Automation Canvas Enhancements: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Automations]] > Automation Canvas Enhancements
'''Navigation:''' [[Main_Page]] > [[Automations]] > Automation Canvas Enhancements


= Automation Canvas Enhancements =
== Automation Canvas Enhancements ==
 
The '''Automation Canvas Enhancements''' feature in ActiveCampaign is an important upgrade that significantly enhances the user experience in creating and managing automation workflows. With a series of subtle yet impactful updates to the automation canvas, users can expect improved usability, functionality, and an overall faster experience when loading and navigating their automations. This article will provide an in-depth look at what’s new, how to access these features, step-by-step instructions for utilizing them, and best practices for maximizing your use of this powerful tool.


== Introduction ==
== Introduction ==
The '''Automation Canvas Enhancements''' are a series of improvements designed to enrich the automation experience within ActiveCampaign. These enhancements focus on usability and efficiency, ensuring that users can navigate and utilize the automation features more effectively. Whether you're building complex workflows or simple automation processes, these tools will significantly enhance your operational efficiency and speed. The improvements aim to provide a smoother, faster, and more intuitive workflow, underscoring the importance of every detail in the automation experience.


== How to Access ==
Automation plays a crucial role in modern marketing strategies, allowing businesses to engage with customers efficiently while reducing manual efforts. The enhancements introduced to the Automation Canvas are designed to streamline this process even further. The new features enable users to visualize, adjust, and share their automation plans with greater ease, ultimately leading to more effective marketing campaigns.
To access the enhanced automation canvas features, you need an ActiveCampaign account on any of the available plans. Log in to your ActiveCampaign dashboard, navigate to the '''Automations''' tab, and select any existing automation or create a new one. The new features will be available within the automation builder interface.
 
== How to Access this Feature ==
 
To access the '''Automation Canvas Enhancements''', simply log in to your ActiveCampaign account, navigate to the [[Automations]] section, and select any automation workflow to view the updated canvas. The enhancements are available across all subscription plans, ensuring that every user benefits from these productivity-boosting features.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
Follow these steps to utilize the new features of the Automation Canvas:


1. **Log in** to your ActiveCampaign account.
1. **Log in** to your ActiveCampaign account.
2. Click on the '''Automations''' tab in the main navigation menu.
2. Navigate to the **Automations** tab in the main navigation menu.
3. Select an existing automation or choose the option to create a new automation.
3. Select an existing automation or create a new one to open the automation canvas.
4. You will now see the updated automation canvas with the following features:
4. Once in the canvas, take advantage of the following enhancements:
   - **Automation minimap**: Utilize the minimap function to get an overview of your entire workflow.
 
   - **Zoom controls**: Adjust your view with the provided zoom controls to either zoom in for detailed adjustments or zoom out to see everything at once.
  === Navigation Minimap ===
   - **Fit to Screen**: Click on the '''Fit to Screen''' option to optimize your workspace for a comprehensive view of your automation.
   - View the new '''Automation minimap''' located at the top right of the canvas, which provides a visual summary of your entire workflow. This diminutive overview allows you to zone in on specific sections or see how the components relate to each other.
   - **Download automation as a PNG**: Use the option to download your workflow as a PNG for easy sharing and review.
 
   - **Improved "Go To" actions**: Notice the enhanced usability in directing the flow with '''Go To''' actions. This makes the process more intuitive.
  === Zoom Controls ===
   - **Automatic End Automation Indicator**: Observe that the builder automatically adds an end automation indicator if there are no further actions, saving you time and effort.
   - Utilize the '''Zoom controls''' located at the bottom right of the canvas to adjust your view. You can zoom in for detailed adjustments or zoom out for a broader perspective of your automation design.
   - Enjoy the overall modernized design of the automation builder, which is aimed at providing a quick and smooth building experience even with complex workflows.
 
   === Fit to Screen ===
  - Implement the '''Fit to Screen''' option to automatically resize the canvas so that your entire automation fits within the viewable area, making navigation easier.
 
   === Download Automation as PNG ===
  - To share or evaluate your workflows, click the option to '''Download automation as PNG''', which exports your canvas into a PNG file format for easy distribution.
 
  === Improved Usability for ‘Go To’ Actions ===
   - Utilize the enhanced usability of '''Go To''' actions for easier direction commands within your automations, ensuring a smoother flow without confusion.
 
   === Automatic End Automation Indicator ===
  - Enjoy the feature that automatically adds an '''End Automation Indicator''' when there are no further actions following a trigger, streamlining the setup process by removing the need for manual edits.
 
  === Sleek New Design ===
   - Experience the modernized interface of the automation builder, which maintains the same powerful capabilities while providing an optimized design for responsiveness.


== Configuration Options and Settings ==
== Configuration Options and Settings ==
The enhancements introduced in the automation canvas include several new features you can configure to optimize your workflows:


- **Automation minimap**: A visual overview to help you see the broader context of your automations.
The '''Automation Canvas Enhancements''' come equipped with several intuitive configuration options to assist users:
- **Zoom controls**: Tools to fine-tune your view, making it easier to adjust and plan automations.
 
- **Fit to Screen**: A feature that adjusts the canvas to show your entire automation without scrolling.
- **Automation minimap** for overall workflow visibility
- **Download automation as a PNG**: Provides an easy way to export your automations for outside sharing.
- **Zoom controls** for precise adjustments
- **Go To actions**: Enhanced usability in managing how and where your automation flows to different actions.
- **Fit to Screen** functionality for comprehensive automation overview
- **End Automation Indicator**: Automatically allocates an end point when needed, streamlining your workflow creation.
- **Download automation as PNG** feature for easy sharing
- **Sleek design**: A visually appealing and functional interface that retains power while improving user experience.
- **Improved usability for ‘Go To’ actions** to enhance the intuitiveness of flow direction
- **Automatic End Automation Indicator** that simplifies workflow conclusion
- **Modernized design** that enhances performance and user satisfaction
 
These enhancements are designed to be intuitive and do not require extensive setup beyond initial access.


== Best Practices and Tips ==
== Best Practices and Tips ==
To maximize the benefits of the Automation Canvas Enhancements, consider the following best practices:


- Regularly utilize the **Fit to Screen** and **zoom controls** to maintain clarity in complex workflows.
To maximize the benefits of the '''Automation Canvas Enhancements''', consider the following best practices:
- Download automations as **PNG files** for documentation or collaborative reviews with other team members.
 
- Take advantage of the **automatic end automation indicator** by reviewing your workflows to ensure everything flows as intended without unnecessary steps.
- Regularly review the minimap to keep track of complex workflows effectively.
- Leverage the **automation minimap** to plan and visualize alterations to your automations comprehensively.
- Use the '''Zoom controls''' to focus on sections of your automation when making detailed adjustments.
- Take advantage of the '''Fit to Screen''' option to quickly understand the overall layout before starting modifications.
- Utilize the option to '''Download automation as PNG''' for team discussions or reviews to gain feedback on workflows.
- Familiarize yourself with the improved usability of the '''Go To''' actions to enhance workflow logic and user experience.
- Make use of the automatic functionalities to minimize manual edits and errors, particularly concerning end points in automations.


== Troubleshooting ==
== Troubleshooting ==
While the enhancements are designed to improve your automation experience, you may occasionally encounter issues. Here are some common troubleshooting tips:


- **Feature not loading**: Ensure your browser is updated. Sometimes, simply refreshing the page may resolve temporary glitches.
While most users will experience seamless integration with the '''Automation Canvas Enhancements''', should you encounter any issues, consider the following troubleshooting steps:
- **Zoom controls not functioning**: Check if any browser extensions may be interfering. Disabling them and refreshing the page could solve the issue.
- **Issues with downloading PNGs**: Confirm that your internet connection is stable and retry the download.


== Related Features ==
- Ensure that your browser is updated and compatible with ActiveCampaign.
For more in-depth information on the various functionalities within ActiveCampaign, refer to the following related features:
- If loading times are longer than expected, try refreshing the page or clearing your browser cache.
- [[Automations]]: General overview of automation functionality.
- For any persistent usability issues, consult ActiveCampaign's support resources or reach out to customer support for further assistance.
- [[Automation Triggers]]: Conditions that start Automation workflows.


== FAQ ==
== FAQ ==


'''Q1: Are the Automation Canvas Enhancements available on all plans?''' 
=== What changes were made to the automation canvas? ===
A1: Yes, these enhancements are accessible on all ActiveCampaign plans.
The enhancements include a navigation minimap, zoom controls, a fit to screen feature, PNG downloading, improved usability for Go To actions, an automatic end automation indicator, and a new sleek design.
 
=== Is there an additional cost for using these enhancements? ===
No, these enhancements are available for all users across all subscription plans without any additional cost.
 
=== How can I download my automation canvas? ===
You can download your automation by selecting the download option that saves your workflow as a PNG file.


'''Q2: How can I share my automations with my team?'''
=== Are there any new functionalities for directing flows in automations? ===
A2: You can share your workflows by downloading them as PNG files, which can be easily shared via email or other platforms.
Yes, the usability for '''Go To''' actions has been enhanced, making it more intuitive to redirect the flow of automations.


'''Q3: What is the purpose of the automation minimap?''' 
=== What if I forget to add an end action to my automation? ===
A3: The minimap provides an overview of your entire automation workflow so you can see the structure and flow at a glance.
The new automatic end automation indicator will save you from this, as it will be added automatically if there are no further actions.


'''Q4: Do I still need to add an end automation action?'''
=== How can I fit my entire automation on the screen? ===
A4: No, the builder automatically adds an end automation indicator if there are no subsequent actions, saving you time.
Utilize the '''Fit to Screen''' option to automatically adjust the canvas so that your entire automation workflow appears within your view.


'''Q5: Can I customize the zoom level?''' 
=== Where can I find more information about these features? ===
A5: Yes, you can use the zoom controls to adjust the view according to your preference, allowing for detailed adjustments or broader overviews.
For a deeper dive, refer to the additional resources provided, including [https://www.activecampaign.com/blog/2024-automation-enhancements setting new standards for marketing automation in 2024] and [https://help.activecampaign.com/hc/en-us/articles/14852948033820-How-to-view-your-automation how to view your automation].


'''Q6: How do I access the new features in my existing automations?''' 
== Additional Resources ==
A6: Simply log in to your account and access any automation from the '''Automations''' tab to utilize the new features.


'''Q7: What should I do if I experience issues with the new features?''' 
For more information on automation enhancements, please refer to the following:
A7: If you encounter issues, refresh your browser, check for updates, or refer to our troubleshooting tips above.


By understanding and utilizing the Automation Canvas Enhancements, you can significantly elevate your user experience within ActiveCampaign, ultimately leading to better automation workflows and increased productivity.
* [https://www.activecampaign.com/blog/2024-automation-enhancements Setting new standards for marketing automation in 2024]
* [https://help.activecampaign.com/hc/en-us/articles/14852948033820-How-to-view-your-automation How to view your automation]
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Latest revision as of 07:05, 3 November 2025

```mediawiki Navigation: Main_Page > Automations > Automation Canvas Enhancements

Automation Canvas Enhancements[edit | edit source]

The Automation Canvas Enhancements feature in ActiveCampaign is an important upgrade that significantly enhances the user experience in creating and managing automation workflows. With a series of subtle yet impactful updates to the automation canvas, users can expect improved usability, functionality, and an overall faster experience when loading and navigating their automations. This article will provide an in-depth look at what’s new, how to access these features, step-by-step instructions for utilizing them, and best practices for maximizing your use of this powerful tool.

Introduction[edit | edit source]

Automation plays a crucial role in modern marketing strategies, allowing businesses to engage with customers efficiently while reducing manual efforts. The enhancements introduced to the Automation Canvas are designed to streamline this process even further. The new features enable users to visualize, adjust, and share their automation plans with greater ease, ultimately leading to more effective marketing campaigns.

How to Access this Feature[edit | edit source]

To access the Automation Canvas Enhancements, simply log in to your ActiveCampaign account, navigate to the Automations section, and select any automation workflow to view the updated canvas. The enhancements are available across all subscription plans, ensuring that every user benefits from these productivity-boosting features.

Step-by-Step Instructions[edit | edit source]

1. **Log in** to your ActiveCampaign account. 2. Navigate to the **Automations** tab in the main navigation menu. 3. Select an existing automation or create a new one to open the automation canvas. 4. Once in the canvas, take advantage of the following enhancements: 

  === Navigation Minimap ===
  - View the new Automation minimap located at the top right of the canvas, which provides a visual summary of your entire workflow. This diminutive overview allows you to zone in on specific sections or see how the components relate to each other.

  === Zoom Controls ===
  - Utilize the Zoom controls located at the bottom right of the canvas to adjust your view. You can zoom in for detailed adjustments or zoom out for a broader perspective of your automation design.

  === Fit to Screen ===
  - Implement the Fit to Screen option to automatically resize the canvas so that your entire automation fits within the viewable area, making navigation easier.

  === Download Automation as PNG ===
  - To share or evaluate your workflows, click the option to Download automation as PNG, which exports your canvas into a PNG file format for easy distribution.

  === Improved Usability for ‘Go To’ Actions ===
  - Utilize the enhanced usability of Go To actions for easier direction commands within your automations, ensuring a smoother flow without confusion.

  === Automatic End Automation Indicator ===
  - Enjoy the feature that automatically adds an End Automation Indicator when there are no further actions following a trigger, streamlining the setup process by removing the need for manual edits.

  === Sleek New Design ===
  - Experience the modernized interface of the automation builder, which maintains the same powerful capabilities while providing an optimized design for responsiveness.

Configuration Options and Settings[edit | edit source]

The Automation Canvas Enhancements come equipped with several intuitive configuration options to assist users:

- **Automation minimap** for overall workflow visibility - **Zoom controls** for precise adjustments - **Fit to Screen** functionality for comprehensive automation overview - **Download automation as PNG** feature for easy sharing - **Improved usability for ‘Go To’ actions** to enhance the intuitiveness of flow direction - **Automatic End Automation Indicator** that simplifies workflow conclusion - **Modernized design** that enhances performance and user satisfaction

These enhancements are designed to be intuitive and do not require extensive setup beyond initial access.

Best Practices and Tips[edit | edit source]

To maximize the benefits of the Automation Canvas Enhancements, consider the following best practices:

- Regularly review the minimap to keep track of complex workflows effectively. - Use the Zoom controls to focus on sections of your automation when making detailed adjustments. - Take advantage of the Fit to Screen option to quickly understand the overall layout before starting modifications. - Utilize the option to Download automation as PNG for team discussions or reviews to gain feedback on workflows. - Familiarize yourself with the improved usability of the Go To actions to enhance workflow logic and user experience. - Make use of the automatic functionalities to minimize manual edits and errors, particularly concerning end points in automations.

Troubleshooting[edit | edit source]

While most users will experience seamless integration with the Automation Canvas Enhancements, should you encounter any issues, consider the following troubleshooting steps:

- Ensure that your browser is updated and compatible with ActiveCampaign. - If loading times are longer than expected, try refreshing the page or clearing your browser cache. - For any persistent usability issues, consult ActiveCampaign's support resources or reach out to customer support for further assistance.

FAQ[edit | edit source]

What changes were made to the automation canvas?[edit | edit source]

The enhancements include a navigation minimap, zoom controls, a fit to screen feature, PNG downloading, improved usability for Go To actions, an automatic end automation indicator, and a new sleek design.

Is there an additional cost for using these enhancements?[edit | edit source]

No, these enhancements are available for all users across all subscription plans without any additional cost.

How can I download my automation canvas?[edit | edit source]

You can download your automation by selecting the download option that saves your workflow as a PNG file.

Are there any new functionalities for directing flows in automations?[edit | edit source]

Yes, the usability for Go To actions has been enhanced, making it more intuitive to redirect the flow of automations.

What if I forget to add an end action to my automation?[edit | edit source]

The new automatic end automation indicator will save you from this, as it will be added automatically if there are no further actions.

How can I fit my entire automation on the screen?[edit | edit source]

Utilize the Fit to Screen option to automatically adjust the canvas so that your entire automation workflow appears within your view.

Where can I find more information about these features?[edit | edit source]

For a deeper dive, refer to the additional resources provided, including setting new standards for marketing automation in 2024 and how to view your automation.

Additional Resources[edit | edit source]

For more information on automation enhancements, please refer to the following:

```

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