Persona Apps for Modern Marketers

Updated 

For Sprinklr Marketing users, upfront information is critical to quickly identify top-performing content and campaigns to take appropriate actions. A persona-based interface gives Sprinklr users quicker access to relevant information.

Personas solve for usability and reduce complexity through a simplified version of the current UI while retaining the power and unification of the platform. With quicker access to relevant information based on your role within the organization, personas introduce quicker time value and eliminate things a user may otherwise consider irrelevant to their job.

Note:

This capability is currently in beta. Please work with your Success Manager to have this enabled in your environment.

Value Proposition

Problem

Solution

  • Default UX that was tailored for Admins

    Most users spend time on select screens only, relevant to their work.

  • Longer Time Spent

    80+ links on the launchpad to choose from to find the right information per user's job role.

  • Sprinklr, now Simplified

    With persona-driven user experience, only access what is relevant to your role.

  • Faster Time to Value

    Personalized Home Page and user onboarding provide all relevant information in one place

Relevant Personas for Modern Marketers

Personas are defined based on Product Seat and Permissions given under Roles. Based on the below categorization, the widgets and their order differ for respective home pages.

Content Creator

  • Create and publish content for different channels on time.

  • Generate ideas to develop impactful content.

  • Ensure that the content is aligned to brief.

Campaign Marketer

  • Plan and execute effective marketing campaigns.

  • Review any requests from business stakeholders.

  • Track campaign performance in real-time.

Content Manager

  • View the overall content production.

  • Ensure content gets delivered on time and as per the brief.

Marketing Manager

  • Review overall campaign progress and performance.

Approver

  • Review content sent for approval.

  • Provide notes or feedback.

  • Ensure content is aligned to brand guidelines.

Requester

  • Submit requests to marketing teams.

  • Quickly view all the assigned tasks if more information is needed.

In-Platform Onboarding

Through a Getting Started flow, you can start your Sprinklr journey with a guided, step-by-step walkthrough that establishes your relevant persona by learning the essential elements of Sprinklr to achieve the desired outcome aligned with it.

Persona: Content Creator

Module

Description

Quick Action: Universal Search

Universal search can help you quickly find and access the following Sprinklr entities:

  • Tasks

  • Messages

  • Requests

  • Campaigns

  • Sub-Campaigns

  • Assets

Quick Action: Create Post

Quickly create Posts to manage your presence on social channels using Sprinklr's social publishing tool.

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home Page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this profile are:

  • Create Message Idea

  • Create Campaign

  • Create Sub-Campaign

  • Quickly access tasks assigned to you and your team.

  • Access My Tasks dashboard and perform actions such as Get External Link, Export, Group By, etc.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Access your messages and track their status.

  • Take quick actions to finalize content for publishing.

  • Inline edit campaign properties and perform bulk actions.

  • Reduce time and manual effort required to manage and optimize your posts.

  • Track the status of campaigns, outbound messages, tasks, sub-campaigns, assets, and requests in various views.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Gain additional context of an entity by navigating to the associated campaign or sub-campaign.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

  • Access an organized and unified repository to store, manage, and measure the impact of your content assets.

  • Surface top-performing content through reporting on engagement rates and all your stored assets.

  • Upload files of various formats in the asset manager.

Persona: Campaign Marketer

Module

Description

Quick Action: Universal Search

Universal search can help you quickly find and access the following Sprinklr entities:

  • Tasks

  • Messages

  • Requests

  • Campaigns

  • Sub-Campaigns

  • Assets

Quick Action: Create Campaign

Open the Campaigns to add a new campaign to categorize outbound messages for Reporting.

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home Page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this persona are:

  • Create Sub-Campaign

  • Create Message Idea

  • Raise Request

  • Quickly access tasks assigned to you and your team.

  • Access My Tasks dashboard and perform actions such as Get External Link, Export, Group By, etc.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Create configurable form templates for messages and campaigns.

  • Have cross-functional collaboration and share request form templates with other users.

  • Associate and convert your requests into messages, campaigns, and sub-campaigns.

  • Add and manage campaigns to tag your outbound messages for Reporting.

  • Export campaigns to share with other team members for better collaboration.

  • Track the status of campaigns, outbound messages, and tasks.

  • View the full list of messages that have been drafted, sent for approvals, approved, rejected, or published.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

  • Access an organized and unified repository for you to store, manage, and measure the impact of your content assets.

  • Surface top-performing content through reporting on engagement rates and all your stored assets.

  • Access folders and dashboards which your team can monitor, engage, and take action on messages.

  • View and respond to incoming messages from your audience and resolve issues and questions.

Persona: Content Manager

Module

Description

Quick Action: Universal Search

Universal Search can help you quickly find and access the following entities of Sprinklr:

  • Posts

  • Tasks

  • Campaigns

  • Messages

  • Requests

  • Assets

Quick Action: Create Post

Quickly create Posts to manage your presence on social channels using Sprinklr's social publishing tool.

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this persona are:

  • Create Message Idea

  • Create Campaign

  • Create Sub-Campaign

  • Quickly access tasks assigned to you and your team.

  • Access to Standard Production Dashboard to perform actions such as Export, Generate External Link, and Clone Dashboard. You can also view Dashboard Activity.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Create configurable form templates for messages and campaigns.

  • Have cross-functional collaboration and share request form templates with other users.

  • Associate and convert your requests into messages, campaigns, and sub-campaigns.

  • Access your messages and track their status.

  • Take quick actions to finalize content for publishing.

  • Inline edit campaign properties and perform bulk actions.

  • Reduce time and manual effort required to manage and optimize your posts.

  • Track the status of campaigns, outbound messages, and tasks.

  • View the full list of messages that have been drafted, sent for approvals, approved, rejected, or published.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

  • Access an organized and unified repository for you to store, manage, and measure the impact of your content assets.

  • Surface top-performing content through reporting on engagement rates and all your stored assets.

Persona: Marketing Manager

Module

Description

Quick Action: Universal Search

Universal Search can help you quickly find and access the following entities of Sprinklr:

  • Campaigns

  • Tasks

  • Messages

  • Sub-Campaigns

Quick Action: Create Campaign

Open the Campaigns to add a new campaign to categorize outbound messages for Reporting.

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this persona are:

  • Create Sub-Campaign

  • Create Message Idea

  • Quickly access tasks assigned to you and your team.

  • Access to Standard Production Dashboard to perform actions such as Export, Generate External Link, and Clone Dashboard. You can also view Dashboard Activity.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Add and manage campaigns to tag your outbound messages for Reporting.

  • Export campaigns to share with other team members for better collaboration.

  • Track the status of campaigns, outbound messages, and tasks.

  • View the full list of messages that have been drafted, sent for approvals, approved, rejected, or published.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

Analytics

  • Create your own custom dashboard with custom widgets.

  • Analyze the performance of your campaigns based on various metrics.

Persona: Approver

Module

Description

Quick Action: Universal Search

Universal Search can help you quickly find and access the following entities of Sprinklr:

  • Tasks

  • Messages

  • Campaigns

  • Sub-Campaigns

  • Assets

  • Requests

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this persona are:

  • Create Message Idea

  • Create Campaign

  • Quickly access tasks assigned to you and your team.

  • Access to Standard Production Dashboard to perform actions such as Export, Generate External Link, and Clone Dashboard. You can also view Dashboard Activity.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Access your messages and track their status.

  • Take quick actions to finalize content for publishing.

  • Inline edit campaign properties and perform bulk actions.

  • Reduce time and manual effort required to manage and optimize your posts.

  • Track the status of campaigns, outbound messages, and tasks.

  • View the full list of messages that have been drafted, sent for approvals, approved, rejected, or published.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

  • Access an organized and unified repository for you to store, manage, and measure the impact of your content assets.

  • Surface top-performing content through reporting on engagement rates and all your stored assets.

Persona: Requester

Module

Description

Quick Action: Universal Search

Universal Search can help you quickly find and access the following entities of Sprinklr:

  • Requests

  • Tasks

  • Messages

  • Campaigns

  • Assets

Quick Action: Raise Request

Create and submit Requests within Sprinklr from the Request Forms window, Production Dashboards, and Quick Publish icon.

Home

As you log into Sprinklr, we want to provide you with a personalized space that helps you get started with your work. The Home page will include different widgets pertaining to your role.

For more information, see Sprinklr Homepage for Marketing Personas.

Quick actions available under your profile within this persona are

  • Create Message Idea

  • Create Campaign

  • Quickly access tasks assigned to you and your team.

  • Access to Standard Production Dashboard to perform actions such as Export, Generate External Link, and Clone Dashboard. You can also view Dashboard Activity.

  • Reduce time and manual effort required to manage and optimize your tasks.

  • Create configurable form templates for messages and campaigns.

  • Have cross-functional collaboration and share request form templates with other users.

  • Associate and convert your requests into messages, campaigns, and sub-campaigns.

  • Track the status and progress of your requests.

  • View the full list of messages that have been drafted, sent for approvals, approved, rejected, or published.

  • Have a filtered view to quickly finalize the content or campaigns for publishing.

  • Have a comprehensive view of all Campaigns, Events, Messages, and Tasks in one easy-to-consume calendar.

  • Get insight into content strategy and collaborate efficiently, equipped with the right information.

  • Keep your outbound content, running campaigns, and events organized.

  • Access an organized and unified repository for you to store, manage, and measure the impact of your content assets.

  • Surface top-performing content through reporting on engagement rates and all your stored assets.