Reflow

Understanding and Using Macros in ZenDesk

Introduction

This guide will help you understand how to view and manage macros in ZenDesk, ensuring that the macros you see are relevant to your team role. By the end of this guide, you will be able to access, review, and request changes to your macros effectively.

Step-by-Step Instructions

Overview of Macros

In this section, we will discuss the purpose of the video and what you can expect to learn.
Overview of Macros

Opening a Test Ticket

To start reviewing macros, you need to open a test ticket. This will allow you to see the macros available for your role.
Opening a Test Ticket

Locating the Macros Section

Once your test ticket is open, navigate to the bottom left corner of the screen where you will find the macros section. Click on "Apply Macro" to see the macros associated with your role as a member relationship manager.
Locating the Macros Section

Reviewing Available Macros

In this step, you will see all the macros that are available to you. Make sure to check if you can see the ones relevant to your role. If nothing appears, it’s important to report this.
Reviewing Available Macros

Requesting Changes to Macros

If you find that you are seeing too many macros or if there are some that should be added, don't hesitate to reach out and make your requests known.
Requesting Changes to Macros

Conclusion

In conclusion, this guide has outlined the steps to view and manage macros in ZenDesk. You are now equipped to ensure that the macros you see are appropriate for your role and can effectively communicate any changes you wish to make.