Filter UGC based on Response of Screener Questions

Updated 

In certain cases, customers have a lot of advocates working in different departments. It gets difficult for the customers to keep track of the user-generated content from various departments. Going forward, in this article you will learn about how to filter out suggested content based on the response of screener questions. This capability will allow you to create different engagement columns to segregate UGC generated for different departments.

Step 1: To mark the Screener Question which you want to use as an Advocate Custom Field.

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Admin Console within Engage.

  2. In the Community window, hover over the Options icon Space_Icon_Options (Vertical).pngalongside an Advocacy Community and select View Sites.

  3. Next to the site you'd like to make changes to, hover over the Options icon  Space_Icon_Options (Vertical).pngand select Build Site.

  4. In the site dashboard bar, click Screener to navigate to the Screener tab.

  5. In the Screener tab, click the Rearrange icon Screen Shot 2017-12-12 at 8.08.29 AM.pngin the left corner alongside any specific options.

  6. Check the box alongside to Display as filter in UGC.

  7. Click Save in the bottom right corner.

    Note:

    This Screener Question will appear on Advocacy Site as one of the Advocates Custom Field.

Step 2: To create a corresponding User Generated Custom Field which would be then used to filter out UGC.

  1. Click the New Tab icon Space Add New Tab Icon. Under the Governance Console, click All Settings within Platform Setup.

  2. In the Platform Settings window, select Custom Fields within Manage Workspace.

  3. In the top right corner of the Custom Fields window, click Add Custom Field.

  4. In the New Custom Field window, select a Custom Field type and enter the name of the field along with the description.

  5. Next, select Asset as User Generated Content and Community User from the drop-down menu.

  6. Under Set Values, select the desired values.

  7. Fill in the remaining steps as per the requirements and click Save in the bottom right corner.

    Note: This Custom Field should have the same values which are present in the corresponding Screener Question and corresponding Advocate Custom Field.

Step 3: To create a UGC rule such that as soon as a UGC is created with an Advocate Custom Field, the corresponding UGC Custom Field is populated.

  1. Click the New Tab icon Space Add New Tab Icon. Under Sprinklr Social, click Manage Rules within Triage.

  2. In the top right corner of the Manage Rules window, click Create New Rule

  3. On the New Rule window, fill in the required details. Select UGC from the Context dropdown. 

  4. On the Rule Builder window, click the Addition icon  and select Add Condition.

  5. On the Edit Condition pane, enter a Name for your condition. 

  6. Under Condition Applies To "Advocacy Messages Associated With User Generated Assets", select the desired condition from the Condition dropdown. For example, you can select Language from the Condition dropdown and select German from the Select Values dropdown. You can add more conditions by clicking Add another Condition.

  7. On the Rule Builder window, click the Icon_Space_Add_Plus_Circle.png icon on the Yes branch of the above condition and select Add Action to add the action.

  8. On the Edit Action pane, provide a Name for your action.

  9. Under Actions To "Update User Generated Assets", select the desired action from the Action dropdown. For example, you can select Language from the Action dropdown and German from the Select Values dropdown. You can add more actions by clicking Add another Action.

  10. Click Save in the bottom right corner.

Step 4: To create an Engagement Column by applying UGC Custom Fields as filters

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

  2. From the Engagement Home window, select the desired engagement dashboard. 

  3. In the desired Engagement Dashboard, click Add Column in the top right corner to create a new column.

  4. In the Add New Column window, search and select User Generated Content as a source for adding a new column.

  5. In the Add New User Generated Content Column window, select the type of column as UGC Assets.

  6. After selecting the type of column you want to create, enter a NameDescription, and add Accounts per your needs. Provide other Basic Information for your column. Preview of the column will render on the right side of the window.

  7. Enter Workflow Properties as desired. Workflow properties refer to the properties applied in Sprinklr, either automatically or manually, that determine the message's workflow status, user assignment, priority, Spam designation, and sentiment.

  8. Provide Custom Properties as desired. Configuring additional properties, you can specify messages to include or exclude based on the properties that have been applied to the message.

  9. After you've provided all the details for your column, click Create Column in the bottom right corner to create the new column. Upon creation, your column will be available in the current dashboard.

    Note: You can create different engagement columns for UGC generated for different Custom Fields (Example: Department, Region, Language etc.)