Editing ACHQ Pushdown Automations (section)

= New: ACHQ Pushdown Automations =

== Introduction ==

'''ACHQ Pushdown Automations''' is a newly launched feature designed specifically for ActiveCampaign HQ (ACHQ) customers with multisite or franchise models. Released in October 2024, this powerful enhancement enables franchisors and corporate HQs to centrally create, configure, and deploy automations across multiple sub-accounts simultaneously. 

By leveraging this update, businesses can streamline their marketing workflows, ensure brand consistency, and enhance performance across distributed teams or locations — all from a single, centralized dashboard. This feature is a part of ActiveCampaign's broader focus on simplifying operations for enterprise and franchise use cases.

== How to Access This Feature ==

To begin using '''ACHQ Pushdown Automations''', navigate to your ActiveCampaign HQ admin dashboard:

1. Log in to your ACHQ (ActiveCampaign HQ) account.
2. In the top navigation menu, click on '''Automations'''.

This will open the centralized automation management interface, enabling the creation and distribution of automations to sub-accounts.

== Step-by-Step Instructions ==

=== Step 1: Create Automation in Parent Account ===
- From the ACHQ dashboard, click on the '''Automations''' tab in the top menu.
- Click the '''Create an Automation''' button.
- Use the provided builder tools to create your custom automation as you normally would.
- Save the automation once configuration is complete.

=== Step 2: Configure Pushdown Settings ===
- After saving the automation, locate the '''Pushdown Settings''' section.
- Select multiple sub-accounts where this automation should be deployed.
- Review the selected destinations and confirm the push.

=== Step 3: Push Automation ===
- Click the '''Push Automation''' button.
- A confirmation dialog will appear. Confirm to begin distribution.
- Each selected sub-account will receive a copy of the automation.

=== Step 4: Activate or Deactivate Automations Centrally ===
- To enable or disable automations across sub-accounts:
  - Navigate back to the '''Automations''' tab.
  - Use the centralized control panel to toggle '''Activate''' or '''Deactivate''' statuses for specific automations across all or individual locations.

=== Step 5: Monitor Performance ===
- Use the reporting interface accessible from the '''Automations''' tab to view deployment status, activation confirmations, and performance metrics across all sub-accounts.
  
== Configuration Options and Settings ==

ACHQ Pushdown Automations supports the following configuration settings from the parent account:

- '''Automation Selection''' – Choose which automation to deploy.
- '''Target Sub-Accounts''' – Select sub-accounts to receive the automation.
- '''Activation Settings''' – Set whether the automation is active on delivery.
- '''Reporting Dashboard''' – Monitor status, performance, and automation-level engagement across accounts.

All configurations and actions are executed from the parent (HQ) account and reflected in linked sub-accounts.

== Best Practices and Tips ==

To make the most of ACHQ Pushdown Automations, consider the following best practices:

* **Standardize automation templates**: Before pushing automations, ensure they follow brand guidelines and compliance standards.
* **Use descriptive automation names**: This makes it easier to track usage across multiple accounts.
* **Schedule and plan**: Roll out seasonal campaigns or promotions by pre-configuring automations and updating them centrally as needed.
* **Review performance regularly**: Utilize the ACHQ Reporting tools to identify which automations are most effective and replicate their success.
* **Test in a sandbox sub-account**: Before pushing to all sub-accounts, test new automations in a staging environment or demo sub-account.

== Common Use Cases with Examples ==

ACHQ Pushdown Automations are ideal for businesses with multiple store locations, branches, or franchisees under centralized HQ control. Here are a few examples:

=== National Franchise Marketing ===
A franchisor launches a holiday campaign automation and pushes it to all 200 franchisee sub-accounts across the country. Each location now runs the same sequence of customer engagement emails.

=== Product Launches ===
An HQ team prepares an automation for announcing a new product launch. Using the pushdown feature, the launch campaign goes live across regions without needing local teams to rebuild the workflow.

=== Performance Optimization ===
After reviewing past automation analytics, HQ identifies the top-performing abandoned cart automation. This automation is updated at the HQ level and redeployed to all branches to increase conversion across the network.

== Troubleshooting ==

While ACHQ Pushdown Automations simplifies automation deployment, users may encounter some scenarios requiring troubleshooting:

* **Automation not appearing in sub-account**: Confirm the sub-account was correctly selected during the pushdown configuration.
* **Pushdown failed**: Review any error messages listed in the reporting dashboard. Common issues include permission errors or automation conflicts.
* **Automation inactive after push**: Ensure that the '''Activate on push''' setting was enabled or manually activate it in the destination sub-account.
* **Sub-account adjustments needed**: If local adaptation is required, sub-accounts can duplicate the pushed automation and tailor to their needs, maintaining the original for reference.

If issues persist, contact ActiveCampaign Support or refer to the related help documentation.

== Related Features ==

ACHQ Pushdown Automations is part of ActiveCampaign’s broader toolset for multi-location and franchise consistency. Additional related resources include:

* [[ActiveCampaign Release Notes]]
* [[2024 Release Notes]]
* [https://help.activecampaign.com/hc/en-us/articles/16663631036316-ACHQ-Create-pushdown-automations ACHQ - Create pushdown automations]

== FAQ ==

=== What is ACHQ Pushdown Automations? ===
It is a feature that allows ActiveCampaign HQ users to create and distribute automations to multiple sub-accounts simultaneously from a centralized interface.

=== Who can use this feature? ===
Only customers using ActiveCampaign HQ with connected sub-accounts can access and leverage pushdown capabilities.

=== Can I activate automations for sub-accounts after pushing them? ===
Yes. You can centrally activate or deactivate automations for specific or all sub-accounts from the main HQ dashboard.

=== Is this feature included in all ActiveCampaign plans? ===
No. This feature is designed for ACHQ enterprise-level users and may require specific plan eligibility.

=== Can sub-accounts modify automations pushed down from HQ? ===
In general, sub-accounts receive a copy of the pushed automation and can modify it independently unless restricted by parent account permissions.

=== How do I troubleshoot if a sub-account didn't receive the automation? ===
Confirm that the sub-account was selected during deployment and check the status in the reporting dashboard. Contact support if the issue persists.

=== Is it possible to cancel or undo a pushdown after deployment? ===
Once an automation has been pushed to a sub-account, it behaves like a locally created automation. You can deactivate it centrally or instruct the sub-account to delete it.

== Summary ==

ACHQ Pushdown Automations empower franchisors and other multi-location HQ organizations to operate at scale without sacrificing control or consistency. By combining centralized power with local flexibility, ActiveCampaign continues to provide enterprise-level tools for impactful customer experiences.

For step-by-step guidance, visit the [https://help.activecampaign.com/hc/en-us/articles/16663631036316-ACHQ-Create-pushdown-automations ACHQ pushdown automation setup article].