Editing Automations Builder (section)

== Best Practices and Tips ==

Here are recommended practices when working with the new Automations Builder:

* **Use Search Often**: Leverage '''Find and Search''' to streamline revisions and audits of automation logic. Quickly narrow down steps by keyword.
* **Segment in Advance**: Before building complex workflows, organize your contacts into appropriate segments. This helps when applying conditional logic.
* **Utilize Visual Groupings**: Thanks to the new '''chip styling''', it's easier to group similar actions visually. Make use of this to cluster similar tasks together.
* **Test Before Activation**: Always test automation logic fully using test contacts before making it live.
* **Scroll Strategically**: Use the restored '''scrollbars''' to check entire workflows at a glance, ensuring you don’t miss isolated pathways or tasks in a larger build.