What is the difference between automation rules and workflow?

  • 14 June 2022
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Differences between automation and workflow rules.
Functional comparison

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Automation rules allow you to automatically perform most of your customer-facing marketing activities. Examples of activities that can be automated: educating the client by sending e-mail cycles (lead nurturing), sending automatic offers tailored to the customer's profile and triggered by them as a result of appropriate customer behavior, transferring the client between sales stages, segmenting the contact database, assigning tags, sending alerts to the sales department informing about the interest of a contact, sending dynamic messages after the customer's visit to the website. Workflow is used to plan and automate marketing campaigns. It is an attractive solution that enables efficient systematization of even very complex processes. The contact activity detected by the system can be the initiator of the action, if the set conditions are met. Workflow campaigns can be adapted to the needs of the project so as to create effective marketing campaigns.

As part of them, it is possible, among others: taking care of customer relations via welcome emails and text messages, personalization of messages for specific recipients, for example based on tags assigned to the contact, or according to the contact's activity on the website, generating discount coupons encouraging to use the services again, quickly and efficiently reaching customers with the offer thanks to alerts about the activity of a contact or his interest in a specific product.

Workflow is much more advanced functionality than the rules of automation. In the workflow, we can set as many processes and actions as we need, while the rules have a specific limit and scheme. In addition, the workflow can contain rules so that it is multifunctional