COMING SOON: A new and improved automation building experience!

Hi everyone, I’m Kenzie from the product marketing team at ActiveCampaign and I’m so excited to share about an enhanced automation building experience coming soon in the upcoming weeks! :grinning:

What’s new? :raised_hands:

:mag: A New Action Search Modal
Our new Action menu is being designed to make selecting and searching for automation actions easier than ever before. With this update, you will enjoy improved discoverability, a modernized look, and the introduction of Suggested Actions tailored to your business and use case for more efficient automation building.

  • Improved action search and quick add: Our new action search functionality allows you to find the actions you need instantly. Simply type in the action you’re looking for, and our quick add feature will help you add it to your automation in seconds.

  • Better action discoverability: The updated menu enhances action discoverability, making it easier for you to explore and select the right actions for your automation, whether you’re a beginner or an advanced marketer.

    :rocket: Action Enhancements: Better Personalization, Easier Configuration
    We’re enhancing the efficiency and ease of use of our automation workflows with meaningful improvements to each action. Key updates include in-context content editing for sending actions, optimized layouts with better consistency, and a brand-new personalization experience with features like chips for easily identifying personalization tags and type ahead search to easily add personalization tags in your content.

  • In-context editing of sending actions: We’re updating our sending actions so you can edit them directly within the automation builder without navigating away from your workflow. This in-context editing streamlines your process for automating emails, SMS messages, and internal notifications, allowing you to stay focused and maintain your creative flow within the automation builder.

  • New personalization experience: We are introducing a brand new and consistent personalization experience to make it more intuitive and comprehensive across all automation actions. Key features include an easier way to distinguish and edit personalization tags, and access to all Contact, Deal, Account, and Custom Object personalization tags across every action.

  • Improved layouts & navigation: We’re enhancing the usability and simplicity of all our actions with an updated look and feel for action configuration, consistent designs and patterns throughout the action setup, and an easier and more intuitive navigation.

These gradual updates will streamline your building process, allowing you to maintain your creative flow while setting up automations. Be sure to check out our release notes for updated actions as they are released.

Why are we changing the segment experience?
At ActiveCampaign, we are setting new standards for marketing automation with a platform that truly adapts to the uniqueness of your business. Our commitment to innovation ensures your marketing efforts are not only effective, but also validated for success. This year, we are rolling out significant updates to our automation building experience to make it more intuitive, user-friendly, and performant across the platform.

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