Original Question:

Strider Devaney asked:
“New here. What’s the main difference between campaigns and workflows? Why use one over the other?”


Answer:

Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes.

  • Campaigns: Used for drip sequences (emails, texts, voicemail drops, etc.).
  • Workflows: Offer advanced automation, combining campaigns with triggers and conditional actions.

For most users, workflows are the better choice because they provide more flexibility and automation options.


Key Differences Between Campaigns & Workflows

Feature Campaigns Workflows
Drip Email & Text Sequences ✅ Yes ✅ Yes
Voicemail Drops & Calls ✅ Yes ✅ Yes
Conditional Logic (IF/THEN Actions) ❌ No ✅ Yes
Automated Responses Based on Replies ❌ No ✅ Yes
Lead Scoring & Tagging ❌ No ✅ Yes
Multi-Step Automation (Beyond Just Messages) ❌ No ✅ Yes
Recommended For Simple Follow-Ups ✅ Yes ✅ Yes
Recommended For Advanced Automation ❌ No ✅ Yes

Why Choose Workflows Over Campaigns?

1. Workflows Include Automation

With workflows, you can:

  • Send an email → IF the contact replies with a keyword, automatically send a follow-up.
  • Assign contacts to different sequences based on behavior (clicked a link, opened an email, etc.).

Campaigns don’t have this level of automation. They are simply linear sequences without conditional triggers.

2. Workflows Replace Campaigns & Triggers

In the past, Agent CRM users had to:

  • Create a campaign for messages.
  • Create triggers separately to automate next steps.

With workflows, you get both in one place!

3. Workflows Allow Multi-Step Actions Beyond Messaging

  • Tag leads based on behavior.
  • Assign leads to specific team members.
  • Create tasks & reminders.
  • Change a lead’s pipeline stage automatically.

When to Use Campaigns vs. Workflows

Use Campaigns When:

  • You need a simple follow-up sequence (emails/texts).
  • No advanced logic or automation is required.

Use Workflows When:

  • You want customized automation beyond just sending messages.
  • You need conditional actions (e.g., “If they reply, send this next”).
  • You want to assign leads, tag contacts, or change pipeline stages automatically.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:


Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Automate Your Insurance Business