Automations Map

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How to see connected automations with the automation map in ActiveCampaign

Introduction

The Automations Map is a powerful feature in ActiveCampaign that provides users with a visual representation of how their automations are interconnected. This tool displays not only the relationships between automations but also high-level performance statistics, making it essential for users who want to optimize their marketing workflows. Understanding the connections between automations can help in creating more effective marketing strategies, improving engagement, and ultimately driving better results for your campaigns.

Understanding connected automations is crucial as it allows for streamlined processes within your marketing systems. Automations can be linked through various actions and triggers, enhancing the workflow and enabling interactions that can engage contacts more effectively.

How to access this feature

To access the Automations Map, follow these steps:

1. Log in to your ActiveCampaign account. 2. On the left menu, click on Automations. 3. Select Automations Map from the dropdown options.

Upon clicking, the Automations Map page will load, allowing you to view your automations visually.

Step-by-step instructions

To effectively utilize the Automations Map, follow these detailed steps:

1. **Loading the Automations Map**: Once you navigate to the Automations Map, a visual overview of all your automations will be displayed.

2. **Understanding Automation Status**:

  - Active Automations (indicated by a **green dot**) are currently running and able to add contacts.
  - Inactive Automations (indicated by a **red dot**) are not currently running and cannot accept new contacts.

3. **Viewing Connections**: When you want to investigate the connections between automations:

  - Click on any automation node on the map. 
  - The selected automation will be highlighted in the center of the map. Automations connected to it will be positioned to the left or right based on their relationship (i.e., whether they start or end the selected automation).

4. **Exploring Automation Details**: The Automation Details shelf appears on the right side, offering insights such as:

  - Connections – lists all automations that start or end the selected automation.
  - Contacts – shows the number of contacts currently engaged in that automation.
  - Campaigns – provides info on campaigns associated with that automation, including their open rates.
  - Jump To – details all "Jump To" actions along with their completion rates.

5. **Interpreting Connection Types**: You may observe various connection types:

  - **Ends**: Red connection indicating an action that stops an automation.
  - **Starts**: Green connection showing an action that begins another automation.
  - **Starts and stops**: Yellow connection indicating both starting and stopping actions.
  - **Circular connections**: Both green and red with arrows indicating mutual triggers between automations.

Configuration options and settings

The Automations Map offers a variety of configuration options to enhance user experience:

- **Filtering Options**: Users can filter automations based on:

 - Actions
 - Triggers
 - Status
 - Label
 - Last edited
 - Highest activity
 - Date created (newest or oldest)
 - Alpha (A-Z or Z-A)

These filtering options enable users to focus on specific automations based on their current needs or objectives.

Best practices and tips

To make the most of the Automations Map, consider the following best practices:

- **Regularly review connections**: Frequent check-ins on how automations are connected can uncover efficiencies and opportunities for improvement. - **Utilize filtering options**: Make use of the filtering settings to manage and prioritize your automations effectively. - **Monitor performance statistics**: Pay attention to metrics available in the Automation Details shelf to gain insights into how well your automations are performing. - **Interlink automations strategically**: Ensure that your connected automations have complementary actions and triggers to create a seamless experience for your contacts.

Troubleshooting

If you encounter issues while using the Automations Map, consider the following tips:

- **No automations displayed**: If you find that no automations appear on the map, ensure that you have created automations in your account. - **Limited connections shown**: If you have more than 100 automations, only connected automations will appear. To see all automations, consider consolidating or prioritizing automations. - **Issues with displaying statistics**: If statistics seem inaccurate, refresh the page or check for connectivity issues.

Related features

For further exploration of features that complement the Automations Map, consider reviewing: - Automations: A comprehensive look at creating and managing automations. - Automation Triggers: Detailed explanations on the triggers available in ActiveCampaign.

FAQ

Q1: What is the Automations Map? A1: The Automations Map is a feature that visually represents how your automations are interconnected, showing relationships and performance statistics.

Q2: How can I access the Automations Map? A2: You can access it by clicking on Automations and then selecting Automations Map from the left menu.

Q3: What does a green dot represent on the Automations Map? A3: A green dot indicates that the automation is currently active and can accept new contacts.

Q4: Can I see all my automations on the map? A4: If you have more than 100 automations, only connected automations will be displayed.

Q5: How do I interpret the connections between automations? A5: Connections can be categorized as starting, ending, or both, represented by different colors (green for starts, red for ends, yellow for both).

Q6: What information is available in the Automation Details shelf? A6: It includes connections, number of contacts, campaigns associated, and completion rates for "Jump To" actions.

Q7: What should I do if the Automations Map does not load? A7: Refresh your browser page or check your internet connection if the map does not load as expected.

With this comprehensive guide, you are now equipped to effectively utilize the Automations Map in ActiveCampaign to enhance your marketing strategies and automation workflows. ```