Reference Guide for Sprinklr Social

Updated 

Introduction

Sprinklr Social is the platform of choice for organizations looking to manage social media across multiple brands, teams and geographies. 

Getting Started

Learn to set-up your social accounts and start engaging with customers.

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Speedup with essential Sprinklr components like users, roles and permissions to quickly get started with Sprinklr Social.

Gives a walk through of basic construct of Sprinklr Social.

Gives a walk though of key components of Sprinklr Social.

Set up Users and User Groups

Adding users to Sprinklr allows teams to onboard, providing new users with the access and permissions they need to get started with Sprinklr. Let's look at the steps:

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Learn how to add new users and provide access and permisisons to get started with Sprinklr.

Learn how to create Dynamic User Groups that allow users within the same Task Queue to be grouped together in a single User Group.

This article help to learn how to add users using SSO. SSO can help admins to create new users on the fly within Sprinklr.

Configuration

Refer to our complete feature-wise walkthrough for configuration:

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Learn how to configure Channels.

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Learn how users can set the approval path while publishing any post through the Quick Publisher window or using Outbound Rules.

Learn how to create Approval processes and workflows help automate simple, repeatable tasks.

Learn to automate publishing.

Learn how to use AI in publishing to use smart approvals and smart scheduling.

Learn how to create URL Shortner to gain traffic to your post.

Learn to create web analytics profile.

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Learn how to add new users and provide access and permisisons to get started with Sprinklr.

Learn different ways to configure custom fields in Sprinklr.

Learn to create to perform a combination of tasks with a single click, removing redundancies in your workflows.

Learn to provide Profile Tags to place visual indicators next to social media account.

Learn to create Message Tags.

Learn how to add accounts to Sprinklr Platform.

Learn how to setup SSO.

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Learn how to create text template.

Learn to create post asset to complete ready-to-publish asset

Learn to create omni chat templates to engage with your customers via bot.

Learn how to add Asset.

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Learn to create Outbound Columns to provide multi-column layouts using those you can monitor, engage and take action on messages within Sprinklr.

Learn to create Engagement Dashboards that allows to create customized channel dashboards in which messages can be viewed, acted upon, engaged with, and assigned.

Learn to create Engagement Dashboards that allows to create customized workflow dashboards in which messages can be viewed, acted upon, engaged with and assigned.

Learn to add Global and Workspace Queues

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Leverage outbound rules in Sprinklr's Rule Engine to control the properties of messages that are sent out.

Leverage autofill rules in Sprinklr's Rule Engine to control the properties of messages in Publisher screen.

Learn about Auto Imoprt Rules

Learn to create post publishing rules to tag messages that are published or to notify team members.

Learn to create Listening Rule.

Learn to create Paid Rules.

Learn to create Benchmarking Rules.

Learn to create Inbound Rules.

Learn to create Queue Rules.

Learn to create Log Out Rules.

Learn to create SLA Rules.

Learn to create Pre Publishing Rules.

Learn to create UGC Rules.

Learn to create Auto Boost Rule

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Learn to configure Touchscreen enabled Display to interact with your charts, helping you gain additional insights with no additional setup required.

Learn to create alerts to mitigate crisis.

Learn how to create visual cues to highlight data patterns and anomalies enabling command center operations to identify areas of opportunity.

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Learn to create Distributed User.

Learn to create Distribuited Admin setup.

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Learn to create UGC board to organize earned media assets and posts.

Reporting

Reporting in Sprinklr centralizes data from social channels and accounts. Reporting helps to customize, expand and drill down the data in various forms. Refer to our detailed walkthrough:

Getting started with Reporting

Support

How to reach support? 

Still have queries? Visit Sprinklr Insights Knowledge Base(KB)  for more information or reach out to our support team at “support@sprinklr.com”.