Create pushdown automations

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ACHQ - Create Pushdown Automations

Introduction

Pushdown automations are a feature of ActiveCampaign's ACHQ, designed to streamline automated workflows across sub-accounts. With these automations, you can efficiently distribute automated workflows tailored to your business goals to administrators controlling various sub-accounts. This feature is especially useful for franchise partners, allowing them to maintain consistency and organization among diverse branches while saving time.

Automations can significantly enhance productivity and ensure that all sub-accounts adhere to standardized processes. Therefore, understanding how to effectively create and manage pushdown automations is crucial for any ACHQ Franchise partner.

How to Access This Feature

To access the feature for creating pushdown automations in your ACHQ account, follow these steps: 1. Log in to your ACHQ account. 2. From the top menu, click on Automations.

Here, you can manage any automations you have created or will create.

Step-by-Step Instructions

To successfully send a pushdown automation to your sub-accounts, adhere to the following detailed steps:

1. **Access Automations**:

  - From your ACHQ account, click on Automations in the top menu.

2. **Publishing a New Automation**:

  - Click the Publish new automation button. Alternatively, if you wish to push down an existing automation, select the Edit button next to that automation.

3. **Selecting the Automation**:

  - Click the Select button for the automation you intend to send to sub-account(s). Remember, you can only select one automation at a time.

4. **Account Selection**:

  - Click on the Select accounts button, then choose each sub-account that should receive the automation. After selection, click the Select button.

5. **Determining Activation**:

  - Choose the option for how and when the automation should activate:
    - Do not automatically activate this automation: This sets the automation to Inactive status in the selected sub-accounts.
    - Schedule activation for a future date and time: Inputs will appear for you to specify the desired date, time, and timezone.
    - Activate immediately when the automation is pushed: This will set the automation to Active status upon pushing it to sub-accounts.

6. **Finalizing the Process**:

  - Click the Publish button once all settings are configured.

By completing these steps, your automation will be successfully sent to the selected sub-accounts.

Configuration Options and Settings

While configuring your pushdown automations, you'll encounter several important options:

- Automation Status: Indicates whether the automation is in Draft, Scheduled, or Published state. - Activation Options:

 - **Inactive**: Automation is turned off; contacts cannot enter.
 - **Active**: Automation is turned on; contacts can enter if conditions are met.
 - **Published**: The automation has been dispatched to the sub-accounts.
 

Make sure to comprehend each option before finalizing your automation to effectively manage workflows across your franchise.

Best Practices and Tips

To maximize the effectiveness of pushdown automations, consider the following best practices:

- **Complete Automations Before Pushing**: Always ensure the automation is fully set up in your parent account prior to disseminating it to sub-accounts. This avoids confusion and errors. - **Monitor Performance**: Keep track of how automations perform across different sub-accounts by analyzing the metrics, which may take up to one minute to populate after the push. - **Limit to One Automation at a Time**: Remember that you can only push one automation per operation, so plan accordingly to manage deployment efficiently. - **Use Clear Naming Conventions**: Name automations descriptively to make it easy to identify their purpose and status when viewing them in the Automations tab.

Common Use Cases with Examples

Here are a few scenarios where pushdown automations can be beneficial:

- **Franchise Launch**: A new franchise can utilize pushdown automations to initiate the same onboarding process for new customers, ensuring that every new location starts on the right foot. - **Marketing Campaigns**: If a new seasonal campaign is launched, push the marketing automation down to all sub-accounts to maintain brand coherence. - **Customer Support Workflows**: Create a standardized customer support workflow that can be pushed to every sub-account to ensure that all customer inquiries are handled uniformly.

Troubleshooting Section

While using pushdown automations, you may encounter specific issues. Here are tips for common problems:

- **Automation Not Appearing in Sub-Account**: Ensure you have successfully published the automation and that the correct sub-account was selected during the push process. - **Metrics Not Updating**: If metrics take longer than a minute to appear, refresh the page and check back. Internet connectivity issues may also cause delays. - **Need to Change Automation Status**: After the automation is pushed, you can change its status by accessing the automation and selecting to set it to either Active or Inactive for all sub-accounts.

FAQ

How do I schedule activation for an automation?

You can schedule automation activation when configuring the pushdown. When setting up the pushdown automation, choose the desired activation time. See step 5 under the “How to send a pushdown automation” section.

Can I remove an automation from a sub-account?

Yes. You must log into the relevant sub-account, navigate to the automation, and delete it from there.

How do I change an automation from “Inactive” to “Active” once it’s pushed down to sub-accounts?

You can adjust the status of an automation across all sub-accounts simultaneously via your ACHQ account by locating the automation and selecting either Set all to active or Set all to inactive from the dropdown menu.

How do I edit an automation in ACHQ?

All automations within the ACHQ account are reflections of those in your parent ActiveCampaign account. To make changes, you must edit the automation directly in your parent account. Changes will be visible in ACHQ immediately after refreshing.

If I edit a published automation, will the updates immediately appear in my sub-accounts?

No. You will need to republish the edited automation to have the updates reflect in sub-accounts.

How do I remove an automation from my ACHQ account?

To delete any automation with a Draft status from the ACHQ account: 1. Click on Automations in your account. 2. Locate the draft automation. 3. Click the down caret next to the Edit button. 4. Select Delete draft.

This will remove the automation from your ACHQ account while retaining it in your parent account.

By following this guide, you will be well-equipped to create and manage pushdown automations effectively in your ActiveCampaign ACHQ account. ```