Profile Macros
Updated
Macros are used to execute multiple actions on an entity with a single click. Macros can be used to make multiple changes to entities at once, creating efficiencies in your workflows.
You can apply Profile macros to Profiles to take multiple actions on a Profile the same way you can with other entity types. Macros allow you to create efficient Profile workflows, taking multiple actions on an Profiles at once.
Profile Macros
When you add a profile macro, you will find Profile-specific actions available and can only be applied to a Profile. Be sure to select Profile in the Apply Macro On... field.
Action | Description |
Profile Actions - will take an Profile-specific action to the message the macro is applied to. | |
Add Profile Tags | Add specified profile tags. |
Add to Global Profile Lists | Add the Profile to Global Profile List. |
Add to Workspace Profile Lists | Add the Profile to a Workspace Profile List. |
Customer Properties - will apply distinct properties to the profile. Additional properties may be available if Profile Custom Fields have been created. | |
Custom Fields | Set a macro on a profile based on a profile custom field created within the system. |
Workspace Properties - will apply distinct properties to the profile. Additional properties may be available if Profile Custom Fields have been created. | |
Custom Fields | Set a macro on a profile based on a profile custom field created within the system. |
Apply a Profile Macro
Profile macros are applied through the Engagement Dashboard.
Details Pane
Navigate to the Engagement Dashboard.
Hover over the Options icon
and select Workflow or by double clicking the message to open the Case details. Navigate to the Profile Tab.
Once the Case's details is open, click the Macros icon
to view a drop-down of available Case Management macros. Select the macro you'd like to apply.
Quick Actions
Navigate to the Engagement Dashboard.
Click the user's icon and click the Macros icon
to view a drop-down of available Profile macros. Select the macro you'd like to apply.