Sprinklr v16.2.0 - Sprinklr Marketing Capabilities and Enhancements
Updated
Sprinklr's latest release offers a number of exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below!
Navigation TipsRead through the release notes below, or you can click on a Product title to jump to a particular Product's section of the Release Notes. For quick navigation to a specific feature within the Product, click on the feature name below the Product section header. In order to deep dive into certain capabilities, hover over the main title of the note. Then, click if an action cursor appears to open an overlay of the capability. Click Open Article to view the article's page in a separate tab. Some release notes will be informational one-liners and an action cursor will not appear. Enjoy! |
Sprinklr Marketing Updates |
Quickly navigate to a specific Sprinklr Marketing area: Editorial Calendar | Production Dashboards | Digital Asset Management | Campaigns | Content Marketing | Macros | Custom Fields | Workflow Engine | Publisher | Rule Engine | Notifications | Settings | |
Editorial Calendar
Editorial Calendar | Redesigned Header Implementation
As a part of our new design language, Hyperspace, we have redesigned the dashboard and explorer headers to focus on simplicity, consistency, and a better affordability for most used actions. The header changes will be reflected in all the dashboards (both standard and custom) throughout the Sprinklr platform. With the new Header Implementation, Editorial Calendar too will have an enhanced UI.
However, this will not impact any other functionality within the Editorial Calendar. All actions such as Filter, Refresh Group By, Import, Export, Switch Timezone, Apply Filters, etc.
Editorial Calendar | Support for Simplified Filtering
Filtering within the Editorial Calendar is now simplified by showing only the most relevant options upfront in Calendar and Production Dashboards as well. This enables you to:
View most used filters and actions upfront making it simple.
Pin/favorite the filters that you use for quick access.
Have consistent filtering behavior showing all values.
Editorial Calendar | Enhanced Navigation for Date and Time
While viewing content within the Timeline view of the Editorial Calendar, you will now have a Date and Time selector in the Year, Quarter, Month, Two Week, and Week views. The back and forward arrows will navigate to the next and previous time frame respectively in the same view. On selecting a date or time the timeline will scroll to the respective time frame in the same view in which the selected timeframe lies.
For example, selecting 30th, September in the month of February will navigate to the September month view.
Editorial Calendar | Ability to Filter Published and Approved Posts by Approver
You will now be able to filter the Editorial Calendar by Approver even if the posts are published or already approved. This will enable you to filter posts based on who has approved the posts. Also, if a post is in the approval process, then you can view by whom the approval is pending.
Production Dashboards
Production Dashboards | Redesigned Header Implementation
As a part of our new design language, Hyperspace, we have redesigned the dashboard and explorer headers to focus on simplicity, consistency, and a better affordance for most used actions. The header changes will be reflected in all the dashboards (both standard and custom) throughout the Sprinklr platform. With the new Header Implementation, Production Dashboards too will have an enhanced UI.
However, this will not impact any other functionality within the Production Dashboards. All actions such as Filter, Refresh Group By, Import, Export, Switch Timezone, Apply Filters, etc. The new Header for Production Dashboards will be implemented within the Campaign’s Production Tab as well.
Production Dashboards | Ability to Split Table and Timeline Views of Campaigns Tab
While viewing campaigns within the Production Dashboards, you will now be able to Split Timeline View of campaigns, enabling you to align the campaign row and campaign bar having a side-by-side view of both. You will have horizontal and vertical scrolling in both Tabular and Timeline views. This capability allows you to:
Align the timeline with the existing quarter view and month view
Take actions on campaigns
Have table cells color coded
Opening campaigns from action or bar opens the campaign third pane
Apart from these you will also be able to Filter, Search, Sort, Group By, Inline Edit, Freeze, and apply bulk actions such as clone, edit, delete, etc.
Production Dashboards | Support for Timeline View of Campaigns
Within the Production Dashboards, you can now switch to the Timeline View of Campaigns and view active workflows enabling you to track their progress against the set task or milestone due dates. The workflow progress bar for Campaign Timeline will start when the workflow is initiated and will end with the end of the workflow i.e., the due date of last task or milestone.
Clicking on the Campaign name or workflow bar will open the particular campaign in its Third Pane. The workflow bar will be color coded as per the Editorial Calendar color settings. The default colors will be the same as defined in the Editorial Calendar.
On the Campaign Timeline, you will be able to:
View the start date of the campaigns.
View milestones on due dates.
View past, current and future tasks on the campaign as colored dots.
View whether the workflow is delayed or ahead by X number of days.
View whether the milestone date, delayed or ahead (same as message workflow view).
View campaign name.
View assignee, due date, and status info (same as message workflow view)
This capability will allow smooth scrolling with an infinite timeline, zoom-in, and zoom-out, improving the overall usability of the content plan visualization.
Production Dashboards | Enhanced Standard Production Dashboards
We have now added a default Production Overview dashboard which will act as a Standard Production Dashboard and can be used as reference to create more dashboards as per your requirements. Furthermore, all tabs will be visible (by default) in this dashboard in the following order:
All Tasks - The All Tasks tab will have following columns:
Task Name
Description
Task Status
Task Assignee
Entity Name
Due Date
Task Queue
Task Type
All Campaigns - The All Campaigns tab will have following columns:
Campaigns Name
Description
Start Date
End Date
Status
Owner
All Sub-Campaigns - The All Sub-Campaigns tab will have following columns:
Sub-Campaign Name
Description
Campaign Name
Start Date
End Date
Status
Owner
All Messages - The All Messages tab will have following columns:
Message Name
Schedule Time
Account Type
Template
Account
Content
Campaign
Sub-Campaign
All Assets - The All Assets tab will have following columns:
Asset Name
Description
Type
Created Time
Author
Note that this dashboard will be automatically imported into the Production tab of every Campaign and Sub-Campaigns details view.
Production Dashboards | Ability to Configure Columns for Personal Views
While editing or viewing Personal Views within the Production Dashboards, you will now be able to configure columns as per your requirement. The Manage Columns option will have actions such as Reordering, Adding, and Removing columns. Managing columns in personal view only affects your dashboards’ view and not of others. Also, you will be able to Star your tabs or personal views.
Manage Default View permission has been added to enable you to manage your personal views effectively. The enablement of this permission will allow you to make changes to your own personal view and not the default view or standard dashboards. However, if you are an admin, changes made via the Manage Column option by you in default views will impact all user’s views.
Production Dashboards | Support for External Link Sharing
You will now be able to create and share your Production Dashboards with other users (non-sprinklr) via External Links. With this capability enabled, you can sync live changes to the external dashboard so that the export will be up-to-date. You will be able to view all the applied filters in the external view. The external view will be similar to the Production Dashboard within the platform.
Note The export will be password protected. |
Generate Link
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External View |
Production Dashboards | Ability to Set Format for Date Columns
While viewing content within the Production Dashboards, you will now be able to set the format of Date Field columns to customize the Production Dashboard’s view as per your business requirements. This will be applicable for Outbound Message, Campaigns, Sub-Campaigns, and Tasks date field columns.
The available formats are:
Mon D YYYY
MM/DD/YYYY
Day MM/DD/YYYY
Day
DD Month, YY
DD-Mon-YYYY
DD/MM/YYYY
D/M/YY
D Month YYYY
M/D/YY
Mon DD, YYYY
Month D, YYYY
YY/M/D
Apart from this, you will also be able to alter the time format and display settings.
Time Display Setting - Do Not Display Time, Display Before, and Display After
Time Display Format - 12 Hour Clock or 24 Hour Clock
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Production Dashboards | Ability to Use Four Dimensions to Group By Content
While grouping content within the Production Dashboards, you will now be able to use Four Dimensions instead of just three. This will allow you to gain more additional context of an entity with respect to the dimensions used.
Production Dashboards | Ability to Export Date Fields in Date Formats
While exporting the Production Dashboards in an excel format, all the date fields (system/custom) will be exported in a proper date format. This will help you in the chronological sorting of date columns in the excel file, thus, saving time and reducing the possibility of human error.
Production Dashboards | Ability to Expand or Collapse All Groups
While grouping content within the Production Dashboards, you can Collapse or Expand all groups. The Collapse and Expand buttons will have following behavior:
If all groups are expanded: State of button is Collapse All
If all groups are collapsed: State of the button is Expand All
If manually few groups are collapsed or expanded: Retain the state of the button based on what was clicked previously (If Collapse All was clicked state changes to Expand All, If Expand All was clicked state changes to Collapse All)
Note that the default state for groups is Collapse All since the default state of the table is Expanded.
Production Dashboards | Ability to Add New Row
You will now be able to Add New Row within the Message tab of the Production Dashboards by clicking the Plus icon. You will be able to type in data in each cell of the row. Also, this newly added row can be saved or canceled. If you have saved the row before filling in all the required fields then the system will show error and will navigate you back to the empty fields.
Note If you click cancel, then all data within the row will be lost and the row will not be added. |
Digital Asset Management
Digital Asset Management | Support for Preview and Annotations on PDF Documents
You will now be able to add annotations and have a full preview of PDF Documents within the Digital Asset Manager. You can mark the annotated area with a color and collaborate with co-authors over the same. Additionally, the co-authors will receive a notification via email or in-app upon being mentioned and can resolve the issue. This will enable you to provide contextual feedback while reviewing the asset. Also, this capability will allow users to save time and promote efficient workflows.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Digital Asset Management | Support for Preview and Annotations on Powerpoint Presentations
You will now be able to view and add annotations on Powerpoint Presentation Slides within the Digital Asset Manager. You will also be able to view all slides by scanning back and forth in the Asset Third Pane preview.
You can mark the annotated area with a color and collaborate with co-authors over the same. All annotations added on a PPT will be visible under the Annotations tab. Adding annotations will enable you to provide contextual feedback while reviewing the asset.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Digital Asset Management | Support for .TIFF Format
You will now be able to upload and store .tiff files within the Digital Asset Manager. This will enable you to:
Download .tiff files in .tiff format
Preview .tiff files
Annotate on .tiff files during preview in the Asset Third Pane
Upload versions of the .tiff file
Add notes on .tiff files
Initiate workflow on .tiff files
Create tasks on .tiff files
When DP is on, then the file uploaded in .tiff format will be downloaded as .tiff format. If DP is off then the downloaded file will show the current behavior.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Campaigns
Campaigns | Redesigned Header Implementation
As a part of our new design language, Hyperspace, we have redesigned the dashboard and explorer headers to focus on simplicity, consistency, and a better affordability for most used actions. The header changes will be reflected in all the dashboards (both standard and custom) throughout the Sprinklr platform. With the new Header Implementation, Campaigns too will have an enhanced UI. The new Header will allow you to:
Create a new campaign
Create a new sub campaign
Export campaign list view
Export sub campaign list view
Search for campaign
Search for sub campaign
Refresh and select quick filters
Filter campaigns and sub campaigns
View default filters for campaigns and sub campaigns
Campaigns | Ability to Add Multiple Briefs
You will now be able to add Multiple Briefs on Campaigns and Sub-Campaigns by selecting a separate brief template for each brief. All the selected brief templates will appear on the left side of the Brief Tab within Campaign Details. Clicking the name of a brief template will open the respective template.
The Select Brief option while creating or editing a campaign will be multi-select.
Campaigns | Support for Content Strategy Tab in Sub-Campaigns
You can now view all the messages and assets associated with a Sub-Campaign in its Content Strategy Tab. Here, you can see the visual and contextual inspiration and guidelines that make up the strategy of a sub-campaign. Adding elements to a sub-campaign’s content strategy is completely customizable, allowing you to configure the right strategy behind it.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Campaigns | Display Schedule Date of Messages in the Plan Tab
You will now be able to view the schedule date of a message in the Campaign or Sub-Campaign’s Plan Tab enabling you to gain additional context without switching tabs.
Campaigns | Ability to Share External Reports from Analytics Tab
You will now be able to share reports from the Analytics tab of Campaigns and Sub-Campaigns via external links. This will enable you to share the data with other users for better collaboration.
Content Marketing
Content Marketing | Support for Advanced Filters in Quick Filters
While creating quick filters within the Production Dashboards and Editorial Calendar, you will now be able to select between Advanced Filters and Basic Filters options. With the enablement of this capability, you will be able to inculcate query logic while creating quick filters using AND/OR. Also, the creation of Advanced Filters will be consistent throughout the platform i.e., Editorial Calendar and Production Dashboards.
Query Type: {“Lead Location (Message)” = GBL AND (“Lead Category (Message)” = ACG
Note The results will be similar irrespective of the type of filter you apply. |
Content Marketing | Ability to Upload Multiple Files on a Message
While creating a message within Sprinklr, you will now be able to upload more than one file from Production Dashboards, Advanced Publisher, and Message Third Pane. Also, you will be able to preview the attachments by clicking on the thumbnail of the attachments. Apart from this, you can also delete one or multiple uploaded files from the Production Dashboards, and Message Third Pane.
You can upload more than one file as attachments while collaborating on a message and can preview it by clicking on the thumbnail.
Note Click on an attachment's thumbnail to Download or Delete it. |
Content Marketing | Ability to Configure Notifications Pane
Sprinklr now provides you the ability to configure Notifications Pane to hide irrelevant Notification Pane tabs such as System, Approval, Reminder, etc. This will enable you to efficiently manage and find important tasks notifications, and notes you are @ mentioned in. Moreover, the Notifications Pane will retain the last viewed tab.
Content Marketing | Ability to Search Sub-Campaigns from Launch Pad
You will now be able to Search and Navigate to Sub-Campaigns from the Launchpad within Sprinklr.
Content Marketing | Account Type In Store Event Renamed to Retail
The account type In Store Event has been renamed to Retail. This change will be reflected in the Rule Engine, Workflow Engine, Advanced and Quick Publisher, Editorial Calendar, Production Dashboards, etc.
Note that the renaming will not impact any historical data created under In Store Event account type. Also, the templates created under Retail can be used with In Store Event.
Content Marketing | Ability to Score Leads based on Profile and Behavioral attributes
You will now be able to score leads based on Profile and Behavioral attributes. This will enable you to tag user profiles based on their demography and activities.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Content Marketing | Text Area Field Improvements
While adding, editing, or updating any Text Area type custom field within Sprinklr, you will be able to:
View the complete text without scrolling.
Add multiple clickable links.
Select a portion of the text to copy from.
Paste into the text area field.
Also, the text field will expand now on adding a long text. Apart from this, the line breaks and text area formatting will be maintained in cells within the Production Dashboards.
Content Marketing | Ability to Configure Message (Outbound) Label
Sprinklr has renamed Message (Outbound) to Execution. The renaming will be consistent in filters for Editorial Calendar, Production Dashboards, and fields in Tab Creation, Advanced Publisher, Is message confidential?, and Third Pane.
For example, create message will be, create execution, message name will be execution name, is message confidential? will be, is execution confidential, message brief will be execution brief, etc.
Note The renaming is not by default. You can have this configured via Persona Configuration. |
Macros
Macros | Support for Related Macros in Task Macros
While creating Task Macros, you will now be able to add outbound message, campaign, sub-campaign, and asset macros as Related Macros. Once you apply task macro, task properties such as standard and custom fields will get updated along with that of the associated entity.
Let us say, you have selected Outbound as Related Macro and have set one Outbound Macro to update a certain custom field. As soon as the task macro is applied, both task and outbound fields will get updated.
Macros | Ability to Add Task Queues as Actions in Macros
While creating Task Macros, you will now have Add Task Queues, Set Task Queues, Unset Task Queues, and Remove Task Queues as actions. This capability will enable you to add tasks to a task queue in bulk.
Note that if a task is already in a queue and you select a new queue for the tasks to be added to:
The newly selected task will not overwrite or replace the queue the task is already in.
You will be able to view the current queue the task is already in when bulk adding the task to a new queue.
Custom Fields
Custom Fields | Ability to Define Category by Asset Type
While creating Custom Fields for multiple assets, you will now be able to set different categories for each asset type i.e., you can define categories by asset types.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Custom Fields | Ability to Set Timezone for Date Custom Fields
While creating date type custom fields within Sprinklr, you will now be able to Set Timezone which will be displayed in Production Dashboards, entities Third Pane, Advanced and Quick Publisher, Filters in Editorial Calendar and Production Dashboards.
This will be applicable on Outbound Messages, Campaigns, Sub-Campaigns, and Tasks.
| To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Workflow Engine
Workflow Engine | Ability to Define Holiday Calendar for Due Dates
While creating Business Holiday Lists within Sprinklr, you will now be able to define Holiday Calendars with specific time zones. This way, the due dates for tasks and milestones will not clash with any holiday and you will be able to plan your content efficiently. You will be able to select these holiday calendars while triggering a workflow or in Rule Engine. Apart from this, you will also be able to share the holiday calendars with other users to have consistency.
Workflow Engine | Ability to Select Day of the Week for Due Dates
While creating tasks or milestones in the Workflow Engine, you can set their due dates for a particular day of the week. This will enable you to plan your content timely avoiding any sort of inconsistency.
Publisher
Publisher | Enabled Edit Sent Post Permission for Non-Publishing Account Types
With the addition to Edit Sent Post permissions for non-publishing accounts within Sprinklr, you will be able to edit content and properties for the posts with following account types:
Internal
Channel Agnostic
Website
Email Draft
Press Release
Blog
TV
Radio/Podcast
Events
Advertising
Out of Home
Paid Search
Media Partnerships
Print
Webinar
Whitepaper
Publisher | Support for Create Post Option in Quick Publish Dropdown
You will now be able to select the Create Post option from the Quick Publish dropdown along with Create Message option in the Navigation Bar. The Create Post option will be shown along with the Create Message option if the Show Create Post permission is enabled. Visibility of the Create Message option can be configured via Experience Engine.
Publisher | Ability to Configure Template Field Label
Sprinklr now provides you the ability to configure Template Field within the Publisher via Persona Configuration.
Rule Engine
Rule Engine | Support for “Properties of Associated Entities” Conditions in Task Rules
While creating Task Rules within the Rule Engine, you can now apply conditions to the Properties of the Associated Entities. With this capability enabled, you will be able to set the properties of outbound message, campaign, sub-campaign, and media assets as conditions to complete a task.
Rule Engine | Ability to Set Task as Copy Action Source in Task Rules
While setting an action to Copy properties from source to destination in a Task Rule within the Rule Engine, you can now copy properties from Task to Higher-Level entities. This enables you to set Tasks as a Copy Action Source and Draft, Campaign, Sub-Campaign, and SAM Asset as Copy Action Destination.
Note that, now, the scheduled date will be visible instead of the creation date in the message card.
Rule Engine | Ability to Set Task Queues as a Condition in Task Rules
You will now be able to set Task Queues as conditions under Condition Applies to “Task” while creating Task Rules within the Rule Engine.
Rule Engine | Support to Allow Spaces in Naming Conventions
While setting Naming Convention as action in Autofill, Draft, Draft Update, Campaign, and Sub-Campaign rules within the Rule Engine, you will now be able to set Allow Spaces as Yes or No.
Rule Engine | Ability to Create Task Update Rules
You will now be able to create Task Update Rules for tasks within the Rule Engine where Conditions and Actions will be the same as Task Rules. With this capability enabled, you will be able to update tasks in bulk irrespective of their status, type, queue they are assigned to, etc.
Notifications
Notifications | Display Date and Time in Notifications
While viewing notifications in the Notifications Pane, you will be able to view the exact date and time the notification was sent. The format for the date and time will be:
Today at 3:52pm
Yesterday at 1:21pm
December 5th at 12:46pm
Notifications | Ability to Configure Notifications Pane
Sprinklr now provides you the ability to configure Notifications Pane to hide irrelevant Notification Pane tabs such as System, Approval, Reminder, etc. This will enable you to efficiently manage and find important tasks notifications, and notes you are @ mentioned in. Moreover, the Notifications Pane will retain the last viewed tab.
Settings
Settings | New Permission to Initiate Workflow Action
Sprinklr has added Initiate Workflow Process permission on Campaigns, Sub-Campaigns, Messages, and Assets. By default, all existing or historical users will have this permission enabled for their workspace.