Automation builder

From Activepedia
Revision as of 05:54, 2 November 2025 by 35.170.163.230 (talk) (SEO-optimized content from ActiveCampaign documentation)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Navigation: Main_Page > ActiveCampaign Release Notes > 2024 Release Notes > A new, simpler automation builder

A New, Simpler Automation Builder

Introduction

The **Automation Builder** is a core component of ActiveCampaign, allowing users to create marketing automations that streamline customer journeys and drive engagement at scale. In October 2024, ActiveCampaign introduced a major update to this builder, redesigning its interface and functionality to make it simpler, faster, and more powerful for all users—whether you're just starting out or already running complex workflows.

This enhancement centers around a **modernized user interface**, **improved performance**, and **streamlined action discovery**, ensuring smoother and more efficient experiences when building automations. With an upgraded **Action modal**, more intuitive navigation, and lightning-fast response times, the new builder empowers both novice marketers and seasoned experts to achieve their automation goals effortlessly.

How to Access This Feature

To begin using the new Automation Builder experience:

  1. Open ActiveCampaign and access any **existing automation**, or create a **new automation**.
  2. Once in the automation interface, toggle on the **“New automation builder experience”** if prompted.
  3. Your builder will now reflect the new interface with upgraded visuals and features.

No new navigation paths are required; the upgrade is embedded in the existing automation interface with a toggle for easy adoption.

Step-by-Step Instructions

You can use the improved Automation Builder across existing or new automations. Below is a detailed guide to start using it effectively:

Step 1: Access the Automation Builder

  1. Navigate to the left-hand menu and click on **Automations**.
  2. Choose **Create an automation** or select an existing one from the list.

Step 2: Enable the New Experience

  1. In the automation interface, if prompted, enable the **Toggle for the new experience**.
  2. The interface refreshes to load the new design.

Step 3: Add Actions

  1. Click on the **plus (+)** icon where you want to add a new step.
  2. The updated **Action modal** appears.
  3. Use the enhanced **search bar** within the modal to quickly locate the desired action.
  4. Select the action, and it will be added seamlessly to your workflow.

Step 4: Continue Building

  1. Continue adding actions, applying conditions, or tagging contacts using the same intuitive process.
  2. You can move, delete, or duplicate steps using the modernized menu options presented on each action block.

Step 5: Save and Activate

  1. Click the **Save** button after making changes.
  2. Use the **Active toggle** to launch your automation when you're ready.

Configuration Options and Settings

The updated Automation Builder includes the following key UI and functional enhancements:

  • Modernized Interface: Provides a clean, visual design that prioritizes usability and efficiency.
  • New Action Modal: A centralized and searchable location to find and select actions.
  • Quick Add Feature: Automatically populates selected actions directly into the automation in one click.
  • Enhanced Action Search: Just type the name of the action and it appears instantly.
  • Improved Discoverability: The layout and design of the modal and menu make it easier to explore available actions and features.
  • Performance Enhancements: Faster loading times and responsiveness across complex automations.

These settings are built directly into the environment and do not require additional configuration.

Best Practices and Tips

To get the most value out of the new Automation Builder, consider the following recommendations:

  • **Use Search for Speed**: When building large workflows, typing action names into the search bar significantly reduces time spent scrolling.
  • **Group Related Steps**: Visually organize actions into logical clusters for better oversight and troubleshooting.
  • **Preview Before Activation**: Always walk through the automation sequence to validate logic before enabling.
  • **Name Actions Clearly**: Customize action names to reflect their function (e.g., “Send Promo Email - Fall Sale”) for easier identification later.
  • **Optimize for Performance**: Remove outdated or unnecessary paths to speed up automation processing and reduce confusion.

Common Use Cases with Examples

Ecommerce Campaigns

  • Use the new **quick add** feature to rapidly place actions like **Send Email**, **Wait**, and **Tag Contact** as part of an abandoned cart sequence.

Lead Nurturing

  • Create well-structured flows with defined delay intervals using visual cues in the new builder interface.

Re-engagement

  • Quickly search and apply **If/Else** conditions to route contacts based on past engagement levels.

Upsell Automations

  • Instantly add **Goal** or **Webhook** actions using the improved search interface for event-triggered promotions.

Troubleshooting

If you're encountering issues with the new Automation Builder, try the following:

  • **Problem: Old interface loading instead of new one**
 - **Solution**: Double-check if the new experience toggle is enabled within the automation interface.
  • **Problem: Search not returning expected actions**
 - **Solution**: Ensure keywords are typed correctly; use broader terms for better results (e.g., "email" vs. "send email").
  • **Problem: Lag or sluggish performance**
 - **Solution**: Try clearing your browser cache or using a modern browser like Chrome or Firefox.
  • **Problem: Actions not saving**
 - **Solution**: Always press the **Save** button before exiting; unsaved steps are not stored.

Related Features

FAQ

What is different in the new Automation Builder?

The new builder includes a modernized interface, quicker action search and selection, better performance, and more intuitive navigation for both new and experienced users.

Do I need to do anything to activate this new builder?

No installation or download is necessary. Simply toggle on the new experience when inside a new or existing automation.

Can I switch back to the old builder?

While the update is designed to offer a better experience, if you prefer the classic view, you may have the option to disable the new experience during the initial rollout period. However, transitions to the new builder are encouraged for future support.

Will my existing automations be affected?

No. Existing automations remain intact. The new builder only enhances the interface and build experience; your logic, actions, and history remain unchanged.

Are there new automation actions available?

While this update focuses more on interface and interaction enhancements, it improves the visibility and accessibility of all existing actions via the improved **Action modal**.

Is training required to use the new builder?

No formal training is necessary; however, exploring the builder hands-on is the best way to get familiar. Additional resources are available if needed.

Where can I learn more or get help?

You can refer to the Automation documentation, review the Create an automation from scratch in ActiveCampaign guide, or visit ActiveCampaign's help center for more in-depth tutorials.

Additional Resources

For more platform updates, explore the full list of 2024 Release Notes.

Retrieved from "https://activepedia.com/index.php?title=Automation_builder&oldid=39"