What are Sprinklr Campaigns?
Campaigns are tags applied to a set of related posts over a designated time period. Due to system limitations, University Communications and Marketing manages campaigns in two ways:
- Institutional-level accounts: Accounts in the MSU workspace use the built-in Sprinklr campaign functionality, including the Sprinklr campaign reporting dashboards.
- Campus accounts: Accounts in the MSU Partners workspace manage campaigns using Custom Fields. Reporting dashboards can be built to filter for these custom field tags to view campaign performance.
Institutional Account Campaigns
- Open a new tab and navigate to Campaigns.
- In the top right corner of the Campaigns window, click “Add Campaign.”
- Fill in the required fields.
- Click “Save.”
The following fields are used to describe a campaign:
- Campaign Name — Enter a specific name for the campaign.
- Description — Provide a description of the campaign intent.
- Start Date — Set the first date of the campaign. Start and end dates control the visibility of the campaign in the Create Post panel. Posts created outside the time period of a campaign will not be able to select the campaign in question.
- End Date — Required if not marked an “Evergreen Campaign.”
- Evergreen Campaign — Check this box if the campaign will go on indefinitely.
- Status — Draft or Approved
- Draft campaigns can be edited. No messages can be created for a draft campaign.
- Approved campaigns can be edited and can be used. Messages can be created for these campaigns.
- Tags — Associate any relevant tags with the campaign.
- Visibility — Control who can see this campaign.
- Avoid: Marking “Visible in all Workspaces” ensures that both MSU and MSU Partners workspaces can use this campaign. Generally, do not select this option because these campaigns are not used in the MSU Partners workspace. There are some exceptions for campuswide efforts.
- Recommended: Share to the MSU Workspace only, or to specific user groups, to limit access to institutional accounts.
- Confidential? — If a the campaign has sensitive information or nonpublic information, it can be set as confidential, which can limit access to specific users or user groups. Users without access rights to the campaign will not see the data within the Global Editorial Calendar, Production Dashboard, Reporting, etc.
- Custom Properties — Additional fields are created by University Communications and Marketing staff, as necessary. See Custom Fields for more information.
To view campaign-based reporting, open a Campaign reporting dashboard:
- Open a new tab and navigate to Reporting (Modern Engagement group > Analyze column, under Analytics)
- Click the sidebar navigation menu button in the top left corner of the window to expand the flyout menu.
- Click “Dashboards” to expand the default dashboards grouping.
- Click “Campaign” to expand the campaign dashboards grouping.
- Select either “Overview” or “Insights” to open the desired dashboard.
The dashboard will open and will be populated with data from all campaigns available in the visible time period.
Apply filters to the dashboard to limit the campaigns that are included in the dataset.
Campus Account Campaigns
Campus Account Campaigns are handled using custom fields. See Message Metadata for more information on custom fields.
Campus Sprinklr users can create their own reporting dashboards filtered based on these custom fields for their unit. This can be done using a custom dashboard. Users may also opt to use the Outbound Tag reporting dashboard as a starting point, since custom fields are included in outbound tags.
Below are screenshots of traditional campaign dashboards. These are intended to provide an idea of the types of widgets that a unit may wish to create in their own campaign dashboards.
Documentation updated: Nov. 1, 2024
