What a Good Tagging Structure Looks Like in Sprinklr

Say a museum’s social team publishes for a few areas: Exhibitions, Education, and Membership. When a report is due, the analyst needs to find every post about the exhibit launch and explain how those posts were grouped. If the tags were typed in by hand, or left off, that search takes longer than the analysis. Here is how I’d set it up so the grouping is already there.

Put the picklists where people publish

In Sprinklr, I’d start in All Settings → General Settings → Custom Fields and create picklists on the Outbound Message asset for the information I want on each owned post. I’d reuse the existing Campaign or Sub-Campaign where it already captures the initiative. That gives the publisher one place to select the campaign and a few clear fields for details like who led the creative or what the post asked people to do.

The product area can narrow the choices. In the museum example, choosing Exhibitions could surface Exhibit Highlights and Behind the Scenes as themes. Choosing Education could surface School Programs and Educator Resources. Both areas can use the same format values. Sprinklr calls these Controlling Fields. Its documentation lists specific field types for filtering child picklist values, so I’d test the PA dropdown and its dependent fields in the Publisher before rolling it out.

Keep a master taxonomy in Google Sheets

I’d keep one row per approved picklist value. The sheet should explain the choice a publisher is making and give a future automation enough information to apply the same rule.

I’d also record the owner and, if we later integrate with Sprinklr, the corresponding Sprinklr field and value identifiers where available. A stable key lets the team clean up a display label without losing track of the underlying category. I’d start with the sheet as a reference and have an admin apply approved changes in Sprinklr. If the team wants live synchronization later, I’d confirm which external sources or integration options its Sprinklr environment supports.

Automate what you already know

The easiest tags to automate come from information the team has already entered. If a post is linked to the Exhibit Launch sub-campaign and that sub-campaign already has Exhibitions as its product area, an Autofill rule can copy the value onto the post. Sprinklr also documents account-based rules, which can help when a publishing account reliably maps to one area. I’d start with those rules and check the results on a small batch of posts.

I’d handle judgment calls differently. A creator’s walkthrough could be an Exhibit Highlight or Behind the Scenes, depending on what the video actually shows. That’s where I’d consider a lightweight tool that reads the approved values and examples from the sheet, suggests a tag, and gives the publisher a chance to confirm it. I’d track how often people correct each suggestion before letting the tool write anything automatically.

The test is whether the next report gets easier to pull. If the analyst can find the right posts and explain how they were grouped, the tagging structure is doing its job.