Save

Click to save the changes.

Branding — Terms and Descriptions

Customize the community as per your brand theme.

Term
Description
Logos
Company Logo
Click the camera icon and select or upload the company logo from Media Uploader. This is displayed on the top left of the community homepage.
Favicon Logo
Favicon is a small icon that will appear on the community tab of the web browser. Click the camera icon and upload the desired logo from Media Uploader.

Typography

The typography section has the option to define the font family, color, and size of different fonts. It has two sub-sections: header and body. The Header section provides customization for headings 1-6 while the Body section provides customization for small, normal, large, and extra-large text.

Header

You have an option to select:

  • Font Family

  • Heading Color

  • Heading 1 to Heading 6 - Font Size, Font Weight, Mobile Font Size

Body

You have an option to select:

  • Font Family

  • Text Color

  • Small, Normal (default), Large, XLarge - Font Size and Line Height

Header and Body Customization for Community

Colors

Color for any text can be changed by typing its code or by clicking on the color and selecting a color from the color pallet.

You have the following options to select for Brand Colors:

  • Primary Text Color

  • Primary Background Color

  • Success Text Color

  • Success Background Color

  • Warning Text Color

  • Warning Background Color

  • Danger Text Color

  • Danger Background Color

  • Page Background Color

  • Placeholder Color

Color Customization for Community

Buttons

This section provides customization options for the look and feel of the buttons on the page. Background, border, and text colors can be changed for primary as well as secondary buttons and also how the buttons will appear when hovered over.

Primary Button (Active Buttons) - The Primary buttons are the actions that complete the user's task. It’s important that primary actions have the strongest visual weight as they grab attention.

Secondary Buttons (Inactive Buttons) - A secondary action is not as important as a primary action so it should blend into the interface background color.

You have the following options to select for Primary and Secondary Buttons:

  • Background Color

  • Border Color

  • Text Color

  • Font Weight

  • Hover Background Color

  • Hover Border Color

  • Hover Text Color

Buttons Customization for Community

Links

This section provides color customization for Active, Hover, and Visited Links. Also, select if you want to underline the link.

Active Link - Active Link is the link that redirects the user to another web page.

Hover Link - When a user rolls the cursor over a link, it is referred to as "hovering" over the link.

Visited Link - The link on which the user has already visited/clicked on.

Buttons Customization for Community

Forms

This section provides customization options for form elements like color for Input, Text Area, Drop Down, CheckBox, and Radio. It can be any form such as Signup Form, Profile Settings, Screener Form, etc. The preview will be available on the left.

Options for Input, Text Area, and Drop Down are:

  • Text Color

  • Background Color

  • Border Color

  • Focus Text Color

  • Focus Background Color

  • Focus Border Color

  • Disabled Text Color

  • Disabled Background Color

  • Disabled Border Color

Options for Checkbox and Radio are:

  • Background Color

  • Active Background Color

  • Disabled Background Colo

Forms Customization for Community

Navbar

You can customize the navigation bar appearing on the top of the community page.

You have the following options:

  • Height (px)

  • Text Color

  • Background Color

  • Mobile Height (px)

  • Left Aligned (Check the box to make it aligned to left on mobile. Default is right.)

Options for Links are:

  • Default Text Color

  • Default Background Color

  • Hover Text Color

  • Hover Background Color

  • Active Text Color

  • Active Background Colo

Navigation Bar Customization for Community

Tabs

You can modify the design of tabs.

You have options to select colors for the following:

  • Text Color

  • Background Color

  • Hover Text Color

  • Hover Background Color

  • Active Text Color

  • Active Background Color

  • Highlight Colo

Tabs Customization for Community

Tooltips

A tooltip is a small "hover box" with information about the item being hovered over.

You have the option to select:

  • Text color

  • Background Color

Tooltips Customization for Community

Popup Dialog

This section helps you define the different design elements of the popup.

You have the following options:

  • Overlay Backdrop Color

  • Border Color

  • Opacity

Popup Customization for Community

Avatars

An avatar is an icon or figure that appears in the bottom right corner of the user's profile image representing a brand user.

You have the following options:

  • Squared or Circular

  • Border Radius (px) if Squared

  • Brand User Logo (128*128 size preferred) - Click the Addition icon Space_Icon_Plus_Circle_Gray.png and select or upload the desired avatar from Media Uploader

Setting Avatar for Community

Widget Library — Terms and Descriptions

You can add the customized widgets to the community from the Widget Library as required. For more information, see Widget Library.

Page Layouts — Terms and Descriptions

Within the Page Layouts section of the Community Builder, you can design the layout and structure of your Community. You can do it by dragging and dropping the widgets created in the Widget Library section. For more information, see Page Layouts.

Content Settings — Terms and Descriptions

Configure the content flow and structure of the Community Forum.

Term
Description
Select Language

If you have selected the secondary languages in the Overview section, then change the language from the top right corner to translate the content.

Login Page

It has three sub-sections:

Login Providers

You can select the way you want your users to log into the community. The options include Email and Password, Social (e.g. Facebook, Twitter, etc.), SSO (can select 2 or more to differentiate employees from customers based on user credentials), OAuth, and Fastpass. Fastpass is a single sign-on solution that lets users log into the Brand Community using the same credentials as the Brand Website.

If you choose the Login Provider as Email and Password, then the users will get an option to change the password under their Profile Settings on Community Forum. You can also add Legal Terms with links on the login page.

Community Access

Slide the toggle to restrict access to the community and make it private.

For a private community, you (with appropriate permissions) can enable the approval workflow and add the pending and rejected approval messages which will be visible to users signing up for the private community.

Settings

  • Logo for Login button - Add a logo to show on the login page.

  • Title - Enter a title for the login page.

  • Description - Enter a description to be displayed on the login page.

  • Capture user details (for SSO/Fastpass/OAuth/Social sign on users) - Capture mentioned user details like Full Name, Email ID, About Me, or any screener question.

  • Enable user migration - Enable user migration page. Note that it is only required if the data is migrated from another platform.

SignUp Page

This section contains properties for the users to fill in when they sign up for the Community.

  • Title - Enter a title for the sign-up page.

  • Description - Enter a description to be displayed on the sign-up page.

  • Add Legal Sign Up Terms - Under this, you can add the legal sign-up phrase that appears along with the checkbox, for example - I agree with the terms and conditions.

  • Screener - A screener page can be enabled to customize questions that you might want to ask the users when they first log in. This helps to collect extra data about the user to do analytics based on that.
    You can also configure to show screener questions during sign up. Besides that, you can also make screener questions as mandatory by checking the box 'Required'

  • Verify Email - ​Check the box if you want users to accept Terms and Conditions mandatorily to sign up on Community.

  • Username Validation - Enter your own Regular Expression for the username validation and customize the error message.

  • Password Validation - Enter your own Regular Expression for the password validation and customize the error message.

  • Capture User Details - Capture the first & last name of the user. You can also check the box 'About Me' if you want the users to provide a short bio while signing up.

  • Capture employee information that includes confirmation questions and employee ID. You can also set the Label, Regex for validation, and Error message for Employee ID. Set the Regex in the following form:

    [A-Za-z][A-Za-z][0-9][0-9][0-9][0-9A-Za-z]

    This means that the Employee ID should only be a max of 6 characters, where the first 2 are alphabets followed by 3 numerical characters and the last character can either be alphabetic or numerical.

You can also define the email domains that will be allowed to signup on Community. To enable this capability, raise a support ticket at tickets@sprinklr.com.

Conversation Types

Conversation can be of different types like a question, problem, idea, praise, etc. This section gives you the option to select different conversation types that will appear throughout the community. You must have at least one conversation type selected. You can also set the order in which they appear.

If Allow Creation is enabled, then the user can create that type of conversation. If disabled, only the admin can create such a type of conversation.

If Disallow Tags is enabled, users will not see the Tags field while creating a post.

  • Question - Users can ask questions to get answers from other community users.

  • Problem - Users can state issues that the other community users can address.

  • Idea - Enabling Ideas in a community provides an online, transparent way for you to attract, manage, and showcase innovation.

  • Praise - Users can post positive comments about your brand.

  • Announcements - An important piece of information that you might want to announce to your users. It appears on the main page of the Community.

  • Article - Feature articles for users to know more about your brand.

  • Knowledge Base Article - Add Knowledge Base support articles.

  • Ticket - Users can create support tickets.

  • New KB Articles - For articles created from the Knowledge Base module (If enabled).

  • Release Notes - For release notes type of articles created from the Knowledge Base module (If enabled).

Conversation Create Page

This section provides the customization for content that will be displayed on the "start a new conversation" page. Here, you can:

  • Enable mandatory login for users to access the Conversation Create Page.

  • Enable CAPTCHA for users during post creation. You can exempt certain users by granting them the "Exclude From CAPTCHA" permission.

  • Set the label, placeholder text, and maximum length for the Title and Description.

  • Enable Category, Topics, and Public Tags and make them mandatory fields for community users to select while creating a post. Additionally, allow users to create tags. Set Label and Placeholder Text.

    Note that if the Public Tags are disabled but the Create Tags and Use Tags permissions are given to a user, then the user will be able to use/create tags on community.

  • Enable the Allow users to post privately option for community users to post privately and also set the label for the checkbox field. To view this option, the users must have the Manage Self Private Messages permission.

  • Enable Show Related Posts to show related posts and articles as soon as the users start typing the title of the post, helping them avoid duplication. It will also help brands save their time as they won't need to engage with similar posts.Publishing a Post on Community Forum

Within the Editor section, enable the toggle for Allow users to mention profile lists and select the profile lists for bulk mentions when creating posts, comments, and replies.

Conversation

Here, you can restrict the users from replying to public comments. You can also set the timer after which the users will not be able to edit or delete their posts/comments/replies.

You can also allow users to create private comments and to mark their replies as private/public.

Additionally, you can enable external link interception for domains. So whenever a user clicks on a hyperlink within a post which is taking them to another external website, a modal alert will appear.

If whitelisted domains are added then the alert will appear for all the URLs except whitelisted ones, and if blacklisted domains are added then the alert will appear only for blacklisted URLs.

Conversation Search Page

Select the custom fields that can be shown as filters on the Community search page.

Add Default Filters - Default filters defined will apply to any query searched in the community. To see the results without any filter, community users will have to manually change the filters on search page.

Highlight matched keywords in search results - In the search results on community, the article preview will show highlighted searched keywords. Also, when a user opens an article from the results, it will automatically scroll down to the section with matched keywords to help the users easily find their query.

Profile

You can hide the name of the users all over the community to use the usernames instead.

Also, you can enable canned responses to be used on the community forum.

Enable bookmarks for Category/Topic/Post to make it quickly accessible from the Bookmarks section on the community.

Enable Message Drafts - When creating a new post or commenting/replying in the community, a draft pop-up will appear if there was previously saved content. If the user clicks "load," the drafted content will be added to the post. Conversely, if the user deletes the drafted content, it will be removed.

Sort Conversations based on User Region - This will float conversations from the user's region prior to conversations from other regions.

Disable User Image Upload - This will disable the users to upload their own profile images.

Notification Page

Customize the heading and subheading of the notification page. Select the Notification Types as desired. Selecting Platform will enable the bell icon on the navigation bar of the community forum for the users to receive in-platform notifications.Notification icon on community

SEO

Robots.txt is a text file that webmasters create to instruct web robots (typically search engine robots) on how to crawl pages on their website.

Also, you can specify a character limit for your message or post to be removed from indexing under the Minimum Character Count to Allow Indexing field.

Also, you can whitelist domains for which you want to avoid using rel=nofollow.

Survey

You can enable the Community Survey to be sent to the users.

Live Chat

Enable Live Chat on the community and select the desired Live Chat account from the dropdown. You can also enable to show the Live Chat to only logged-in users and select profile lists for whom the chat will be hidden.

Direct Messaging

Enable Direct Messaging on the community.

Knowledge Base

Enable to show Knowledge Base articles on the community that were created from the Knowledge Base module.

Guided Workflow

Enable to show Guided Workflows on the community.

Default Avatars

Upload images/GIFs that will be assigned automatically to new users when they sign up to the community. Once logged in, users will be able to choose from a default set of avatars or upload their own in the Profile Settings.

Under Maintenance Page

Enable the Under Maintenance page to be displayed when the site is down. You can create this page in Widget Library.

Global HTML/CSS

You can add HTML and CSS at different positions on the website and it will reflect across all the pages of your community. You can use this to customize your community.

Advanced Settings

Under Analytics, slide the toggle to enable desired analytics.

Google Analytics

Google Tag Manager

Adobe Tag Manager

Custom Analytics

Sprinklr Analytics

Google Webmaster Tools Verification - You can verify the ownership of your community site to use Google Webmaster Tools by entering the verification code. It is a code that gives a site verification token validating that the particular authenticated user is an owner of the domain or site.

Status Mapping - Map the "Workflow Message Status" in Sprinklr to the "Conversation statuses" you desire in the community.

Community Support Cases - Enable users to create, view, and reply to email cases/tickets on the community forum.

Select the desired guided workflow that you want to add to the community for the users to fill. These Guided Workflows can be configured in multiple languages for a multi-language community.

Community Editor - Select the community editor as either Slate or TinyMCE. You can allow only the desired users to post media content (Image, Video, Hyperlink) based on permission. By default, all users will be allowed.

You can also allow users to change font color and font family while creating a post/comment/reply/signature on the community.

Page View Editor - Slide the toggle icon to the right to show the sidebar on the left side. Also, provide the Page Width and Page Max Width. By default, the values are 70% and 1008 pixels, respectively.

Community Session - Enter the Session Expiry Time (In Minutes) after which the users will be logged out if there is no activity done by them during that period.

Enable Session Expiry Timer to display a popup to users with a 2-minute countdown, notifying them that they will be signed out. Users can click "Stay Signed In" to extend their session.

Sandbox Community - From here, you can add an additional layer of security to the sandbox communities that would prompt visitors to enter the username and password to access the community site.

RSS - Enable RSS Feed to subscribe to RSS Feed on Community.

Time Format - You have the flexibility to select preferred date formats, allowing users on the community to choose the format they prefer. By accommodating various date formats, this feature contributes to making the community more accessible and user-friendly on a global scale.

Screener — Terms and Descriptions

Add questions that you might want to ask the users when they first sign in/log in.

Term
Description

Select Language

If you have selected the secondary languages in the Overview section, then change the language from the top right corner to translate the content.

Header Image

Check the box to add a header image.

Screener Description

Check the box to add a description.

Screener Title

Change the title.

Custom Question

Click the Addition icon to add custom questions that you might want to ask the users when they first sign in. This helps to collect extra data about the users.

After adding a question, click the question to view more options.

Required - Mark the questions mandatory.

Is Public - Show the submitted data on the user profile.

Show question in 2 columns - To display questions in 2 columns (see the image above).

Show answers in 2 columns - To display answers in 2 columns (see the image above).

Disable editing in profile settings - To not allow users to edit the submitted information in profile settings.

Delete - Delete the question.

Gamification — Terms and Descriptions

Incentivize your members to participate, increase engagement, and lead to a more active community as a whole.

Term
Description
Enabled

Slide the toggle to set up points and goals for users.

Note:

If a user's post is marked as Spam then all the points and badges earned by that particular user will be revoked and s/he will have to earn the badges and points again.

To enable this capability, reach out to support at tickets@sprinklr.com.

Points

In this section, points for each event can be defined along with the limits. You can also set the duration for users to score those specific points.

For example, the Event is set to Post. The Points per Event and Points Limit are set to 20 and 200, respectively, whereas the Limit Duration is set to Hourly. So, on each post, a user will get 20 points but in an hour the points can not exceed 200 points.

Goals

In this section, goals can be set for users to allow them to earn badges. The conditions can be set for each badge along with the badge image, name, and description.

​Version History — Terms and Descriptions

Within the Version History section of the Community Builder, you can view the current and previous versions of a community, and when and who created those versions. You can also clone and restore the previous versions of the community. For more information, see Version History.