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.
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.
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.
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.
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.
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.