Table of Contents
- How Do I Create Macros?
- How Do I Create a Feedback Macro?
- I’ve Created a Macro, How Can I Run It Manually?
- How Can I Trigger a Macro When Submitting a User Profile or Survey?
- Can I Schedule Macros to Run at a Later Time or Date?
- Can I Set Macros to Trigger Based on an Event?
- How Can I Automatically Segment My Users into Teams via a Macro?
How Do I Create Macros?
User Macros can be created or modified at their respective Community and Project levels by accessing the Community/Project users tool, then Resources.
How Do I Create a Feedback Macro?
Feedback Macros let you define actions for Feedback tickets, such as updating status, scoring users, or modifying access. Since each feedback type has its own form, workflow, access, etc., creating and editing feedback macros is done by editing the chosen feedback type and selecting Resources.
Navigate to:
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From within your project, click the Management menu
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Select Project configuration
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Click Feedback types
- Mouse over a feedback type and click the Modify (pencil icon) button
- Click Resources
- Click Create a macro
I’ve Created a Macro, How Can I Run It Manually?
Save a macro and select Show as project user / feedback action. This enables the macro to show:
- In the user or feedback advanced view in the action drop-down (screenshot below)
- In the user or feedback results page, in the action drop-down (similar to #1, but allows you to make individual selections)
- On the user summary page
- When viewing feedback
How Can I Trigger a Macro When Submitting a User Profile or Survey?
Often, you’ll want to automate certain activities or actions that should only affect a user or feedback ticket once. Hitting particular milestones can and should be automated, but it’s possible that the milestone automation could trigger more than once when it shouldn’t. (Read more about limiting macro triggers)
How can I trigger a macro when submitting a User Profile or Survey?
In the survey’s advanced options, you can include a macro trigger (always or conditionally) as the form is submitted. Further, this macro trigger may take place during the notice chain and will then re-evaluate the submitter’s notices possibly displaying new or incomplete notices they subsequently qualify for. (Read More about triggering a macro when submitting a user profile or survey)
Can I Schedule Macros to Run at a Later Time or Date?
After creating feedback macros or user macros, you can set those based on your schedule schedules. These schedules allow you to set a recurring filter and time-frame for a particular macro to execute automatically. You can set a macro to run once, hourly, daily, weekly, or monthly.
Can I Set Macros to Trigger Based on an Event?
That depends on the event.
User macros are typically triggered manually or on a schedule. However, you can use notices to trigger them upon login / site access, or attach a user macro to completing a survey (described above).
Feedback macros allow for the option to trigger a macro based either On submission, which will trigger only on the initial creation of the feedback, or On modify, only triggers when a user (typically an admin) modifies already-existing feedback.
How Can I Automatically Segment My Users into Teams via a Macro?
You can utilize either a notice macro or a user macro associated with the submission of a user profile or survey to adjust user teams. Users can be sorted into specific teams based on any data you've captured about them. (Read More about automatically segmenting users)