Workflows vs Campaigns/Triggers (Deprecated features)

Modified on: Fri, 13 Jan, 2023 at 9:54 AM

Workflows make it easy to create automation with triggers and actions, and it is similar to campaigns and triggers but with much more capabilities. Workflows also have capabilities like using if-else statements, wait times, Math functions and so much more. Overall, workflows offer a more powerful and comprehensive automation solution than campaigns and triggers.



Covered In this Article:

General comparison between Workflows and the deprecated features:

Why are Campaigns and Triggers not visible in my Sub-account?

Workflows vs Triggers, Trigger steps comparison Table

Automations Actions Comparison Table


General comparison between Workflows and the deprecated features:

Workflows can use if/else conditions and filtering, which allows for more personalized and targeted automation. They combine triggers and campaigns into one system, making it more efficient and streamlined. Workflows have a status/execution log that makes it easier to troubleshoot and track lead status. Workflows are easier to test during onboarding and launch for quality assurance, ensuring that the product is working correctly for clients.

You can import your campaigns into workflows, and then add the triggers as well for a more streamlined automation process.



Why are Campaigns and Triggers not visible in my Sub-account?

If the sub-account was created using a snapshot of a master account that did not already have campaigns and triggers in it then it would not allow you to see the depreciated features setting in sub-account> Settings> Business Profile


But if it was created using the snapshot of a master sub-account that already had triggers and campaigns in it, it should give you the option to enable depreciated features in Business Profile settings.

The CRM is gradually moving clients towards workflows and moving them away from campaigns and triggers, so these two features are automatically disabled and have no option to be enabled in sub-accounts that were created using snapshots of sub-accounts that did not have these features, to begin with. Agencies created after November 2021 do not see the option to enable Deprecated features either by default.



Workflows vs Triggers, Trigger steps comparison Table

The following is a table of which Trigger steps are supported by Workflows in comparison to Triggers.

Please Note:

Campaigns cannot be triggered without a Trigger adding contacts to them. Or Contacts being added to them via Bulk Add to Campaign Actions  or CSV Import Add to Campaign Modal.


Trigger StepWorkflowsTriggers

Appointments

Appointment Status


YesYes

Customer Booked Appointment


YesYes

Contact

Birthday Reminder

YesYes

Contact Changed

YesNo

Contact Created


YesNo

Contact DND


YesYes

Contact Tag

YesYes

Custom Date Reminder

YesYes

Note Added

YesYes

Note Changed


YesNo

Task Added


YesYes

Task Reminder


YesYes


Contact Actions

Customer Replied


Yes

Yes

Form Submitted


Yes

Yes

Order Form Submission


Yes

Yes

Order Submitted


Yes

No

Survey Submitted


Yes

Yes

Trigger Link Clicked


Yes

Yes

Twilio Validation Error


Yes

Yes


Events
Call Status

Yes

Yes

Email Events

Yes

Yes


Facebook
Facebook Lead Form Submitted

Yes

Yes


Membership

Category Completed


Yes

No

Membership New Signup


Yes

Yes

Offer Access Granted


Yes

Yes

Offer Access Removed


Yes

Yes

Product Access Granted


Yes

Yes

Product Access Removed


Yes

Yes

Product Completed


Yes

Yes

User Login


Yes

Yes


Opportunities

Opportunity Status Changed


Yes

Yes

Pipeline Stage Changed


Yes

Yes

Stale Opportunities


Yes

Yes


Payments
Invoice

Yes

No


Shopify

Abandoned Checkout


Yes


No


Order Placed


Yes


No


Order Fulfilled

Yes

No


Media
Video

Yes

No


TikTok
TikTok Form Submitted

Yes

No




Automations Actions Comparison Table

The following is a table of which Action steps are supported by Workflows in comparison to Campaigns and Triggers.


ActionWorkflowsCampaignsTriggers



External Communications

Send Email


YesYesYes

Send SMS


YesYesYes

Call


YesYesNo

Voicemail


YesYesNo

Messenger


YesYesNo

Instagram DM


YesNoNo

Manual SMS


YesYesNo

Manual Call


YesYesNo

GMB Messaging


YesYesNo

CRM

Add Contact Tag


YesNoYes

Remove Contact Tag


YesNoYes

Create/Update Opportunity


YesNoYes

Add To Notes


YesNoYes

Assign To User


YesNoYes

Remove Assigned User


YesNoYes

Set Event Start Date


YesNoYes

Add To Workflow


YesNoNo

Remove From Workflow


YesNoNo

Remove From All Workflows


YesNoNo

Remove From CampaignNoNoYes

Remove From All CampaignsNoNoYes

Add to CampaignNoNoYes

Remove Opportunity


YesNoYes

Send Internal Notification


YesNoYes

Set Contact DND


YesNoYes

Edit Conversation


YesNoYes

(Only Mark as Read)

Send Review Request


YesNoNo

Stripe One-Time Charge


YesNoYes

Update Appointment Status


YesNoYes

Add Task


YesNoYes

AI Appointment Booking Bot


YesNoNo

Send To Eliza Agent Platform


YesNoNo


Add To Google Analytics


YesNoYes

Add to Google Adwords

YesNoYes

Update Contact Field

YesNoYes

Facebook - Add To Custom Audience


YesNoNo

Facebook - Remove From Custom Audience


YesNoNo

Facebook - Conversion API


YesNoNo

Membership Actions

Membership Grant Offer


YesNoYes

Membership Revoke Offer


YesNoYes

Conditions and workflow

If / Else

YesNoNo

Wait


YesYesNo

Webhook


YesYesYes

Go To


YesNoNo

Math Operation


YesNoNo

Goal Event


YesNoNo

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