Manage Products in Sprinklr

Updated 

The Products Page allows users to create, edit, delete, and manage all products from one place. Here, you can create products using product-specific sources and accounts. Once created, Product Insights can generate valuable data and analysis of consumer experience based on industry-specific AI models.

To access the Products page

Click the New Page icon. Under Sprinklr Insights, click Products within Learn.

This will take you to the main Products page where you can view all the previously-created products along with their information.

You can also view the information in Grid View.

Admin Set-up: Creating and editing Products is an Admin-only function and is not available to all users. Click here to learn more about Product Insights Roles and Permissions.

Options available on the Products page

On the Products page, you will see a number of options, such as creating new products, editing or deleting existing products, cloning products, auditing products, opening the Product Insights dashboard for these products, and importing & exporting products. Search and refresh options are also available.

You can manage and create Products that can then be reported in Product Insights, giving deep analysis on guest experience and sentiment around your products.

To create a new Product

  1. On the Products page, click the Add Product in the top right corner.

  2. On the Add Product form, fill in the required fields to add a new product. For more information, see Add Product – Fields Descriptions.

  3. After filling all the required fields, click Save in the bottom right corner.

To edit or delete Products

On the Products Page, you will see the products that have already been created and saved in your environment. To edit or delete a product, simply click the Options icon next to a product you want to edit or delete and select from the desired options –

  • Edit: To open the Product Editor where you can change the name, description, and other details. The Description field will now be available as a rich-text field on the product page.

  • Delete: To delete the product permanently.

To import & export Products (from the Product page)

Besides editing or deleting a product, you have the ability to import and export products. To do that, click the import/export icons in the top right corner.

  • Import Products: Clicking this action will take you to the Import Products window where you can upload a file with information about multiple products. A template to import can be downloaded.

  • Export Products: Clicking this option will download an excel file containing the details of all the products.

To clone Products

If you want clone the structure of any products, click on the Options icon next to a product you want to clone and choose Clone.

A new Product Addition Page opens up with the name of the product as “Copy of..”. Edit this name as you would like. Two products within sprinklr cannot have the same name or the same URL within them, so edit accordingly.

To audit Products

If the activity and history of changes on any product needs to be seen, click the Options icon next to a product you want to audit and click Audit.

A new widget with the history of changes made to the product will appear.

Add Product – Fields Descriptions

Basic Details

Field

Description

Name

Enter the product name.

Description

Enter the product description (optional).

Image

Upload the image of the Product. If there is a review link attached in the Product, image is fetched from that link.

Vertical

Choose the vertical of the product. Vertical is basically the product category, the name of AI Model running on the data being fetched in the environment by the Product.

Brand Name

Select the brand name.

Fetch Messages From

Select from when and till when you want to keep fetching messages.

  • If Start Date is left blank, all historic data is fetched

  • If End Date is left blank, Product keeps fetching.

Competitor Product

Click the checkbox to add the competitor product.

Note: When you click the checkbox, a new field 'Competitor Brand' will appear. Here you need to select the competitor brand.

Product Identifiers

Field

Description

UPC

Enter UPC (universal product code).

ID / SKU

Enter product ID or SKU (stock keeping unit).

Website URL

Enter the website URL of the product.

Sprinklr Product ID

This will be auto-generated after you successfully create the product.

Sources

Field

Description

Pages

Select the source and enter its URL. You can add multiple source pages.

Accounts

Select the account type and the account(s) associated with it. You can add multiple source accounts.

Note: Product Insights can also analyze data from owned pages. Currently, Facebook and Twitter pages can be used in Product Insights. To learn more, see Product Insights Accounts.

Topics

Select the Topics related to your product.

Themes

Select the Themes related to your product.

Share the product

Field

Description

Visible in all workspaces

Selecting this option will make your product visible in all the workspaces

Note: Do not use this option if you want to make your product visible for any particular workspace/workspace group or user/user group. Instead, select workspace/workspace groups or user/user groups individually.

Workspaces

Select the workspace or workspace groups in which you want to make your product visible

Users / Users Groups

Select the user or user groups for which you want to make your product visible

Visible to

This will show the workspace, workspace group, user, or user group for which the product is currently visible

Product Properties

Field

Description

General

Select the general properties of the product

Others

Select other properties of the product

Frequently asked questions

If you wish to see the standard Product Insights dashboard for the specific product, click the Options icon next to a product you want to audit and then click Open Dashboard.

A new tab with the standard dashboard for Product Insights with this product as filter will open. Add filters as desired.

There may be thousands of products listed on the Products Page. Let's suppose you want to check the details of a particular product or you want to edit or delete it. Finding that particular product could be a cumbersome task if there were no Search option or no Filters.

The Search option available on the Products Page allows you to search for any particular product by simply entering the name of the product or any keyword related to that product in the search bar.

With the advanced search functionality, you can search products based on the keywords/values available in the Product metadata information. Advance search can be done using keywords available in –

  • Product Name

  • Description

  • Partner Custom Fields

  • Client Custom Fields

The Filter option available on the Products Page allows you to filter for particular products. Click the icon to show/hide filters. Type the category you want to filter by and select the options you want to filter for, clicking Apply. This is similar to the filters functionality on a Listening dashboard.

To get the most updated Products page, you can refresh it by clicking the Refresh icon in the top right corner. Sometimes it may happen that after adding the product, it may not appear in the products list. In such a situation, you can refresh the products page, and then you will be able to see your product.

You can now choose which columns you want to display the information for on the products page with the help of the Manage Columns icon on the top right. Click the icon and select the categories you want information for on the Products page and click Apply.