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Content Strategy

Support Macros and Templates: The Decisions That Matter

Prewritten replies support teams use for common customer questions.

Dana Whitfield Founder & Strategy Director 2 min read 22 views
Support Macros and Templates: The Decisions That Matter

The key figures

Consistency
macros keep answers aligned with policy
Personalization
unedited macros read as dismissive
Maintenance
macros go stale as policies change
Analytics
macro usage shows common problems

Why this is worth getting right

Macros save time and keep answers consistent, but stale or robotic macros make support feel worse.

Do this, not that

Do

  • Write macros as starting points, not final replies
  • Review macros when policies change
  • Track which macros are used most
  • Feed common macros back into help content
  • Keep tone consistent with the brand

Don’t

  • Macros sent unedited
  • Macros contradicting current policy
  • Libraries nobody prunes
  • Support language that differs from marketing

When to bring in help

Our advice Bring in help when support replies feel impersonal.

Where this comes from

The figures and practices above come from the sources listed.

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Where to go next

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The work behind this article, and what it costs.

Dana Whitfield

Fifteen years across editorial, product and brand. Writes mostly about positioning, content systems and the decisions that get made before anyone opens a design tool.

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