How do I use Macros?

Macros enable you to quickly apply actions to Smart Inbox messages or Cases for faster triaging. Instead of spending time manually tagging, completing messages, or updating Case details one at a time, you can create a custom Macro to automatically streamline your workflows.

Note: This feature is only available for Advanced Plans.

While Macros may feel similar to Automated Rules, there are key differences. Automated Rules in the Smart Inbox automatically route messages without any user interaction. Macros, on the other hand, require you to manually apply them to a message or Case, but they save time by applying multiple actions at once.

How do I create a custom Macro?

Sprout users with Manage Advance Inbox Features permissions can create, edit and delete macros. If you aren’t sure if you have this permission, check your permissions by navigating to your Personal Settings in Sprout.

Note that custom Macros apply across your Sprout Group access.

To create a custom Macro:

1. Navigate to Settings.
2. Click Macros under Global Features.
   
    
3. Click Create new macro in the upper right of the screen. The Create custom macro popup appears.
   
    
4. Enter a Title for your Macro. For example, Tag & Complete.
5. (Optional) Add a description stating exactly what the Macro will do.
6. Select either Apply Tags or Mark as Complete from the Actions dropdown. You can also select both options if you want messages tagged and then marked as complete.
   
7. Click into the Apply Tags box and search for and select the tags you want to apply. You can choose up to 20 Tags.
8. Click Save.

How can I manage my custom Macros?

After Macros are created in Sprout, you can edit and toggle them on/off at any time from the Macros settings page in Global Features.

Click to edit the Macro.

Click to delete the Macro.

Additionally, toggle the Status column on/off to make certain Macros available.

How do I apply Macros to messages and reviews in the Smart Inbox?

Sprout users with Tag Messages and Manage Message Status permissions can apply Macros to inbox and review messages.  If you aren’t sure if you have these permissions, check your permissions by navigating to your Personal Settings in Sprout.

To apply a Macro to an Inbox or Review message:

1. Click on the message you want to apply a Macro to.
   
    
2. Select the appropriate Macro from the dropdown. 

The actions within the Macro apply to the Inbox or Review message and notifications appear to verify the actions were applied appropriately.
 
 

How do I apply Macros to Cases?

To apply a Macro to a Case:

1. Click the Macros button on the top of the case you want to apply a macro to
   
2. Select the appropriate Macro from the dropdown
   
    

Macro FAQs

Why aren’t all of my Macros showing in the dropdown?

This usually happens when a tag in the Macro doesn’t exist in the Group that you’re currently in.

I’m able to use the Macros but I can’t find where to create or manage them. Why is this?

If you don’t have the Manage Advanced Inbox Feature permissions you can’t access the Macro setting page to create or manage them. 

Why aren't Campaign tags available to add to Macros?

Campaign tags are currently not supported in Macro actions due to the limit of one campaign tag per message or review. 

Does applying a Macro with tags override the existing tags on a message?

No. Macros will add more tags to the message, it won't override or remove any existing tags.

Are Macros audited?

No, not at this time.

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