Automation Canvas Enhancements

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Automation Canvas Enhancements

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

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.

Step-by-Step Instructions

Follow these steps to utilize the new features of the Automation Canvas:

1. **Log in** to your ActiveCampaign account. 2. Click on the Automations tab in the main navigation menu. 3. Select an existing automation or choose the option to create a new automation. 4. You will now see the updated automation canvas with the following features:

  - **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.
  - **Fit to Screen**: Click on the Fit to Screen option to optimize your workspace for a comprehensive view of your automation.
  - **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.
  - **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.
  - Enjoy the overall modernized design of the automation builder, which is aimed at providing a quick and smooth building experience even with complex workflows.

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. - **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. - **Download automation as a PNG**: Provides an easy way to export your automations for outside sharing. - **Go To actions**: Enhanced usability in managing how and where your automation flows to different actions. - **End Automation Indicator**: Automatically allocates an end point when needed, streamlining your workflow creation. - **Sleek design**: A visually appealing and functional interface that retains power while improving user experience.

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. - 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. - Leverage the **automation minimap** to plan and visualize alterations to your automations comprehensively.

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. - **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

For more in-depth information on the various functionalities within ActiveCampaign, refer to the following related features: - Automations: General overview of automation functionality. - Automation Triggers: Conditions that start Automation workflows.

FAQ

Q1: Are the Automation Canvas Enhancements available on all plans? A1: Yes, these enhancements are accessible on all ActiveCampaign plans.

Q2: How can I share my automations with my team? A2: You can share your workflows by downloading them as PNG files, which can be easily shared via email or other platforms.

Q3: What is the purpose of the automation minimap? A3: The minimap provides an overview of your entire automation workflow so you can see the structure and flow at a glance.

Q4: Do I still need to add an end automation action? A4: No, the builder automatically adds an end automation indicator if there are no subsequent actions, saving you time.

Q5: Can I customize the zoom level? A5: Yes, you can use the zoom controls to adjust the view according to your preference, allowing for detailed adjustments or broader overviews.

Q6: How do I access the new features in my existing automations? 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? 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. ```