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:
- How to Launch An Ad – Workflows
- How to Use Workflows to Sort Leads into Different Pipelines
- Radical Marketing Ideas for 2025
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
