Set Reminders on Engagement Dashboard
Updated
You can set a reminder to look at an inbound message like tweets, messages on Facebook to help you keep track of inbound messages. Once a reminder is set, it will pop up in the platform on the scheduled time. You can schedule the reminder for more than one person, and assign the task to the person who is responsible to respond to the message.
Steps to Set New Reminders in Engagement Dashboards
Click the New Tab icon
. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.
Click the Dashboard Menu
icon at the top left corner and select the desired Dashboard with the desired Column.
In the column set up with the list inbound messages, hover over the Options icon
and select Reminders.
In the Add New Reminder pop-up window, fill out the required details.
Click Add in the bottom right corner of the Add New Reminder pop-up window.
Add New Reminder — Field Descriptions
Term | Description |
Send To | Select the list of the recipient(s) who would get the reminder. |
Calendar | Select the date and time of the reminder using the calendar. |
Write your message. | Enter the message that you want to be attached with the reminder. |
Assign To | Select the user from the drop-down menu who should respond to the message. |
Queue | Select the queue from the drop-down menu related to the message. |
Macros | Select a suitable macro from the drop-down menu. |
Steps to Manage a Reminder in Engagement Dashboards
Click the New Tab icon
. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.
Click Dashboard Menu
icon at the top left corner and select the desired Dashboard with the desired Column. In the column set up with list inbound messages, hover over the Options icon
and select Reminders.
If an existing reminder is already set on message, you will get the details in the left pane of Add New Reminder pop-up window under the Reminder section.
Note
You can create more than one reminder at a time on a particular message.If you wish to edit the existing reminder, click the existing reminder. Make the desired changes and click Save in the bottom right corner to update the reminder.
If you wish to Delete the existing reminder, click the existing reminder. Select Delete icon
in the bottom and click Yes in the bottom right corner to delete the reminder.