Workflows vs Campaigns/Triggers (Deprecated features)

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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

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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 Step Workflows Triggers

Appointments

Appointment Status


Yes Yes

Customer Booked Appointment


Yes Yes

Contact

Birthday Reminder

Yes Yes

Contact Changed

Yes No

Contact Created


Yes No

Contact DND


Yes Yes

Contact Tag

Yes Yes

Custom Date Reminder

Yes Yes

Note Added

Yes Yes

Note Changed


Yes No

Task Added


Yes Yes

Task Reminder


Yes Yes


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.


Action Workflows Campaigns Triggers



External Communications

Send Email


Yes Yes Yes

Send SMS


Yes Yes Yes

Call


Yes Yes No

Voicemail


Yes Yes No

Messenger


Yes Yes No

Instagram DM


Yes No No

Manual SMS


Yes Yes No

Manual Call


Yes Yes No

GMB Messaging


Yes Yes No

CRM

Add Contact Tag


Yes No Yes

Remove Contact Tag


Yes No Yes

Create/Update Opportunity


Yes No Yes

Add To Notes


Yes No Yes

Assign To User


Yes No Yes

Remove Assigned User


Yes No Yes

Set Event Start Date


Yes No Yes

Add To Workflow


Yes No No

Remove From Workflow


Yes No No

Remove From All Workflows


Yes No No

Remove From Campaign No No Yes

Remove From All Campaigns No No Yes

Add to Campaign No No Yes

Remove Opportunity


Yes No Yes

Send Internal Notification


Yes No Yes

Set Contact DND


Yes No Yes

Edit Conversation


Yes No Yes

(Only Mark as Read)

Send Review Request


Yes No No

Stripe One-Time Charge


Yes No Yes

Update Appointment Status


Yes No Yes

Add Task


Yes No Yes

AI Appointment Booking Bot


Yes No No

Send To Eliza Agent Platform


Yes No No


Add To Google Analytics


Yes No Yes

Add to Google Adwords

Yes No Yes

Update Contact Field

Yes No Yes

Facebook – Add To Custom Audience


Yes No No

Facebook – Remove From Custom Audience


Yes No No

Facebook – Conversion API


Yes No No

Membership Actions

Membership Grant Offer


Yes No Yes

Membership Revoke Offer


Yes No Yes

Conditions and workflow

If / Else

Yes No No

Wait


Yes Yes No

Webhook


Yes Yes Yes

Go To


Yes No No

Math Operation


Yes No No

Goal Event


Yes No No