MessageHub: How to Create Macros

A macro is a set of saved actions that help customer service agents easily complete tasks. For example, you can simultaneously add labels or notes to a conversation using Macros. You can access your Macros from the Chat Settings area.

Requirements:

• An active ClickFunnels 2.0 account

• CF Chat

Create a New Macro:

1. From the left side menu, click on the gear icon to access the Chat Settings. Then click on Chat Macros. 

2. Click on Add a New Macro. 
   

3. You can start creating your Macro:
   

   1. Add a Name for your Macro.

   2. You can set it to Public or Private.

   3. Add an action for your Macro. These are the actions available:
      

   4. You can keep adding more actions for this Macro.

4. Once you complete your Macro, click on Save Macro.
   

Important Note: Macros can also be accessed from the right side of any conversation.