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.
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.
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.
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 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.
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.
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.
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 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.
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.