1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions.

​

2. Search for the specific Naming Convention you want to take action on. Click the Options icon next to its name.

3. To share the convention, select Share. You will be able to give permission to view but not configure or edit the convention to specific Users, User Groups or Workspaces. Users can view and apply Naming Conventions when creating new entities only if that Convention has been shared with them beforehand.

4. To delete the convention, click Delete. Deleting a convention will have no effect on entities already created using the convention. Their names will remain the same.

5. To duplicate the convention, click Clone.

5. To edit the convention, click Edit. When you edit a convention, the names of any entities created using the convention will also get updated. In cases where an entity's name would become blank due to the update, the existing name is retained. If a convention is valid for multiple entities and you update the convention to remove one of those entities, names for those entities created using the naming convention will remain the same.