Auto Import Rules
Updated
This topic aims to take you through Auto-Import Rules, a Rule Type in Sprinklr. To view the list of Rules, see Types of Rules.
Auto Import rules are initiated when a message is posted natively via the social media channel instead of Sprinklr. If an Auto Import rule is set up, enabled and the conditions are met, then the corresponding action takes place.
To Create Auto Import Rules
Click the New Tab icon
. Under the Governance Console, click Manage Rules within Platform Setup.
In the top-right corner of the Rule Engine window, click Create New Rule.
On the New Rule window, enter a Name and Description for your rule.
Select Auto Import from the Context drop-down menu.
If required, modify the values for Activation Date and Rule Execution Batch.
Click Next.
On the Rule Builder window, click the
icon and set the Auto Import Rule Conditions and Actions. For more information, see Auto Import Rule Conditions — Descriptions and Auto Import Rule Actions — Descriptions.
Click Save in the bottom right corner to finalize the creation of your new Rule or Save as Draft to create a draft version of your Rule.
Auto Import Rule Conditions — Descriptions
| Terms | Description |
| The Channel Properties of the Message | |
| Account | Refers to the specific social network account the message is coming in to. This condition could be an account or an account group. |
| Account Owner User ID | Refers to the owner of the Account the message is associated with. |
| Channel | Refers to the social network such as Facebook and Twitter. |
| Message Type | Refers to the actual message. This could be Facebook Comment, Twitter Reply, and LinkedIn Post. |
| Message Subtype | Refers to a specified content type within the message like a Discussion, Blog, or Photo. |
| Account Business Category | Refers to the business category which the account falls under. |
| The Properties of the Outbound Message | |
| Campaign | Refers to the campaign the message is associated with. |
| Geo. Target Country | Refers to the country the message is targeting. |
| Geo. Gating Country | Refers to the country the message is gating. |
| Has Associated Post Asset | Refers to whether the post has any associated asset or not. |
| Post Creation Source | Refers to the source at which the Post was created. |
| Is post created after account added in Sprinklr | Refers to the post is published at a time after the account addition (in Sprinklr) time. |
| Post Has Link | Refers to whether the outbound post has a Link or not. |
| Post Link | Refers to Link present within the outbound post. |
| Published Status | Refers to whether the message is published or unpublished. |
| Request Source | Refers to the source, the message or posts are requested from. |
| Tag | Refers to the descriptive terms associated with the message that has been created within Custom Fields as message tags. (See Add a Custom Field) |
| Text | Refers to the specific words or phrases in the message. |
| Title | Refers to the title or subject of the message where applicable. |
| Content Language | Refers to the specific languages that the message should be written in for the condition to be met. |
| Custom Properties | Refers to the custom fields associated with the message. |
| Message Keywords | Refers to the keyword list that the message contains or doesn't contain. |
| Sub Campaign | Refers to the integrated campaigns within a particular campaign associated with the message. |
Channel Metadata | To update the metadata and tags in a YouTube Video. |
Partner Custom Property | Refers to the Partner Level Outbound Message Custom Fields. |
Client Custom Property | Refers to the Client Level Outbound Message Custom Fields. |
Auto Import Rule Actions — Descriptions
| Terms | Description |
| Assign a Message to a User/Queue | |
| Add to Partner Queue | Refers to adding the message to a previously created Partner Level Queue. |
| Add to Client Queue | Refers to adding the message to a previously created Client Level Queue. |
| Change the Approval Properties of the Message | |
| Send Email Notification | Refers to sending an email notification to user(s). You can also add freeform email addresses (non-Sprinklr users) to send an email notification to. |
| Delete Message | Refers to deleting the message. |
| Remove Receivers in Lists | Refers to removing the selected receivers of the message. |
| Change Properties of Message | |
| Campaign | Refers to the campaign the message is associated with. |
| Choose Custom Fields to set to default | Refers to choosing the custom fields to set to default. |
| Notify Users | Refers to the users to be notified. |
| Tag | Refers to the descriptive terms associated with the message that has been created within Custom Fields as message tags. (See Add a Custom Field) |
| URL Shortener | Refers to the URL Shortener that has been set up and linked. |
| Sub Campaign | Refers to the integrated campaigns within a particular campaign associated with the message. |
| Partner Custom Property | Refers to the Partner Level Inbound Message Custom Fields. |
| Client Custom Property | Refers to the Client Level Inbound Message Custom Fields. |