Automation Canvas Enhancements

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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

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

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

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

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

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

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

What changes were made to the automation canvas?

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.

Are there any new functionalities for directing flows in automations?

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?

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?

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?

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

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

• Setting new standards for marketing automation in 2024
• How to view your automation

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