Embed Advocacy Intranet Widget in MS SharePoint

Updated 

Sprinklr allows you to view and discover advocacy content from your SharePoint intranet. This integration connects the Sprinklr Advocacy product to Microsoft SharePoint. Unify the advocates' experience by enriching, deflecting, and triaging appropriate interactions on modern channels to SharePoint from Sprinklr.

Use-case

  • Allow users to view and discover advocacy content from your Sharepoint intranet.

  • Re-engage your inactive advocates by making the content available on your internal portal.

  • Promote your high-priority content by embedding advocacy widgets on your homepage.

To configure the Advocacy in SharePoint

  • To configure the Advocacy in SharePoint, reach out to your Sprinklr Success Manager or drop an email at support@sprinklr.com.

  • You are required to raise a request for the Feed URL with the number of cards that you want to show in the Feed.

  • To generate the Feed URL, the support team will require the following details from the customer :

    • The support team will require the details of the Content list which you wish to share on the SharePoint site. Note that we can add multiple content list in a single Feed.

    • Mention if wish to include Branded post in the Feed.

    • Mention if wish to include non-shareble post in the Feed.

Installing the Sprinklr Advocacy for SharePoint add-in

  1. Sign in to the Office 365 Admin Center.

  2. In the Office 365 Admin Center ribbon, click the App Launcher in the top left corner.

  3. Next, click Add-Ins.

  4. Search for Sprinklr Advocacy, then click Get it now.

  5. Review the add-in details and click Get it now on the Confirm your details to continue pop-up window.

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Note:

To Download the Free Sprinklr Advocacy App: Sprinklr Advocacy Add-Ins

To set up a Advocacy content on the SharePoint site

  1. Select + Create site in the top left corner of the SharePoint start page.

  2. In the Create a site right pane:

    1. Select whether you'd like to create a Team site or a Communication site.

    2. Enter the name (and a description, if you want) for the site.

    3. You can select Edit Image of the pencil icon for editing a flow. and then edit the Group email address or Site address, if you want.

    4. Select whether the group will be public or private (if creating a Team site).

    5. Select a default language for your site and then click Next.

    6. In the next pane, enter the owners and members and Select Finish.

  3. Next, you are required to add a Page to the Site:

    1. Open the site that you want to add a page to.

    2. Click New in the top left corner and select Page.

    3. In the Pages left pane, select the Templates and click Create Page in the bottom right corner of the Pages left pane.

    4. Type a name of your page, then add any other content you want. 

    5. Use web parts to add text, images, and other content.

    6. Select Publish when you're ready.

  4. Next, you are requied to add a Web Part to page before publishing it:

    1. In your page, select the plus sign SPO Plus sign  where you want to insert content.

    2. Select the web part you want to use:

      • Content Feed: This contains all the posts in the feed meant for users to browse and discover the content of their interest.

      • Recommended Content: This contains a consolidated list of featured posts meant to show the posts recommended for sharing.

    3. When these web parts are first added on the page, you will see a placeholder, explaining how to start populating the feeds.

      These Sharepoint webparts are developed specifically to render our public feeds by taking the feed URL as an input.

    4. In the top left corner of the webpart, select Edit web part to update the web part with relevant info.

    5. When you have added all the web parts that you want, select Publish.

Sprinklr generated Webparts

Webpart

Fields

Description

Content Feed

Title

Enter the title for the Content Feed.

Banner Image URL

Enter the Banner Image URL to add an image above content feed.

Feed URL

Enter the Feed URL that you got from the Sprinklr Support team.

Maximum Columns in grid

Enter the maximum columns from the drop-down menu that you wish to be added in the grid.

Page Size

Enter the number of items you want in one page (Paginate the feed)

Auto Refresh time for feed (in minutes)

Select the feed refresh time for a new post.

Select target user groups to show this Webpart

Admins can either choose SharePoint groups, Microsoft 365 groups or Security groups to target specific user groups. (Please see note below)

Filters

Raise a support ticket to get Filter ID and values from support for a selected custom field.

Language

Select between English and French language to translate static icons for e.g., View post, Share

Card Features

Select Primary colour for “share” icon Select Headline colour to change colour of titles of posts

Button Roundness

Enter the number of pixels to make view post icon and share icon round.

You can enable and disable share action and view post action for a content feed through checkboxes.

Recommend Content

Title

Enter the title for the Recommended Content.

Banner Image URL

Enter the Banner Image URL to add an image above recommended content feed

Feed URL

Enter the Feed URL that you got from the Sprinklr Support team.

Number of cards to show

Select the number of cards to show in the grid.

Auto Refresh time for feed (in minutes)

Select the feed refresh time for a new post.

Select target user groups to show this Webpart

Admins can either choose SharePoint groups, Microsoft 365 groups or Security groups to target specific user groups. (Please see note below)

Filters

Raise a support ticket to get Filter ID and values from support for a selected custom field.

Language

Select between English and French language to translate static icons for e.g., View post, Share

Card Features

Select Primary colour for “share” icon

Select Headline colour to change colour of titles of posts

Button Roundness

Enter the number of pixels to make view post icon and share icon round.

You can enable and disable share action and view post action for a content feed through checkboxes.

Note:

Sprinklr Advocacy needs permission if admins want to target the webpart to Security groups.

  • If the permissions are not given, webpart targeting for Security groups will not work. But the rest of the application functionality should work as expected and the admin can still use SharePoint groups for targeting without these permissions.

  • We require mentioned permissions as suggested in the API documentation.

Once you have added the webpart in the desired page, the advocacy content will look something like this:

SharePoint Integration FAQs

The SharePoint Feed URL functions as a public feed endpoint which operates similarly to an RSS Feed. It allows admins to pull content from various Advocacy content lists onto SharePoint in real time. A public URL is utilized because the content is public, intended for sharing by advocates to their channels.  

Yes, the webpart makes a GET request with the configured SharePoint Feed URL to pull content from Advocacy content lists

It's a public endpoint meant to serve shareable data, similar to an RSS Feed. Importantly, this URL requires no authentication, as the content is public and intended for sharing by advocates. It serves as a valuable resource without compromising security. There is no runtime permissions required for this. 

To generate a Feed URL, the admin must select content lists that has only relevant advocacy posts which are meant to be promoted on SharePoint for sharing. The Feed URL is configured based on the chosen content list by the backend. Therefore, selecting an advocacy content list ensures that only that specific content will be populated, and no other content will be visible on the webpart.  

The installation of the Advocacy platform occurs at the tenant level. Sharepoint Admins have the responsibility to manage and configure installation settings within the organization’s SharePoint environment.  

The public feed URL uses the HTTPS protocol. Sprinklr will provide a public feed URL that allows content ingestion into SharePoint, enabling the seamless flow of content from various Advocacy content lists into your SharePoint environment. We do not have an architectural diagram yet, but the following key points will help you understand the flow. We can connect over a call to discuss any confusion. 

Key Points

Content Ingestion: The public feed URL is a GET URL, ensuring that no external posts can be made to it. It extracts posts solely from the specified content tabs where content is added using the Sprinklr publisher. 

Outbound Visibility: Advocacy posts visible in SharePoint will include buttons for sharing and viewing. These buttons will redirect users to the advocacy site for further actions. 

Teams Integration: Once Advocacy content is set up and installed by your SharePoint admin from the SharePoint store, it will be available in your app catalog where the admin will have the option to make the feed available for Teams as well. On selection, the content feed will also be available in the apps section of Microsoft Teams. 

Continuous Data Flow: The data will continuously flow into the content feed for both SharePoint and Teams, ensuring up-to-date content is always available. 

The SharePoint Feed URL operates as a public feed endpoint, functioning similarly to an RSS Feed. Admins can pull content from Advocacy content lists onto SharePoint in real time. Importantly, this URL requires no authentication, as the content is public and intended for sharing by advocates. It serves as a valuable resource without compromising security. There no runtime permissions required for this.