Eliminate the risk of off-brand advertising with a task-based QA Checklist. 

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In Sprinklr, users have to create approval queues while sending their ad campaigns for approval. They have to work with predefined rules and checklists for ad campaigns in Sprinklr for all types of Ads. This limits them from getting approvals on specific parts of the Ad Campaign, increasing the risk of off-brand advertising. Ads Entity checklist helps solve this problem. You can also define the list of checks commonly followed and save them as a template. 

Value Proposition 

How to Create an Ad Entity Checklist 

1. Click the New Tab icon. Under the Sprinklr Marketing tab, click Workflow Engine within Produce. 

2. In the top right corner of the Workflow Engine window, click Create Workflow. 

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3. On the Create New Workflow window, provide basic details such as name and entity to apply the workflow on. You can select among Paid Initiative, Ad Set and Ad Variant levels.

4. You can set if you want to show future tasks after a task is approved or all the tasks are approved at once by clicking on Show future tasks as available at the bottom of Create new workflow window.

5. Once done, click on Create.

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6. On the workflow canvas, click on the Plus icon.

7. Select user task from the drop-down menu to create a new item on the checklist. The number of user tasks you create will be the number of items on your checklist.

8. When you click on User Task, a new Add User Task form will open.

9. Fill in all the necessary details in this form and click on Save.

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10. Create as many tasks as you want entities on your checklist. Once you have added all the tasks, select End from the dropdown menu. This will end the list. 

11. After ending the list, click on Save and Deploy. 

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To Initiate the Checklist Workflow on an entity from the Ads Composer 

1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Composer within Execute. 

2. On the Create new Paid Initiative window, select your Ad Account. 

3. On the campaign creation screen, click on the Manage Workflow button on the top right side of the screen. 

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4. On the Manage Workflow window, select the workflows you create at different ad levels and click on Apply. 

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To Initiate the Checklist Workflow on an entity from the Ads Manager 

1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyse. 

2. On the Ads Manager window, navigate to the Paid Initiative to which you want to apply the workflow. 

3. Hover over the Options icon alongside the desired ad entity to view the available actions. Select Initiate Workflow from the actions drop down menu. 

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1. Select the workflow you want to trigger from the drop-down menu and click on Apply. 

2. When you click on View and Edit and navigate to the Tasks section, you will see your created task. The users who have been assigned the task will be able to update the status of the task. They can choose from the following statuses - Approved, Available, Future, In-Progress, and Rejected. If the ad is rejected, then the approver can also add comments in the collaboration tab about what needs to be changed. 

3. To check the status of your task on an entity, you can check the Workflow Status column in the Ads Manager. 

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To Initiate the Checklist Workflow on a draft entity from the Ads Manager 

You can also trigger an ad entity checklist on a draft entity in the Ads Manager. To do this, follow the steps given below: 

1. Navigate to the Ads Manager. Add a filter called Paid Initiative Status and select In Workflow from the options on the right. 

2. Triggering a workflow on a draft entity changes the status of that entity to In Workflow and you can see the approval status for this entity in the Workflow Status column. 

3. If you want to see which workflow has been triggered on an ad entity then, hover over the Options icon alongside the desired ad entity to view the available actions. Select Initiate Workflow from the actions drop down menu. 

4. On the Manage Workflow window you can see which workflow has been triggered on that entity. You can stop this workflow by clicking the Stop button next to the workflow name. You can also trigger a new workflow on this entity by selecting a paid initiative workflow under Initiate New Workflow. 

5. The new tasks will be added below the already existing tasks on the task pane in the View and Edit window. 

To Automate the triggering a Workflow on an entity in the Rule Engine 

1. Click the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate. 

2. In the top right corner of the Rule Engine window, click Create New Rule. 

3. On the New Rule window, provide a name and an optional description for your new rule. 

4. Set the Rule Scope to Customer and select Paid under context. 

5. On the Rule Builder window, create a condition to trigger the workflow. 

6. In actions, under Control the Approval/Workflow properties of the Entities, select from the following options: 

7. Initiate Workflow for Ad Set 

8. Initiate Workflow for Ad variant 

9. Initiate Workflow for Paid Initiative 

10. Set the remaining properties of actions as per your requirements and click on Save. 

11. Whenever you will publish an entity and update its status from draft to active, this rule will be trigger and the approval workflow will run on that ad. 

Add User Task with Field Description