Macros KB

Articles

(11)
SH
Manage Macros

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.Within Macro Management, you can edit, clone, or delete a macro. Also, you can audit the activity performed on a Macr

experience:space

cloud:core

release:N-A

delete a macro

+9

Knowledge Base Article

 • 

Macros KB

SH
Execute a Rule via Macro

Overview Sprinklr now allows Rules to be executed through a macro action. Using this feature, your saved Rules can be applied to messages by applying a macro. You can use this feature to apply On Demand Rules to messages. On Demand Rules, unlike standard Rules, do not run continuously and allow you

article:howto

execute a rule via macro

feature:macros

stage:final

+1

Knowledge Base Article

 • 

Macros KB

SH
Types of Macros

Overview Macros in Sprinklr can be used to execute multiple actions with a single click on a Case, Outbound Message, Inbound Message, Asset Manager asset, User Generated Content Asset, task, or profile. Macros can be used to make multiple changes to entities at once, creating ef

experience:space

article:howto

release:N-A

macros general

+2

Knowledge Base Article

 • 

Macros KB

SH
Macro Actions

How Macro Actions help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros execute multiple actions on an asset in Sprinklr, allowing you to make complex updates in just a single click. It can be applied to various assets and can be configured with a numbe

manual inputs

article:howto

macro actions

stage:final

+1

Knowledge Base Article

 • 

Macros KB

SH
Create a Task Macro

Macros are used to execute multiple actions on an entity with a single click. You can apply task macros to tasks to take multiple actions the same way you can with other entity types. Macros allow you to create efficient task workflows, taking multiple actions on a task at once. While creating Task

experience:space

article:howto

release:N-A

product:marketing

+5

Knowledge Base Article

 • 

Macros KB

SH
Apply Macros to take multiple actions on an entity

Execute multiple actions via saved configurations with a single click on various entities and bring efficiencies to your workflows.Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one

Apply Macros

Macros

Knowledge Base Article

 • 

Macros KB

SH
Actions in Macro Management

Overview 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. Within Macro Management, you are able to quickly filter based on macro type and search for macros to find

experience:space

cloud:core

article:howto

release:N-A

+2

Knowledge Base Article

 • 

Macros KB

SH
Leveraging Macros to Maximize Workflow Efficiency

How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.Macro-level actio

Create Macro

Overview of Macros

Macros

Knowledge Base Article

 • 

Macros KB

SH
Update user properties seamlessly using Macros

You have the ability to create macros for the new asset type “Users”. Additionally, you will be able to set/unset user properties in bulk in the user settings window using macros. Other bulk actions include the addition of static user groups, activating/deactivating users, setting user persona, enab

release:10-3-0

bulk uploads users to multiple clients

article:howto

release 10.3.0

+6

release_note

 • 

Macros KB

SH
Clone Macros

Overview Sprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macro

video:no

cloud:core

release:10-1-0

article:howto

+5

Knowledge Base Article

 • 

Macros KB

Macros KB

Privacy Guides

Custom Fields KB

Universal Search KB

Rule Engine KB

Security

Tiered Approval

Troubleshoot