View Automation

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How to View Your Automation

In ActiveCampaign, the View Automation feature is a crucial aspect of managing and monitoring your automated workflows. Understanding how to navigate and visualize your automations allows you to effectively track interactions, adjust strategies, and ultimately enhance your marketing efforts. This feature provides a user-friendly view of your automation's structure, making it easier to manage complex sequences and actions.

How to Access Your Automation

To enter the automation builder and view your automation, follow these simple steps:

1. Click Automations on the left menu to navigate to the Automations Overview page.
2. Click the Create an automation button in the upper right-hand corner, or click on the name of an existing automation from the list of automations.

Step-by-Step Instructions

Once you are in the automation builder, you'll find various controls that facilitate easy navigation and comprehensive viewing of your automation. Below, we'll detail how to effectively use these features.

Navigating Your Automation

After entering your automation, several tools are available at the bottom left corner of your automation screen:

• Automation Minimaps: The automation minimap visually indicates where your canvas sits within the larger automation. This feature helps you understand the layout of your workflow at a glance.

• Zoom Controls: Here, you can control your view:

 * The - and + buttons located below the minimap allow you to zoom in and out of the automation. 
 * You can zoom to a clear percentage, by default set to 100%, with the capability to go as high as 150% and as low as 25%. 
 * Alternatively, use the following hotkeys to zoom:
   * CMD + (Plus) → Zoom in
   * CMD - (Minus) → Zoom out
   * CMD + Scroll with your mouse → Zoom in or out

• Fit-to-View: This option allows you to quickly adjust your view to display the entire automation tree on your canvas. The Fit-to-view button is located at the right of the zoom controls.

• Download Image: If you need to share or document your automation, you can easily save it as an image. The Download image button is located on the right of the Fit-to-view button. Here’s how to use it:

 * To save the whole automation, first click the Fit-to-view button and then click the Download image button.
 * To save a specific part of the automation, adjust your zoom level and then click the Download image button.

Configuration Options and Settings

While navigating through your automation, you'll encounter several bold features that enhance your workflow:

• Automation Minimaps - aids in your spatial understanding of the workflow.
• Zoom Controls - provide flexibility in how you view your automation.
• Fit-to-View - offers an instant glance of your complete automation canvas.
• Download Image - allows you to capture snapshots of your automation.

These options ensure that you can configure your view in a way that works best for you, optimizing your workflow efficiency.

Best Practices and Tips

To make the most out of the View Automation feature, consider the following best practices:

• **Regularly Review**: Frequently engage with your automations to ensure everything runs smoothly and as expected.
• **Utilize the Minimaps**: Take advantage of the automation minimap to keep your workflow organized, especially in complex automations.
• **Adjust Zoom Levels**: Use different zoom levels strategically depending on whether you're reviewing specific actions or the overall structure.
• **Download Important Views**: Make a habit of downloading important stages of your automation for reporting or team discussions, especially after major updates or changes.

Common Use Cases with Examples

The View Automation feature serves various purposes, and here are some common use cases:

• **Strategy Adjustments**: Suppose you've introduced a new email series within an existing automation. Using the Download image feature, you can share it with your marketing team for feedback and collaborative adjustments.

• **Performance Tracking**: By regularly reviewing the automation structure with the Automation Minimaps, you can spot bottlenecks or redundant paths that require refinement.

• **Presenting to Stakeholders**: When preparing for a meeting with stakeholders, utilize the Fit-to-View to display the complete automation at once, highlighting key components of the workflow.

Troubleshooting

In case you encounter difficulties while using the View Automation feature, consider the following troubleshooting tips:

• **Map Not Displaying Correctly**: If your automation minimap isn’t showing as expected, try refreshing the page or clearing your cache.
• **Zoom Controls Not Working**: Ensure that no other browser extensions are interfering with your zoom functionality. If problems persist, test in another browser.
• **Image Download Errors**: If the Download image feature does not function, check if any pop-up blockers are active, as they may interfere with the download process.

FAQ

Q1: Can I edit my automation while viewing it? A1: Yes, once you have opened your automation in the builder, you can make edits directly on the canvas.

Q2: What should I do if my automation appears misaligned? A2: Adjust your zoom level to gain a clearer perspective of any misalignment, or refresh the page.

Q3: How many times can I zoom in or out? A3: You can zoom in up to 150% and out to 25% as needed.

Q4: Can I access previous versions of my automation? A4: Currently, you can view your automation live but do not have functionality for version history within this feature.

Q5: Why is the "Download image" feature important? A5: The "Download image" function is crucial for documentation and sharing your workflows with team members or stakeholders who may not access the platform directly.

Q6: Is there a mobile version of the automation builder? A6: The automation builder is optimized for desktop viewing; for mobile access, the functionality may be limited.

Q7: Are there any specific browser recommendations? A7: It is generally recommended to use browsers like Chrome or Firefox for optimal performance with ActiveCampaign’s tools.

By leveraging the View Automation feature, users can gain significant insight and control over their marketing automations, enabling better strategy implementations and communication among team members. ```