ACHQ - Create pushdown automations

With ACHQ, you can create and send automations to administrators in your sub-accounts. These are called “pushdown” automations, and they let your sub-accounts use automated workflows tailored to your business goals. Automations can save you time and help you and your franchises stay organized.

For more information about automations in ActiveCampaign, please read the “What are automations in ActiveCampaign?” help article.

Take note

• You must be an ACHQ Franchise partner to use pushdown automations
• You can only send one automation to your sub-accounts at a time. It is not possible to send multiple automations to your sub-accounts in bulk
• It is strongly recommended that your automation is complete in your parent account before pushing it down to sub-accounts
• Metrics for automations may take up to a 1 minute to populate

How pushdown automations work

When you create an automation in your parent account, you can then publish that automation in your ACHQ account. When you publish an automation, it goes out to each sub-account you select. The automation can have an “Active” or “Inactive” status.

Automations you create in your parent account appear under the “Automations” tab of your ACHQ account. This page displays the following information:

• Automation name - Name of the automation. This is pulled from the parent account connected to ACHQ
• Date created - Date of when the draft or pushdown automation was created in ACHQ
• Status - Can be Draft, Scheduled, or Published
  • Draft - Automation created for publishing. It is not yet pushed down to sub-accounts. The automation is not yet available in sub-accounts
  • Scheduled - The automation is configured and ready to be pushed down to sub-accounts at a future date and time
  • Published - The automation is pushed down to your sub-accounts. This does not mean that your automation is Active or Inactive
• Accounts Active - The number of sub-accounts where the automation is Active
• Accounts Inactive - The number of sub-accounts where the automation is Inactive
• Accounts Missing - The number of sub-accounts that do not have the automation
• Edit and View buttons - Can be Edit or View
  • The “Edit” button appears if the automation has a “Draft” or “Scheduled” status.
  • The “View” button appears if the automation has a “Published” status (pushed down to sub-accounts). Clicking the “View” button takes you to the reporting page for that automation

How to send a pushdown automation

1. From your ACHQ account, click Automations on the top menu.
2. Click the “Publish new automation” button. You can also click the “Edit” button for the automation you want to push down to your sub-accounts and move to step 4 below.
3. Select automation - Click the “Select” button for the automation you want to send to your sub-account(s). You can only select a single automation at a time.
4. Account Selection - Click the “Select accounts” button, then click each sub-account that should receive the automation. When finished, click the “Select” button.
5. Activation - Choose when the automation should activate. Once an automation is “Active,” contacts can enter the workflow. Choose from:
   • “Do not automatically activate this automation” - Automation will have an “Inactive” status in the selected sub-accounts
   • “Schedule activation for a future date and time” - Use the fields that appear when this option is selected to define the date, time, and timezone that the automation will activate
   • “Activate immediately when the automation is pushed” - Automation will have an active status as soon as it is pushed down to your sub-accounts
6. Click the “Publish” button.

Terminology

Automation - an automated workflow or chain of events that runs when triggered by starting conditions you define.

Active - The automation is turned on, and contacts can enter it if they meet the trigger conditions.

Inactive - The automation is turned off, and contacts cannot enter the automation.

Published - The status an automation can have in your ACHQ account. It means it is “pushed down” (or sent) to your sub-accounts.

FAQs

How do I schedule activation for an automation?

You can schedule automation activation when configuring the pushdown. When setting up the pushdown automation, you can select if the automation should not activate, activate at a future date and time, or activate immediately. See step 5 under the “How to send a pushdown automation” section.

Can I remove an automation from a sub-account?

Yes. To do so, you must log into that sub-account and then delete that automation.

How do I change an automation from “Inactive” to “Active” once it’s pushed down to sub-accounts?

You can make an automation “Active” or “Inactive” once it’s pushed down to your sub-accounts. This action applies to all sub-accounts containing the automation. The same automation can't be “Active” in one sub-account and “Inactive” in another.

From your ACHQ account:

1. Click Automations on the top menu.
2. Locate the automation whose status you want to change.
3. Click the down caret.
4. Click “Set all to active” or “Set all to inactive.”

How do I edit an automation in ACHQ?

All automations in the ACHQ account directly reflect those in your parent ActiveCampaign account. If you wish to modify an automation, you must do so within your parent account. Modifications will appear in ACHQ immediately after refreshing the page.

If I edit a published automation, will the updates immediately appear in my sub-accounts?

No. If you edit the automation in your parent account, you must push down the automation again to your sub-accounts to see the updates.

How do I remove an automation from my ACHQ account?

You can remove any automation with a “Draft” status from your ACHQ account. To do so:

1. From your ACHQ account, click Automations on the top menu.
2. Locate the draft automation you want to remove.
3. Click the down caret next to the “Edit” button.
4. Click “Delete draft.”

The automation will be removed from your ACHQ account. It is still available in your parent account.