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Workflows vs Campaigns/Triggers (Deprecated features)

Table of Contents

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 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
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