Manage Account groups

Articles

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Best practices with Dynamic Account Groups

Dynamic Account Groups allow System Administrators to move the new accounts to the required account groups based on appropriate properties without having to navigate away from the New Account window. In this article, we share some of the best practices with Dynamic account groups.Details about Dynam

Knowledge Base Article

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Manage Account groups

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Add an Account Group

An Account Group i.e. group of multiple accounts, can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). Grouping accounts within a group allows you to perform actions simultaneously on all the account types, given that the user has been pr

Knowledge Base Article

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Manage Account groups

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Manage Account Groups

With the help of this article, you can manage the details about your account group. You can view, edit, delete and view activity on your account groups. This can help you streamline social media management, target your audience more effectively, and collaborate more efficiently.StepsClick the New Ta

Knowledge Base Article

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Manage Account groups

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Import/Export Account Groups

With the capability to bulk export account groups, you can see all the fields related to account groups in an Excel file. You can update these fields in bulk and then re-import these account groups into Sprinklr as per your use cases.This article lists down steps to import and export account groups

Knowledge Base Article

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Manage Account groups

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Create Account Groups via Property Search in Publisher

Sprinklr provides the ability to create a new account group via the Advanced Search option in the publisher window. This helps you save a lot of time as it creates your account group on the go while publishing a post.Follow the steps mentioned in this article to create an account group by using the

Knowledge Base Article

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Manage Account groups

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