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Preview - Placeholders
Posted Mar 09, 2023
Is there any place where we can paste in place holders to preview what they look like for testing purposes prior to adding them to an automation, trigger, email or any other place in zendesk?
We would like to be able to cusomize emails for CSAT and live test the output instead of having to wait an our for the survey to be pushed out. etc.
By having a preview location, we can see and edit outcomes prior to adding them live.
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4 comments
Jacob the Moderator
Hi Jay,
Great question! I usually add placeholders to macros, so I can quickly check if everything looks right or needs tinkering.
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Jacob the Moderator
To be clear, I test the placeholders by adding them as content on a macro, and I test the output by applying it to a sample ticket.
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Jay Scott
@Jacob,
Thank you for that... It is a little bit helpful...
Maybe using a specific would help... Below is an automation I created with intentionally too much on it... I wanted to see what each of the below come up as in the customers email survey... Unfortunately, not all of these show in the macro preview screen....
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Hi {{ticket.requester.first_name}},
Thank you for submitting your request - " {{ticket.title}} "
The Connell IT department would love to hear what you think of our customer service. Please take a moment to answer one simple question by clicking either link below:
{{satisfaction.rating_section}}
{{satisfaction.current_rating}}
{{satisfaction.current_comment}}
{{satisfaction.positive_rating_url}}
{{satisfaction.negative_rating_url}}
{{satisfaction.rating_url}}
Here's a reminder of what this request was about:
{{ticket.description}}
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Jacob the Moderator
Jay Scott
I see what you mean, I forgot some placeholders don't resolve in macros.
In that case, you could create a trigger that sends you an email containing your placeholder structure and have it fire only when you test. This should give you immediate feedback and allow you to make adjustments.
For example
You could get something like this
Hope that helps you out.
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