How to use Inbox Macros (automate inbox actions with one click)

Macros enable you to apply multiple actions to Vista Social Inbox messages with a single click, making triage faster and more efficient. 

Instead of manually tagging, completing, or managing messages one by one, you can create custom Macros that automatically handle these steps and streamline your workflow.

🕹️ Interactive guide

Check out the interactive demo below for steps, or scroll down for our written guide.

What is a Macro?

A macro is a single instruction that automatically expands into a set of actions.

In simple terms, one click does several things at once.

For example, a macro can:

• Mark a conversation as read or complete

• Apply a label

• Create and assign a task

• Add a star or priority

All of those actions happen together when the macro is applied.

Where to find Macros

In the inbox, go to a conversation you want to apply a Macro to, then look for the ⚡︎ lightning widget. This is where you can view and run any macros that are available to your profile group.

How to create a Macro

1. Go to a conversation in your inbox.

2. Choose the option to create a macro (⚡︎ lightning widget).

   

3. You'll find the option to create a new macro.
   

4. Give the macro a name & description, so it is easy to recognize later.
   

5. Add actions to the macro. You can include multiple actions, such as:

   

   • Apply a label

   • Assign a task

   • Star the conversation

   • Mark the conversation as read

   • Mark the conversation as completed

6. Save the macro.

   

7. Once saved, the macro is ready to use.

How to apply a Macro

1. Find the conversation to apply a macro to.

2. Click the ⚡︎ Macro widget.

   

3. Select the macro you want to run.

   

The system will immediately execute every action included in that macro.

Frequently Asked Questions

Q: What happens if I run the same macro on the same message again?
A: Macros are intended to run once per conversation. If you apply the same macro again, nothing will change because the actions have already been completed. This prevents duplicate labels, tasks, or updates.

Q: Who can use macros?
A: Macros are created at the profile group level, so everyone in that group can use them. Private, user-specific macros are not currently available.