Editing Predictive Next Steps

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'''Navigation:''' [[Main_Page]] > [[Automations]] > Predictive Next Steps

== Predictive Next Steps Overview ==

In the realm of automation, the '''Predictive Next Steps''' feature in ActiveCampaign serves as an invaluable tool for marketers looking to streamline their workflow. By providing recommended actions tailored to your previous steps, this feature not only enhances efficiency but also helps users adhere to best practices in the automation process. This article offers a comprehensive overview of how to implement and optimize the '''Predictive Next Steps''' feature.

=== What are Predictive Next Steps? ===

The '''Predictive Next Steps''' feature offers real-time suggestions for actions you might consider adding to your automation. This is accomplished through a modal window that appears alongside your current automation step, typically triggered by actions such as '''Send Email''' or '''Add a Deal'''. The goal is to provide you with time-saving recommendations based on effective automation strategies, thus improving the overall workflow.

=== How to Access This Feature ===

Accessing the '''Predictive Next Steps''' feature is straightforward. When you are in the automation builder of ActiveCampaign, simply perform the following:

1. Create or open an existing automation.
2. Add a '''Send Email''' or '''Add a Deal''' action to your automation.
3. Once you complete the previous step, the modal window with recommended actions will appear alongside this action.

There is no need for any additional setup or configuration as this feature is readily available when you meet the triggering conditions.

=== Step-by-Step Instructions ===

To effectively utilize the '''Predictive Next Steps''' feature, follow these step-by-step instructions:

1. **Open Automation:** Navigate to the Automations section in ActiveCampaign and select an existing automation or create a new one.
2. **Add an Action:** Insert a '''Send Email''' or '''Add a Deal''' action within the automation.
3. **Review the Modal:** After adding the action, observe the modal pop-up next to the action. This modal will display recommended next actions.
4. **Select a Recommended Action:** 
   - Click on any of the suggested actions to add it directly to your automation sequence.
5. **Close the Modal:** If you choose not to use the suggested actions, you can simply click the '''X''' in the modal to close it. Alternatively, continue building your automation by clicking the node represented by the '''+''' symbol.

Note that if you close the modal, it will not reappear for the same action type, thus encouraging you to make swift automation decisions.

=== Configuration Options and Settings ===

The '''Predictive Next Steps''' feature provides recommendations based on the following automation actions:

* '''Send Email''' action:
  - Wait 7 days (one timed wait action)
  - Wait 7 days and check to see if the email was opened (one conditional wait action with a time limit)
  - Wait 7 days and send another email (one timed wait action and one send email action)

* '''Add a Deal''' action:
  - Add a Task (one task action)
  - Add a Task and notify the Deal Owner (one task action and one notification action)

Currently, it is important to note that there are no configuration settings to turn off the '''Predictive Next Steps''' feature in your account.

=== Best Practices and Tips ===

To make the most of the '''Predictive Next Steps''' feature, consider the following best practices:

* **Review Recommended Actions:** Regularly check the modal for helpful tips that can streamline your automation workflows.
* **Custom Adjustments:** While the recommendations may serve as a good starting point, always customize actions based on your unique audience needs and campaign goals.
* **Test Your Automations:** After adding recommended actions, thoroughly test your automations to ensure they operate as intended and deliver desired outcomes.

=== Common Use Cases with Examples ===

1. **Email Campaign Follow-up:** If a ''Send Email'' action is added, utilizing the "Wait 7 days and check if the email was opened" recommendation can help determine the next engagement action based on user interaction.
   
2. **Deal Management:** When adding a deal into the system, quickly creating a task and notifying the deal owner can ensure timely follow-ups and effective deal progression.

These examples underline how suggestions from '''Predictive Next Steps''' can bolster your engagement strategy and enhance productivity.

=== Troubleshooting Section ===

While the '''Predictive Next Steps''' feature is designed to offer seamless assistance, users may encounter the following issues:

* **Modal Does Not Appear:** Ensure that the last action performed was either a ''Send Email'' or ''Add a Deal''. If a different action was previously designed, the modal will not be triggered.
* **Suggestions Not Relevant:** If recommended actions do not fit your needs, remember that customization is critical; use the recommendations as a foundation and adjust as necessary.

=== Related Features ===

For more comprehensive insights, consider exploring related features in ActiveCampaign:

* [[Automations]] – An overview of the automation capabilities within ActiveCampaign.
* [[Send Email]] – Detailed documentation on email sending functionalities integrated into your automations.
* [[Add a Deal]] – Learn how to manage sales deals effectively within your automations.

=== FAQ Section ===

==== What is the main function of the Predictive Next Steps feature? ====
The '''Predictive Next Steps''' feature provides automated recommendations for the next actions to take in your automation based on the last step you added.

==== Do I need to enable the Predictive Next Steps feature? ====
No, this feature is available by default and requires no additional activation or configuration.

==== Can I prevent the modal from appearing for the same action? ====
Yes, once closed, the modal will not reappear for the same ''Send Email'' or ''Add a Deal'' action.

==== Are the suggested actions customizable? ====
Yes, while the recommendations serve as helpful starting points, you are encouraged to customize them based on your specific campaign needs.

==== What automation actions trigger Predictive Next Steps? ====
The feature is triggered by the ''Send Email'' and ''Add a Deal'' automation actions.

==== Is there a way to turn off Predictive Next Steps in my account settings? ====
No, there is currently no option to disable the ''Predictive Next Steps'' feature.

==== What if I find the suggestions not suitable? ====
You can choose not to use the recommended actions and develop your automation as per your strategy.

By harnessing the capabilities of the '''Predictive Next Steps''' feature, users can optimize their automation efforts, ensuring that every step taken is a well-informed decision aimed at enhancing user engagement and workflow efficiency.
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