Setup email contact list
Updated
You can create a email contacts lists of email addresses for teams outside of Sprinklr. This list will make it easy to select those email addresses when forwarding a case as an email. You can use this feature to maintain email contact list of teams with whom your customer service team usually collaborates to solve customer issues.
You can utilise following two ways to create and maintain email contact list:
1) By utilizing Partner Profile Lists
2) By utilizing Client Profile Lists
Using Partner Profile Lists
1) Click the New Tab icon. Under the Sprinklr Service tab, click Audience Profiles within Learn.
2) On the Audience Profiles window, click the Options icon on the top right corner and select Import.
3) Within the Import Audience Profiles window, click Download Excel Template.
4) Fill in the downloaded Excel template with all the details including email ids which needs to be shown. Please note that the first 4 fields (columns A, B, C, and D) are mandatory.
6) Fill a value in the Partner Profile Lists column.
7) Upload the filled Excel template back to the Import Audience Profiles window.
8) Once the profiles are uploaded, raise a support ticket mentioning the Partner Profile List name to be shown in the Recipients section while forwarding a case through email.
Using Client Profile Lists
1) Click the New Tab icon. Under the Sprinklr Service tab, click Audience Profiles within Learn.
2) On the Audience Profiles window, click the Options icon on the top right corner and select Import.
3) Within the Import Audience Profiles window, click Download Excel Template.
4) Fill in the downloaded Excel template with all the details including email ids which needs to be shown. Please note that the first 4 fields (columns A, B, C, and D) are mandatory.
6) Fill a value in the Client Profile Lists column.
7) Upload the filled Excel template back to the Import Audience Profiles window.
8) Once the profiles are uploaded, you can select the client profile lists from the Recipient section and the following emaill will be sent to all the email ids present in that client profile lists.
