Zendesk Macro Templates

Powered by zendesk.

Zendesk macro templates. It doesnt mention a need for multiple macros. Customize the date format in a macro. Since the volume of macros is quite high and the order of the different actions is not exactly the same when i export to csv i need to do a lot a clean up with the csv. Although only administrators can create the macros that are shared by all zendesk support agents agents can create macros for their own use.

How to export zendesk macros into a spreadsheet api solution. Step 1 the macro file you want to import must be on your desktop or a file on your computer. Escalation process macros template follow. Step 1 while logged into coaction with a user that has the correct soap notes click on the green circle in the bottom left of the macro screen.

How to import a macro template server clients. Improve escalation workflows using macros. To import a macro template in coaction follow these steps. You can read about how we escalate tickets to our dev teams here in this zendesk on zendesk.

Nice little macro to collect requester system details. To access shared templates you will go to the green coaction symbol located to the bottom left of your macro panel screen select download a shared template select the template you would like to see and it will generate on your screen. Instead if i was able to export just. Also it seems that the macros collapse more than two line feeds into one so i also have to add extra line feeds into the template to separate the top and bottom line.

Step 2 then select export template to file and save the template to your desktop. This would be especially useful with the zendesk smartphone app. Macro title macro comment value value of a custom field that would save me a lot of time instead of cleaning more than 10k of macros. On hold status reminders.

Escalation process macros template. Template replies require constant modifications as new products are released and admins can edit macros but team leaders cannot edit macros. A personal macro is only visible to and can only be used or modified by the creator. Attached to this article is a sherman macro template you are able to download and upload to your user.

A tool other than macros that is tailored to managing standardized public comments that i havent stumbled upon already exists. There is a limit on the number of macros that a zendesk plan can support. The option to edit email templates is not enabled by default for trial accounts. How to email ticket info automatically to non agents.