Macros
Run a sequence of actions on any feedback item with a single click
Macros
Macros are manually triggered action sequences. Instead of running automatically on an event or schedule, a macro runs when you choose — directly from the feedback inbox. Build a macro for your most common multi-step workflows and run them all in one click.
How Macros Work
- Open a feedback item in the inbox
- Click the Run Macro button (the lightning bolt icon in the toolbar)
- Choose a macro from the list
- UserHero applies all actions in the macro immediately
Creating a Macro
- Go to your project's Automations page
- Click New Automation and choose Macro
- Add one or more actions in the order they should run
- Name the macro and click Save
Macros have no conditions — they apply all actions unconditionally to the item you run them on.
Actions Available in Macros
| Action | What it does |
|---|---|
| Set status | Update the item's status |
| Set category | Change the feedback category |
| Set priority | Change the priority level |
| Add tag | Attach a tag |
| Assign to team member | Set or change the assignee |
| Add internal note | Attach a team-visible note |
| Send reply | Send a message to the customer |
| Move to workflow | Route the item to a workflow board |
Examples
"Close and thank"
A macro that closes a feedback item and sends a short reply in one click.
- Action 1: Set status → Closed
- Action 2: Send reply → "Thank you for your feedback! We've noted this and closed the request."
"Route to engineering"
Assign a bug report to the engineering team and add a tag in one step.
- Action 1: Assign to → engineering@example.com
- Action 2: Add tag → "needs-engineering"
- Action 3: Set priority → High
"VIP escalation"
Flag a feedback item as urgent and notify the team lead immediately.
- Action 1: Set priority → Urgent
- Action 2: Add tag → "vip"
- Action 3: Send notification → team-lead@example.com
Running Macros from the Inbox
Macros appear in the Run Macro dropdown inside the feedback detail panel. You can run any enabled macro from any open feedback item. Macros that are disabled do not appear in the dropdown.
Tips
- Keep macro names short and action-oriented — they appear in a small dropdown
- Order actions logically: set fields first, then send replies or notifications last
- Macros are project-scoped — a macro created in one project is not available in others