Blog/Customer Support
Customer SupportJune 2, 2026·9 min read

How to detect when your Gorgias macros stopped working

Macros silently break. Customers notice before you do. Here's the audit that catches broken macros before CSAT slides.

AY
Anand Yadav · Founder, ReccordSOP
·Last reviewed September 20, 2026

Macros are the workhorses of a Gorgias support team. The refund macro, the address change macro, the shipping status macro. Agents click them dozens of times a day. The macros work invisibly. Until they don't.

Gorgias macros break for boring reasons. Shopify ships an integration update and the refund action stops firing. A team member edits the macro template and introduces a syntax error in a variable. The macro still appears in the agent's panel, agents still click it, but the underlying action fails silently or sends with broken merge tags.

This post is the audit I run to catch broken macros before customers do.

How macros break silently

Three flavors of macro breakage, in order of frequency:

  1. Integration breakage. Shopify or Stripe ships an API change. The refund action in your macro fires but returns a silent error. Agent thinks the refund processed, customer doesn't get it.
  2. Variable breakage. Someone edited the macro template and broke a merge tag. The email goes out with literal `{{customer.first_name}}` text instead of the customer's name.
  3. Logic drift. The macro was set up for a policy that's since changed. Refund window was 30 days, now it's 45, but the macro still says 30. Agents follow the macro and quote the old policy.

Three documented ways a variable fails

Variable breakage deserves its own section, because two of the three causes are documented Gorgias behaviour rather than anybody's mistake. They are working as designed. The design is just easy to get caught by.

First, missing data does not error. Gorgias's documentation states that if the data isn't available for that ticket, the variable is replaced with a blank space. So a shipping status macro sent on a ticket where the order never linked does not fail. It sends, with a gap where the tracking link should be. The customer reads a reply that looks like an answer and contains nothing.

The usual cause is boring: the customer emailed from a different address than the one they used at checkout, so Gorgias never matched them to an order, and every order variable in the macro comes back empty at once.

Second, rules change who the macro thinks it is. Gorgias notes that when a macro is applied by a rule rather than manually by an agent, all current_user variables default to the account owner. If your escalation or out-of-hours macro signs off with the agent's name, every rule-fired copy goes out signed by whoever owns the account. Nothing in the ticket records that this happened.

Worth checking today

Any macro that a rule fires automatically and that contains a current_user variable. Those two facts together produce replies signed by the wrong person, indefinitely, with no error anywhere.

Third, custom back-office variables point at an ID. If you pull data from your own system through an HTTP integration, the variable path contains that integration's numeric ID, taken from the end of its URL in Gorgias. Point a macro at the wrong integration and the field has nothing to return, which lands you back at the blank space from the first failure mode.

The cheap guard against all three is to stop typing variable paths. Gorgias puts a variable dropdown at the bottom of the macro editor, grouped by source. Browsing and inserting from there is the difference between a path that resolves and a path that renders as literal curly brackets in a customer's inbox.

Returns SOP for DTC brands: the RMA process

The logic-drift case in full: where your return window really lives in Shopify, and why a macro quoting the old one is the last copy to get fixed.

The 5-step macro audit

Run this quarterly. Most teams find 2-4 issues per audit.

Step 1: Pull macro usage data

Gorgias reports show usage frequency per macro. Pull the last 90 days. Sort by volume.

Step 2: Test the top 10 most-used macros

For each macro: create a test ticket, run the macro end-to-end. Check that:

  • All merge tags render correctly (customer name, order number, refund amount, etc.)
  • Linked actions fire (refund processed, order tagged, status changed)
  • The customer-facing email arrives intact
  • Internal notes get added if the macro should add them

Step 3: Spot-check 5 real recent uses

For each top macro, pull 5 recent tickets where the macro was used. Check what actually happened. Are merge tags right? Did actions complete? Did customer respond positively?

Step 4: Compare macro content to current policy

Open the macro template. Read the policy reference. Compare to your current documented policy. Discrepancies = update the macro that day.

Step 5: Check unused macros

Macros with zero usage in 90 days are either broken, hidden, or obsolete. Delete or fix.

Gorgias refund macro SOP

Build and maintain a refund macro that doesn't break.

How to process a refund across Gorgias and Shopify

The full refund procedure the macro executes: eligibility, partial refunds, and where the two systems disagree.

Try it on one of your own procedures.

Record a process once, AI writes the structured SOP. 3 free SOPs, no credit card.

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Drift signals to watch in usage data

Even without a full audit, certain usage patterns indicate drift:

  • Macro usage suddenly dropped 30+ percent. Agents stopped using it because something broke.
  • Same macro used 10x more than expected. Often means agents are using it for the wrong scenario because the right macro broke.
  • Manual responses spiking on tickets that should use macros. Agents bypassing because the macros don't work.
  • CSAT drops on macro-handled tickets. The macro is shipping a bad experience.

Gorgias intent training SOP

Intents drift the same way macros do: 80 percent accurate at launch, 50 percent within six months. The quarterly retraining procedure.

How often to audit

Quarterly for most brands. Monthly during high-change periods (BFCM, major product launches, helpdesk migrations). The audit takes 2-3 hours for a typical Gorgias account with 30-50 macros.

Tie audit to Klaviyo audit

Run macro audit and Klaviyo flow audit in the same week. Both involve looking at active automations and catching drift. Combined they take half a day.

Where to start

Pull your Gorgias macro usage report. Identify your top 5. Test each end-to-end this week. Document what you find. Fix the worst issue first.

If you want help building maintainable Gorgias workflows, ReccordSOP records the actual macro setup process and detects when it diverges from documented.

Gorgias SOPs

Refund macro, intent training, escalation rules, chatbot configuration.

Frequently asked questions

How long does a Gorgias macro audit take?

2-3 hours for an account with 30-50 macros. Half a day if you also audit views, intents, and routing rules.

What's the most common broken macro?

Refund macros after Shopify integration updates. The refund action fails silently more often than you'd expect.

Should we delete unused macros or just hide them?

Archive after 6 months unused. Delete after 12. Reduces clutter and the chance of an agent picking the wrong macro.

How do I catch macro drift faster than quarterly?

Set Slack alerts on Gorgias usage anomalies (sudden 30+ percent drop). Most macro breakage shows up as a usage drop within a few days.

Ready to record your first SOP?

3 free SOPs to start. No credit card required. See if drift detection keeps your docs honest.

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AY
Anand YadavFounder, ReccordSOP

I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.

Last reviewed September 20, 2026

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