Organize your automations

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How to Organize Your Automations in ActiveCampaign

ActiveCampaign offers a robust platform for marketing automation, enabling users to streamline their marketing efforts effectively. One key feature of managing your marketing automation is the ability to organize your automations. This is crucial because as your automation library grows, it can become overwhelming to manage and locate specific automations. Organizing your automations helps ensure efficiency and effectiveness in your marketing campaigns.

How to Access This Feature

To access the automation organization features, start by navigating to the Automations section in the left menu of your ActiveCampaign dashboard. From here, you will be directed to the Automations overview page where you can begin filtering and sorting your automations.

Step-by-Step Instructions

Filtering Automations

You can filter automations based on various parameters such as status, Business Goals, labels, triggers, and actions. To filter your automations, follow these steps:

1. Click Automations on the left menu.
2. On the Automations overview page, click the Filter button.
3. In the Filter by menu, select the status or choose from the dropdowns for Business Goal, Label, Trigger, or Action you want to filter by.
4. Click Apply. The Automations overview page will display the automations corresponding to your filter selections.

Automation Statuses Explained

When filtering automations, you can use the following statuses:

• All - This filter option includes both Active and Inactive automations and is the default setting.
• Active - Shows automations that are currently "On". Contacts can be added to these automations each time they meet the necessary conditions.
• Inactive - Displays automations that are currently "Off". Contacts cannot be added to these automations.
• Deactivated - Includes automations that have been deactivated due to account downgrades. For more information, refer to the automations and account downgrades documentation.

Reordering Automations

ActiveCampaign also allows you to reorder automations in different ways based on your preference. To reorder automations, follow these steps:

1. Click Automations on the left menu.
2. On the Automations overview page, click the column name that you want to reorder your automations by (e.g., 'Last Edited', 'Total Completions').
3. To customize which columns are displayed, click the gear icon and select or deselect the column names accordingly.

You can reorder automations based on the following criteria:

• Alphabetical A-Z
• Alphabetical Z-A
• Last Edited
• Current Contacts
• Total Entries
• Total Completions
• Completion Rate
• Email Sends
• Average Open Rate
• Average Click Rate
• Total Conversions
• Conversion Rate

Configuration Options and Settings

While organizing your automations, here are key features to keep in mind:

• Filter by Status: Choose to view all, active, or inactive automations.
• Business Goals: Organize automations tailored to your marketing objectives.
• Labels, Triggers, Actions: Utilize these filters to segment your automations effectively.
• Columns for Reordering: You can see various metrics or attributes of your automations to reorder accordingly.

Best Practices and Tips

- Regularly review and filter your automations to ensure they align with your current marketing objectives. - Consider labeling automations based on similar features or functions to easily group them. - Regularly update the status of automations that are no longer active or needed. - Use the reordering features to prioritize your most crucial automations, making them easier to access when needed.

Common Use Cases with Examples

1. **Segmenting Marketing Goals**: If you're running a special campaign for the holidays, you can filter automations that focus on holiday promotions or seasonal sales for better visibility. 2. **Managing Inactive Automations**: For those that are no longer relevant, you can quickly filter out inactive automations to clean up your overview and help focus efforts on active campaigns. 3. **Performance Tracking**: Use the reordering feature to analyze which automations have the highest completion rates or conversion rates to capitalize on successful strategies.

Troubleshooting

- If automations are not appearing as expected when filtered, ensure that your filter criteria are appropriately set. - For issues with deactivated automations, check your account settings to confirm whether an account downgrade has impacted your automations. - If you encounter a loading issue on the Automations overview page, try refreshing the page or clearing your browser cache.

FAQ

Q1: What does "Active" mean in automation statuses?

A1: An automation is marked as Active when it is currently "On" and can accept contacts as they meet specified conditions.

Q2: Can I still access my deactivated automations?

A2: Deactivated automations may not be accessible if they were deactivated due to an account downgrade. Please consider checking your account status or contacting support.

Q3: How often should I organize my automations?

A3: It's advisable to review and organize your automations regularly, especially after major updates or changes in your marketing strategy.

Q4: Can I edit automation details after filtering?

A4: Yes, once filtered, you can edit details of automations as needed. Simply locate the automation you wish to edit and make the necessary changes.

Q5: What are Business Goals in the context of filtering?

A5: Business Goals refer to specific objectives that your automations are designed to achieve, helping you filter automations by their intended outcomes.

Q6: Why can’t I see some of my automations?

A6: If some automations are not visible, check your filtering criteria to ensure you are not inadvertently excluding those automations (e.g. filtering out inactive ones).

Q7: What happens to automations when I delete them?

A7: Deleted automations cannot be recovered and will no longer appear in your Automations overview. It’s best to only delete automations you are sure you won't need in the future.

For further reading on this feature, you can refer to the ActiveCampaign documentation for more insights into Automations and their capabilities. ```